Civic Intelligence

Chartwell School

990 • Fiscal year 2019 • EIN 77-0119013

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 03, 2020

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

33rd percentile

0.08x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.27x

Higher debt load relative to revenue than 55% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

11th percentile

-18%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

18th percentile

-3.6%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

16%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$13,550,507

Down $507,524 (-3.6%) from 2018

Net Assets

Down

$12,496,512

Down $721,711 (-5.5%) from 2018

Liabilities

Up

$1,053,995

Up $214,187 (+26%) from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin11th percentile

Revenue

Up

$3,926,740

Up $544,142 (+16%) from 2018

Expenses

Up

$4,648,451

Up $840,320 (+22%) from 2018

Net Income

Down

-$721,711

Down $296,178 (-70%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2019

Assets$13,550,507
Liabilities$1,053,995
Net Assets$12,496,512
Open 2019 Filing

Operations Trend

Revenue Growth75th 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

2019

Revenue$3,926,740
Expenses$4,648,451
Net Income-$721,711
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 3, 2020
Return Version
2018v3.1
Gross Receipts
$3,980,150
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$10,699,366$10,479,645▼ $219,721
Investments in Publicly Traded Securities$2,644,761$2,384,195▼ $260,566
Cash and Non-Interest-Bearing Accounts$634,609$538,630▼ $95,979
Accounts Receivable$26,250$108,022▲ $81,772
Prepaid Expenses and Deferred Charges$33,051$23,140▼ $9,911
Pledges and Grants Receivable$9,994$6,875▼ $3,119
Savings and Temporary Cash Investments-$0-
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$14,058,031$13,550,507▼ $507,524
Other Assets Total$10,000$10,000→ $0
Liabilities
Deferred Revenue$551,921$756,408▲ $204,487
Accounts Payable and Accrued Expenses$287,887$297,587▲ $9,700
Total Liabilities$839,808$1,053,995▲ $214,187
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,383,797$8,178,252▼ $205,545
Unrestricted Net Assets$4,635,341$4,119,175▼ $516,166
Permanently Rstr Net Assets$199,085$199,085→ $0
Total Net Assets Fund Balance$13,218,223$12,496,512▼ $721,711
Total Liabilities and Net Assets / Fund Balance$14,058,031$13,550,507▼ $507,524

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,429,684$3,362,709$12,792,393
Land$1,000,000-$1,000,000
Equipment$49,961$712,790$762,751

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,734,027-▲ $94,928$115,363$1,713,592
2017$1,681,340-▲ $118,393$65,706$1,734,027
2016$1,599,637-▲ $146,737$65,034$1,681,340
2015$1,631,727-▲ $32,716$64,806$1,599,637
2014$1,446,789-▲ $250,285$65,347$1,631,727
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen MulliganHead of SchoolFT$170,849$19,670$190,519
Steve HendersonAsst Head SchoolFT$136,588$9,041$145,629

Board Members and Trustees

NameTitle
Katrina MaestriPresident
Michael McMahanVice President
Caroline HaskellTrustee
Dr Robert MeltonTrustee
Heidi DauntTrustee
Lara HruskaTrustee
Robert HernandezTrustee
Raynette BoeremaSecretary
Arthur PasquinelliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$419,197
Program Service Revenue
$3,354,183
Investment Income
$136,509
Other Revenue
$16,851
All Other Contributions
$264,912
Change in Net Assets
$-721,711

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,385,600
Revenue Not Reported on Financial Statements
$541,140
Other Revenue Adjustments
$541,140
Total Revenue per Audited Statements
$3,385,600
Total Revenue per Form 990
$3,926,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,889,900
Other Expenses$1,217,411
Grants and Similar Amounts Paid$541,140
Total Fundraising Expense$219,306
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,988,248$205,797$42,218$2,236,263
Grants to Domestic Individuals$541,140--$541,140
Other Employee Benefits$225,342$8,783$7,752$241,877
Depreciation Depletion$215,080$16,031$9,926$241,037
Office Expenses$174,150$11,938$23,418$209,506
Payroll Taxes$174,880$24,131$7,579$206,590
Current Officers, Directors, Trustees, and Key Employees$69,758$67,705$67,707$205,170
Fees for Services Other$156,763$43,779-$200,542
Occupancy$151,993$9,387$11,698$173,078
Conferences and Meetings$33,344$4,197$33,749$71,290
Travel$52,103$10,629$760$63,492
Insurance$46,790$4,404$3,855$55,049
Advertising$41,067$300$331$41,698
Other Expenses$46,483$35,490$3$35,493
Fees for Services Accounting-$22,336-$22,336
Information Technology$6,953$655$2,705$10,313
Fees for Services Legal-$730-$730
Total Functional Expenses$3,924,094$505,051$219,306$4,648,451

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,648,451
Expenses per Audited Statements$4,107,311
Total Expenses per Audited Statements$4,107,311
Expenses Not Reported on Financial Statements$541,140
Other Expense Adjustments$541,140
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,650
Fundraising Direct Expenses$53,410
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pear Tree$219,935$65,650-$65,650
Total Events$219,935$65,650$53,410$12,240
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
No
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

“Michael 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

“Upon request.”

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
2020-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Mulligan
Formed
1983
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
51
Volunteers
50

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
August Zajonc CPA
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 Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of June 30, 2019 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. The Organizations tax returns are generally subject to examination by federal and state taxing authorities for three and four years, respectively, after they are filed.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Financial aid $541140”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Financial aid $541140”

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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/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/OtherEmployeeBenefitsGrp/FundraisingAmt07752
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08783
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0225342
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0241877
IRS990/OtherExpensesGrp/Desc0Dues, subscriptions, licenses
IRS990/OtherExpensesGrp/Desc1Bad debt expense and other
IRS990/OtherExpensesGrp/FundraisingAmt07605
IRS990/OtherExpensesGrp/FundraisingAmt13
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt038759
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt135490
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IRS990/OtherExpensesGrp/TotalAmt135493
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01988248
IRS990/OtherSalariesAndWagesGrp/TotalAmt02236263
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt07579
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024131
IRS990/PayrollTaxesGrp/ProgramServicesAmt0174880
IRS990/PayrollTaxesGrp/TotalAmt0206590
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt09994
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06875
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033051
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023140
IRS990/PrincipalOfficerNm0Kathleen Mulligan
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0Fee for service
IRS990/ProgramServiceRevenueGrp/Desc1Student activities
IRS990/ProgramServiceRevenueGrp/Desc2Tuition
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11429
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11429
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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/GrantAmt0129975
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0784199
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARTWELL'S PUBLIC EDUCATION AND COMMUNITY OUTREACH SERVICES AND 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, WE HAVE MULTIPLE PROGRAMS 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,550,507
Liabilities
$1,053,995
Net assets
$12,496,512
Revenue
$3,926,740
Expenses
$4,648,451
Net income
-$721,711
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