Civic Intelligence

Chartwell School

990 • Fiscal year 2024 • EIN 77-0119013

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

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.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.11x

Higher debt load relative to revenue than 21% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

59th percentile

7.8%

Higher net margin than 59% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

29th percentile

$246,295

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

38th percentile

3.4%

Faster asset growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

12%

Faster revenue growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$61,960,586

Up $2,013,221 (+3.4%) from 2023

Net Assets

Up

$60,376,242

Up $2,181,232 (+3.7%) from 2023

Liabilities

Down

$1,584,344

Down $168,011 (-9.6%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin59th percentile

Revenue

Up

$14,595,610

Up $1,513,232 (+12%) from 2023

Expenses

Up

$13,450,138

Up $1,904,383 (+16%) from 2023

Net Income

Down

$1,145,472

Down $391,151 (-25%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2024

Assets$61,960,586
Liabilities$1,584,344
Net Assets$60,376,242
Open 2024 Filing

Operations Trend

Revenue Growth57th 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

2024

Revenue$14,595,610
Expenses$13,450,138
Net Income$1,145,472
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$53,587,436
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$41,154,796$37,108,690▼ $4,046,106
Land, Buildings, and Equipment, Net$14,710,772$17,191,632▲ $2,480,860
Savings and Temporary Cash Investments$3,281,947$5,997,488▲ $2,715,541
Accounts Receivable$291,323$1,314,880▲ $1,023,557
Cash and Non-Interest-Bearing Accounts$416,993$225,488▼ $191,505
Prepaid Expenses and Deferred Charges$29,359$60,233▲ $30,874
Pledges and Grants Receivable$52,175$52,175→ $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$59,947,365$61,960,586▲ $2,013,221
Other Assets Total$10,000$10,000→ $0
Liabilities
Deferred Revenue$900,728$888,834▼ $11,894
Accounts Payable and Accrued Expenses$792,997$652,175▼ $140,822
Other Liabilities$58,630$43,335▼ $15,295
Total Liabilities$1,752,355$1,584,344▼ $168,011
Net Assets / Fund Balance
Net Assets With Donor Restrictions$52,775,974$52,775,974→ $0
Net Assets Without Donor Restrictions$5,419,036$7,600,268▲ $2,181,232
Total Net Assets Fund Balance$58,195,010$60,376,242▲ $2,181,232
Total Liabilities and Net Assets / Fund Balance$59,947,365$61,960,586▲ $2,013,221

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,807,173$4,655,359$20,462,532
Equipment$384,459$878,795$1,263,254
Land$1,000,000-$1,000,000
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danielle PattersonHead of SchoolFT$240,045$6,250$246,295
Jodi AmaditzHead Lwr SchoolFT$187,725$4,750$192,475
Alex KopelevichFinance DirectorFT$174,600$5,000$179,600
Elena RhodesLeadershipFT$155,501$4,375$159,876
William SwiftDean StudentsFT$145,699$7,619$153,318
Maryn SanchezFacultyFT$139,330$6,600$145,930
Alyse LeValleyFacultyFT$122,423$5,084$127,507

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
Taylor PerkinsTrustee
Sue ShalveySecretary
Art PasquinelliTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Third Millennium PartnersConstruction5671 Santa Teresa Blvd, San Jose, CA 95123$317,135
Revenue and Support

Revenue Composition

Contributions and Grants
$1,409,203
Program Service Revenue
$10,059,794
Investment Income
$3,126,613
Other Revenue
$0
All Other Contributions
$1,409,203
Change in Net Assets
$1,145,472

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,595,610
Total Revenue per Audited Statements
$14,595,610
Total Revenue per Form 990
$14,595,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,171,773
Other Expenses$2,321,745
Grants and Similar Amounts Paid$1,956,620
Total Fundraising Expense$534,740
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,934,282$939,383$189,145$7,062,810
Grants to Domestic Individuals$1,956,620--$1,956,620
Other Employee Benefits$699,140$111,060$28,173$838,373
Payroll Taxes$441,575$71,119$18,045$530,739
Current Officers, Directors, Trustees, and Key Employees$323,451$69,311$69,311$462,073
Office Expenses$374,054$54,132$6,177$434,363
Depreciation Depletion$324,388$52,246$13,256$389,890
Pension Plan Contributions$234,081$36,862$6,835$277,778
Fees for Services Legal-$165,525-$165,525
Conferences and Meetings-$141,788-$141,788
Occupancy$106,741$17,192$4,362$128,295
Advertising$31,087-$92,530$123,617
All Other Expenses$32,846$52,694$1,343$86,883
Insurance$69,863$11,252$2,855$83,970
Fees for Services Accounting-$50,815-$50,815
Other Expenses$32,859$5,292$1,343$39,494
Information Technology$15,614$2,348$596$18,558
Fees for Services Other$551$17,089$23$17,663
Travel-$4,486-$4,486
Total Functional Expenses$11,013,123$1,902,275$534,740$13,450,138

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,450,138
Total Expenses per Audited Statements$13,450,138
Total Expenses per Form 990$13,450,138
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-

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$43,335
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
Danielle Patterson
Title
Head of School
Signed
2025-05-14
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
103
Volunteers
30

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

Additional Explanations

Form 990, Part IV, Line 12A

“The Organization's audit is in progress, but has not been finalized by the due date of the tax return.”

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 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0792997
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0652175
IRS990/AccountsReceivableGrp/BOYAmt0291323
IRS990/AccountsReceivableGrp/EOYAmt01314880
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Chartwell 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/AdvertisingGrp/FundraisingAmt092530
IRS990/AdvertisingGrp/ProgramServicesAmt031087
IRS990/AdvertisingGrp/TotalAmt0123617
IRS990/AllOtherContributionsAmt01409203
IRS990/AllOtherExpensesGrp/FundraisingAmt01343
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt052694
IRS990/AllOtherExpensesGrp/ProgramServicesAmt032846
IRS990/AllOtherExpensesGrp/TotalAmt086883
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Katia Stornetta
IRS990/BooksInCareOfDetail/PhoneNum08313943468
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02511 Numa Watson Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Seaside
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093955
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0416993
IRS990/CashNonInterestBearingGrp/EOYAmt0225488
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt069311
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt069311
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0323451
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0462073
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0141788
IRS990/ConferencesMeetingsGrp/TotalAmt0141788
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0317135
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt05671 Santa Teresa Blvd
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0San Jose
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095123
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Third Millennium Partners
IRS990/ContractorCompensationGrp/ServicesDesc0Construction
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01409203
IRS990/CYGrantsAndSimilarPaidAmt01956620
IRS990/CYInvestmentIncomeAmt03126613
IRS990/CYOtherExpensesAmt02321745
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt010059794
IRS990/CYRevenuesLessExpensesAmt01145472
IRS990/CYSalariesCompEmpBnftPaidAmt09171773
IRS990/CYTotalExpensesAmt013450138
IRS990/CYTotalFundraisingExpenseAmt0534740
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014595610
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0900728
IRS990/DeferredRevenueGrp/EOYAmt0888834
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt013256
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt052246
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0324388
IRS990/DepreciationDepletionGrp/TotalAmt0389890
IRS990/Desc0Chartwell's high school (Grades 9-12) is a college-prepatory 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt052775974
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt052775974
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0103
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt06607875
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt050815
IRS990/FeesForServicesAccountingGrp/TotalAmt050815
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0165525
IRS990/FeesForServicesLegalGrp/TotalAmt0165525
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt023
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt017089
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0551
IRS990/FeesForServicesOtherGrp/TotalAmt017663
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt06250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14750
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt25000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt34375
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt47619
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt56600
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt65084
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0Danielle Patterson
IRS990/Form990PartVIISectionAGrp/PersonNm1Jodi Amaditz
IRS990/Form990PartVIISectionAGrp/PersonNm2Alex Kopelevich
IRS990/Form990PartVIISectionAGrp/PersonNm3Elena Rhodes
IRS990/Form990PartVIISectionAGrp/PersonNm4William Swift
IRS990/Form990PartVIISectionAGrp/PersonNm5Maryn Sanchez
IRS990/Form990PartVIISectionAGrp/PersonNm6Alyse LeValley
IRS990/Form990PartVIISectionAGrp/PersonNm7Katrina Maestri
IRS990/Form990PartVIISectionAGrp/PersonNm8Paul Hoffman
IRS990/Form990PartVIISectionAGrp/PersonNm9Art Pasquinelli
IRS990/Form990PartVIISectionAGrp/PersonNm10Sue Shalvey
IRS990/Form990PartVIISectionAGrp/PersonNm11Heidi Daunt
IRS990/Form990PartVIISectionAGrp/PersonNm12Caroline Haskell
IRS990/Form990PartVIISectionAGrp/PersonNm13Derek Hansen
IRS990/Form990PartVIISectionAGrp/PersonNm14Mick McMahan
IRS990/Form990PartVIISectionAGrp/PersonNm15Taylor Perkins
IRS990/Form990PartVIISectionAGrp/PersonNm16Mollie O'Neal
IRS990/Form990PartVIISectionAGrp/PersonNm17Bob Wise
IRS990/Form990PartVIISectionAGrp/PersonNm18Dr Maria Luisa Gomo-Tempini
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0240045
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1187725
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2174600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3155501
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4145699
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5139330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6122423
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt1Head Lwr School
IRS990/Form990PartVIISectionAGrp/TitleTxt2Finance Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt3Leadership
IRS990/Form990PartVIISectionAGrp/TitleTxt4Dean Students
IRS990/Form990PartVIISectionAGrp/TitleTxt5Faculty
IRS990/Form990PartVIISectionAGrp/TitleTxt6Faculty
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt02830917
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt01466390
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01956620
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01956620
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt041822743
IRS990/GrossReceiptsAmt053587436
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0596
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02348
IRS990/InformationTechnologyGrp/ProgramServicesAmt015614
IRS990/InformationTechnologyGrp/TotalAmt018558
IRS990/InsuranceGrp/FundraisingAmt02855
IRS990/InsuranceGrp/ManagementAndGeneralAmt011252
IRS990/InsuranceGrp/ProgramServicesAmt069863
IRS990/InsuranceGrp/TotalAmt083970
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0295696
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0295696
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt041154796
IRS990/InvestmentsPubTradedSecGrp/EOYAmt037108690
IRS990/IRPDocumentCnt032
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05534154
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014710772
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017191632
IRS990/LandBldgEquipCostOrOtherBssAmt022725786
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt038991826
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/NetAssetsOrFundBalancesBOYAmt058195010
IRS990/NetAssetsOrFundBalancesEOYAmt060376242
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02830917
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02830917
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01035760
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05419036
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07600268
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04362
IRS990/OccupancyGrp/ManagementAndGeneralAmt017192
IRS990/OccupancyGrp/ProgramServicesAmt0106741
IRS990/OccupancyGrp/TotalAmt0128295
IRS990/OfficeExpensesGrp/FundraisingAmt06177
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt054132
IRS990/OfficeExpensesGrp/ProgramServicesAmt0374054
IRS990/OfficeExpensesGrp/TotalAmt0434363
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt010000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt028173
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0111060
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0699140
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0838373
IRS990/OtherExpensesGrp/Desc0Meals and Events
IRS990/OtherExpensesGrp/Desc1Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc2Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc3Rental Equipment
IRS990/OtherExpensesGrp/FundraisingAmt089892
IRS990/OtherExpensesGrp/FundraisingAmt16986
IRS990/OtherExpensesGrp/FundraisingAmt23868
IRS990/OtherExpensesGrp/FundraisingAmt31343
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt056903
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt127537
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215241
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt35292
IRS990/OtherExpensesGrp/ProgramServicesAmt0168053
IRS990/OtherExpensesGrp/ProgramServicesAmt1170975
IRS990/OtherExpensesGrp/ProgramServicesAmt296943
IRS990/OtherExpensesGrp/ProgramServicesAmt332859
IRS990/OtherExpensesGrp/TotalAmt0314848
IRS990/OtherExpensesGrp/TotalAmt1205498
IRS990/OtherExpensesGrp/TotalAmt2116052
IRS990/OtherExpensesGrp/TotalAmt339494
IRS990/OtherLiabilitiesGrp/BOYAmt058630
IRS990/OtherLiabilitiesGrp/EOYAmt043335
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0189145
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0939383
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05934282
IRS990/OtherSalariesAndWagesGrp/TotalAmt07062810
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt018045
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt071119
IRS990/PayrollTaxesGrp/ProgramServicesAmt0441575
IRS990/PayrollTaxesGrp/TotalAmt0530739
IRS990/PensionPlanContributionsGrp/FundraisingAmt06835
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt036862
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0234081
IRS990/PensionPlanContributionsGrp/TotalAmt0277778
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt052175
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt052175
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029359
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt060233

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,960,586
Liabilities
$1,584,344
Net assets
$60,376,242
Revenue
$14,595,610
Expenses
$13,450,138
Net income
$1,145,472
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