CHARTWELL SCHOOL (EIN 770119013) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Danielle Patterson

Phone

8313943468

Tax Period

2024-07-01 to 2025-06-30

CHARTWELL SCHOOL, founded in 1983, is a mid-sized nonprofit in the Education sector that reported $13.3M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $16.1M exceeded revenue, resulting in a 21% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $901,591

Program Service Revenue $9,728,626

Investment Income $2,478,538

Other Revenue $144,006

TOTAL REVENUE $13,252,761

Expense Breakdown

Grants Paid $2,933,293

Salaries & Benefits $10,181,427

Fundraising Expenses $507,072

Program Expenses $13,363,629

Other Expenses $2,982,352

TOTAL EXPENSES $16,097,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,252,761	$14,595,610	-0.1%
Expenses	$16,097,072	$13,450,138	+0.2%
Net Income	$-2,844,311	$1,145,472	-3.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

111

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$519,803

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Danielle Patterson	Head of School	40.00	Officer	$252,254	$28,290	$280,544
Alex Kopelevich	Finance Dir.	40.00	Officer	$214,280	$24,979	$239,259
Jodi Amaditz	Head Lwr School	40.00		$215,818	$16,712	$232,530
Elena Rhodes	Leadership	40.00		$178,693	$15,715	$194,408
William Swift	Dean Students	40.00		$151,882	$18,148	$170,030
Katia Stornetta	Faculty	40.00		$136,634	$16,916	$153,550
Christopher Mueller	Faculty	40.00		$131,656	$12,309	$143,965
Katrina Maestri	Chairman	2.00	Officer Director	$0	$0	$0
Chris Devers	Director	2.00	Director	$0	$0	$0
Art Pasquinelli	Treasurer	2.00	Officer Director	$0	$0	$0
Sue Shalvey	Secretary	2.00	Officer Director	$0	$0	$0
Heidi Daunt	Director	2.00	Director	$0	$0	$0
Donna Ferraro	Director	2.00	Director	$0	$0	$0
Derek Hansen	Director	2.00	Director	$0	$0	$0
Michael McMahan	Director	2.00	Director	$0	$0	$0
Taylor Perkins	Director	2.00	Director	$0	$0	$0
Mollie O'Neal	Director	2.00	Director	$0	$0	$0
Caroline Haskell	Director	2.00	Director	$0	$0	$0
Anna White	Director	2.00	Director	$0	$0	$0
Dr Maria Luisa Gomo-Tempini	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$13,252,761	$16,097,072	$58,803,650	$-2,844,311
2024	No data	No data	No data	No data
2023	$13,082,378	$11,545,755	$59,947,365	$1,536,623
2022	$50,527,981	$7,976,840	$55,359,584	$42,551,141
2021	$6,458,891	$6,468,129	$14,576,049	$-9,238
2020	$5,488,576	$5,371,658	$14,350,038	$116,918
2019	$3,926,740	$4,648,451	$13,550,507	$-721,711
2018	$3,382,598	$3,808,131	$14,058,031	$-425,533

CHARTWELL SCHOOL