CHARTWELL SCHOOL

EIN: 770119013 501(c)(3) Education

SEASIDE, CA

Total Revenue
$13,252,761
Total Expenses
$16,097,072
Total Assets
$58,803,650
Net Assets
$57,704,313
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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
CA
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.

Program Service Accomplishments

Program 1
Expenses: $6,681,815 Revenue: $4,784,009

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...

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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.

Program 2
Expenses: $6,681,814 Revenue: $4,784,008

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...

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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.

Program 3
Revenue: $160,609

Chartwell's public education and community outreach services and programs develop collaborative relationships with individuals, organizations and networks of allied professionals and advances the...

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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.

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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%)

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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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Governance

Voting Members
13
Independent Members
13
Employees
111
Volunteers
30

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
5
$519,803
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
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
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