The Chartwell Consortium Special Educ FY2021 filing

New Orleans, LAUnknown exempt organization EIN 72-1442874Revenue $1.1M in FY2021Latest return filed May 15, 2023

On file with the IRSthechartwellcenter.orgNew Orleans, LA

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Serve children with autism spectrum disorders by providing educational services, and by offering training and support to families, teachers, and other professionals.

72¢ of each $1 spent went to programs.
$74K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $29K a year · 4% of revenue · last 3 filings
Concern: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$74K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$315K
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
+82% vs prior year
Spent
$922K
To programs
72%
Net assets
$1.3M
By yearFY2020–FY2022
Revenue
$1.1M
FY2021▲ +82%
Tap a bar for its year
Revenue by fiscal year
FY2020$615K
FY2021$1.1M
FY2022$435K
Expenses
$922K
FY2021▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$809K
FY2021$922K
FY2022$525K
Net assets
$1.3M
FY2021▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$1.3M
FY2022$0

From the FY2021 Form 990 (year ending June 2021) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $664K Management & general 14% · $129K Fundraising 14% · $130K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $74K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$73,625Pt VII · Sec A
Chairwoman
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice-Chairwoman
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2022FY2021FY2020
Folwell Dunbar$93,000$73,625$27,125

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Chartwell Consortium Special Educ executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Provides educational services and support for children with autism and their families.

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1 program · $664K · in their own filed words · FY2020
01

Instructional group for children with social, communication, and sensory integration issues. Maintain a special education assistance and development center for the youth in the new orleans area.

$664Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$587K
Gifts and grantsLn 1h$540K
Investment incomeLn 3$6
Money outPt IX
$922K
Ln 25
Programscol B$664K
Managementcol C$129K
Fundraisingcol D$130K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$242K
Total assetsLn 16$1.6M
LiabilitiesLn 26$315K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$540K
Government grantsLn 1e$327K
Fundraising eventsLn 1c$47K
Fees for servicesLn 2g$587K
Investment incomeLn 3$6
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$202K
SavingsLn 2$41K
Cash and savings togetherLn 1–2$242K
Land, buildings, equipmentLn 10c$1.4M
Total assetsLn 16$1.6M
LiabilitiesLn 26$315K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 537
VolunteersI 66
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$232K$242K
Land, buildings, equipmentLn 10c$1.4M$1.4M
Total assetsLn 16$1.6M$1.6M
LiabilitiesLn 26$561K$315K
Net assetsLn 32$1.1M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$93K$56K$23K$14K
Other salaries and wagesLn 7$595K$482K$17K$96K
Other employee benefitsLn 9$24K$18K$1K$4K
Payroll taxesLn 10$51K$40K$3K$8K
Accounting feesLn 11c$22K$22K
Office expensesLn 13$14K$11K$3K
OccupancyLn 16$36K$19K$17K
InterestLn 20$13K$13K
Depreciation, depletion and amortizationLn 22$19K$15K$4K
InsuranceLn 23$23K$5K$18K
Other expenses (24a–d)Ln 24$34K$18K$8K$7K
Total functional expensesLn 25$922K$664K$129K$130K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 LatestFiled with the IRS May 15, 2023 $435K$525K−$89K$0 990 PDF
FY2021 ViewingFiled with the IRS Apr 28, 2022 $1.1M$922K$197K$1.3M 990 PDF
FY2020Filed with the IRS Jan 25, 2021 $615K$809K−$194K$1.1M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,119,269 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $114,115$539,549
I-9 Program service revenuePrior year $500,031$586,960
I-10 Investment incomePrior year $757$6
I-11 Other revenuePrior year $0−$7,246
I-12 Total revenuePrior year $614,903$1,119,269
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $638,501$762,881
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $170,228$159,561
I-18 Total expensesPrior year $808,729$922,442
I-19 Revenue less expensesPrior year −$193,826$196,827
Part VI · Governance 9 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,119,269 across 8 lines filed
VIII-1c Fundraising events$46,576
VIII-1e Government grants$327,315
VIII-1f All other contributions, gifts and grants$165,658
VIII-1h Total contributions, gifts and grants$539,549
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $586,960$586,960
VIII-3 Investment incomeExcluded from tax $6$6
VIII-8 Net income from fundraising eventsExcluded from tax −$7,246−$7,246
VIII-12 Total revenueRelated to mission $586,960 · Unrelated business $0 · Excluded from tax −$7,240$1,119,269
Part IX · Statement of functional expenses $922,442 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $55,800 · Management $23,250 · Fundraising $13,950$93,000
IX-7 Other salaries and wagesPrograms $481,967 · Management $17,140 · Fundraising $96,298$595,405
IX-9 Other employee benefitsPrograms $18,420 · Management $1,383 · Fundraising $3,776$23,579
IX-10 Payroll taxesPrograms $39,744 · Management $2,994 · Fundraising $8,159$50,897
IX-11c Accounting feesManagement $21,514$21,514
IX-13 Office expensesPrograms $11,036 · Management $2,619$13,655
IX-16 OccupancyPrograms $19,065 · Management $17,381$36,446
IX-20 InterestManagement $12,513$12,513
IX-22 Depreciation, depletion and amortizationPrograms $15,317 · Management $3,828$19,145
IX-23 InsurancePrograms $4,546 · Management $18,091$22,637
IX-24 Other expenses (24a–d)Programs $17,845 · Management $8,407 · Fundraising $7,399$33,651
IX-25 Total functional expensesPrograms $663,740 · Management $129,120 · Fundraising $129,582$922,442
Part X · Balance sheet $1,596,723 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $190,403$201,684
X-2 Savings and temporary cash investmentsStart of year $41,495$40,715
X-9 Prepaid expenses and deferred chargesStart of year $36,286$0
X-10c Land, buildings and equipment, netStart of year $1,373,468$1,354,324
X-16 Total assetsStart of year $1,646,189$1,596,723
X-17 Accounts payable and accrued expensesStart of year $9,000$2,217
X-22 Loans from officers and insidersStart of year $50,000$50,000
X-24 Unsecured notes and loans payableStart of year $444,510$262,356
X-26 Total liabilitiesStart of year $560,866$314,573
X-27 Net assets without donor restrictionsStart of year $1,039,607$1,239,481
X-28 Net assets with donor restrictionsStart of year $45,716$42,669
X-32 Total net assets or fund balancesStart of year $1,085,323$1,282,150
X-33 Total liabilities and net assetsStart of year $1,646,189$1,596,723
Part XI · Reconciliation of net assets $1,282,150 net assets at year end
XI-1 Total revenue$1,119,269
XI-2 Total expenses$922,442
XI-3 Revenue less expenses$196,827
XI-4 Net assets at start of year$1,085,323
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,282,150

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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