Civic Intelligence

Chartwell School

990 • Fiscal year 2022 • EIN 77-0119013

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

18th percentile

0.03x

Higher debt load relative to assets than 18% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

9th percentile

0.03x

Higher debt load relative to revenue than 9% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$295,681

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

99th percentile

280%

Faster asset growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

682%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$55,359,584

Up $40,783,535 (+280%) from 2021

Net Assets

Up

$53,687,506

Up $40,702,335 (+313%) from 2021

Liabilities

Up

$1,672,078

Up $81,200 (+5.1%) from 2021

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin97th percentile

Revenue

Up

$50,527,981

Up $44,069,090 (+682%) from 2021

Expenses

Up

$7,976,840

Up $1,508,711 (+23%) from 2021

Net Income

Up

$42,551,141

Up $42,560,379 (+460710%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2022

Assets$55,359,584
Liabilities$1,672,078
Net Assets$53,687,506
Open 2022 Filing

Operations Trend

Revenue Growth99th 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

2022

Revenue$50,527,981
Expenses$7,976,840
Net Income$42,551,141
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$50,527,981
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
Investments in Publicly Traded Securities$2,570,343$30,951,720▲ $28,381,377
Land, Buildings, and Equipment, Net$11,689,822$13,869,874▲ $2,180,052
Cash and Non-Interest-Bearing Accounts$238,931$6,844,436▲ $6,605,505
Savings and Temporary Cash Investments-$3,484,568-
Accounts Receivable$51,236$148,731▲ $97,495
Pledges and Grants Receivable-$43,531-
Prepaid Expenses and Deferred Charges$15,717$6,724▼ $8,993
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$14,576,049$55,359,584▲ $40,783,535
Other Assets Total$10,000$10,000→ $0
Liabilities
Deferred Revenue$621,502$929,572▲ $308,070
Accounts Payable and Accrued Expenses$514,387$668,581▲ $154,194
Other Liabilities$454,989$73,925▼ $381,064
Total Liabilities$1,590,878$1,672,078▲ $81,200
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,869,008$46,054,154▲ $38,185,146
Net Assets Without Donor Restrictions$5,116,163$7,633,352▲ $2,517,189
Total Net Assets Fund Balance$12,985,171$53,687,506▲ $40,702,335
Total Liabilities and Net Assets / Fund Balance$14,576,049$55,359,584▲ $40,783,535

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,805,032$4,079,821$16,884,853
Land$1,000,000-$1,000,000
Equipment$64,842$727,943$792,785

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,348,754$3,459,200▼ $638,244$163,388$5,006,322
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
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen MulliganHead of SchoolFT$279,885$15,796$295,681
Jodi AmaditzHead Lwr SchoolFT$139,048$10,833$149,881
Danielle PattersonAssist Head SchFT$128,724$11,259$139,983
Alyse LeValleyFacultyFT$123,757$8,595$132,352
William SwiftDean StudentsFT$104,094$8,356$112,450
Daphne EllingtonAccounting MgrFT$103,859$6,931$110,790

Board Members and Trustees

NameTitle
Katrina MaestriChairman
Paul HoganVice Chair
Alex KopelevichFinance Director
Bob WiseTrustee
Caroline HaskellTrustee
Derek HansenTrustee
Heidi DauntTrustee
Mick McMahanTrustee
Mollie O'NealTrustee
Taylor PerkinsTrustee
Rae Gaston BoeremaSecretary
Art PasquinelliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,890,971
Program Service Revenue
$6,540,272
Investment Income
$93,873
Other Revenue
$2,865
All Other Contributions
$43,890,971
Change in Net Assets
$42,551,141

Audited Revenue Reconciliation

Revenue per Audited Statements
$50,527,981
Revenue Not Reported on Form 990
$-2,934,561
Total Revenue per Audited Statements
$47,593,420
Total Revenue per Form 990
$50,527,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,475,309
Other Expenses$1,415,776
Grants and Similar Amounts Paid$1,085,755
Total Fundraising Expense$293,427
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,330,250$616,982$94,697$4,041,929
Grants to Domestic Individuals$1,085,755--$1,085,755
Current Officers, Directors, Trustees, and Key Employees$339,308$72,709$72,709$484,726
Other Employee Benefits$385,296$37,340$18,930$441,566
Office Expenses$298,503$52,240$26,900$377,643
Payroll Taxes$294,074$30,775$17,097$341,946
Depreciation Depletion$255,266$26,937$13,681$295,884
Occupancy$156,976$17,805$8,413$183,194
Pension Plan Contributions$145,459$13,574$6,109$165,142
Information Technology$65,475$6,909$3,509$75,893
Insurance$61,348$6,474$3,288$71,110
Fees for Services Other-$59,136-$59,136
Other Expenses$24,536$36,157$1,315$36,157
Advertising$17,357-$17,811$35,168
All Other Expenses-$11,832-$11,832
Interest-$7,475-$7,475
Fees for Services Accounting-$3,771-$3,771
Travel-$2,197-$2,197
Fees for Services Legal-$630-$630
Conferences and Meetings-$462-$462
Total Functional Expenses$6,641,179$1,042,234$293,427$7,976,840

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,976,840
Total Expenses per Form 990$7,976,840
Total Expenses per Audited Statements$6,891,084
Expenses Not Reported on Form 990$-1,085,756
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Derek HansenBoard MemberPerformance of ServicesNo$320,884

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
PGE Loan$73,925
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 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 Board of Trustees selects the new Head of School (CEO) and determines the compensation and benefits package. The compensation and benefits level is being determined by employing multiple benchmarking statistics applicable to comparable independent schools.”

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

“Key employees are hired by the Head of School (CEO). Compensation review would be based on comparables for the position and experience.”

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

“The organizations governing 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
Alex Kopelevich
Title
Finance Director
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danielle Patterson
Formed
1983
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
69
Volunteers
11

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940
Preparer
Patricia M Kaufman CPA
Phone
8313733337
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 Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and a similar provision in the California tax codes. The Organization qualifies for the charitable contribution deduction under IRC Section 170(b)(1)(A)(ii) for an organization that has been classified as non-private foundation under IRC Section 509(a)(1).The Organization files its Form 990 in the U.S. federal jurisdiction, the California Franchise Tax Board, and the office of the states Attorney General for the State of California.The Organization had no interest and penalties related to income taxes for the year ended June 30, 2022. The Organizations federal returns are subject to examination generally for three years after they are filed, and its state returns are subject to examination generally for four years after they are filed.The Organization believes that it has appropriate support for any tax positions taken and, therefore, does not have any uncertain tax positions that are material to the financial statements for the year ended June 30, 2022.”

Raw XML AppendixShowing 400 of 650 raw XML fields

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/PersonNm5Daphne Ellington
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IRS990/Form990PartVIISectionAGrp/PersonNm7Paul Hogan
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IRS990/Form990PartVIISectionAGrp/PersonNm14Taylor Perkins
IRS990/Form990PartVIISectionAGrp/PersonNm15Mollie O'Neal
IRS990/Form990PartVIISectionAGrp/PersonNm16Bob Wise
IRS990/Form990PartVIISectionAGrp/PersonNm17Alex Kopelevich
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Dean Students
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
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IRS990/InformationTechnologyGrp/TotalAmt075893
IRS990/InsuranceGrp/FundraisingAmt03288
IRS990/InsuranceGrp/ManagementAndGeneralAmt06474
IRS990/InsuranceGrp/ProgramServicesAmt061348
IRS990/InsuranceGrp/TotalAmt071110
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IRS990/InterestGrp/ManagementAndGeneralAmt07475
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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/FundraisingAmt026900
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt052240
IRS990/OfficeExpensesGrp/ProgramServicesAmt0298503
IRS990/OfficeExpensesGrp/TotalAmt0377643
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037340
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0441566
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IRS990/OtherExpensesGrp/Desc1Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc2Rental Equipment
IRS990/OtherExpensesGrp/Desc3Merchant Fees
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IRS990/OtherExpensesGrp/FundraisingAmt14321
IRS990/OtherExpensesGrp/FundraisingAmt21315
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18508
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210583
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IRS990/ProgramServiceRevenueGrp/Desc0Summer & Teacher Training
IRS990/ProgramServiceRevenueGrp/Desc1Supplemental Service Fees
IRS990/ProgramServiceRevenueGrp/Desc2Tuition
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt192445
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26157041
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.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01993144

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,359,584
Liabilities
$1,672,078
Net assets
$53,687,506
Revenue
$50,527,981
Expenses
$7,976,840
Net income
$42,551,141
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