EIN 65-0661754

Charlotte Academy

IRS 501(c) type
501(c)(3)
Num. employees
40
State
Year formed
1996
Most recent tax filings
2019-06
NTEE code, primary
Financials as of 2019-06
Revenues
$2.1m
+$395k
23.1%
 
$2m: Prog svcs
 
$103k: Grants & donations
 
$34k: Fund event, net
 
$1k: Misc other revenues
Expenses
$1.8m
+$274k
18.5%
 
$1m: Salaries, non-officers
 
$302k: Fee-for-service, other
 
$124k: Deprec
 
$247k: Misc other expenses
Assets
$2.4m
+$133k
5.9%
 
$2m: Bldg & equip
 
$585k: Savings
 
$39k: Cash
Liabilities
$1.4m
-$219k
-13.5%
 
$1m: Other lia
 
$59k: Defer rev
 
$3k: Accts pay
Description
Charlotte Academy is a private, non-sectarian School for students in pre-k through 8th grade. Charlotte Academy begins with an enriching montessori program and transitions into a challenging academic curriculum. Its nurturing environment teaches respe...
Also known as...
Charlotte Country Day School

Program areas at Charlotte Academy

The School educates approximately 169 students from pre-school through elementary education levels.

Form 990s for Charlotte Academy

Fiscal year endingDate received by IRSFormPDF link
2019-062020-01-30990View PDF
2018-062019-04-15990View PDF
2017-062018-03-14990View PDF
2016-062017-06-23990View PDF
2015-062016-02-23990View PDF
...and 5 more Form 990s

Who funds Charlotte Academy

Grants from foundations and other nonprofits
GrantmakerGrantmaker tax periodDescriptionAmount
The Goldsmith Family Foundation2018-12Annual Support$9,000

Financials for Charlotte Academy

RevenuesFYE 06/2019
Total grants, contributions, etc.$103,068
Program services$1,969,589
Investment income and dividends$1,205
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$33,993
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,107,855

Personnel at Charlotte Academy

NameTitleCompensationDate of data
Mrs. Peggy Fear,Head of School$02020-12-16
Mrs. Nicole Maugeri,Director of Development2020-12-16
Mr. Richard Monticchio,Athletic Director2020-12-16
 Subscribe to viewBusiness Office Manager2020-12-16
 Subscribe to viewSecretary$02020-12-16
...and 6 more key personnel
Nonprofit Types
Issues
Characteristics
Key performance indicators
Total revenues
$2,107,855
2019
Yearly growth
23.1%
% of revenues
n/a
Total expenses
$1,755,620
2019
Yearly growth
18.5%
% of expenses
n/a
Total assets
$2,379,012
2019
Yearly growth
5.9%
% of assets
n/a
Num. employees
40
2019
Yearly growth
21.2%
% of total
n/a
General information
Address
365 Orlando Blvd
Port Charlotte, FL33954
Metro area
Punta Gorda, FL
Website URL
charlotteprepfl.com/ 
Phone
(941) 764-7673
IRS details
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B24: Elementary School
NAICS code, primary
611110: Elementary and Secondary Schools
Parent/child status
Independent
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