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.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $7.1M a year · 41% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $37.1M in investments, Pt X · Ln 11–13
Looks good: 5.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
13
named funders · $369K
Looks good: 13 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.6M
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$14.6M
+12% vs prior year
Spent
$13.5M
To programs
82%
Net assets
$60.4M
By yearFY2020–FY2025
Revenue
$14.6M
FY2024▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.5M
FY2021$6.5M
FY2022$50.5M
FY2023$13.1M
FY2024$14.6M
FY2025$13.3M
Expenses
$13.5M
FY2024▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.4M
FY2021$6.5M
FY2022$8.0M
FY2023$11.5M
FY2024$13.5M
FY2025$16.1M
Net assets
$60.4M
FY2024▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.6M
FY2021$13.0M
FY2022$53.7M
FY2023$58.2M
FY2024$60.4M
FY2025$57.7M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1983.

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

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $11.0M Management & general 14% · $1.9M Fundraising 4% · $535K

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

19 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Head of School
$240,045Pt VII · Sec A
Head Lwr School
$187,725Pt VII · Sec A
Finance Dir.
$174,600Pt VII · Sec A
Leadership
$155,501Pt VII · Sec A
Dean Students
$145,699Pt VII · Sec A
$139,330Pt VII · Sec A
$122,423Pt VII · Sec A
$0Pt VII · Sec A

Danielle Patterson’s $252K as Head of School is at the 53rd percentile of top reported officer pay among 3683 $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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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.

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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

Programs and updates

Helps bright students with dyslexia and similar learning differences succeed in school and life.

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3 programs · $11.0M · in their own filed words · FY2023
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.

$6.6Mprogram 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).

$4.4Mprogram 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

Funders

Who pays for it.

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

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

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$14.6M
Ln 12
Fees for servicesLn 2g$10.1M
Investment incomeLn 3$3.1M
Gifts and grantsLn 1h$1.4M
Money outPt IX
$13.5M
Ln 25
Programscol B$11.0M
Managementcol C$1.9M
Fundraisingcol D$535K
Owns and owesPt X
$60.4M
net assets · Ln 32
Cash and savingsLn 1–2$6.2M
Total assetsLn 16$62.0M
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
19
listed · VII A
PaidVII A7
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Fees for servicesLn 2g$10.1M
Investment incomeLn 3$3.1M
Gains on assetsLn 7$2.8M
Total revenueLn 12$14.6M
Assets in detailPt X, end of year
CashLn 1$225K
SavingsLn 2$6.0M
Cash and savings togetherLn 1–2$6.2M
InvestmentsLn 11–13$37.1M
Land, buildings, equipmentLn 10c$17.2M
Other assetsLn 15$10K
Total assetsLn 16$62.0M
LiabilitiesLn 26$1.6M
Net assetsLn 32$60.4M
OperationsPt I, VI
EmployeesI 5111
VolunteersI 630
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$3.7M$6.2M
InvestmentsLn 11–13$41.2M$37.1M
Land, buildings, equipmentLn 10c$14.7M$17.2M
Total assetsLn 16$59.9M$62.0M
LiabilitiesLn 26$1.8M$1.6M
Net assetsLn 32$58.2M$60.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$2.0M$2.0M
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$462K$323K$69K$69K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$7.1M$5.9M$939K$189K
Pension plan contributionsLn 8$278K$234K$37K$7K
Other employee benefitsLn 9$838K$699K$111K$28K
Payroll taxesLn 10$531K$442K$71K$18K
Management feesLn 11a$0
Legal feesLn 11b$166K$166K
Accounting feesLn 11c$51K$51K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$18K$551$17K$23
Advertising and promotionLn 12$124K$31K$93K
Office expensesLn 13$434K$374K$54K$6K
Information technologyLn 14$19K$16K$2K$596
RoyaltiesLn 15$0
OccupancyLn 16$128K$107K$17K$4K
TravelLn 17$4K$4K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$142K$142K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$390K$324K$52K$13K
InsuranceLn 23$84K$70K$11K$3K
Other expenses (24a–d)Ln 24$676K$469K$105K$102K
All other expensesLn 24e$87K$33K$53K$1K
Total functional expensesLn 25$13.5M$11.0M$1.9M$535K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $13.3M$16.1M−$2.8M$57.7M 990 PDF
FY2024 Viewing $14.6M$13.5M$1.1M$60.4M 990 PDF
FY2023 $13.1M$11.5M$1.5M$58.2M 990 PDF
FY2022 $50.5M$8.0M$42.6M$53.7M 990 PDF
FY2021 $6.5M$6.5M−$9K$13.0M 990 PDF
FY2020 $5.5M$5.4M$117K$12.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $14,595,610 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,257,324$1,409,203
I-9 Program service revenuePrior year $7,655,675$10,059,794
I-10 Investment incomePrior year $2,169,094$3,126,613
I-11 Other revenuePrior year $285$0
I-12 Total revenuePrior year $13,082,378$14,595,610
I-13 Grants and similar amounts paidPrior year $1,608,811$1,956,620
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $8,053,886$9,171,773
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,883,058$2,321,745
I-18 Total expensesPrior year $11,545,755$13,450,138
I-19 Revenue less expensesPrior year $1,536,623$1,145,472
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $14,595,610 across 9 lines filed
VIII-1f All other contributions, gifts and grants$1,409,203
VIII-1h Total contributions, gifts and grants$1,409,203
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,059,794$10,059,794
VIII-3 Investment incomeExcluded from tax $295,696$295,696
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,830,917$2,830,917
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $10,059,794 · Excluded from tax $3,126,613$14,595,610
Part IX · Statement of functional expenses $13,450,138 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $1,956,620$1,956,620
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $323,451 · Management $69,311 · Fundraising $69,311$462,073
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $5,934,282 · Management $939,383 · Fundraising $189,145$7,062,810
IX-8 Pension plan contributionsPrograms $234,081 · Management $36,862 · Fundraising $6,835$277,778
IX-9 Other employee benefitsPrograms $699,140 · Management $111,060 · Fundraising $28,173$838,373
IX-10 Payroll taxesPrograms $441,575 · Management $71,119 · Fundraising $18,045$530,739
IX-11a Management fees$0
IX-11b Legal feesManagement $165,525$165,525
IX-11c Accounting feesManagement $50,815$50,815
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $551 · Management $17,089 · Fundraising $23$17,663
IX-12 Advertising and promotionPrograms $31,087 · Fundraising $92,530$123,617
IX-13 Office expensesPrograms $374,054 · Management $54,132 · Fundraising $6,177$434,363
IX-14 Information technologyPrograms $15,614 · Management $2,348 · Fundraising $596$18,558
IX-15 Royalties$0
IX-16 OccupancyPrograms $106,741 · Management $17,192 · Fundraising $4,362$128,295
IX-17 TravelManagement $4,486$4,486
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsManagement $141,788$141,788
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $324,388 · Management $52,246 · Fundraising $13,256$389,890
IX-23 InsurancePrograms $69,863 · Management $11,252 · Fundraising $2,855$83,970
IX-24 Other expenses (24a–d)Programs $468,830 · Management $104,973 · Fundraising $102,089$675,892
IX-24e All other expensesPrograms $32,846 · Management $52,694 · Fundraising $1,343$86,883
IX-25 Total functional expensesPrograms $11,013,123 · Management $1,902,275 · Fundraising $534,740$13,450,138
Part X · Balance sheet $61,960,586 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $416,993$225,488
X-2 Savings and temporary cash investmentsStart of year $3,281,947$5,997,488
X-3 Pledges and grants receivableStart of year $52,175$52,175
X-4 Accounts receivableStart of year $291,323$1,314,880
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $29,359$60,233
X-10c Land, buildings and equipment, netStart of year $14,710,772$17,191,632
X-11 Publicly traded securitiesStart of year $41,154,796$37,108,690
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $10,000$10,000
X-16 Total assetsStart of year $59,947,365$61,960,586
X-17 Accounts payable and accrued expensesStart of year $792,997$652,175
X-19 Deferred revenueStart of year $900,728$888,834
X-25 Other liabilitiesStart of year $58,630$43,335
X-26 Total liabilitiesStart of year $1,752,355$1,584,344
X-27 Net assets without donor restrictionsStart of year $5,419,036$7,600,268
X-28 Net assets with donor restrictionsStart of year $52,775,974$52,775,974
X-32 Total net assets or fund balancesStart of year $58,195,010$60,376,242
X-33 Total liabilities and net assetsStart of year $59,947,365$61,960,586
Part XI · Reconciliation of net assets $60,376,242 net assets at year end
XI-1 Total revenue$14,595,610
XI-2 Total expenses$13,450,138
XI-3 Revenue less expenses$1,145,472
XI-4 Net assets at start of year$58,195,010
XI-5 Net unrealized gains (losses) on investments$1,035,760
XI-10 Net assets at end of year$60,376,242

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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