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Nonprofit · EIN 01-0561262

SOUTHWEST CHARTER FOUNDATION INC

Tax-exempt · FT LAUDERDALE, FL 33334

Financials

$85.5M$80.1M2022$99.8M$97.6M2023$101.2M$100.1M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHWEST CHARTER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$101,189,950$100,138,825$1,051,125$179,430,341$181,377,434-$1,947,093
June 30, 2024990$99,821,922$97,559,399$2,262,523$182,099,415$185,097,633-$2,998,218
June 30, 2023990$85,522,600$80,073,223$5,449,377$141,347,603$146,608,344-$5,260,741
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$96,796,069
of which government grants
$94,192,969
Program service revenue
$2,807,795
Investment income
$1,586,086
Net gain from sales of assets
$74,448
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$512,567
Other salaries and wages
$36,052,740
Salaries, compensation and benefits (total)
$43,681,419
Professional fundraising fees
$0
Legal fees
$75,237
Accounting fees
$214,836
Occupancy
$3,055,793
Travel
$221,028
Depreciation
$8,004,266
Program services (functional)
$89,655,211
Management and general (functional)
$10,483,614

Balance sheet and other

Total assets, start of year
$182,099,415
Total assets, end of year
$179,430,341
Total liabilities, end of year
$181,377,434
Net assets, end of year
-$1,947,093
Land, buildings and equipment
$137,527,777
Publicly traded securities
$8,746
Net assets without donor restrictions
-$1,947,093
Gross receipts
$186,385,341
Employees
1,098
Volunteers
630
Year formed
2001
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
CARISSA CARROLLFELLOW PRINCIPAL
Key employee
40$151,037$37,725
AMBER JENSENHEAD OF SCHOOL
Highest-paid employee
40$145,368$14,537
MICHELLE A THOMPSONFELLOW PRINCIPAL
Key employee
40$150,079$7,897
CHERYL H CENDANFELLOW PRINCIPAL
Key employee
40$150,086$1,931
LANE T MORRISFELLOW PRINCIPAL
Highest-paid employee
40$119,285$656
JASON T WADEPRINCIPAL
Highest-paid employee
40$111,371$4,455
LILIANA LEMOSSCHOLAR PRINCIPAL
Highest-paid employee
40$106,095$8,739
KRISTEN JONESASSOCIATE PRINCIPAL
Highest-paid employee
40$101,320$6,377
KENNETH J HAIKOCHAIRMAN
Trustee or director, Officer
2$0$0
THOMAS P WHEELERVICE CHAIRMAN
Trustee or director, Officer
1$0$0
PAUL SALLARULOTREASURER
Trustee or director, Officer
1$0$0
DENNIS P CLARKDIRECTOR
Trustee or director
1$0$0
BILLIE MILLERDIRECTOR
Trustee or director
1$0$0
MATTHEW OHLSONDIRECTOR
Trustee or director
1$0$0
PAT SMITHDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensationOther / benefits
MICHELLE THOMPSONPRINCIPAL
Highest-paid employee
40$137,538$8,360
KENNETH J HAIKOCHAIRMAN
Trustee or director, Officer
2$0$0
JOHN O'BRIENVICE CHAIRMAN
Trustee or director, Officer
1$0$0
DENNIS P CLARKSTCRETARY
Trustee or director, Officer
1$0$0
THOMAS P WHEELERTREASURER
Trustee or director, Officer
1$0$0
BILLIE MILLERDIRECTOR
Trustee or director
1$0$0
PAT SMITHDIRECTOR
Trustee or director
1$0$0
PAUL SALLARULODIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
KENNETH J HAIKOCHAIRMAN
Trustee or director, Officer
2$0
JOHN O'BRIENVICE CHAIRMAN
Trustee or director, Officer
1$0
DENNIS P CLARKSTCRETARY
Trustee or director, Officer
1$0
THOMAS P WHEELERTREASURER
Trustee or director, Officer
1$0
BILLIE MILLERDIRECTOR
Trustee or director
1$0
PAT SMITHDIRECTOR
Trustee or director
1$0
PAUL SALLARULODIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
800 CORPORATE DR STE 124, FT LAUDERDALE, FL 33334-3618
In care of
% LORRIE DAVIDSON VP FINANCE
Principal officer (990 for 2024)
KENNETH J HAIKO, 800 CORPORATE DRIVE 124, FORT LAUDERDALE, FL 33334
Signed the 990
KENNETH J HAIKO, CHAIRMAN
Phone
(954) 202-3500
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

Mission

THE FOUNDATION PROVIDES HIGH QUALITY SCHOOLS WITH AN UNWAVERING DEDICATION TO STUDENT ACHIEVEMENT UNYIELDING COMMITMENT TO ETHICAL AND SOUND BUSINESS PRACTICES PROVIDING A CHOICE FOR COMMUNITIES, PARENTS, STUDENTS AND PROFESSIONALS THAT FOSTERS EDUCATIONAL EXCELLENCE IN AMERICA.

990 for the year ended June 30, 2025

Program accomplishments

  • OPERATION OF SEVEN SCHOOLS IN VARIOUS FLORIDA COUNTIES, PROVIDING THE HIGHEST QUALITY EDUCATION FROM PRE-KINDERGARTEN THROUGH TWELFTH (K-12) GRADE.
    Expenses $89,655,211 · revenue $2,807,795

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
01-0561262
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B29)
Assets (IRS master file)
$179,430,341
Income (IRS master file)
$186,385,341

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$101,189,950$100,138,825$179,430,341IRS
990June 2024$99,821,922$97,559,399$182,099,415IRS
990June 2023$85,522,600$80,073,223$141,347,603XML
990June 2022$66,987,568$65,470,566$116,602,539IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0561262).

Questions about SOUTHWEST CHARTER FOUNDATION INC

What is the EIN of SOUTHWEST CHARTER FOUNDATION INC?
The employer identification number (EIN) of SOUTHWEST CHARTER FOUNDATION INC is 01-0561262.
Is SOUTHWEST CHARTER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to SOUTHWEST CHARTER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTHWEST CHARTER FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOUTHWEST CHARTER FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHWEST CHARTER FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SOUTHWEST CHARTER FOUNDATION INC?
The 990 for the year ended June 30, 2025 names KENNETH J HAIKO.
Who are the officers and directors of SOUTHWEST CHARTER FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 15 people; 8 received compensation from the organization, the highest $151,037 (CARISSA CARROLL, FELLOW PRINCIPAL).
How much revenue does SOUTHWEST CHARTER FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $101,189,950, expenses of $100,138,825 and total assets of $179,430,341 at year end.

Other nonprofits in FT LAUDERDALE

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