Nonprofit · EIN 65-0455319
CHARLOTTE COMMUNITY FOUNDATION INC
Tax-exempt · PUNTA GORDA, FL 33950
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,203,730 | $3,148,162 | -$944,432 | $24,406,657 | $1,978,063 | $22,428,594 |
| December 31, 2023 | 990 | $8,571,867 | $3,516,005 | $5,055,862 | $23,581,420 | $1,748,157 | $21,833,263 |
| December 31, 2022 | 990 | $3,115,795 | $3,243,025 | -$127,230 | $16,734,505 | $1,592,900 | $15,141,605 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,532,636
- Program service revenue
- $0
- Investment income
- $647,462
- Net rental income
- $2,168
- Net gain from sales of assets
- $12,675
- Other revenue
- $23,632
Expenses
- Grants and similar amounts paid
- $1,452,580
- Compensation of officers, directors and key employees
- $300,932
- Other salaries and wages
- $148,907
- Salaries, compensation and benefits (total)
- $505,606
- Professional fundraising fees
- $0
- Accounting fees
- $30,434
- Occupancy
- $39,477
- Depreciation
- $63,673
- Program services (functional)
- $1,769,210
- Management and general (functional)
- $1,298,309
- Fundraising (functional)
- $80,643
Balance sheet and other
- Total assets, start of year
- $23,581,420
- Total assets, end of year
- $24,406,657
- Total liabilities, end of year
- $1,978,063
- Net assets, end of year
- $22,428,594
- Land, buildings and equipment
- $2,370,041
- Publicly traded securities
- $16,547,816
- Net assets without donor restrictions
- $4,350,528
- Net assets with donor restrictions
- $18,078,066
- Gross receipts
- $2,484,229
- Employees
- 9
- Volunteers
- 45
- Year formed
- 1993
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHELLEY STRICKLAND | CEO Officer | 40 | $178,923 | $15,568 |
| SUZANNE HERRON | CFO Officer | 40 | $97,991 | $8,451 |
| LAURA AMENDOLA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REPPARD GORDON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KIM SAVASUK | IMM. PAST CHAIR:TREASURER APR 2024 Trustee or director, Officer | 5 | $0 | $0 |
| JILL MCRORY | TREASURER JAN-APR: CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT PETERSON | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JOANN TOMPKINS | SECRETARY APR 2024 Trustee or director, Officer | 5 | $0 | $0 |
| DEELYNN BENNETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEBRA COOPER | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUZANNE HERRON | CFO/INTERIM CO-EXEC. DIR. Officer | 40 | $90,180 | $6,722 |
| JUSTIN BRAND | CDO/INTERIM CO-EXEC. DIR. Officer | 40 | $56,417 | $7,729 |
| ASHLEY MAHER | EXECUTIVE DIRECTOR THRU JUNE 30 Officer | 40 | $53,676 | $6,196 |
| LAURA AMENDOLA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROGER EATON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REPPARD GORDON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LUCIENNE PEARS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LEW BENNETT | IMM. PAST CHAIR Trustee or director | 2 | $0 | $0 |
| KIM SAVASUK | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JILL MCRORY | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT PETERSON | SECRTRY JAN-MAR; VP/SECRTRY SEPT-DEC Trustee or director, Officer | 5 | $0 | $0 |
| CRAIG EASTERLY | SECRETARY APRIL-JUNE Trustee or director, Officer | 5 | $0 | $0 |
| SARAH DESROSIERS | SECRETARY JULY-AUG; DIRECTOR Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended December 31, 2022: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ASHLEY MAHER | EXECUTIVE DIRECTOR Officer | 40 | $119,050 | $14,017 |
| SUZANNE HERRON | CHIEF FINANCIAL OFFICER Officer | 40 | $80,519 | $6,718 |
| LAURA AMENDOLA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LEW BENNETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARAH DESROSIERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROGER EATON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REPPARD GORDON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BILL HAWLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LUCIENNE PEARS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KIM SAVASUK | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JILL MCRORY | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT PETERSON | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| W CRAIG ESTERLY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 227 SULLIVAN ST, PUNTA GORDA, FL 33950-4425
- Principal officer (990 for 2024)
- SHELLEY STRICKLAND PHD, 227 SULLIVAN STREET, PUNTA GORDA, FL 33950
- Signed the 990
- KIM SAVASUK CPA, TREASURER
- Phone
- (941) 637-0077
- Website
- WWW.CHARLOTTECF.ORG
- Return prepared by
- KERKERING BARBERIO & CO
Mission
TO FOSTER PHILANTHROPY ACROSS CHARLOTTE COUNTY TO ENHANCE OUR COMMUNITY FOR GENERATIONS.
Program accomplishments
- AS A FACILITATOR OF PHILANTHROPY, CCF:(1) PROVIDES FUNDING FOR CHARITABLE ORGANIZATIONS: $1,246,572 TO 54 DIFFERENT NONPROFIT ORGANIZATIONS IN 2024.(2) CCF ALSO ADMINISTERS SCHOLARSHIPS FOR BOTH TRADITIONAL-AGE AND ADULT LEARNERS: $173,851 AWARDED IN 2024.(3) CCF ALSO PROVIDES USAGE OF ITS FACILITIES FOR NONPROFIT EDUCATION AND TRAINING BY VARIOUS LOCAL 501(C)(3) OR GOVERNMENT AGENCIES WITH PUBLIC-PRIVATE PARTNERSHIPS.Expenses $1,769,210 · grants $1,452,580
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0455319
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $24,406,657
- Income (IRS master file)
- $2,484,229
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,203,730 | $3,148,162 | $24,406,657 | XML |
| 990 | December 2023 | $8,571,867 | $3,516,005 | $23,581,420 | XML |
| 990 | December 2022 | $3,115,795 | $3,243,025 | $16,734,505 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 65-0455319).
Questions about CHARLOTTE COMMUNITY FOUNDATION INC
- What is the EIN of CHARLOTTE COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of CHARLOTTE COMMUNITY FOUNDATION INC is 65-0455319.
- Is CHARLOTTE COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to CHARLOTTE COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLOTTE COMMUNITY 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 CHARLOTTE COMMUNITY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLOTTE COMMUNITY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CHARLOTTE COMMUNITY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names SHELLEY STRICKLAND PHD.
- Who are the officers and directors of CHARLOTTE COMMUNITY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 2 received compensation from the organization, the highest $178,923 (SHELLEY STRICKLAND, CEO).
- How much revenue does CHARLOTTE COMMUNITY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,203,730, expenses of $3,148,162 and total assets of $24,406,657 at year end.
Other nonprofits in PUNTA GORDA
- RICHARD A RIFFEL PHILANTHROPIC TRUS INC EIN 85-0780640 · last filed 990-PF for 2025
- MCGUIRE FAMILY CHARITABLE FOUNDATION EIN 87-3644676 · last filed 990-PF for 2024
- HOFFER FAMILY FOUNDATION INC EIN 26-1719943 · last filed 990-PF for 2024
- COVENTRY-PAYNE FOUNDATION INC EIN 46-3359080 · last filed 990-EZ for 2025
- PAYTON PRITCHARD FAMILY FOUNDATION EIN 88-1410783 · last filed 990-PF for 2025
- LORRIE TUCCINARDI FAMILY FOUNDATION EIN 95-4762352 · last filed 990-PF for 2024
- BROOKS FAMILY FOUNDATION INC EIN 58-2590634 · last filed 990-PF for 2024
- CHARLOTTE HARBOR PARROT HEAD CLUB INC EIN 26-0832897 · last filed 990-N for 2025
All nonprofits in PUNTA GORDA · Florida · Philanthropy, voluntarism and grantmaking foundations