Chartwell School EIN 77-0119013

Chartwell School

Not yet claimed Claim this org →

Helps bright students with dyslexia and similar learning differences succeed in school and life. For fiscal year 2024 it reported $13.3M in revenue, $16.1M in expenses, and $57.7M in net assets.Pt I

Founded
1983
Type
Public charity (501(c)(3)) · Education
Location
Seaside, CA
Website
www.chartwell.org
Filings
5 on file (2020–2024)
Revenue
$13.3MFY2024
Expenses
$16.1M
Net assets
$57.7M
People
20
Filings
5
Updates
0
More identity details & actions ⌄
EIN  77-0119013 Public charity (501(c)(3)) Seaside, CA Founded 1983
Form 990 (PDF)
Compare with another nonprofit →
Figures match the IRS filing checked 7/19/26 · see original: IRS
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until Chartwell School claims this page.

Know this organization? Claim it to add your story

Size
$10–100M
What they do
Helps bright students with dyslexia and similar learning differences succeed in school and life.
Leadership
Danielle Patterson · Head of School · $252K
Money in and out
$13.3M revenue, $16.1M expenses
Bottom line
83% program efficiency
Where the money goes · FY2024
Total revenue
$13.3M
Pt VIII · Ln 12
Total expenses
$16.1M
Pt IX · Ln 25
Net assets
$57.7M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$2.8M
Where spending went · Part IX cols B–D
Program services $0.83 Management & general $0.14 Fundraising $0.03
Program efficiency
83%
of spending reaches programs▲ +1% vs prior filing year
Operating runway
28.8mo
months of highly liquid reserves at operating expense rate▼ -26% vs prior filing year
Surplus margin
-21%
revenue over expenses, this year▼ -373% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$13.3M
FY2024▼ -9%
Expenses
$16.1M
FY2024▲ +20%
Total assets
$58.8M
FY2024▼ -5%
Total liabilities
$1.1M
FY2024▼ -31%
Total revenue
$13.3M
Pt VIII · Ln 12
Total expenses
$16.1M
Pt IX · Ln 25
Net assets
$57.7M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$2.8M
Total assetsPt X · Ln 16$58.8M
Program-expense ratioPt IX · col B83%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 413
Mission & Programs · Part III

Where the work happens

3 program services account for $13.4M of program spending, described in the organization's own filed words · FY2024.
01

Chartwell'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.

$6.7Mprogram expense
02

Chartwell's lower and middle school (grades 1-8) is accredited by the western association of schools and colleges (WASC) and its program is approved by the California State Department of Education (NPS Designation).

$6.7Mprogram expense
03

Chartwell's public education and community outreach services and programs develop collaborative relationships with individuals, organizations and networks of allied professionals and advances the understanding, advocacy and practical delivery of services to benefit educators, volunteers and learners of all ages in our region.

Pt IX · col B

Run this program? Claim this org to tell your story

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CChartwell School
EINHdr · item D77-0119013
Principal addressHdr · item CSeaside, CA
WebsiteHdr · item Jwww.chartwell.org
Year of formationHdr · item L1983
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B28Z)
Ruling yearIRS BMFNov 1983

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a13
Independent voting membersPt VI · Ln 1b13
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Head of School
$252,254Pt VII · Sec A
Head Lwr School
$215,818Pt VII · Sec A
Finance Dir.
$214,280Pt VII · Sec A
Leadership
$178,693Pt VII · Sec A
Dean Students
$151,882Pt VII · Sec A
$136,634Pt VII · Sec A
$131,656Pt VII · Sec A
Director
$0Pt VII · Sec A

Danielle Patterson’s $252K as Head of School is at the 54th percentile of top reported officer pay among 3682 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Kathleen Mulligan$214,991$279,885$278,259$207,400
Danielle Patterson$252,254$240,045$185,848$128,724$107,326
Jodi Amaditz$215,818$187,725$157,708$139,048$122,779
Alex Kopelevich$214,280$174,600$71,312
Elena Rhodes$178,693$155,501$112,199
William Swift$151,882$145,699$127,536$104,094
Maryn Sanchez$139,330
Katia Stornetta$136,634

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 Chartwell School executive salaries →

Are you one of these people? Claim this org to confirm your role

Statement of Revenue

Part VIII
Program service revenue$9.7M · 73%
Investment income$2.5M · 19%
Contributions & grants$902K · 7%
Other revenue$144K · 1%
Program service revenue73%$9.7M
Investment income19%$2.5M
Contributions & grants7%$902K
Other revenue1%$144K
Total revenueLn 12$13.3M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.83 Management & general $0.14 Fundraising $0.03
Program services83%$13.4M
Management & general14%$2.2M
Fundraising3%$507K
Total functional expensesLn 25$16.1M

Balance Sheet

Part X · end of year
CashLn 1$3.4M
Total assetsLn 16$58.8M
Total liabilitiesLn 26$1.1M
Total net assetsLn 32$57.7M
Months of cash on handcomputed2.5

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $38.7M · Operating expenses/yr $16.1M
28.8 months
Where the money goes
Program services
Program services $13.4M · Total expenses $16.1M
83%
Management & General
Management & general $2.2M · Total expenses $16.1M
14%
Fundraising
Fundraising $507K · Total expenses $16.1M
3%
Cost to raise $1
Fundraising expense (3-yr avg) $462K · Solicited contributions (3-yr avg) $1.9M
$0.25 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $902K · Total revenue $13.3M
7%
Government reliance
Government grants — · Total revenue $13.3M
Earned-income share
Program service revenue $9.7M · Total revenue $13.3M
73%
Investment reliance
Investment income $2.5M · Total revenue $13.3M
+19%
Program self-sufficiency
Program service revenue $9.7M · Total expenses $16.1M
60%
Growth & trend
Revenue growth (YoY)
This year $13.3M · Prior year $14.6M
-9%
Revenue CAGR
FY2019 $5.5M · FY2024 $13.3M
+19%
Net-asset trend (YoY)
End of year $57.7M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $13.3M · Expenses $16.1M
-21%
Liabilities-to-Assets
Total liabilities — · Total assets $58.8M
Net-asset ratio
Net assets $57.7M · Total assets $58.8M
98%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $35.3M · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $58.8M
60%
People & payroll
Highest Reported Total Compensation
Individual Danielle Patterson · Reported title Head of School · Highest reported compensation $252K · Total expenses $16.1M
2%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $10.2M · Total expenses $16.1M
63%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 83%
Overhead ratio 14%
Fundraising cost ratio 56%
Revenue growth -9%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 13 funders →
Grants paid · 5 grants · $8.5M · 2020–2024
Unitemized GrantFY2024$2,933,293
Unitemized GrantFY2023$1,956,620
Unitemized GrantFY2022$1,608,811
Unitemized GrantFY2021$1,085,755
Unitemized GrantFY2020$892,529

Similar Organizations

Closest in mission — by what they do
See all organizations like Chartwell School →

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$14.6M revenue · ⤓ 990 PDF
FY2023$13.1M revenue · ⤓ 990 PDF
FY2022$50.5M revenue · ⤓ 990 PDF
FY2021$6.5M revenue · ⤓ 990 PDF
FY2020$5.5M revenue · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.