Civic Intelligence

Chartwell School

990 • Fiscal year 2023 • EIN 77-0119013

Jul 01, 2022 to Jun 30, 2023 • Filed on May 10, 2024

Organization ProfileWWW.Chartwell.Org

View Organization Page

2511 Numa Watson RdSeaside, CA 93955

(831) 394-3468

Siviq Scores

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

Liabilities / Assets

17th percentile

0.03x

Higher debt load relative to assets than 17% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.13x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$233,631

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

57th percentile

8.3%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$59,947,365

Up $4,587,781 (+8.3%) from 2022

Net Assets

Up

$58,195,010

Up $4,507,504 (+8.4%) from 2022

Liabilities

Up

$1,752,355

Up $80,277 (+4.8%) from 2022

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin70th percentile

Revenue

Down

$13,082,378

Down $37,445,603 (-74%) from 2022

Expenses

Up

$11,545,755

Up $3,568,915 (+45%) from 2022

Net Income

Down

$1,536,623

Down $41,014,518 (-96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2023

Assets$59,947,365
Liabilities$1,752,355
Net Assets$58,195,010
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$13,082,378
Expenses$11,545,755
Net Income$1,536,623
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 10, 2024
Return Version
2022v5.0
Gross Receipts
$34,405,622
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$30,951,720$41,154,796▲ $10,203,076
Land, Buildings, and Equipment, Net$13,869,874$14,710,772▲ $840,898
Savings and Temporary Cash Investments$3,484,568$3,281,947▼ $202,621
Cash and Non-Interest-Bearing Accounts$6,844,436$416,993▼ $6,427,443
Accounts Receivable$148,731$291,323▲ $142,592
Pledges and Grants Receivable$43,531$52,175▲ $8,644
Prepaid Expenses and Deferred Charges$6,724$29,359▲ $22,635
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$55,359,584$59,947,365▲ $4,587,781
Other Assets Total$10,000$10,000→ $0
Liabilities
Deferred Revenue$929,572$900,728▼ $28,844
Accounts Payable and Accrued Expenses$668,581$792,997▲ $124,416
Other Liabilities$73,925$58,630▼ $15,295
Total Liabilities$1,672,078$1,752,355▲ $80,277
Net Assets / Fund Balance
Net Assets With Donor Restrictions$46,054,154$52,775,974▲ $6,721,820
Net Assets Without Donor Restrictions$7,633,352$5,419,036▼ $2,214,316
Total Net Assets Fund Balance$53,687,506$58,195,010▲ $4,507,504
Total Liabilities and Net Assets / Fund Balance$55,359,584$59,947,365▲ $4,587,781

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,483,413$4,355,546$17,838,959
Equipment$227,359$788,718$1,016,077
Land$1,000,000-$1,000,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$5,001,554$47,977▲ $666,829-$5,716,360
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
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen MulliganHead of SchoolFT$214,991$8,852$233,631
Danielle PattersonAssist Head SchFT$185,848$23,191$201,154
Jodi AmaditzHead Lwr SchoolFT$157,708$19,991$175,796
William SwiftDean StudentsFT$127,536$15,306$142,842
Alyse LeValleyFacultyFT$124,380$14,947$139,327
Elena RhodesLeadershipFT$112,199$13,464$125,663
Jeffrey MortonFacultyFT$111,676$13,401$125,077
Alex KopelevichFinance DirectorFT$71,312$10,930$82,242

Board Members and Trustees

NameTitle
Katrina MaestriChairman
Paul HoffmanVice Chair
Bob WiseTrustee
Caroline HaskellTrustee
Derek HansenTrustee
Dr Maria Luisa Gomo-TempiniTrustee
Heidi DauntTrustee
Mick McMahanTrustee
Mollie O'NealTrustee
Nicki McMahanTrustee
Sue ShalveyTrustee
Taylor PerkinsTrustee
Art PasquinelliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,257,324
Program Service Revenue
$7,655,675
Investment Income
$2,169,094
Other Revenue
$285
All Other Contributions
$3,257,324
Change in Net Assets
$1,536,623

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,082,378
Revenue Not Reported on Form 990
$1,362,070
Total Revenue per Audited Statements
$14,444,448
Total Revenue per Form 990
$13,082,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,053,886
Other Expenses$1,883,058
Grants and Similar Amounts Paid$1,608,811
Total Fundraising Expense$345,291
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,222,923$823,599$156,120$6,202,642
Grants to Domestic Individuals$1,608,811--$1,608,811
Other Employee Benefits$536,721$85,384$21,433$643,538
Payroll Taxes$420,293$67,691$17,175$505,159
Current Officers, Directors, Trustees, and Key Employees$330,505$70,823$70,823$472,151
Depreciation Depletion$281,660$43,741$11,098$336,499
Office Expenses$249,256$38,343$3,100$290,699
Pension Plan Contributions$191,689$30,873$7,834$230,396
Fees for Services Other$27,708$119,556$1,132$148,396
Occupancy$84,986$13,688$3,472$102,146
Insurance$69,714$11,228$2,849$83,791
Conferences and Meetings-$73,436-$73,436
Information Technology$55,193$8,889$2,256$66,338
Fees for Services Accounting-$58,943-$58,943
Advertising$26,080-$15,462$41,542
All Other Expenses$3,578$34,859$146$38,583
Fees for Services Legal-$34,050-$34,050
Other Expenses$19,089$11,339$780$31,208
Travel-$5,203-$5,203
Interest-$1,587-$1,587
Total Functional Expenses$9,574,284$1,626,180$345,291$11,545,755

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,545,755
Total Expenses per Form 990$11,545,755
Total Expenses per Audited Statements$9,936,944
Expenses Not Reported on Form 990$-1,608,811
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$41,705

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$58,630
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, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section B, Line 15A

“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, Section B, Line 15B

“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, Section C, Line 19

“The organizations governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Chartwell School
EIN
77-0119013
Phone
8313943468
Address
2511 NUMA WATSON RD, SEASIDE, CA 93955

Signing Officer

Name
Alex Kopelevich
Title
Finance Director
Signed
2024-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danielle Patterson
Formed
1983
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
104
Volunteers
10

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, 2023.”

Raw XML AppendixShowing 400 of 693 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/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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,947,365
Liabilities
$1,752,355
Net assets
$58,195,010
Revenue
$13,082,378
Expenses
$11,545,755
Net income
$1,536,623
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
2023Detailed filing. Detailed filing data is available for this year.$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