Civic Intelligence

Chartwell School

990 • Fiscal year 2017 • EIN 77-0119013

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

Organization Profilewww.chartwell.org

View Organization Page

2511 Numa Watson RdSeaside, CA 93955

(831) 393-8012

Siviq Scores

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

Liabilities / Assets

28th percentile

0.05x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

46th percentile

0.20x

Higher debt load relative to revenue than 46% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

50th percentile

2.8%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

11th percentile

-6.3%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

4.6%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$14,437,110

Down $977,718 (-6.3%) from 2016

Net Assets

Up

$13,643,756

Up $108,693 (+0.8%) from 2016

Liabilities

Down

$793,354

Down $1,086,411 (-58%) from 2016

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin50th percentile

Revenue

Up

$3,929,886

Up $173,178 (+4.6%) from 2016

Expenses

Down

$3,821,193

Down $216,897 (-5.4%) from 2016

Net Income

Up

$108,693

Up $390,075 (+139%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2017

Assets$14,437,110
Liabilities$793,354
Net Assets$13,643,756
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

2017

Revenue$3,929,886
Expenses$3,821,193
Net Income$108,693
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$4,671,032
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,197,520$10,955,960▼ $241,560
Investments in Publicly Traded Securities$2,118,821$1,725,674▼ $393,147
Savings and Temporary Cash Investments$1,634,947$924,639▼ $710,308
Cash and Non-Interest-Bearing Accounts$405,062$763,526▲ $358,464
Prepaid Expenses and Deferred Charges$18,443$36,569▲ $18,126
Pledges and Grants Receivable$12,894$15,395▲ $2,501
Accounts Receivable$17,141$5,347▼ $11,794
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$15,414,828$14,437,110▼ $977,718
Other Assets Total$10,000$10,000→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,128,203--
Deferred Revenue$524,600$574,099▲ $49,499
Accounts Payable and Accrued Expenses$226,962$219,255▼ $7,707
Total Liabilities$1,879,765$793,354▼ $1,086,411
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,459,516$8,962,079▼ $497,437
Unrestricted Net Assets$3,876,462$4,482,592▲ $606,130
Permanently Rstr Net Assets$199,085$199,085→ $0
Total Net Assets Fund Balance$13,535,063$13,643,756▲ $108,693
Total Liabilities and Net Assets / Fund Balance$15,414,828$14,437,110▼ $977,718

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,865,395$2,922,212$12,787,607
Land$1,000,000-$1,000,000
Equipment$90,565$763,270$853,835

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,335,815-▲ $146,737$65,034$1,417,518
2015$1,367,905-▲ $32,716$64,806$1,335,815
2014$1,182,967-▲ $250,285$65,347$1,367,905
2013$978,029$998▲ $236,723$32,783$1,182,967
2012$889,770$1,000▲ $151,210$63,951$978,029
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley VizurragaCFOFT$90,316$5,341$95,657

Board Members and Trustees

NameTitle
Mary Ann LeffelPresident
Katrina MaestriVice President
Art PasquinelliTrustee
Bob AgnewTrustee
Bob HernandezTrustee
Caroline HaskellTrustee
Dr Bob MeltonTrustee
Hakan ErdincTrustee
Heidi DauntTrustee
Hunter LowderTrustee
Mick McMahanTrustee
Raynette BoeremaTrustee
Carrie MilesSecretary
Ralph BaileyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
John ReidStrategic Mgm Consul2511 Numa Watson Road, Seaside, CA 93955$244,800
Revenue and Support

Revenue Composition

Contributions and Grants
$716,398
Program Service Revenue
$3,050,329
Investment Income
$169,414
Other Revenue
$-6,255
All Other Contributions
$534,306
Change in Net Assets
$108,693

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table181$61,374Fair Market Value (FMV)
Total Noncash Contributions181$61,374-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,231,558
Other Expenses$1,240,549
Grants and Similar Amounts Paid$349,086
Total Fundraising Expense$195,378
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,673,320$94,330$75,781$1,843,431
Grants to Domestic Individuals$349,086--$349,086
Fees for Services Other$241,703$40,953$14,868$297,524
Depreciation Depletion$250,191$16,026$9,923$276,140
Other Employee Benefits$179,106$10,800$7,878$197,784
Payroll Taxes$138,165$7,801$8,024$153,990
Occupancy$105,759$10,172$7,822$123,753
Office Expenses$90,003$5,100$23,572$118,675
Insurance$70,048$4,367$4,161$78,576
Travel$55,957$11,693$2,116$69,766
Information Technology$18,740$12,254$7,700$38,694
Current Officers, Directors, Trustees, and Key Employees$10,542-$25,811$36,353
Other Expenses$27,374$3,342$1,164$31,880
Conferences and Meetings$23,068$3,726$280$27,074
Advertising$25,033-$408$25,441
Interest$21,136--$21,136
Fees for Services Accounting-$11,250-$11,250
Fees for Services Legal-$10,444-$10,444
Total Functional Expenses$3,370,763$255,052$195,378$3,821,193
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$23,157
Fundraising Gross Income$16,200
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Party$198,292$16,200-$16,200
Total Events$198,292$16,200$23,157$-6,957
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address

“Mick McMahan10075 Manitou Beach Dr NEBainbridge Island, WA 98110-3364”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Internal review (including Advancement Director), the Budget & Management Committee reviews then the Board of Trustees approve.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually, we have all key employees and Trustees sign a new Conflict of Interest form.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The Head of School's and the CFO's compensation is determined by the Executive Committee after considering a study of comparable positions with the local area for similar positions.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, conflict of interest policy and financial statements are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Chartwell School
EIN
77-0119013
Phone
8313938012
Address
2511 Numa Watson Rd, Seaside, CA 93955

Signing Officer

Name
Katrina Maestri
Title
Board President
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Leffel
Formed
1983
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
13
Employees
54
Volunteers
100

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowment funds supported three areas:1) Financial aid2) Faculty retention3) Housing”

Part X : FIN48 Footnote

“The School has evaluated its current tax positions as of June 30, 2017 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm2Carrie Miles
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IRS990/Form990PartVIISectionAGrp/PersonNm4Bob Agnew
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IRS990/Form990PartVIISectionAGrp/PersonNm8Caroline Haskell
IRS990/Form990PartVIISectionAGrp/PersonNm9Bob Hernandez
IRS990/Form990PartVIISectionAGrp/PersonNm10Hunter Lowder
IRS990/Form990PartVIISectionAGrp/PersonNm11Mick McMahan
IRS990/Form990PartVIISectionAGrp/PersonNm12Dr Bob Melton
IRS990/Form990PartVIISectionAGrp/PersonNm13Art Pasquinelli
IRS990/Form990PartVIISectionAGrp/PersonNm14Ashley Vizurraga
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0Chartwell 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.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6957
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07878
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0179106
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0197784
IRS990/OtherExpensesGrp/Desc0Bank and service fees
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IRS990/OtherExpensesGrp/Desc2Dues, subscriptons & licenses
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IRS990/OtherExpensesGrp/FundraisingAmt12774
IRS990/OtherExpensesGrp/FundraisingAmt21164
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08651
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23342
IRS990/OtherExpensesGrp/ProgramServicesAmt050588
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IRS990/OtherExpensesGrp/ProgramServicesAmt227374
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IRS990/OtherExpensesGrp/TotalAmt147861
IRS990/OtherExpensesGrp/TotalAmt231880
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07801
IRS990/PayrollTaxesGrp/ProgramServicesAmt0138165
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IRS990/PrincipalOfficerNm0Mary Ann Leffel
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19331
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IRS990/ProgSrvcAccomActy2Grp/Desc0CHARTWELL'S HIGH SCHOOL (GRADES 9-12) IS A COLLEGE-PREPARATORY PROGRAM AND IS ACCREDITED BY ASSOCIATION OF SCHOOLS AND COLLEGES (WASC). STUDENTS ENGAGE DEEPLY IN CHALLENGING, HANDS-ON PROJECTS TAILORED TO THEIR STRENGTHS AND WEAKNESSES. BUILDING ON THE THREE FOUNDATIONS OF SKILL DEVELOPMENT, CONTENT STANDARDS, AND PROJECT-BASED LEARNING, THE PROGRAM IS CAREFULLY DESIGNED TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND ENTHUSIASM THEY NEED TO MOVE ON TO A LIFETIME OF SUCCESSFUL LEARNING. THOUGH A TYPICAL PROGRAM MAY FOCUS ON CREDIT ACCUMULATION, AT THE HIGH SCHOOL, THE GOAL IS TO ENSURE THAT STUDENTS HAVE THE SKILLS NEEDED TO THRIVE IN HIGHER EDUCATION. SINCE 2012, 100% OF SENIORS HAVE BEEN ACCEPTED INTO THE COLLEGE OF THEIR CHOICE WITH SCHOLARSHIP OFFERS.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0138371
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01166266
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARTWELL'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 INDIVIDUALS, ORGANIZATIONS AND NETWORKS OF ALLIED PROFESSIONALS AND ADVANCES THE UNDERSTANDING, ADVOCACY AND PRACTIVAL DELIVERY OF SERVICES TO BENEFIT EDUCATORS, VOLUNTEERS AND LEARNERS OF ALL AGES IN OUR REGION. CURRENTLY, WE HAVE ONE PROGRAM WHICH EDUCATES PROFESSIONALS, ADMINISTRATORS AND PARENTS. IT IS ESTIMATED THAT IN TURN AN ADDITIONAL 3,000 LEARNERS BENEFIT IN THE CALIFORNIA CENTRAL COAST REGION AND BEYOND.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt04725
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt017457

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,437,110
Liabilities
$793,354
Net assets
$13,643,756
Revenue
$3,929,886
Expenses
$3,821,193
Net income
$108,693
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