Nonprofit · EIN 77-0119013
CHARTWELL SCHOOL
Tax-exempt · SEASIDE, CA 93955
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,252,761 | $16,097,072 | -$2,844,311 | $58,803,650 | $1,099,337 | $57,704,313 |
| June 30, 2024 | 990 | $14,595,610 | $13,450,138 | $1,145,472 | $61,960,586 | $1,584,344 | $60,376,242 |
| June 30, 2023 | 990 | $13,082,378 | $11,545,755 | $1,536,623 | $59,947,365 | $1,752,355 | $58,195,010 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $901,591
- Program service revenue
- $9,728,626
- Investment income
- $2,478,538
- Net income from fundraising events
- $142,176
- Other revenue
- $144,006
Expenses
- Grants and similar amounts paid
- $2,933,293
- Compensation of officers, directors and key employees
- $570,693
- Other salaries and wages
- $7,733,046
- Salaries, compensation and benefits (total)
- $10,181,427
- Professional fundraising fees
- $0
- Legal fees
- $100,058
- Accounting fees
- $17,703
- Occupancy
- $155,435
- Travel
- $34,611
- Depreciation
- $392,692
- Program services (functional)
- $13,363,629
- Management and general (functional)
- $2,226,371
- Fundraising (functional)
- $507,072
Balance sheet and other
- Total assets, start of year
- $61,960,586
- Total assets, end of year
- $58,803,650
- Total liabilities, end of year
- $1,099,337
- Net assets, end of year
- $57,704,313
- Land, buildings and equipment
- $19,638,343
- Publicly traded securities
- $35,265,585
- Net assets without donor restrictions
- $11,293,350
- Net assets with donor restrictions
- $46,410,963
- Gross receipts
- $13,252,761
- Employees
- 111
- Volunteers
- 30
- Year formed
- 1983
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Danielle Patterson | Head of School Officer | 40 | $252,254 | $28,290 |
| Alex Kopelevich | Finance Dir. Officer | 40 | $214,280 | $24,979 |
| Jodi Amaditz | Head Lwr School | 40 | $215,818 | $16,712 |
| Elena Rhodes | Leadership | 40 | $178,693 | $15,715 |
| William Swift | Dean Students | 40 | $151,882 | $18,148 |
| Katia Stornetta | Faculty | 40 | $136,634 | $16,916 |
| Christopher Mueller | Faculty | 40 | $131,656 | $12,309 |
| Katrina Maestri | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Chris Devers | Director Trustee or director | 2 | $0 | $0 |
| Art Pasquinelli | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Sue Shalvey | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Heidi Daunt | Director Trustee or director | 2 | $0 | $0 |
| Donna Ferraro | Director Trustee or director | 2 | $0 | $0 |
| Derek Hansen | Director Trustee or director | 2 | $0 | $0 |
| Michael McMahan | Director Trustee or director | 2 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Taylor Perkins | Director Trustee or director | 2 | $0 |
| Mollie O'Neal | Director Trustee or director | 2 | $0 |
| Caroline Haskell | Director Trustee or director | 2 | $0 |
| Anna White | Director Trustee or director | 2 | $0 |
| Dr Maria Luisa Gomo-Tempini | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Danielle Patterson | Head of School Officer | 40 | $240,045 | $6,250 |
| Jodi Amaditz | Head Lwr School | 40 | $187,725 | $4,750 |
| Alex Kopelevich | Finance Dir. Officer | 40 | $174,600 | $5,000 |
| Elena Rhodes | Leadership | 40 | $155,501 | $4,375 |
| William Swift | Dean Students | 40 | $145,699 | $7,619 |
| Maryn Sanchez | Faculty | 40 | $139,330 | $6,600 |
| Alyse LeValley | Faculty | 40 | $122,423 | $5,084 |
| Katrina Maestri | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Paul Hoffman | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Art Pasquinelli | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Sue Shalvey | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Heidi Daunt | Trustee Trustee or director | 2 | $0 | $0 |
| Caroline Haskell | Trustee Trustee or director | 2 | $0 | $0 |
| Derek Hansen | Trustee Trustee or director | 2 | $0 | $0 |
| Mick McMahan | Trustee Trustee or director | 2 | $0 | $0 |
| Taylor Perkins | Trustee Trustee or director | 2 | $0 | $0 |
| Mollie O'Neal | Trustee Trustee or director | 2 | $0 | $0 |
| Bob Wise | Trustee Trustee or director | 2 | $0 | $0 |
| Dr Maria Luisa Gomo-Tempini | Trustee Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kathleen Mulligan | Head of School Officer | 40 | $214,991 | $18,640 |
| Danielle Patterson | Assist Head Sch Officer | 40 | $185,848 | $15,306 |
| Jodi Amaditz | Head Lwr School | 40 | $157,708 | $18,088 |
| William Swift | Dean Students | 40 | $127,536 | $15,306 |
| Alyse LeValley | Faculty | 40 | $124,380 | $14,947 |
| Elena Rhodes | Leadership | 40 | $112,199 | $13,464 |
| Jeffrey Morton | Faculty | 40 | $111,676 | $13,401 |
| Alex Kopelevich | Finance Dir. Officer | 40 | $71,312 | $10,930 |
| Katrina Maestri | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Paul Hoffman | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Art Pasquinelli | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Sue Shalvey | Trustee Trustee or director | 2 | $0 | $0 |
| Heidi Daunt | Trustee Trustee or director | 2 | $0 | $0 |
| Caroline Haskell | Trustee Trustee or director | 2 | $0 | $0 |
| Derek Hansen | Trustee Trustee or director | 2 | $0 | $0 |
| Mick McMahan | Trustee Trustee or director | 2 | $0 | $0 |
| Taylor Perkins | Trustee Trustee or director | 2 | $0 | $0 |
| Mollie O'Neal | Trustee Trustee or director | 2 | $0 | $0 |
| Bob Wise | Trustee Trustee or director | 2 | $0 | $0 |
| Nicki McMahan | Trustee Trustee or director | 2 | $0 | $0 |
| Dr Maria Luisa Gomo-Tempini | Trustee Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2511 NUMA WATSON RD, SEASIDE, CA 93955-6774
- Principal officer (990 for 2024)
- Danielle Patterson, 2511 NUMA WATSON RD, SEASIDE, CA 93955
- Signed the 990
- Danielle Patterson, Head of School
- Phone
- (831) 394-3468
- Website
- WWW.Chartwell.Org
- Return prepared by
- McGilloway Ray Brown & Kaufman
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0119013 or by the name CHARTWELL SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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.Expenses $6,681,815 · grants $1,466,646 · revenue $4,784,009
- 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.Expenses $6,681,814 · grants $1,466,647 · revenue $4,784,008
- 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.revenue $160,609
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0119013
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B28Z)
- Assets (IRS master file)
- $58,803,650
- Income (IRS master file)
- $13,252,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,252,761 | $16,097,072 | $58,803,650 | IRS |
| 990 | June 2024 | $14,595,610 | $13,450,138 | $61,960,586 | IRS |
| 990 | June 2023 | $13,082,378 | $11,545,755 | $59,947,365 | XML |
| 990 | June 2022 | $50,527,981 | $7,976,840 | $55,359,584 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0119013).
Questions about CHARTWELL SCHOOL
- What is the EIN of CHARTWELL SCHOOL?
- The employer identification number (EIN) of CHARTWELL SCHOOL is 77-0119013.
- Is CHARTWELL SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to CHARTWELL SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARTWELL SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHARTWELL SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARTWELL SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHARTWELL SCHOOL?
- The 990 for the year ended June 30, 2025 names Danielle Patterson.
- Who are the officers and directors of CHARTWELL SCHOOL?
- The 990 for the year ended June 30, 2025 lists 20 people; 7 received compensation from the organization, the highest $252,254 (Danielle Patterson, Head of School).
- How much revenue does CHARTWELL SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,252,761, expenses of $16,097,072 and total assets of $58,803,650 at year end.
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- INTERNATIONAL SCHOOL OF MONTEREY FOUNDATION EIN 74-3062542 · last filed 990-EZ for 2025
- PHILLIPS GRADUATE UNIVERSITY EIN 95-2849731 · last filed 990-EZ for 2025
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