2024-05-10T10:15:48-07:00 2023-06-30 770460195 McGilloway Ray Brown & Kaufman 2511 Garden Road Suite A-180 Monterey CA 93940 990 2022-07-01 770119013 CHARTWELL SCHOOL CHAR 8313943468 2511 NUMA WATSON RD SEASIDE CA 93955 Alex Kopelevich Finance Dir. 2024-05-10 true Alex Kopelevich 999009999 true Patricia M Kaufman CPA P00312047 8313733337 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Danielle Patterson 2511 NUMA WATSON RD SEASIDE CA 93955 34405622 false X WWW.Chartwell.Org X 1983 CA 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. 12 12 104 10 0 43890971 3257324 6540272 7655675 93873 2169094 2865 285 50527981 13082378 1085755 1608811 0 5475309 8053886 0 345291 1415776 1883058 7976840 11545755 42551141 1536623 55359584 59947365 1672078 1752355 53687506 58195010 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. false false 6319027 959231 4917588 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). Chartwell provides a full academic program in a highly structured learning environment, utilizing multi-sensory teaching strategies. The course of study includes all areas of language instruction, mathematics, humanities, science, technology, art, music and physical education. Chartwell provides a unified approach to language instruction, which is essential to students' academic success. Reading, writing and communication skills are treated with equal importance whether in english, science or humanities classes. 3255257 649580 2407889 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. 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. 330198 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. Currently, we have multiple programs which educates professionals, administrators, and parents. It is estimated that in turn an additional 3,000 learners benefit in the California Central Coast region and beyond. 9574284 true true false false false false false false false true true false false false true true true false true false false false false false false false false false true true false false false false false false false false false false false false false false false false false true 14 0 true 104 true false false false false false false false 0 false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false CA X Alexander Kopelevich 8313943468 2511 Numa Watson Rd Seaside CA 93955 Kathleen Mulligan Head of School 40.00 0.00 X 214991 0 18640 Danielle Patterson Assist Head Sch 40.00 0.00 X 185848 0 15306 Jodi Amaditz Head Lwr School 40.00 0.00 157708 0 18088 William Swift Dean Students 40.00 0.00 127536 0 15306 Alyse LeValley Faculty 40.00 0.00 124380 0 14947 Elena Rhodes Leadership 40.00 0.00 112199 0 13464 Jeffrey Morton Faculty 40.00 0.00 111676 0 13401 Alex Kopelevich Finance Dir. 40.00 0.00 X 71312 0 10930 Katrina Maestri Chairman 2.00 0.00 X X 0 0 0 Paul Hoffman Vice Chair 2.00 0.00 X X 0 0 0 Art Pasquinelli Treasurer 2.00 0.00 X X 0 0 0 Sue Shalvey Trustee 2.00 0.00 X 0 0 0 Heidi Daunt Trustee 2.00 0.00 X 0 0 0 Caroline Haskell Trustee 2.00 0.00 X 0 0 0 Derek Hansen Trustee 2.00 0.00 X 0 0 0 Mick McMahan Trustee 2.00 0.00 X 0 0 0 Taylor Perkins Trustee 2.00 0.00 X 0 0 0 Mollie O'Neal Trustee 2.00 0.00 X 0 0 0 Bob Wise Trustee 2.00 0.00 X 0 0 0 Nicki McMahan Trustee 2.00 0.00 X 0 0 0 Dr Maria Luisa Gomo-Tempini Trustee 2.00 0.00 X 0 0 0 1105650 120082 13 false true false 0 3257324 3257324 Summer & Teacher Training 611710 330198 330198 Supplemental Service Fees 611710 156720 156720 Tuition 611600 7168757 7168757 7655675 304129 304129 0 0 0 23188209 21323244 1864965 1864965 1864965 0 0 0 Misc Revenue 900099 285 285 285 13082378 7655675 2169379 0 1608811 1608811 0 0 472151 330505 70823 70823 0 6202642 5222923 823599 156120 230396 191689 30873 7834 643538 536721 85384 21433 505159 420293 67691 17175 0 34050 34050 58943 58943 0 0 0 148396 27708 119556 1132 41542 26080 15462 290699 249256 38343 3100 66338 55193 8889 2256 0 102146 84986 13688 3472 5203 5203 0 73436 73436 1587 1587 0 336499 281660 43741 11098 83791 69714 11228 2849 Repairs & Maintenance 269855 224519 36160 9176 Meals and Events 195710 134139 42708 18863 Dues & Subscriptions 105072 87420 14080 3572 Rental Equipment 31208 19089 11339 780 38583 3578 34859 146 11545755 9574284 1626180 345291 6844436 416993 3484568 3281947 43531 52175 148731 291323 0 0 0 0 6724 29359 19855036 5144264 13869874 14710772 30951720 41154796 0 0 0 10000 10000 55359584 59947365 668581 792997 929572 900728 73925 58630 1672078 1752355 X 7633352 5419036 46054154 52775974 53687506 58195010 55359584 59947365 1536623 2970881 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5001554 47977 666829 5716360 2348754 3459200 -638244 163388 5006322 2114360 420593 186199 2348754 1713592 500000 36070 135302 2114360 1734027 94928 115363 1713592 0.18000 0.56000 0.26000 true false false 1000000 1000000 17838959 4355546 13483413 1016077 788718 227359 14710772 PGE Loan 58630 58630 X 14444448 2970881 -1608811 1362070 13082378 13082378 9936944 -1608811 -1608811 11545755 11545755 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. true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized On the bottom of the main page of the school's website, Chartwell.org Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race true 0 0 Financial Aid 76 1608811 Grantmaker's Description of How Grants are Used Families requesting financial need based support submit a financial aid application along with their tax returns through the School's financial aid database application system. Once the information is received, it is reviewed by the School's Financial Aid Committee, which is comprised of non-Board and school administrators, who reviews the applications and issues a recommended award. X X X X X false false false false false false false false false Danielle Patterson Assist Head Sch 185848 15306 201154 Jodi Amaditz Head Lwr School 157708 7885 10203 175796 Kathleen Mulligan Head of School 214991 9788 8852 233631 Derek Hansen Board Member 41705 Performance of Services false 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.