CHARLOTTE LOCAL EDUCATION FOUNDATION

EIN: 592592844 501(c)(3)

PORT CHARLOTTE, FL

Total Revenue
$771,610
Total Expenses
$858,498
Total Assets
$2,813,008
Net Assets
$2,806,308
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
FL
Principal Officer
BARBARA ROCHE
Phone
9412557500
Tax Period
2023-07-01 to 2024-06-30

CHARLOTTE LOCAL EDUCATION FOUNDATION, founded in 1989, is a small nonprofit that reported $772K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $858K exceeded revenue, resulting in a 11% operating deficit.

Mission

EDUCATIONAL AND CHARITABLE - PRIMARILY WITH SUPPORT OF PUBLIC EDUCATION THROUGH GRANTS FOR CLASSROOM PROJECTS WITH TEACHER SUPPORT AND EMPOLYER RECOGNITION, AS WELL AS TAKE STOCK IN CHILDREN PROGRAM AND TEACHER SUPPLY DEPOT PROGRAM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $370,869
Program Service Revenue $106,936
Investment Income $-21,573
Other Revenue $315,378
TOTAL REVENUE $771,610

Expense Breakdown

Grants Paid $0
Salaries & Benefits $196,302
Fundraising Expenses $25,336
Program Expenses $791,440
Other Expenses $662,196
TOTAL EXPENSES $858,498

Year-over-Year Comparison

2023 2022 Change
Revenue $771,610 $702,896 +0.1%
Expenses $858,498 $857,028 +0.0%
Net Income $-86,888 $-154,132 -0.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
3
Volunteers
70

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA BAIRD TREASURER N/A
Officer Director
$0 $0 $0
DONNA HOLLAND SECRETARY N/A
Officer Director
$0 $0 $0
CANDACE KELOGG DIRECTOR N/A
Director
$0 $0 $0
KREG MAHEU DIRECTOR N/A
Director
$0 $0 $0
JOE PATERNO DIRECTOR N/A
Director
$0 $0 $0
SARA A PERRI DIRECTOR N/A
Director
$0 $0 $0
GENEVIEVE RAMACHANDRAN DIRECTOR N/A
Director
$0 $0 $0
BARBARA ROCHE PRESIDENT N/A
Officer Director
$0 $0 $0
ROBERT SEGUR SCHOOL BD RE N/A
Director
$0 $0 $0
RICARDO TERRAZAS DIRECTOR N/A
Director
$0 $0 $0
MARK VIANELLO SUPERINTENDE N/A
Director
$0 $0 $0
DANIEL WASHINGTON EXECUTIVE DI N/A
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $771,610 $858,498 $2,813,008 $-86,888
2023 $702,896 $857,028 $2,741,309 $-154,132
2022 $257,566 $416,274 $2,888,278 $-158,708
2021 $37,929 $440,972 $3,253,421 $-403,043
2021 $183,560 $440,972 $3,253,421 $-257,412
2020 $393,840 $384,910 $3,295,267 $8,930
2019 $691,340 $320,346 $3,199,152 $370,994
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