2026-05-13T13:25:35-07:00 2025-06-30 770460195 McGilloway Ray Brown & Kaufman 2511 Garden Road Suite A-180 Monterey CA 93940 990 2024-07-01 770119013 CHARTWELL SCHOOL CHAR 8313943468 2511 NUMA WATSON RD SEASIDE CA 93955 Danielle Patterson Head of School 2026-05-13 true true Patricia M Kaufman CPA P00312047 8313733337 2024 2025-03-06 01:10:19Z Danielle Patterson 2511 NUMA WATSON RD SEASIDE CA 93955 13252761 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. 13 13 111 30 0 1409203 901591 10059794 9728626 3126613 2478538 144006 14595610 13252761 1956620 2933293 0 9171773 10181427 0 507072 2321745 2982352 13450138 16097072 1145472 -2844311 61960586 58803650 1584344 1099337 60376242 57704313 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 6681815 1466646 4784009 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. 6681814 1466647 4784008 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. 160609 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. 13363629 true true false false false false false false false true true false false false true true true false true false false false false false true false false false true true false false false false false false false false false false false false false false false false false true 49 0 true 111 true false false false false false false false 0 false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false CA X Katia Stornetta 8313943468 2511 Numa Watson Rd Seaside CA 93955 Danielle Patterson Head of School 40.00 0.00 X 252254 0 28290 Alex Kopelevich Finance Dir. 40.00 0.00 X 214280 0 24979 Jodi Amaditz Head Lwr School 40.00 0.00 215818 0 16712 Elena Rhodes Leadership 40.00 0.00 178693 0 15715 William Swift Dean Students 40.00 0.00 151882 0 18148 Katia Stornetta Faculty 40.00 0.00 136634 0 16916 Christopher Mueller Faculty 40.00 0.00 131656 0 12309 Katrina Maestri Chairman 2.00 0.00 X X 0 0 0 Chris Devers Director 2.00 0.00 X 0 0 0 Art Pasquinelli Treasurer 2.00 0.00 X X 0 0 0 Sue Shalvey Secretary 2.00 0.00 X X 0 0 0 Heidi Daunt Director 2.00 0.00 X 0 0 0 Donna Ferraro Director 2.00 0.00 X 0 0 0 Derek Hansen Director 2.00 0.00 X 0 0 0 Michael McMahan Director 2.00 0.00 X 0 0 0 Taylor Perkins Director 2.00 0.00 X 0 0 0 Mollie O'Neal Director 2.00 0.00 X 0 0 0 Caroline Haskell Director 2.00 0.00 X 0 0 0 Anna White Director 2.00 0.00 X 0 0 0 Dr Maria Luisa Gomo-Tempini Director 2.00 0.00 X 0 0 0 1281217 133069 22 false true false Third Millennium Partners 5671 Santa Teresa Blvd San Jose CA 95123 Construction 360000 Liebert Cassidy Whitmore 5671 Santa Teresa Blvd San Jose CA 95123 Legal 137731 Environmental Investigations inc 316 Mid Valley Center Carmel CA 93923 Soil Investigation 107774 3 848310 53281 901591 Summer & Teacher Training 611710 655403 655403 Supplemental Service Fees 611710 160609 160609 Tuition 611600 8912614 8912614 9728626 2478538 2478538 0 0 0 0 142176 848310 142176 0 0 Miscellaneous Income 1830 1830 1830 13252761 9728626 2480368 0 2933293 2933293 0 0 570693 388071 91311 91311 0 7733046 6512174 1022838 198034 295382 249672 38912 6798 932789 780632 124215 27942 649517 540398 87035 22084 0 100058 100058 17703 17703 0 0 0 121275 121275 174665 75859 79264 19542 823250 734821 88429 92353 76838 12375 3140 0 155435 129322 20828 5285 34611 34611 65538 65538 0 0 0 392692 326720 52621 13351 132839 110522 17800 4517 Repairs & Maintenance 364157 302979 48797 12381 Meals and Events 262423 100452 63447 98524 Merchant Fees 110760 110760 Dues & Subscriptions 61601 51252 8255 2094 72992 50624 20299 2069 16097072 13363629 2226371 507072 225488 2330723 5997488 1066927 52175 73843 1314880 397628 0 0 0 0 60233 20601 25556872 5918529 17191632 19638343 37108690 35265585 0 0 0 10000 10000 61960586 58803650 652175 565457 888834 505840 43335 28040 1584344 1099337 X 7600268 11293350 52775974 46410963 60376242 57704313 61960586 58803650 -2844311 -43841 216223 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6678448 6678448 5716360 962088 6678448 5001554 47977 666829 5716360 2348754 3459200 -638244 163388 5006322 2114360 420593 186199 2348754 0.18000 0.33000 0.49000 true false false 1000000 1000000 23164310 5686906 17477404 1392562 231623 1160939 19638343 PGE Loan 28040 28040 X 13252761 13252761 13252761 16097072 16097072 16097072 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, 2025. 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, 2025. 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 false Thrive & Shine 990486 848310 142176 990486 848310 142176 142176 true 0 0 Financial Aid 76 2933293 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 Alex Kopelevich Finance Dir. 214280 10714 14265 239259 Danielle Patterson Head of School 252254 12612 15678 280544 Elena Rhodes Leadership 178693 8935 6780 194408 Jodi Amaditz Head Lwr School 215818 10750 5962 232530 Katia Stornetta Faculty 136634 6831 10085 153550 William Swift Dean Students 151882 7594 10554 170030 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. Form 990, Part IV, Line 12a The Organization's audit is in progress, but has not been finalized by the due date of the tax return.