Civic Intelligence

Chartwell School

990 • Fiscal year 2021 • EIN 77-0119013

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

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

42nd percentile

0.11x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.25x

Higher debt load relative to revenue than 53% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

21st percentile

-0.1%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$299,361

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

27th percentile

1.6%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

18%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$14,576,049

Up $226,011 (+1.6%) from 2020

Net Assets

Up

$12,985,171

Up $357,273 (+2.8%) from 2020

Liabilities

Down

$1,590,878

Down $131,262 (-7.6%) from 2020

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin21st percentile

Revenue

Up

$6,458,891

Up $970,315 (+18%) from 2020

Expenses

Up

$6,468,129

Up $1,096,471 (+20%) from 2020

Net Income

Down

-$9,238

Down $126,156 (-108%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2021

Assets$14,576,049
Liabilities$1,590,878
Net Assets$12,985,171
Open 2021 Filing

Operations Trend

Revenue Growth58th 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

2021

Revenue$6,458,891
Expenses$6,468,129
Net Income-$9,238
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$6,458,891
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$10,832,336$11,689,822▲ $857,486
Investments in Publicly Traded Securities$2,545,539$2,570,343▲ $24,804
Cash and Non-Interest-Bearing Accounts$924,969$238,931▼ $686,038
Accounts Receivable$24,310$51,236▲ $26,926
Prepaid Expenses and Deferred Charges$7,884$15,717▲ $7,833
Pledges and Grants Receivable$5,000$0▼ $5,000
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$14,350,038$14,576,049▲ $226,011
Other Assets Total$10,000$10,000→ $0
Liabilities
Deferred Revenue$729,542$621,502▼ $108,040
Accounts Payable and Accrued Expenses$361,018$514,387▲ $153,369
Other Liabilities$631,580$454,989▼ $176,591
Total Liabilities$1,722,140$1,590,878▼ $131,262
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,293,864$7,869,008▼ $424,856
Net Assets Without Donor Restrictions$4,334,034$5,116,163▲ $782,129
Total Net Assets Fund Balance$12,627,898$12,985,171▲ $357,273
Total Liabilities and Net Assets / Fund Balance$14,350,038$14,576,049▲ $226,011

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,648,863$3,819,534$14,468,397
Land$1,000,000-$1,000,000
Equipment$40,959$773,173$814,132

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,114,360-▲ $420,593$186,199$2,348,754
2019$1,713,592$500,000▲ $36,070$135,302$2,114,360
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
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen MulliganHead of SchoolFT$278,259$21,102$299,361
Jodi AmaditzDirector Low & Mid SchFT$122,779$12,111$134,890
Alyse LeValleyDirector High SchoolFT$108,575$10,559$119,134
Danielle PattersonDirector OutreachFT$107,326$11,138$118,464

Board Members and Trustees

NameTitle
Katrina MaestriPresident
Paul HoffmanVice President
Art PasquinelliTrustee
Caroline HaskellTrustee
Derek HansenTrustee
Heidi DauntTrustee
Michael McMahanTrustee
Mollie O'NealTrustee
Raynette BoeremaTrustee
Robert WiseTrustee
Taylor PerkinsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,206,692
Program Service Revenue
$5,194,759
Investment Income
$56,050
Other Revenue
$1,390
All Other Contributions
$678,352
Change in Net Assets
$-9,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,436,841
Other Expenses$1,138,759
Grants and Similar Amounts Paid$892,529
Total Fundraising Expense$426,573
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,366,323$794,066$300,876$3,461,265
Grants to Domestic Individuals$892,529--$892,529
Current Officers, Directors, Trustees, and Key Employees$161,013$96,608$64,405$322,026
Other Employee Benefits$272,105$36,092$6,562$314,759
Office Expenses$273,322$17,684$2,939$293,945
Payroll Taxes$231,914$29,322$5,331$266,567
Depreciation Depletion-$258,775-$258,775
Occupancy$3,968$128,039$265$132,272
Information Technology$89,665$14,215$5,467$109,347
Pension Plan Contributions$61,666$8,934$1,624$72,224
Insurance-$60,715-$60,715
Advertising$31,868$5,052$1,943$38,863
All Other Expenses$31,012$4,378$1,096$36,486
Other Expenses$20,461$2,889$722$24,072
Fees for Services Accounting-$9,110-$9,110
Interest-$5,769-$5,769
Fees for Services Legal-$1,500-$1,500
Travel-$973-$973
Conferences and Meetings$450$92$35$577
Total Functional Expenses$4,551,131$1,490,425$426,573$6,468,129
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$365,769
PGE Loan$89,220
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 11B: Form 990 Review Process

“The finance Committee reviews the form and recommends to be reviewed at the board meeting level.”

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

“At the start of each fiscal year, the board members are given a conflict of interest policy to sign.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive director is selected by the board of directors. They decide the salary and benefits.”

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

“Other key employees are hired by the executive director. Compensation review would be based on comparables for the position and experience.”

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

“Other organziation documents are 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
Katrina Maestri
Title
President
Signed
2022-05-13
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
50

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
379 WEST MARKET STREET, SALINAS, CA 93901
Preparer
Patricia M Kaufman CPA
Phone
8314242737
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”

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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/TitleTxt1Dir. Low & Mid Sch
IRS990/Form990PartVIISectionAGrp/TitleTxt2Dir. High School
IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir. Outreach
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
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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/OfficeExpensesGrp/ProgramServicesAmt0273322
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0272105
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0314759
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IRS990/OtherExpensesGrp/Desc2Professional Development
IRS990/OtherExpensesGrp/Desc3Merchant Fees
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IRS990/OtherExpensesGrp/FundraisingAmt11677
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16707
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22889
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IRS990/OtherExpensesGrp/ProgramServicesAmt147509
IRS990/OtherExpensesGrp/ProgramServicesAmt220461
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IRS990/OtherExpensesGrp/TotalAmt155893
IRS990/OtherExpensesGrp/TotalAmt231255
IRS990/OtherExpensesGrp/TotalAmt324072
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IRS990/PensionPlanContributionsGrp/FundraisingAmt01624
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08934
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015717
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IRS990/ProgramServiceRevenueGrp/Desc1Supplemental Service Fees
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt184378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25021761
IRS990/ProgSrvcAccomActy2Grp/Desc0Chartwell's high school (Grades 9-12) is a college-prepatory program and is accredited by association of schools and colleges. 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/ExpenseAmt01443382
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0406495
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01636437
IRS990/ProgSrvcAccomActy3Grp/Desc0Chartwell's public education and community outreach services and programs develop collaborative relationships with individuals, organizations and networks of allied prossionals 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 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

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,576,049
Liabilities
$1,590,878
Net assets
$12,985,171
Revenue
$6,458,891
Expenses
$6,468,129
Net income
-$9,238
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