Civic Intelligence

Chartwell School

990 • Fiscal year 2018 • EIN 77-0119013

Jul 01, 2017 to Jun 30, 2018 • Filed on May 29, 2019

2511 Numa Watson RdSeaside, CA 93955

(831) 393-8012

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$14,058,031

Down $379,079 (-2.6%) from 2017

Net Assets

Down

$13,218,223

Down $425,533 (-3.1%) from 2017

Liabilities

Up

$839,808

Up $46,454 (+5.9%) from 2017

Revenue And Expenses

Revenue

Down

$3,382,598

Down $547,288 (-14%) from 2017

Expenses

Down

$3,808,131

Down $13,062 (-0.3%) from 2017

Net Income

Down

-$425,533

Down $534,226 (-491%) from 2017

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

2018

Assets$14,058,031
Liabilities$839,808
Net Assets$13,218,223

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

2018

Revenue$3,382,598
Expenses$3,808,131
Net Income-$425,533
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 29, 2019
Return Version
2017v2.2
Gross Receipts
$3,497,403
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$10,955,960$10,699,366▼ $256,594
Investments in Publicly Traded Securities$1,725,674$1,780,111▲ $54,437
Savings and Temporary Cash Investments$924,639$864,650▼ $59,989
Cash and Non-Interest-Bearing Accounts$763,526$634,609▼ $128,917
Prepaid Expenses and Deferred Charges$36,569$33,051▼ $3,518
Accounts Receivable$5,347$26,250▲ $20,903
Pledges and Grants Receivable$15,395$9,994▼ $5,401
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$14,437,110$14,058,031▼ $379,079
Other Assets Total$10,000$10,000→ $0
Liabilities
Deferred Revenue$574,099$551,921▼ $22,178
Accounts Payable and Accrued Expenses$219,255$287,887▲ $68,632
Total Liabilities$793,354$839,808▲ $46,454
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,962,079$8,383,797▼ $578,282
Unrestricted Net Assets$4,482,592$4,635,341▲ $152,749
Permanently Rstr Net Assets$199,085$199,085→ $0
Total Net Assets Fund Balance$13,643,756$13,218,223▼ $425,533
Total Liabilities and Net Assets / Fund Balance$14,437,110$14,058,031▼ $379,079

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,644,905$3,142,702$12,787,607
Land$1,000,000-$1,000,000
Equipment$54,461$799,374$853,835

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,417,518-▲ $118,393$65,706$1,470,205
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve HendersonAsst Head SchoolFT$114,050$1,590$115,640
Kathleen MulliganHead of SchoolFT$90,329$1,600$91,929

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
John ReidMgmt Consultant2511 Numa Watson Road, Seaside, CA 93955$122,400
Revenue and Support

Revenue Composition

Contributions and Grants
$488,311
Program Service Revenue
$2,778,663
Investment Income
$125,830
Other Revenue
$-10,206
Change in Net Assets
$-425,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,513,788
Other Expenses$995,913
Grants and Similar Amounts Paid$298,430
Total Fundraising Expense$160,300
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,772,374$94,873$66,351$1,933,598
Grants to Domestic Individuals$298,430--$298,430
Depreciation Depletion$231,835$14,932$9,827$256,594
Other Employee Benefits$179,945$10,166$10,216$200,327
Current Officers, Directors, Trustees, and Key Employees$156,295$19,537$19,537$195,369
Payroll Taxes$169,331$8,481$6,682$184,494
Office Expenses$130,811$8,225$19,744$158,780
Occupancy$121,365$7,427$9,151$137,943
Fees for Services Other$67,207$12,978$3$80,188
Advertising$56,590$1,243$1,581$59,414
Insurance$45,843$2,986$3,254$52,083
Conferences and Meetings$47,999$1,339$702$50,040
Information Technology$37,986$2,756$3,392$44,134
Travel$23,349$8,271$1,362$32,982
Fees for Services Accounting-$7,250-$7,250
Other Expenses$718$3,403$513$4,634
Fees for Services Legal-$4,498-$4,498
Total Functional Expenses$3,431,655$216,176$160,300$3,808,131
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,734
Fundraising Gross Income$2,481
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Party$490,792$2,481$2,306$175
Total Events$490,792$2,481$13,734$-11,253
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
Yes
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, the Finance 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 15A: Compensation Review & Approval Process - CEO, Top Management

NAIS BENCHMARKS

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

NAIS BENCHMARKS

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
Kathleen Mulligan
Title
Head of School
Signed
2019-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Mulligan
Formed
1983
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
52
Volunteers
200

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, 2018 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
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
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt12Asst Head School
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0488311
IRS990/FundraisingDirectExpensesAmt013734
IRS990/FundraisingGrossIncomeAmt02481
IRS990/GainOrLossGrp/SecuritiesAmt030311
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0215930
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0298430
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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0131382
IRS990/GrossReceiptsAmt03497403
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03392
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02756
IRS990/InformationTechnologyGrp/ProgramServicesAmt037986
IRS990/InformationTechnologyGrp/TotalAmt044134
IRS990/InsuranceGrp/FundraisingAmt03254
IRS990/InsuranceGrp/ManagementAndGeneralAmt02986
IRS990/InsuranceGrp/ProgramServicesAmt045843
IRS990/InsuranceGrp/TotalAmt052083
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt095519
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095519
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01725674
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01780111
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03942076
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010955960
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010699366
IRS990/LandBldgEquipCostOrOtherBssAmt014641442
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0101071
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt013643756
IRS990/NetAssetsOrFundBalancesEOYAmt013218223
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt030311
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030311
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-11253
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-11253
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt09151
IRS990/OccupancyGrp/ManagementAndGeneralAmt07427
IRS990/OccupancyGrp/ProgramServicesAmt0121365
IRS990/OccupancyGrp/TotalAmt0137943
IRS990/OfficeExpensesGrp/FundraisingAmt019744
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08225
IRS990/OfficeExpensesGrp/ProgramServicesAmt0130811
IRS990/OfficeExpensesGrp/TotalAmt0158780
IRS990/OfficerMailingAddressInd0true
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt010000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010216
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010166
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0179945
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0200327
IRS990/OtherExpensesGrp/Desc0Bank and service fees
IRS990/OtherExpensesGrp/Desc1Dues, subscriptons & licenses
IRS990/OtherExpensesGrp/Desc2Equipment and maintenance
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt05506
IRS990/OtherExpensesGrp/FundraisingAmt12479
IRS990/OtherExpensesGrp/FundraisingAmt2513
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02127
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14605
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21079
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33403
IRS990/OtherExpensesGrp/ProgramServicesAmt054802
IRS990/OtherExpensesGrp/ProgramServicesAmt118964
IRS990/OtherExpensesGrp/ProgramServicesAmt217811
IRS990/OtherExpensesGrp/ProgramServicesAmt3718
IRS990/OtherExpensesGrp/TotalAmt056929
IRS990/OtherExpensesGrp/TotalAmt129075
IRS990/OtherExpensesGrp/TotalAmt221369
IRS990/OtherExpensesGrp/TotalAmt34634
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt01047
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01047
IRS990/OtherRevenueTotalAmt01047
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt066351
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt094873
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01772374
IRS990/OtherSalariesAndWagesGrp/TotalAmt01933598
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06682
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08481
IRS990/PayrollTaxesGrp/ProgramServicesAmt0169331
IRS990/PayrollTaxesGrp/TotalAmt0184494
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0199085
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0199085
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015395
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09994
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt036569
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033051
IRS990/PrincipalOfficerNm0Kathleen Mulligan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0Fee for service
IRS990/ProgramServiceRevenueGrp/Desc1Student activities
IRS990/ProgramServiceRevenueGrp/Desc2Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011623
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121097
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22745943
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011623
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121097
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22745943
IRS990/ProgSrvcAccomActy2Grp/Desc0CHARTWELL'S HIGH SCHOOL (GRADES 9-12) IS A COLLEGE-PREPARATORY PROGRAM AND IS ACCREDITED BY THE WESTERN 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01030296
IRS990/ProgSrvcAccomActy2Grp/GrantAmt082500
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0937163
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARTWELL'S COMMUNITY OUTREACH PROGRAMS DEVELOP 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, OUR STRUCTURED LITERACY TEACHER TRAINING INSTITUTE 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014358
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt037825
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0716398
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0349086
IRS990/PYInvestmentIncomeAmt0169414
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01240549
IRS990/PYOtherRevenueAmt0-6255
IRS990/PYProgramServiceRevenueAmt03050329
IRS990/PYRevenuesLessExpensesAmt0108693
IRS990/PYSalariesCompEmpBnftPaidAmt02231558
IRS990/PYTotalExpensesAmt03821193
IRS990/PYTotalRevenueAmt03929886
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2018Detailed filing. Detailed filing data is available for this year.$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