Nonprofit · EIN 65-0661754
CHARLOTTE COUNTRY DAY SCHOOL INC
Tax-exempt · PT CHARLOTTE, FL 33954
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,364,431 | $2,936,016 | $428,415 | $5,331,520 | $1,901,255 | $3,430,265 |
| June 30, 2024 | 990 | $3,201,128 | $2,756,189 | $444,939 | $4,235,165 | $1,276,995 | $2,958,170 |
| June 30, 2023 | 990 | $3,502,326 | $2,769,436 | $732,890 | $4,038,718 | $1,525,487 | $2,513,231 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $32,739
- Program service revenue
- $3,232,366
- Investment income
- $30,716
- Net income from fundraising events
- $64,432
- Other revenue
- $68,610
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,813,441
- Salaries, compensation and benefits (total)
- $2,163,721
- Professional fundraising fees
- $0
- Accounting fees
- $4,550
- Depreciation
- $150,735
- Program services (functional)
- $2,558,090
- Management and general (functional)
- $375,548
- Fundraising (functional)
- $2,378
Balance sheet and other
- Total assets, start of year
- $4,235,165
- Total assets, end of year
- $5,331,520
- Total liabilities, end of year
- $1,901,255
- Net assets, end of year
- $3,430,265
- Land, buildings and equipment
- $2,608,638
- Net assets without donor restrictions
- $3,430,265
- Gross receipts
- $3,387,824
- Employees
- 46
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY BECKMAN | VICE PRESIDE Trustee or director, Officer | – | $0 |
| MYRON CARLTON | TRUSTEE Trustee or director | – | $0 |
| MEGHAN GREENBERRG | TRUSTEE Trustee or director | – | $0 |
| MATTHEW JONES | EXECUTIVE AD Trustee or director, Officer | – | $0 |
| MARK KEMENY | TRUSTEE Trustee or director | – | $0 |
| TAMARA MINOSYAN | TRUSTEE Trustee or director | – | $0 |
| NICK NEMEC | TRUSTEE Trustee or director | – | $0 |
| ALEXIS NEVLING | TRUSTEE Trustee or director | – | $0 |
| IVOR PERCENT | TREASURER Trustee or director, Officer | – | $0 |
| CLAY REBOL | PRESIDENT Trustee or director, Officer | – | $0 |
| KIMBERLY SAVASUK | TRUSTEE Trustee or director | – | $0 |
| NICOLE STITZ | TRUSTEE Trustee or director | – | $0 |
| JACKIE THORNBERRY | TRUSTEE Trustee or director | – | $0 |
| CARRIE WARD | TRUSTEE Trustee or director | – | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY BECKMAN | TRUSTEE Trustee or director | – | $0 |
| BRETT BISHOP | PAST PRESIDE Trustee or director, Officer | – | $0 |
| DANIELLE BRIGHTMAN | TRUSTEE Trustee or director | – | $0 |
| MEGAN DUBBANEH | DIRECTOR Trustee or director, Officer | – | $0 |
| MATTHEW JONES | PRESIDENT Trustee or director, Officer | – | $0 |
| MARK KEMENY | TRUSTEE Trustee or director | – | $0 |
| MONICA LUNA | TRUSTEE Trustee or director | – | $0 |
| AMANDA MARDIS | TRUSTEE Trustee or director | – | $0 |
| JENNIFER MONTALEMENT | TRUSTEE Trustee or director | – | $0 |
| CARLA NIX | TRUSTEE Trustee or director | – | $0 |
| IVOR PERCENT | TREASURER Trustee or director, Officer | – | $0 |
| MARK PRICER | TRUSTEE Trustee or director | – | $0 |
| KATHERINE ROOT | TRUSTEE Trustee or director | – | $0 |
| PAUL SCHAEFER | TRUSTEE Trustee or director | – | $0 |
| IVEY WINKLER | SECRETARY Trustee or director, Officer | – | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY BECKMAN | TRUSTEE Trustee or director | – | $0 |
| BRETT BISHOP | PRESIDENT Trustee or director, Officer | – | $0 |
| DANIELLE BRIGHTMAN | TRUSTEE Trustee or director | – | $0 |
| MEGAN DUBBANEH | PAST PRESIDE Trustee or director, Officer | – | $0 |
| MATTHEW JONES | VICE PRESIDE Trustee or director, Officer | – | $0 |
| MARK KEMENY | TRUSTEE Trustee or director | – | $0 |
| MONICA LUNA | TRUSTEE Trustee or director | – | $0 |
| AMANDA MARDIS | TRUSTEE Trustee or director | – | $0 |
| JENNIFER MONTALEMENT | TRUSTEE Trustee or director | – | $0 |
| CARLA NIX | TRUSTEE Trustee or director | – | $0 |
| IVOR PERCENT | TREASURER Trustee or director, Officer | – | $0 |
| MARK PRICER | TRUSTEE Trustee or director | – | $0 |
| KATHERINE ROOT | TRUSTEE Trustee or director | – | $0 |
| PAUL SCHAEFER | TRUSTEE Trustee or director | – | $0 |
| IVEY WINKLER | SECRETARY Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 365 ORLANDO BLVD, PT CHARLOTTE, FL 33954-3504
- Principal officer (990 for 2024)
- CLAY REBOL, 155 SARAH ST, PUNTA GORDA, FL 33950
- Signed the 990
- CLAY REBOL, PRESIDENT
- Phone
- (941) 764-7673
- Website
- WWW.CHARLOTTEACADEMY.COM
- Return prepared by
- DARA B SORAH CPA PA
Mission
CHARLOTTE ACADEMY IS A PRIVATE, NON-SECTARIAN SCHOOL FOR STUDENTS IN PRE-K THROUGH 8TH GRADE. CHARLOTTE ACADEMY BEGINS WITH AN ENRICHING MONTESSORI PROGRAM AND TRANSITIONS INTO A CHALLENGING ACADEMIC CURRICULUM. ITS NURTURING ENVIRONMENT TEACHES RESPECT FOR SELF AND OTHERS; PAVING THE WAY FOR EXCEPTIONAL ACHIEVEMENT IN HIGH SCHOOL AND CULTIVATING LIFELONG LEARNERS AND LEADERS.
Program accomplishments
- THE SCHOOL EDUCATES APPROXIMATELY 169 STUDENTS FROM PRE-SCHOOL THROUGH ELEMENTARY EDUCATION LEVELS.Expenses $2,558,090
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0661754
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $5,331,520
- Income (IRS master file)
- $3,387,824
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,364,431 | $2,936,016 | $5,331,520 | XML |
| 990 | June 2024 | $3,201,128 | $2,756,189 | $4,235,165 | XML |
| 990 | June 2023 | $3,502,326 | $2,769,436 | $4,038,718 | XML |
| 990 | June 2022 | $2,362,538 | $2,134,295 | $3,443,242 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 65-0661754).
Questions about CHARLOTTE COUNTRY DAY SCHOOL INC
- What is the EIN of CHARLOTTE COUNTRY DAY SCHOOL INC?
- The employer identification number (EIN) of CHARLOTTE COUNTRY DAY SCHOOL INC is 65-0661754.
- Is CHARLOTTE COUNTRY DAY SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to CHARLOTTE COUNTRY DAY SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLOTTE COUNTRY DAY SCHOOL 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 COUNTRY DAY SCHOOL 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 CHARLOTTE COUNTRY DAY SCHOOL 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 CHARLOTTE COUNTRY DAY SCHOOL INC?
- The 990 for the year ended June 30, 2025 names CLAY REBOL.
- Who are the officers and directors of CHARLOTTE COUNTRY DAY SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does CHARLOTTE COUNTRY DAY SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,364,431, expenses of $2,936,016 and total assets of $5,331,520 at year end.
Other nonprofits in PT CHARLOTTE
- EARLY LEARNING COALITION OF FLORIDAS HEARTLAND INC EIN 65-1047991 · last filed 990 for 2025
- PIRATE FOOTBALL LEGACY CLUB INC EIN 33-3180424 · last filed 990-EZ for 2025
- FAWCETT MEMORIAL HOSPITAL MEDICAL STAFF FUND INC EIN 90-0725017 · last filed 990 for 2024
- CHARLOTTE TECHNICAL CENTER ASSISTANCE FUND INC EIN 46-1998318 · last filed 990-EZ for 2024
- MARSHVIEW COLLEGIATE ACADEMY EIN 92-1849285 · last filed 990-EZ for 2025
- FLORIDA COUNCIL FOR HISTORY EDUCATION CORP EIN 82-1471686 · last filed 990-N for 2025
- LAUREL WREATH ACADEMY INC EIN 33-4123446 · last filed 990-N for 2024
- CHARLOTTE COUNTY PARLIAMENTARIANS UNIT OF FLORIDA EIN 52-1269206 · last filed 990-N for 2024