THE EARLY LEARNING COALITION OF SOUTHWEST FLORIDA INC

EIN: 651144775 501(c)(3) Education

FORT MYERS, FL

Total Revenue
$62,983,349
Total Expenses
$62,026,273
Total Assets
$7,707,815
Net Assets
$2,519,471
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
FL
Principal Officer
DR MELANIE STEFANOWICZ
Phone
2399356100
Tax Period
2024-07-01 to 2025-06-30

THE EARLY LEARNING COALITION OF SOUTHWEST FLORIDA INC, founded in 2000, is a mid-sized nonprofit in the Education sector that reported $63.0M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ENHANCE THE QUALITY OF CHILDREN'S LIVES BY PROVIDING FAMILIES, EARLY CHILDHOOD EDUCATORS, CARE- GIVERS AND COMMUNITY PARTNERS IN COLLIER, GLADES, HENDRY AND LEE COUNTIES, WITH OPPORTUNITIES TO POSITIVELY IMPACT THE FUTURE. THE EARLY LEARNING PROGRAMS HAVE HIGH QUALITY STANDARDS, COMPREHENSIVE SERVICES, SEAMLESS DELIVERY SYSTEMS WITH DIVERSE SETTINGS, AND WELL-EDUCATED, COMPETENT STAFF. THE DELIVERY SYSTEMS FOR SCHOOL READINESS PROGRAMS ARE COMPRISED OF CHILD CARE PROVIDERS AND OF SCHOOL-BASED SITES OPERATED BY PUBLIC AND NONPUBLIC SCHOOLS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $61,575,396
Program Service Revenue $0
Investment Income $0
Other Revenue $1,407,953
TOTAL REVENUE $62,983,349

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,152,345
Fundraising Expenses $0
Program Expenses $59,690,258
Other Expenses $57,873,928
TOTAL EXPENSES $62,026,273

Year-over-Year Comparison

2024 2023 Change
Revenue $62,983,349 $73,999,195 -0.1%
Expenses $62,026,273 $72,738,916 -0.1%
Net Income $957,076 $1,260,279 -0.2%
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
18
Independent Members
18
Employees
69
Volunteers
18

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
5
$598,632
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAE MOORE MEMBER 2.00
Director
$0 $0 $0
LAURA BRIGHT VICE BOARD C 2.00
Director
$0 $0 $0
JAMIE MERCHANT MEMBER 2.00
Director
$0 $0 $0
SEAN KEMPTON MEMBER 2.00
Director
$0 $0 $0
DR ELIZABETH MCBRIDE MEMBER 2.00
Director
$0 $0 $0
DRBETHANY QUISENBERRY MEMBER 2.00
Director
$0 $0 $0
MICHELE KING MEMBER 2.00
Director
$0 $0 $0
DRDEREK BURKHOLDER MEMBER 2.00
Director
$0 $0 $0
DR KELLY ROSS MEMBER 2.00
Director
$0 $0 $0
CHANTEL PORTE MEMBER 2.00
Director
$0 $0 $0
TANYA WILLIAMS MEMBER 2.00
Director
$0 $0 $0
BARBARA SHORT MEMBER 2.00
Director
$0 $0 $0
CHAR-NEQUA SMITH MEMBER 2.00
Director
$0 $0 $0
BROOKE DELMOTTE GOLDSTEIN TREASURER 2.00
Director
$0 $0 $0
REBECCA MCKELLAR MEMBER 2.00
Director
$0 $0 $0
AARON STITT MEMBER 2.00
Director
$0 $0 $0
ALEX BREAULT MEMBER 2.00
Director
$0 $0 $0
TARA SHERROD MEMBER 2.00
Director
$0 $0 $0
LEONA ADKINS CQO 40.00
Officer
$77,418 $0 $77,418
DR MELANIE STEFANOWICZ CEO 40.00
Officer
$177,744 $0 $177,744
GILDA DURAN CHIEF PROG. 40.00
Officer
$126,960 $0 $126,960
RICHARD COCCHIERI CFO 40.00
Officer
$100,786 $0 $100,786
WYNETTA UPSHAW CAO 40.00
Officer
$115,724 $0 $115,724
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 $62,983,349 $62,026,273 $7,707,815 $957,076
2024 $73,999,195 $72,738,916 $8,341,902 $1,260,279
2023 $106,462,271 $106,419,571 $6,983,374 $42,700
2022 $68,403,647 $68,469,393 $7,578,436 $-65,746
2021 $53,136,392 $53,564,933 $8,572,364 $-428,541
2020 $49,406,696 $49,274,079 $6,117,868 $132,617
2019 $46,817,763 $46,835,098 $5,165,038 $-17,335
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