Civic Intelligence

Chartwell School

990 • Fiscal year 2011 • EIN 77-0119013

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 14, 2011

2511 Numa Watson Road93955
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.15x

Higher debt load relative to assets than 36% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$15,097,444

No earlier filing loaded for comparison.

Net Assets

$12,900,109

No earlier filing loaded for comparison.

Liabilities

$2,197,335

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$4,888,438

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $15,097,444Liabilities 2011: $2,197,335Net Assets 2011: $12,900,1092011Assets 2012: $14,767,192Liabilities 2012: $2,066,357Net Assets 2012: $12,700,8352012Assets 2013: $15,887,758Liabilities 2013: $1,889,796Net Assets 2013: $13,997,9622013Assets 2014: $16,056,948Liabilities 2014: $1,929,328Net Assets 2014: $14,127,6202014Assets 2015: $15,787,516Liabilities 2015: $1,975,038Net Assets 2015: $13,812,4782015Assets 2016: $15,414,828Liabilities 2016: $1,879,765Net Assets 2016: $13,535,0632016Assets 2017: $14,437,110Liabilities 2017: $793,354Net Assets 2017: $13,643,7562017Assets 2018: $14,058,031Liabilities 2018: $839,808Net Assets 2018: $13,218,2232018Assets 2019: $13,550,507Liabilities 2019: $1,053,995Net Assets 2019: $12,496,5122019Assets 2020: $14,350,038Liabilities 2020: $1,722,140Net Assets 2020: $12,627,8982020Assets 2021: $14,576,049Liabilities 2021: $1,590,878Net Assets 2021: $12,985,1712021Assets 2022: $55,359,584Liabilities 2022: $1,672,078Net Assets 2022: $53,687,5062022Assets 2023: $59,947,365Liabilities 2023: $1,752,355Net Assets 2023: $58,195,0102023Assets 2024: $61,960,586Liabilities 2024: $1,584,344Net Assets 2024: $60,376,2422024

Highlighted filing

2011

Assets$15,097,444
Liabilities$2,197,335
Net Assets$12,900,109

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $4,888,4382011Expenses 2012: $4,315,5962012Expenses 2013: $3,847,4962013Revenue 2014: $3,979,129Expenses 2014: $4,015,770Net Income 2014: -$36,6412014Revenue 2015: $3,705,888Expenses 2015: $3,990,791Net Income 2015: -$284,9032015Revenue 2016: $3,756,708Expenses 2016: $4,038,090Net Income 2016: -$281,3822016Revenue 2017: $3,929,886Expenses 2017: $3,821,193Net Income 2017: $108,6932017Revenue 2018: $3,382,598Expenses 2018: $3,808,131Net Income 2018: -$425,5332018Revenue 2019: $3,926,740Expenses 2019: $4,648,451Net Income 2019: -$721,7112019Revenue 2020: $5,488,576Expenses 2020: $5,371,658Net Income 2020: $116,9182020Revenue 2021: $6,458,891Expenses 2021: $6,468,129Net Income 2021: -$9,2382021Revenue 2022: $50,527,981Expenses 2022: $7,976,840Net Income 2022: $42,551,1412022Revenue 2023: $13,082,378Expenses 2023: $11,545,755Net Income 2023: $1,536,6232023Revenue 2024: $14,595,610Expenses 2024: $13,450,138Net Income 2024: $1,145,4722024

Highlighted filing

2011

Revenue-
Expenses$4,888,438
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 14, 2011
Return Version
2010v3.4
Gross Receipts
$4,800,487
Mission and Program Overview

Mission

Chartwell School empowers bright students with language-based learning differences, including dyslexia. We do this in grades K-12 by offering them the knowledge, creativity, and skills in self advocacy and perseverance needed to thrive in college and beyond.

Major Activities

Activity 2
The new high school project at chartwell began in august 2009. Chartwell implemented the most effective teaching and learning strategies for older teens with visual and auditory language-based learning differences. The school designed new curricula, with small classes, hands-on, project-based learning, assistive technology, later daily start times, and health and fitness at the start of the day. Classes are designed to advance subject knowledge and apply it in aninter-disciplinary setting. In '10-11, $65,687 was awarded in need-based financial aid (see grants).
Activity 3
Chartwell's public education and community outreach services and programs are operated under the center for the advancement of language and literacy (call). Call develops collaborative relationships with individals, organizations and networks of allied professionals and advances the understanding, advocacy and practical delivery of services to benefit educators, volunteers and learners of all ages in our region. Currently, we have three separate programs operating under the call umbrella, some of which have been offered for nearly 25 years. The program provided direct services to 1,370 educators, administrators, parents and others. It is estimated that in turn an additional 3,000 learners benefit in the california central coast region and beyond.
Filing and Contact Details

Filer

EIN
77-0119013
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IRS990/Activity2/Description0THE NEW HIGH SCHOOL PROJECT AT CHARTWELL BEGAN IN AUGUST 2009. CHARTWELL IMPLEMENTED THE MOST EFFECTIVE TEACHING AND LEARNING STRATEGIES FOR OLDER TEENS WITH VISUAL AND AUDITORY LANGUAGE-BASED LEARNING DIFFERENCES. THE SCHOOL DESIGNED NEW CURRICULA, WITH SMALL CLASSES, HANDS-ON, PROJECT-BASED LEARNING, ASSISTIVE TECHNOLOGY, LATER DAILY START TIMES, AND HEALTH AND FITNESS AT THE START OF THE DAY. CLASSES ARE DESIGNED TO ADVANCE SUBJECT KNOWLEDGE AND APPLY IT IN ANINTER-DISCIPLINARY SETTING. IN '10-11, $65,687 WAS AWARDED IN NEED-BASED FINANCIAL AID (SEE GRANTS).
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IRS990/Description0CHARTWELL'S K-8 PROGRAM, ACCREDITED AT THE HIGHEST LEVEL BY THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES, OFFERS A COMPREHENSIVE CURRICULUM THAT EMPHASIZES ACADEMIC SKILLS DEVELOPMENT WHILE IT PREPARES STUDENTS WITH THE INDEPENDENT STUDY SKILLS, PROBLEM SOLVING AND CONTENT MASTERY THEY WILL BE EXPECTED TO DEMONSTRATE UPON TRANSISITIONING TO A MAINSTREAM EDUCATIONAL PLACEMENT. *OUR STUDENTS HAVE DIAGNOSED LEARNING DISABILITIES AND ARE TYPICALLY TWO OR MORE YEARS BELOW EXPECTED GRADE LEVEL WHEN ENTERING CHARTWELL DESPITE AVERAGE OR HIGHER INTELLIGENCE. INSTRUCTION IS PROVIDED IN SMALL CLASS SIZES THAT ARE HIGHLY STRUCTURED, MULTI-SENSORY AND ARE ESPECIALLY DESIGNED TO BE BOTH DIAGNOSTIC AND PRESECIPTIVE AND IMPLEMENT RESEARCH BASED BEST PRACTICES. STUDENTS RETURN TO MAINSTREAM EDUCATION AS CAPABLE LEARNERS AFTER TWO TO FOUR YEARS. MORE THAN 90% OF CHARTWELL STUDENTS COMPLETE HIGH SCHOOL AND MORE THAN 80% ENROLL IN COLLEGE. IN '10-11, CHARTWELL AWARDED $463,228 IN NEED-BASED FINANCIAL AID (SEE GRANTS).* INSTRUCTION IS PROVIDED ON A US GREEN BUILDING COUNCIL LEED PLATINUM RATED CAMPUS THAT WAS FORWARD-DESIGNED SPECIFICALLY TO OPTIMIZE THE EDUCATIONAL EXPERIENCE OF EACH STUDENT.
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IRS990/OfficeExpenses/Fundraising08653
IRS990/OfficeExpenses/ManagementAndGeneral03530
IRS990/OfficeExpenses/ProgramServices023878
IRS990/OfficeExpenses/Total036061
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY012500
IRS990/OtherAssetsTotal/EOY011780
IRS990/OtherEmployeeBenefits/Fundraising018068
IRS990/OtherEmployeeBenefits/ManagementAndGeneral015959
IRS990/OtherEmployeeBenefits/ProgramServices0290555
IRS990/OtherEmployeeBenefits/Total0324582
IRS990/OtherExpensePriorYear01486809
IRS990/OtherExpensesCurrentYear01331355
IRS990/OtherExpenses/Description0PROF. DEVELOPMENT
IRS990/OtherExpenses/Description1MAINTENANCE & REPAIRS
IRS990/OtherExpenses/Description2STIPENDS & STAFF EXP.
IRS990/OtherExpenses/Description3MISCELLANEOUS EXPENSE
IRS990/OtherExpenses/Description4DUES & SUBSCRIPTIONS
IRS990/OtherExpenses/Fundraising05674
IRS990/OtherExpenses/Fundraising12138
IRS990/OtherExpenses/Fundraising211502
IRS990/OtherExpenses/ManagementAndGeneral03656
IRS990/OtherExpenses/ManagementAndGeneral12488
IRS990/OtherExpenses/ManagementAndGeneral22186
IRS990/OtherExpenses/ManagementAndGeneral33532
IRS990/OtherExpenses/ProgramServices0148436
IRS990/OtherExpenses/ProgramServices1137868
IRS990/OtherExpenses/ProgramServices234169
IRS990/OtherExpenses/ProgramServices311474
IRS990/OtherExpenses/ProgramServices411133
IRS990/OtherExpenses/Total0157766
IRS990/OtherExpenses/Total1142494
IRS990/OtherExpenses/Total234169
IRS990/OtherExpenses/Total325162
IRS990/OtherExpenses/Total414665
IRS990/OtherNotesLoansReceivableNet/BOY05140
IRS990/OtherRevenueCurrentYear0-60930
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0MISCELLANEOUS
IRS990/OtherRevenueMisc/ExclusionAmount05543
IRS990/OtherRevenueMisc/TotalRevenueColumn05543
IRS990/OtherRevenuePriorYear0127718
IRS990/OtherSalariesAndWages/Fundraising0133774
IRS990/OtherSalariesAndWages/ManagementAndGeneral0134649
IRS990/OtherSalariesAndWages/ProgramServices02027231
IRS990/OtherSalariesAndWages/Total02295654
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Fundraising012853
IRS990/PayrollTaxes/ManagementAndGeneral011585
IRS990/PayrollTaxes/ProgramServices0179104
IRS990/PayrollTaxes/Total0203542
IRS990/PensionPlanContributions/Fundraising04958
IRS990/PensionPlanContributions/ManagementAndGeneral05362
IRS990/PensionPlanContributions/ProgramServices025200
IRS990/PensionPlanContributions/Total035520
IRS990/PermanentlyRestrictedNetAssets/BOY0196500
IRS990/PermanentlyRestrictedNetAssets/EOY0197085
IRS990/PledgesAndGrantsReceivable/BOY088074
IRS990/PledgesAndGrantsReceivable/EOY0104488
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/BOY026202
IRS990/PrepaidExpensesDeferredCharges/EOY035452
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0611110
IRS990/ProgramServiceRevenue/BusinessCode1611710
IRS990/ProgramServiceRevenue/BusinessCode2611710
IRS990/ProgramServiceRevenue/BusinessCode3611710
IRS990/ProgramServiceRevenue/BusinessCode4611710
IRS990/ProgramServiceRevenueCY03616006
IRS990/ProgramServiceRevenue/Description0TUITION - REGULAR SESS
IRS990/ProgramServiceRevenue/Description1TUITION - SUMMER SCHOO
IRS990/ProgramServiceRevenue/Description2FEE FOR SERVICE
IRS990/ProgramServiceRevenue/Description3OUTREACH
IRS990/ProgramServiceRevenue/Description4SCHOOL ACTIVITIES
IRS990/ProgramServiceRevenuePriorYear03609987
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome03398604
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1111470

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.0$1.58$60.4$14.6$13.5$1.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.9$1.75$58.2$13.1$11.5$1.54
2022Detailed filing. Detailed filing data is available for this year.$55.4$1.67$53.7$50.5$7.98$42.6
2021Detailed filing. Detailed filing data is available for this year.$14.6$1.59$13.0$6.46$6.47$0.01
2020Detailed filing. Detailed filing data is available for this year.$14.4$1.72$12.6$5.49$5.37$0.12
2019Detailed filing. Detailed filing data is available for this year.$13.6$1.05$12.5$3.93$4.65$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.84$13.2$3.38$3.81$0.43
2017Detailed filing. Detailed filing data is available for this year.$14.4$0.79$13.6$3.93$3.82$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$1.88$13.5$3.76$4.04$0.28
2015Detailed filing. Detailed filing data is available for this year.$15.8$1.98$13.8$3.71$3.99$0.28
2014Detailed filing. Detailed filing data is available for this year.$16.1$1.93$14.1$3.98$4.02$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$1.89$14.0$3.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$2.07$12.7$4.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$2.20$12.9$4.89