THE EARLY LEARNING COALITION OF SO… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $29,949,193

SCHOOL READINESS (SR) PROGRAMS: EMPOWERS PARENTS AS A CHILD'S FIRST TEACHER AND HELPS THEM PREPARE THEIR CHILDREN TO BE READY FOR SCHOOL THROUGH ENROLLMENT WITH SR PROVIDERS. THE PROVIDERS OFFER...

SCHOOL READINESS (SR) PROGRAMS: EMPOWERS PARENTS AS A CHILD'S FIRST TEACHER AND HELPS THEM PREPARE THEIR CHILDREN TO BE READY FOR SCHOOL THROUGH ENROLLMENT WITH SR PROVIDERS. THE PROVIDERS OFFER DEVELOPMENTALLY APPROPRIATE CURRICULUM; SUITABLE STAFF TO CHILDREN RATIOS TO ENSURE THE SUCCESS OF EACH CHILD; AND THE ABILITY FOR PARENTS TO MAKE AN INFORMED CHOICE ABOUT THE EARLY CHILDHOOD PROGRAM THAT BEST FITS THEIR FAMILY'S NEED. THE EARLY LEARNING COALITION OF SOUTHWEST FLORIDA SUPPORTS THE STATE PROGRAM IN COLLIER, GLADES, HENDRY AND LEE COUNTIES BY CONTRACTING FOR SUBSIDIZED CHILD CARE SERVICES WITH 230 SCHOOL READINESS PROVIDERS; PROVIDING TRAINING AND TECHNICAL ASSISTANCE FOR SR PROVIDERS; 7,426 CHILDREN PARTICIPATED IN THE SCHOOL READINESS PROGRAM.

Program 2

Expenses: $29,711,065

VOLUNTARY PRE-KINDERGARTEN (VPK): A LEGISLATIVELY MANDATED, STATEWIDE PROGRAM DESIGNED TO PREPARE EVERY FOUR-YEAR-OLD AND YOUNGER FIVE-YEAR-OLDS IN FLORIDA FOR KINDERGARTEN AND BUILD THE FOUNDATION FOR THEIR EDUCATIONAL SUCCESS. THE VPK PROGRAM GIVES EACH CHILD AN OPPORTUNITY FOR PREPARATION TO PERFORM BETTER IN SCHOOL AND THROUGHOUT LIFE THROUGH PARTICIPATION IN VPK. PROVIDERS CONTRACT TO ASSURE HIGH LITERACY STANDARDS, ACCOUNTABILITY, APPROPRIATE CURRICULUM, SUBSTANTIAL INSTRUCTION PERIODS, MANAGEABLE CLASS SIZES, AND QUALIFIED INSTRUCTORS. THE EARLY LEARNING COALITION OF SOUTHWEST FLORIDA SUPPORTS THE VPK PROGRAM IN COLLIER, GLADES, HENDRY AND LEE COUNTIES BY CONTRACTING FOR VOLUNTARY PRE-KINDERGARTEN SERVICES AND SUPPORTING THE DEVELOPMENT OF HIGH QUALITY VPK PROVIDERS. THE PROGRAM IS AVAILABLE FOR FOUR AND FIVE-YEAR-OLD CHILDREN IN 250 SITES SERVING 7,567 CHILDREN IN OUR 4-COUNTY REGION.

Program 3

Expenses: $30,000

AMERICAN RESCUE PLAN ACT EARLY LEARNING DISCRETIONARY GRANT: THIS INITIATIVE IS FUNDED FROM THE AMERICAN RESCUE PLAN (ARP) ACT DISCRETIONARY CHILD CARE AND DEVELOPMENT BLOCK GRANT TRUST FUND IN...

AMERICAN RESCUE PLAN ACT EARLY LEARNING DISCRETIONARY GRANT: THIS INITIATIVE IS FUNDED FROM THE AMERICAN RESCUE PLAN (ARP) ACT DISCRETIONARY CHILD CARE AND DEVELOPMENT BLOCK GRANT TRUST FUND IN SECTION 53 OF CHAPTER 2023-239, LAWS OF FLORIDA. THE PURPOSE OF THIS FUNDING IS TO IMPLEMENT AN EARLY LEARNING DISCRETIONARY GRANT PROGRAM FOR THE FOLLOWING PURPOSES: INCREASING/BUILDING THE SUPPLY OF CHILD CARE, TRAINING, PROFESSIONAL LEARNING ACTIVITIES, AND WORKFORCE INITIATIVES, LOCAL INITIATIVES/PILOT PROJECTS TO IMPROVE KINDERGARTEN READINESS, COMMUNITY OUTREACH AND FAMILY ENGAGEMENT, EQUIPMENT, SUPPLIES, CLASSROOM MATERIALS, CURRICULUM, BUSINESS ADMINISTRATION COMPUTER SOFTWARE, EARLY LEARNING SOFTWARE AND TECHNOLOGY.

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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%)

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$598,632

Total Directors

Key Employees

Highest Compensated

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

THE EARLY LEARNING COALITION OF SOUTHWEST FLORIDA INC