Civic Intelligence

Charlotte Local Education Foundation

EIN 59-2592844 • 501(c)3 • Port Charlotte, FL

Profile

Educational & Charitable - Primarily with support of public education through grants for classroom projects with teacher support and employer recognition, as well as Take Stock in Children Program and Teacher Supply Depot Program.

18150 Murdock CirclePort Charlotte, FL 33948

www.yourcharlotteschool.net/community

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

2.6%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.8%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,813,008

Up $71,699 (+2.6%) from 2023

Liabilities

Down

$6,700

Down $33,534 (-83%) from 2023

Net Assets

Up

$2,806,308

Up $105,233 (+3.9%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin21st percentile

Revenue

Up

$771,610

Up $68,714 (+9.8%) from 2023

Expenses

Up

$858,498

Up $1,470 (+0.2%) from 2023

Net Income

Up

-$86,888

Up $67,244 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $810,728Liabilities 2011: $6,807Net Assets 2011: $803,9212011Assets 2012: $846,278Liabilities 2012: $6,617Net Assets 2012: $839,6612012Assets 2013: $891,659Liabilities 2013: $9,227Net Assets 2013: $882,4322013Assets 2014: $989,618Liabilities 2014: $12,206Net Assets 2014: $977,4122014Assets 2015: $1,080,745Liabilities 2015: $11,751Net Assets 2015: $1,068,9942015Assets 2016: $989,654Liabilities 2016: $23,879Net Assets 2016: $965,7752016Assets 2017: $987,004Liabilities 2017: $14,564Net Assets 2017: $972,4402017Assets 2018: $958,523Liabilities 2018: $15,870Net Assets 2018: $942,6532018Assets 2019: $3,199,152Liabilities 2019: $20,746Net Assets 2019: $3,178,4062019Assets 2020: $3,295,267Liabilities 2020: $25,438Net Assets 2020: $3,269,8292020Assets 2021: $3,253,421Liabilities 2021: $26,792Net Assets 2021: $3,226,6292021Assets 2022: $2,888,278Liabilities 2022: $33,071Net Assets 2022: $2,855,2072022Assets 2023: $2,741,309Liabilities 2023: $40,234Net Assets 2023: $2,701,0752023Assets 2024: $2,813,008Liabilities 2024: $6,700Net Assets 2024: $2,806,3082024

Highlighted filing

2024

Assets$2,813,008
Liabilities$6,700
Net Assets$2,806,308
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $224,0792011Revenue 2012: $241,434Expenses 2012: $205,694Net Income 2012: $35,7402012Expenses 2013: $250,7622013Revenue 2014: $373,923Expenses 2014: $365,560Net Income 2014: $8,3632014Revenue 2015: $321,780Expenses 2015: $327,033Net Income 2015: -$5,2532015Revenue 2016: $387,563Expenses 2016: $387,402Net Income 2016: $1612016Revenue 2017: $401,302Expenses 2017: $384,149Net Income 2017: $17,1532017Revenue 2018: $343,505Expenses 2018: $343,321Net Income 2018: $1842018Revenue 2019: $691,340Expenses 2019: $320,346Net Income 2019: $370,9942019Revenue 2020: $393,840Expenses 2020: $384,910Net Income 2020: $8,9302020Revenue 2021: $183,560Expenses 2021: $440,972Net Income 2021: -$257,4122021Revenue 2022: $257,566Expenses 2022: $416,274Net Income 2022: -$158,7082022Revenue 2023: $702,896Expenses 2023: $857,028Net Income 2023: -$154,1322023Revenue 2024: $771,610Expenses 2024: $858,498Net Income 2024: -$86,8882024

Highlighted filing

2024

Revenue$771,610
Expenses$858,498
Net Income-$86,888
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,813,008
Liabilities
$6,700
Net assets
$2,806,308
Revenue
$771,610
Expenses
$858,498
Net income
-$86,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.01$2.81$0.77$0.86$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.04$2.70$0.70$0.86$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.03$2.86$0.26$0.42$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.03$3.23$0.18$0.44$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.03$3.27$0.39$0.38$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.02$3.18$0.69$0.32$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.02$0.94$0.34$0.34$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.01$0.97$0.40$0.38$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.39$0.39$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.32$0.33$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.01$0.98$0.37$0.37$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.01$0.88$0.25
2012Summary only. Only limited summary data is available for this year.$0.85$0.01$0.84$0.24$0.21$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.01$0.80$0.22
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 15, 2022
Return Version
2021v4.2
Gross Receipts
$257,566
Mission and Program Overview

Mission

Educational & Charitable - Primarily with support of public education through grants for classroom projects with teacher support and employer recognition, as well as Take Stock in Children Program and Teacher Supply Depot Program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,331,657$1,971,792▼ $359,865
Prepaid Expenses and Deferred Charges$819,115$773,182▼ $45,933
Cash and Non-Interest-Bearing Accounts$81,143$125,231▲ $44,088
Accounts Receivable$17,506$12,073▼ $5,433
Inventories for Sale or Use$4,000$6,000▲ $2,000
Total Assets$3,253,421$2,888,278▼ $365,143
Liabilities
Accounts Payable and Accrued Expenses$26,792$33,071▲ $6,279
Total Liabilities$26,792$33,071▲ $6,279
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,876,731$2,521,207▼ $355,524
Net Assets Without Donor Restrictions$349,898$334,000▼ $15,898
Total Net Assets Fund Balance$3,226,629$2,855,207▼ $371,422
Total Liabilities and Net Assets / Fund Balance$3,253,421$2,888,278▼ $365,143
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sara WierhakeExecutive DirectorFT$55,707$55,707

Board Members and Trustees

NameTitle
Maura MatzkoPast President
Dan AmbrosePresident
Cathy BohlingBoard Member
Donna HollandDirector
Kreg MaheuDirector
Robert SegurSchool Board Representative
Robert PietrasantaCommunity Representative
Steve DionisioEx officio
Sara PerriSecretary
David PalmerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$257,566
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-158,708

Audited Revenue Reconciliation

Revenue per Audited Statements
$257,566
Revenue Not Reported on Form 990
$-212,714
Total Revenue per Audited Statements
$44,852
Total Revenue per Form 990
$257,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$173,782
Salaries, Compensation, and Employee Benefits$162,312
Other Expenses$80,180
Total Fundraising Expense$38,314
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$173,782--$173,782
Other Salaries and Wages$153,956$8,356-$162,312
Advertising-$1,669$37,587$39,256
Fees for Services Accounting$5,025$10,018-$15,043
Other Expenses-$10,541$727$11,268
Occupancy$7,500$1,450-$8,950
Conferences and Meetings-$3,432-$3,432
Insurance-$2,231-$2,231
Total Functional Expenses$340,263$37,697$38,314$416,274

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$416,274
Total Expenses per Audited Statements$416,274
Total Expenses per Form 990$416,274
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Toy$40,137$40,137$11,982$28,155
Total Events$40,137$40,137$37,587$2,550
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Tax return is reviewed by the Executive Committee prior to its filing.”

Conflict of interest policy compliance Part VI line 12C

“Board of Directors review conflict of interest policies as necessary.”

CEO executive director top management comp Part VI line 15A

“Board of Directors review compensation yearly.”

Other officer or key employee compensation Part VI line 15B

“Board of Directors review yearly.”

Governing documents etc available to public Part VI line 19

“Provided upon request and on Guidestar.”

Filing and Contact Details

Filer

Filer Name
Charlotte Local Education Foundation
EIN
59-2592844
Address
18150 Murdock Circle, Port Charlotte, FL 33948

Signing Officer

Name
Sara Wierhake
Title
Executive Direc
Phone
9412557500
Signed
2022-12-15
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
100

Preparer

Firm
DL my CPA Inc
Address
3872 Tamiami Trail Suite A, Port Charlotte, FL 33952
Preparer
Donna Listenberger
Phone
9415857465
Supplemental Narrative

Additional Explanations

Amended return information

“Contributions that should have been in the current income was taken to restricted on audited financials and was not restated for the current cash basis tax return.”

Explanation of other changes in net assets or fund balances Part XI line 9

“Restricted donor assets 61434”

Raw XML AppendixShowing 400 of 421 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AdvertisingGrp/ManagementAndGeneralAmt01669
IRS990/AdvertisingGrp/TotalAmt039256
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IRS990/BooksInCareOfDetail/PhoneNum09412557500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt018150 Murdock Circle
IRS990/BooksInCareOfDetail/USAddress/CityNm0Port Charlotte
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033948
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IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03432
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IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0257566
IRS990/CYGrantsAndSimilarPaidAmt0173782
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IRS990/EmployeeCnt04
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IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0134091
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010018
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IRS990/FeesForServicesAccountingGrp/TotalAmt015043
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IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Segur
IRS990/Form990PartVIISectionAGrp/PersonNm2Cathy Bohling
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IRS990/Form990PartVIISectionAGrp/PersonNm6Kreg Maheu
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IRS990/Form990PartVIISectionAGrp/TitleTxt1School Board Representative
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Community Representative
IRS990/Form990PartVIISectionAGrp/TitleTxt5Ex officio
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/MissionDesc0Educational & Charitable - Primarily with support of public education through grants for classroom projects with teacher support and employer recognition, as well as Take Stock in Children Program and Teacher Supply Depot Program.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Contributions that should have been in the current income was taken to restricted on audited financials and was not restated for the current cash basis tax return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Tax return is reviewed by the Executive Committee prior to its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of Directors review conflict of interest policies as necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board of Directors review compensation yearly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board of Directors review yearly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Provided upon request and on Guidestar.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Wierhake
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum09412557500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-15
ReturnHeader/DisasterReliefTxt0Hurricane Ian in Florida September 2022
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charlotte Local Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR

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