Civic Intelligence

Charlotte Country Day School Inc

EIN 65-0661754 • 501(c)3 • Port Charlotte, FL

Profile

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 respect for self and others; paving the way for exceptional achievement in high school and cultivating lifelong learners and leaders.

365 Orlando BlvdPort Charlotte, FL 33954

www.charlotteacademy.com

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.36x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.57x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

5.1%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$5,331,520

Up $1,096,355 (+26%) from 2024

Liabilities

Up

$1,901,255

Up $624,260 (+49%) from 2024

Net Assets

Up

$3,430,265

Up $472,095 (+16%) from 2024

Operations
Liabilities / Revenue77th percentileNet Margin65th percentile

Revenue

Up

$3,364,431

Up $163,303 (+5.1%) from 2024

Expenses

Up

$2,936,016

Up $179,827 (+6.5%) from 2024

Net Income

Down

$428,415

Down $16,524 (-3.7%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,207,741Liabilities 2011: $2,205,967Net Assets 2011: $1,7742011Assets 2012: $2,183,079Liabilities 2012: $2,094,072Net Assets 2012: $89,0072012Assets 2013: $2,114,484Liabilities 2013: $1,919,525Net Assets 2013: $194,9592013Assets 2014: $2,114,750Liabilities 2014: $1,892,992Net Assets 2014: $221,7582014Assets 2015: $2,165,549Liabilities 2015: $1,789,165Net Assets 2015: $376,3842015Assets 2016: $2,074,226Liabilities 2016: $1,574,327Net Assets 2016: $499,8992016Assets 2017: $2,013,875Liabilities 2017: $1,620,782Net Assets 2017: $393,0932017Assets 2018: $2,246,069Liabilities 2018: $1,621,848Net Assets 2018: $624,2212018Assets 2019: $2,379,012Liabilities 2019: $1,402,556Net Assets 2019: $976,4562019Assets 2020: $2,735,778Liabilities 2020: $1,636,329Net Assets 2020: $1,099,4492020Assets 2021: $3,116,776Liabilities 2021: $1,773,336Net Assets 2021: $1,343,4402021Assets 2022: $3,443,242Liabilities 2022: $1,662,901Net Assets 2022: $1,780,3412022Assets 2023: $4,038,718Liabilities 2023: $1,525,487Net Assets 2023: $2,513,2312023Assets 2024: $4,235,165Liabilities 2024: $1,276,995Net Assets 2024: $2,958,1702024Assets 2025: $5,331,520Liabilities 2025: $1,901,255Net Assets 2025: $3,430,2652025

Highlighted filing

2025

Assets$5,331,520
Liabilities$1,901,255
Net Assets$3,430,265
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,189,418Expenses 2011: $1,176,165Net Income 2011: $13,2532011Revenue 2012: $1,298,856Expenses 2012: $1,216,509Net Income 2012: $82,3472012Expenses 2013: $1,175,6162013Revenue 2014: $1,177,593Expenses 2014: $1,150,794Net Income 2014: $26,7992014Revenue 2015: $1,373,153Expenses 2015: $1,218,527Net Income 2015: $154,6262015Revenue 2016: $1,389,171Expenses 2016: $1,265,656Net Income 2016: $123,5152016Revenue 2017: $1,213,498Expenses 2017: $1,320,304Net Income 2017: -$106,8062017Revenue 2018: $1,712,922Expenses 2018: $1,481,794Net Income 2018: $231,1282018Revenue 2019: $2,107,855Expenses 2019: $1,755,620Net Income 2019: $352,2352019Revenue 2020: $2,028,132Expenses 2020: $1,905,139Net Income 2020: $122,9932020Revenue 2021: $2,303,961Expenses 2021: $2,059,970Net Income 2021: $243,9912021Revenue 2022: $2,362,538Expenses 2022: $2,134,295Net Income 2022: $228,2432022Revenue 2023: $3,502,326Expenses 2023: $2,769,436Net Income 2023: $732,8902023Revenue 2024: $3,201,128Expenses 2024: $2,756,189Net Income 2024: $444,9392024Revenue 2025: $3,364,431Expenses 2025: $2,936,016Net Income 2025: $428,4152025

Highlighted filing

2025

Revenue$3,364,431
Expenses$2,936,016
Net Income$428,415
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,331,520
Liabilities
$1,901,255
Net assets
$3,430,265
Revenue
$3,364,431
Expenses
$2,936,016
Net income
$428,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.33$1.90$3.43$3.36$2.94$0.43
2024Detailed filing. Detailed filing data is available for this year.$4.24$1.28$2.96$3.20$2.76$0.44
2023Detailed filing. Detailed filing data is available for this year.$4.04$1.53$2.51$3.50$2.77$0.73
2022Detailed filing. Detailed filing data is available for this year.$3.44$1.66$1.78$2.36$2.13$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.12$1.77$1.34$2.30$2.06$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.74$1.64$1.10$2.03$1.91$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.38$1.40$0.98$2.11$1.76$0.35
2018Detailed filing. Detailed filing data is available for this year.$2.25$1.62$0.62$1.71$1.48$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.01$1.62$0.39$1.21$1.32$0.11
2016Summary only. Only limited summary data is available for this year.$2.07$1.57$0.50$1.39$1.27$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.17$1.79$0.38$1.37$1.22$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.11$1.89$0.22$1.18$1.15$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$1.92$0.19$1.18
2012Summary only. Only limited summary data is available for this year.$2.18$2.09$0.09$1.30$1.22$0.08
2011Summary only. Only limited summary data is available for this year.$2.21$2.21$0.00$1.19$1.18$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 4, 2025
Return Version
2024v5.0
Gross Receipts
$3,387,824
Mission and Program Overview

Mission

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 respect for self and others; paving the way for exceptional achievement in high school and cultivating lifelong learners and leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,883,920$2,608,638▲ $724,718
Savings and Temporary Cash Investments$1,195,835$1,369,142▲ $173,307
Cash and Non-Interest-Bearing Accounts$798,838$998,108▲ $199,270
Accounts Receivable$150,199$149,359▼ $840
Total Assets$4,235,165$5,331,520▲ $1,096,355
Other Assets Total$206,373$206,273▼ $100
Liabilities
Other Liabilities$662,645$1,159,955▲ $497,310
Deferred Revenue$568,748$705,897▲ $137,149
Accounts Payable and Accrued Expenses$45,602$35,403▼ $10,199
Total Liabilities$1,276,995$1,901,255▲ $624,260
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,958,170$3,430,265▲ $472,095
Total Net Assets Fund Balance$2,958,170$3,430,265▲ $472,095
Total Liabilities and Net Assets / Fund Balance$4,235,165$5,331,520▲ $1,096,355

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$983,727$1,155,071$2,138,798
Other Land Buildings$1,377,378$485,361$1,862,739
Equipment$13,536$222,877$236,413
Land$198,598-$198,598
Leasehold Improvements$35,399$76,390$111,789
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Clay RebolPresident
Alexis NevlingTrustee
Carrie WardTrustee
Jackie ThornberryTrustee
Kimberly SavasukTrustee
Mark KemenyTrustee
Meghan GreenberrgTrustee
Myron CarltonTrustee
Nick NemecTrustee
Nicole StitzTrustee
Tamara MinosyanTrustee
Matthew JonesExecutive Ad
Ivor PercentTreasurer
Casey BeckmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$32,739
Program Service Revenue
$3,232,366
Investment Income
$30,716
Other Revenue
$68,610
All Other Contributions
$32,739
Change in Net Assets
$428,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,163,721
Other Expenses$772,295
Total Fundraising Expense$2,378
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,541,425$272,016-$1,813,441
Fees for Services Other$449,149$49,991-$499,140
Payroll Taxes$135,418$23,897-$159,315
Depreciation Depletion$143,682$7,053-$150,735
Other Employee Benefits$144,622--$144,622
Insurance$40,812$6,098-$46,910
Pension Plan Contributions$39,392$6,951-$46,343
Interest$30,551$4,565-$35,116
Office Expenses$24,257$3,560-$27,817
Advertising$4,915$734$2,378$8,027
Fees for Services Accounting$3,867$683-$4,550
Total Functional Expenses$2,558,090$375,548$2,378$2,936,016
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$87,825
Fundraising Direct Expenses$23,393
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$87,825$87,825$23,393$64,432
Total Events$87,825$87,825$23,393$64,432
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Equity Line of Credit$600,000
Mortgage on Building$559,955
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

“Form 990 is given to the executive officer, who reviews it with the board of trustees.”

Form 990, Page 6, Part VI, Line 12C

“Directors & trustees have an annual retreat where the policy and procedure compliance is reviewed.”

Form 990, Page 6, Part VI, Line 15A

“By the board of trustees and independent body recommendations.”

Form 990, Page 6, Part VI, Line 15B

“By the board of trustees and independent body recommendations.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Charlotte Country Day School Inc
EIN
65-0661754
Phone
9417647673
Address
365 ORLANDO BLVD, PORT CHARLOTTE, FL 33954
Doing Business As
Dba Charlotte Prepatory School

Signing Officer

Name
Clay Rebol
Title
President
Phone
9417647673
Signed
2025-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clay Rebol
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
46

Preparer

Firm
Dara B Sorah CPA Pa
Address
866 TAMIAMI TRAIL UNIT 8, PORT CHARLOTTE, FL 33953
Preparer
Dara B Sorah CPA
Phone
9419798860
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“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 respect for self and others; paving the way for exceptional achievement in high school and cultivating lifelong learners and leaders.”

Form 990, Part IX, Line 11G

“Utilities 37,380 6,596 0 bank service charges 42 0 0 contract personnel services 1,031 0 0 contract facility services 77,025 13,593 0 facility maintenance 97,442 17,196 0 classroom supplies 120,428 0 0 dues & subscriptions 1,098 0 0 licenses & permits 353 0 0 staff recruiting 1,336 70 0 professional development 3,240 484 0 technology 30,111 5,314 0 taxes 2,691 475 0 renweb fee 4,119 727 0 payroll service 31,372 5,536 0 transportation 2,026 0 0 rti 8,880 0 0 facts tuition enrollment fees 13,277 0 0 graduation 5,017 0 0 alumni scholarship recipient 9,750 0 0 improvements 2,531 0 0 total 449,149 49,991 0”

Raw XML AppendixShowing 400 of 413 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE AD
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
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IRS990/MissionDesc0CHARLOTTE 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 RESPECT FOR SELF AND OTHERS; PAVING THE WAY FOR EXCEPTIONAL ACHIEVEMENT IN HIGH SCHOOL AND CULTIVATING LIFELONG LEARNERS AND LEADERS.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03560
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IRS990/Organization501c3Ind0X
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt039392
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IRS990/ProgramServiceRevenueGrp/Desc2STUDENT ENRICHMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc3ANCILLARY PROGRAMS
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0222877
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MORTGAGE ON BUILDING
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IRS990ScheduleD/TotalLiabilityAmt01159955
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023393
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt087825
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARLOTTE 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 RESPECT FOR SELF AND OTHERS; PAVING THE WAY FOR EXCEPTIONAL ACHIEVEMENT IN HIGH SCHOOL AND CULTIVATING LIFELONG LEARNERS AND LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS GIVEN TO THE EXECUTIVE OFFICER, WHO REVIEWS IT WITH THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS & TRUSTEES HAVE AN ANNUAL RETREAT WHERE THE POLICY AND PROCEDURE COMPLIANCE IS REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BY THE BOARD OF TRUSTEES AND INDEPENDENT BODY RECOMMENDATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BY THE BOARD OF TRUSTEES AND INDEPENDENT BODY RECOMMENDATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UTILITIES 37,380 6,596 0 BANK SERVICE CHARGES 42 0 0 CONTRACT PERSONNEL SERVICES 1,031 0 0 CONTRACT FACILITY SERVICES 77,025 13,593 0 FACILITY MAINTENANCE 97,442 17,196 0 CLASSROOM SUPPLIES 120,428 0 0 DUES & SUBSCRIPTIONS 1,098 0 0 LICENSES & PERMITS 353 0 0 STAFF RECRUITING 1,336 70 0 PROFESSIONAL DEVELOPMENT 3,240 484 0 TECHNOLOGY 30,111 5,314 0 TAXES 2,691 475 0 RENWEB FEE 4,119 727 0 PAYROLL SERVICE 31,372 5,536 0 TRANSPORTATION 2,026 0 0 RTI 8,880 0 0 FACTS TUITION ENROLLMENT FEES 13,277 0 0 GRADUATION 5,017 0 0 ALUMNI SCHOLARSHIP RECIPIENT 9,750 0 0 IMPROVEMENTS 2,531 0 0 TOTAL 449,149 49,991 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/USAddress/CityNm0PUNTA GORDA
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09417647673
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-04
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273073445

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