Civic Intelligence

Charlotte Local Education Foundation Inc.

990 • Fiscal year 2014 • EIN 59-2592844

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

Organization Profilewww.yourchalotteschool.net/community
18150 Murdock Circle33948

(941) 255-7500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

48th percentile

2.2%

Higher net margin than 48% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

72nd percentile

$60,729

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$989,618

Up $97,959 (+11%) from 2013

Net Assets

Up

$977,412

Up $94,980 (+11%) from 2013

Liabilities

Up

$12,206

Up $2,979 (+32%) from 2013

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin48th percentile

Revenue

$373,923

No earlier filing loaded for comparison.

Expenses

Up

$365,560

Up $114,798 (+46%) from 2013

Net Income

$8,363

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$989,618
Liabilities$12,206
Net Assets$977,412
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$373,923
Expenses$365,560
Net Income$8,363
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$373,923
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
Prepaid Expenses and Deferred Charges$770,704$860,728▲ $90,024
Savings and Temporary Cash Investments$67,345$73,323▲ $5,978
Cash and Non-Interest-Bearing Accounts$37,035$34,014▼ $3,021
Accounts Receivable$9,275$14,253▲ $4,978
Inventories for Sale or Use$7,300$7,300→ $0
Total Assets$891,659$989,618▲ $97,959
Liabilities
Accounts Payable and Accrued Expenses$9,227$12,206▲ $2,979
Total Liabilities$9,227$12,206▲ $2,979
Net Assets / Fund Balance
Temporarily Rstr Net Assets$881,246$967,863▲ $86,617
Unrestricted Net Assets$1,186$9,549▲ $8,363
Total Net Assets Fund Balance$882,432$977,412▲ $94,980
Total Liabilities and Net Assets / Fund Balance$891,659$989,618▲ $97,959
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ian VincentDirectorPT$60,729$60,729

Board Members and Trustees

NameTitle
Geri WakslerPresident
Amy BienerDirector
Ann BergerDirector
Annette EmerichDirector
Arlene ChaseDirector
Betty GissendannerDirector
Dr Doug WhittakerDirector
Hope SchmidtDirector
Jan-erik HustrulidDirector
Kimberly WidgeonDirector
Kreg MaheuDirector
Melissa YoderDirector
Robert PietrasantaDirector
Mary Fred ClemmonsExecutive Director
Tyler PatakSecretary
Kimberly AmontreeVP & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$373,795
Program Service Revenue
$0
Investment Income
$128
Other Revenue
$0
All Other Contributions
$275,869
Change in Net Assets
$8,363

Audited Revenue Reconciliation

Revenue per Audited Statements
$373,923
Total Revenue per Audited Statements
$373,923
Total Revenue per Form 990
$373,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$236,134
Salaries, Compensation, and Employee Benefits$79,065
Other Expenses$50,361
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$236,134--$236,134
Current Officers, Directors, Trustees, and Key Employees$53,839$3,000$0$56,839
Other Salaries and Wages$17,878$0$0$17,878
Fees for Services Legal$15,816$0$0$15,816
Fees for Services Accounting$2,250$11,300$0$13,550
Occupancy$7,417$1,179$0$8,596
Office Expenses$5,761$646$0$6,407
Payroll Taxes$4,348$0$0$4,348
Conferences and Meetings$113$1,261$0$1,374
Insurance$0$1,123$0$1,123
Other Expenses$0$600$0$600
Total Functional Expenses$346,114$19,446$0$365,560

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$365,560
Total Expenses per Audited Statements$365,560
Total Expenses per Form 990$365,560
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
59-3012202-3Take Stock in Children$192,540
59-6000539-Govclassroom programs$6,954
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
59-2592844
Phone
9412557500

Signing Officer

Name
Mary Fred Clemmons
Title
Executive Director
Phone
9412557500
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Fred Clemmons
Formed
1989
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
200

Preparer

Preparer
Donna Listenberger
Phone
9412763181
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Tax return is reviewd by the Executive Committee Prior to filing”

Pt VI, Line 12C

“Board of Directors Review conflict of interest policies as necessary”

Pt VI, Line 15A

“Board of Directors fills out evaluation form and findings are forwarded to executive committee.”

Pt VI, Line 18

“Provided upon request and on Giving Challenge Website.”

Pt VI, Line 19

“No documents available to the public.”

Pt XI

“Line 9 - release of temporarily restricted net assets”

Form 990, Part III, Line 4D

“Educational and student program support 109980. 0. 0.”

Raw XML AppendixShowing 400 of 475 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09227
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012206
IRS990/AccountsReceivableGrp/BOYAmt09275
IRS990/AccountsReceivableGrp/EOYAmt014253
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Educational & 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.
IRS990/AllOtherContributionsAmt0275869
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10Charlotte Local Education Foundation
IRS990/BooksInCareOfDetail/PhoneNum09412557500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1018150 Murdock Circle
IRS990/BooksInCareOfDetail/USAddress/City0Port Charlotte
IRS990/BooksInCareOfDetail/USAddress/State0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode033948
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt037035
IRS990/CashNonInterestBearingGrp/EOYAmt034014
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt053839
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt056839
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01261
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0113
IRS990/ConferencesMeetingsGrp/TotalAmt01374
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0373795
IRS990/CYGrantsAndSimilarPaidAmt0236134
IRS990/CYInvestmentIncomeAmt0128
IRS990/CYOtherExpensesAmt050361
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08363
IRS990/CYSalariesCompEmpBnftPaidAmt079065
IRS990/CYTotalExpensesAmt0365560
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0373923
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0EDUCATIONAL & CLASSROOM PROGRAMS INCLUDING TEACHER SUPPLY DEPOT
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0192540
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011300
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02250
IRS990/FeesForServicesAccountingGrp/TotalAmt013550
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt015816
IRS990/FeesForServicesLegalGrp/TotalAmt015816
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt18.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt155
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1650
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0GERI WAKSLER
IRS990/Form990PartVIISectionAGrp/PersonNm1TYLER PATAK
IRS990/Form990PartVIISectionAGrp/PersonNm2KIMBERLY AMONTREE
IRS990/Form990PartVIISectionAGrp/PersonNm3ANN BERGER
IRS990/Form990PartVIISectionAGrp/PersonNm4AMY BIENER
IRS990/Form990PartVIISectionAGrp/PersonNm5ARLENE CHASE
IRS990/Form990PartVIISectionAGrp/PersonNm6ANNETTE EMERICH
IRS990/Form990PartVIISectionAGrp/PersonNm7BETTY GISSENDANNER
IRS990/Form990PartVIISectionAGrp/PersonNm8JAN-ERIK HUSTRULID
IRS990/Form990PartVIISectionAGrp/PersonNm9KREG MAHEU
IRS990/Form990PartVIISectionAGrp/PersonNm10MELISSA YODER
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT PIETRASANTA
IRS990/Form990PartVIISectionAGrp/PersonNm12HOPE SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm13KIMBERLY WIDGEON
IRS990/Form990PartVIISectionAGrp/PersonNm14IAN VINCENT
IRS990/Form990PartVIISectionAGrp/PersonNm15DR DOUG WHITTAKER
IRS990/Form990PartVIISectionAGrp/PersonNm16MARY FRED CLEMMONS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1460729
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP & Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt097926
IRS990/GrantAmt0111624
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0236134
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0236134
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0373923
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01123
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt01123
IRS990/InventoriesForSaleOrUseGrp/BOYAmt07300
IRS990/InventoriesForSaleOrUseGrp/EOYAmt07300
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0128
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Educational & Charitable -
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0882432
IRS990/NetAssetsOrFundBalancesEOYAmt0977412
IRS990/NoncashContributionsAmt013072
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01179
IRS990/OccupancyGrp/ProgramServicesAmt07417
IRS990/OccupancyGrp/TotalAmt08596
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0646
IRS990/OfficeExpensesGrp/ProgramServicesAmt05761
IRS990/OfficeExpensesGrp/TotalAmt06407
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt086617
IRS990/OtherExpensesGrp/Desc0Community relations/education
IRS990/OtherExpensesGrp/Desc1Dues
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0337
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1600
IRS990/OtherExpensesGrp/ProgramServicesAmt02558
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt02895
IRS990/OtherExpensesGrp/TotalAmt1600
IRS990/OtherInd0X
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017878
IRS990/OtherSalariesAndWagesGrp/TotalAmt017878
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt04348
IRS990/PayrollTaxesGrp/TotalAmt04348
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0770704
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0860728
IRS990/PrincipalOfficerNm0MARY FRED CLEMMONS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TAKE STOCK IN CHILDREN PREPAID FLORIDA SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt031367
IRS990/ProgSrvcAccomActy2Grp/GrantAmt031217
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLIC SCHOOL PROGRAMS & EDUCATIONAL GRANTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012227
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Educational and student program support
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0109980
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0231192
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt099619
IRS990/PYInvestmentIncomeAmt0174
IRS990/PYOtherExpensesAmt074280
IRS990/PYProgramServiceRevenueAmt062167
IRS990/PYRevenuesLessExpensesAmt042771
IRS990/PYSalariesCompEmpBnftPaidAmt076863
IRS990/PYTotalExpensesAmt0250762
IRS990/PYTotalRevenueAmt0293533
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt08363
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067345
IRS990/SavingsAndTempCashInvstGrp/EOYAmt073323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0236134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0231192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0181481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0204785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0206324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01059916
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt01059916
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0236134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0231192
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0181481
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0204785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0206324
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01059916
IRS990ScheduleA/TotalSupportAmt01059916
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0365560
IRS990ScheduleD/RevenueSubtotalAmt0373923
IRS990ScheduleD/TotalExpensesPerForm990Amt0365560
IRS990ScheduleD/TotalRevenuePerForm990Amt0373923
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0373923
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0365560
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0192540
IRS990ScheduleI/RecipientTable/CashGrantAmt16954
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc2Gov
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt031367
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0scholarships
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Take Stock in Children
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1classroom programs
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Teaching supplies
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Florida Prepaid College Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Charlotte County Public Schools
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Charlotte County Public Schools
IRS990ScheduleI/RecipientTable/RecipientEIN0593012202
IRS990ScheduleI/RecipientTable/RecipientEIN1596000539
IRS990ScheduleI/RecipientTable/RecipientEIN2596000539
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO Box 1117
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111445 Education Way
IRS990ScheduleI/RecipientTable/USAddress/AddressLine121445 Education Way
IRS990ScheduleI/RecipientTable/USAddress/City0Tallahasse
IRS990ScheduleI/RecipientTable/USAddress/City1Port Charlotte
IRS990ScheduleI/RecipientTable/USAddress/City2Port Charlotte
IRS990ScheduleI/RecipientTable/USAddress/State0FL
IRS990ScheduleI/RecipientTable/USAddress/State1FL
IRS990ScheduleI/RecipientTable/USAddress/State2FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode032302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode133946
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode233946
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tax return is reviewd by the Executive Committee Prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board of Directors Review conflict of interest policies as necessary
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of Directors fills out evaluation form and findings are forwarded to executive committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Provided upon request and on Giving Challenge Website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Line 9 - release of temporarily restricted net assets
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EDUCATIONAL AND STUDENT PROGRAM SUPPORT 109980. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$989,618
Liabilities
$12,206
Net assets
$977,412
Revenue
$373,923
Expenses
$365,560
Net income
$8,363
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits