Charlotte Country Day School Inc dba The Charlotte Academy
365 ORLANDO BLVD
PT CHARLOTTE FL 33954-3504
Mission
It is the mission of Charlotte Academy to prepare all students to be positive, productive participants in a democratic society by providing a well-rounded education with a challenging academic environment, educational activities and experiences that encourage students to reach their full potential through creating and fostering a learning environment that inspires a passion for life-long learning.
Leadership
CEO/Executive Director Mrs. Peggy Ann Fear
Board Chair Mrs. Julie Bennett
Board Chair Affiliation Community Volunteer
General Info
Tax Exempt Status Public Supported Charity
Incorporation Year 1996
State Charitable Solicitations Permit Exempt 0
State Registration Yes Dec 2017
Financial Summary
 
 
Projected Revenue $1,200,027.00
Projected Expenses $1,147,540.00
IRS Letter of Determination
IRS letter of determinationView
Impact Statement
Top 4 Accomplishments from the past year:
1. Our students scored at least two grade levels above their same age peers.
2.   We created and implemented a technology plan which included students in grades 6th - 8th having their own computers and the preschool- middle school curriculum having integrated technology.  
3. We improved academic rigor through adding a more advanced math and science program.
4.  We improved academic enrichment by including electives (forensics, coding, water ecology, computer based music, writing and more), an artist in residence program and technology classes. 
 2016-2018 Top Goals
1. Charlotte Academy will be seen as a digital school.
2. Charlotte Academy will be seen as a STEAM School (Science, Technology, Engineering, Arts and Math).
3. Charlotte Academy will grow in enrollment. 
4. Charlotte Academy will expand the physical facility to include additions such as cafeteria, media center, language/STEAM lab and/or high school. 
 
 
 
Needs Statement
1.  Improve School Image   $58,000 (Includes the following:  PA System $12,500, School Check-in System  $1600, Foyer Enhancement for safety $8900,  Classroom updates      $15,000 (Cabinetry), Electric Marquee $10,000, Guttering $800, Update Lettering on door $200, Landscaping around fence $1000, Pavement enhancement for new arrival & dismissal $8000)
2.  Modular classroom   (in process of securing bids)
3.  Outdoor classroom fitness trail   $15,000 
4.  Multipurpose Area for extended STEAM     $200,000
Background Statement
Charlotte Academy (CA) was founded in 1996 in Port Charlotte, Florida.  It is a non-sectarian private school governed by a volunteer board of trustees.   The grades served are Pre-K through 8 with Pre-K through 3rd using the Montessori Curriculum.  Charlotte Academy is the only Montessori based school in Charlotte County.   Our Montessori classrooms average 19 students, while our 4th-8th grades average 13 students.  The student/faculty ratio is 11:1.  We also have PE, music, art, World Cultures/Spanish, and computer specialists on campus.
 
 
Graduates of CA on average are in the top 5% of area public and private schools.  SAT averages show that 3rd-5th grade students score two-four grade levels above their peer group.  75% of 6th-8th grade students score post-high school acr4oss the board.  60% of 6th grade students qualify for the Duke University Talent Identification Program.
 
After school activities include drama club, math club, builders club, STEAM club, Bricks for Kidz, Ta Kwon Do, tennis, and Model United Nations.
 
CA is a member of the American Montessori Society
Areas Served
Areas Served
Area
FL- Charlotte
FL- DeSoto
FL- Sarasota
Areas Served Comments Our students are drawn from the areas of Port Charlotte, Punta Gorda, North Port, Venice, Boca Grande, Englewood, and Arcadia, all in Florida.
Service Categories
Primary Org Type Education
Secondary Org Type Education
Tertiary Org Type Education
Statement from the Board Chair/Board President

Our biggest issue at the school is getting ourselves known. This has been an ongoing issue without a significant marketing budget. Our students excel on grade level testing, excel at local and regional science and history fairs and go on to excel at all of the local high schools. We have been trying to get the word out as much as possible about all the great things that happen at our school as well as the many great things that continue to be added. This past year, we added electives for our middle schools students. Classes such as forensics, computer based music, computer coding and Florida herpetology were among the courses offered to our middle school students without grades. They absolutely loved them. Being able to reintroduce students to learning again without the pressure of grades allowed students to personalize their learning experience and even try some things that they weren’t sure about or weren’t good at. We are trying to market these through the local newspaper and a much greater and active social media presence.

 

I have three children that are at the school. my oldest started when he was 3 and is now a 7th grader. My other two are both second graders, having also started at age three. Both my wife and I are active at the school because we love what it has done for our children. It has given them a love of learning and taught them how important knowledge is. The teachers there are fantastic and are critically important for the development of children since they are with them so much of the day. Having a master’s degree in business, I realized my contribution to the school would never be in the classroom; but it could be in the board room. I wanted to serve to make the school an even better place down the road for more and more families. In its 20th year, the school has made a lot of strides in where it came from and a lot of that planning that was done by parents whose children long graduated and didn’t see the direct benefit. I thought it was important for someone to try to continue that work and try to make the school better each and every year. I think we are in a better position than ever and I look forward to the next few years.

 Michael Landsberg

Statement from the CEO/Executive Director
I feel so blessed to be the Charlotte Academy Head of School.  Can you imagine being a part of a school that is nurturing and fulfilling?   Can you imagine being a part of a school that promotes critical thinking, creative problem solving and abstract reasoning?  Can you imagine a school that promotes leadership skills and global awareness?   That is Charlotte Academy!  When I think of Charlotte Academy I think of these words: PROVEN, ESTABLISHED, POSITIVE, WELL-ROUNDED, ACADEMIC RIGOR, LIFE-LONG LEARNING AND A CULTURE OF EXCELLENCE.   I am so proud to report that our students are well prepared and rank at the top of any high school and even excel at the collegiate level.   You will want your child to be at a school where accelerated differentiated curriculum is offered on a daily basis.  Few private schools offer a Montessori experience for their students. Next year, Charlotte Academy will celebrate its 20th Anniversary.  As a family in our school, it will be an exciting time!   
Programs
Description The Builders Club is comprised of students in the middle grades who are supervised by a staff member.  This is an arm of the Kiwanis organization which builds community awareness and volunteerism to assist those in need.
Budget $10,000
Category Education, General/Other Educational Programs
Program Linked to Organizational Strategy Yes
Population Served Children Only (5 - 14 years)
Short Term Success The Builders Club selects needs of both the school and community for which they can be of assistance.  By the end of the year, the Club will have selected and assisted at least two organizations in the community.
Long Term Success
Backpacks for Kidz will continue to utilize Builders Club for future endeavors to assist needy students in Charlotte County.
Toys for Tots will not only continue to use Charlotte Academy and the Builders Club to collect toys for needy children, but also use space as a distribution area for Charlotte County.
Program Success Monitoring Backpack for Kidz representatives and Toys for Tots representatives will be in communication with the school to promote their needs for the community. 
Program Success Examples
1.  Have contributed to Backpacks for Kidz
 
2.  Have collected and donated toys for Toys for Tots.
Comments
Program Comments by Organization Follow the Child is a concept that we follow at Charlotte Academy. We have an individualized program that allows students to excel and have a love of learning. We develop students who have good character and can contribute to our society.
CEO/Executive Director
CEO/Executive Director Mrs. Peggy Ann Fear
CEO Term Start Feb 2016
CEO/Executive Director Email pfear@charlotteacademy.com
Experience
Mrs. Fear has been an educator for 32 years.  She holds a teaching, counseling and administration license.  This is her 17th year in educational leadership- administration.   She was named District 10 Indiana Principal of the Year in 2015.   
 
Former CEOs/Executive Directors
NameTerm
Jan Gravelin Oct 2015 - Feb 2016
Craig Olsen Feb 2013 - Oct 2015
Senior Staff
NameTitle
Mrs. Peggy Ann Fear Head of School
Staff & Volunteer Statistics
Full Time Staff 21
Part Time Staff 2
Staff Retention Rate % 100
Professional Development Yes
Contractors 3
Volunteers 115
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
We collaborate with the American Montessori Society and Charlotte County Public Schools.
Affiliations
AffiliationYear
American Montessori Society2016
External Assessments and Accreditations
Assessment/AccreditationYear
Risk Management Provisions
Disability Insurance
Accident and Injury Coverage
Directors and Officers Policy
Employee Benefits Liability
Life Insurance
Workers Compensation and Employers' Liability
Medical Health Insurance
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan Under Development
Communication Plan Under Development
Strategic Plan Under Development
Strategic Plan Years 5
Strategic Plan Adopted June 2014
Management Succession Plan Under Development
Continuity of Operations Plan Under Development
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Comments
Management Comments by Organization
We are a non-sectarian private school and have the challenge of financial support and assistance to fully implement our STEAM Program. We are funded solely by tuition and minimal outside donations. 
 
Finding space to implement a complete STEAM Program (Media Center and Fine Arts Department) .  
Board Chair
Board Chair Mrs. Julie Bennett
Company Affiliation Community Volunteer
Board Term July 2017 to June 2020
Board Chair Email scrappymom
Board Members
Board Members
NameAffiliation
Mr. Jimmy Barfield xxx
Rev. Ken Barrios Holy Trinity Lutheran Church
Mrs. Julie Bennett Community Volunteer
Mr. Joseph Clancy Community Volunteer
Mrs. Megan Dubbaneh Community Volunteer
Mrs. Kathryn Fudge Community Volunteer
Mrs. Amy Gebauer Community Volunteer
Mrs. Janesy Gravelin Retired
Mrs. Nicole Maugeri Landsberg Bennett
Mr. Prashad Patel Country Inn and Suites/Holiday Inn
Mrs. Kristan Percent Millenium Physicians Group
Mrs. Elaine Rice Wiand Guerra King PA, Tampa
Mrs. Kathleen Skavronek Joyful Noise Preschool
Mrs. Olga Triola Community Volunteer
Mrs. Rise Wells Michael Saunders Realty
Mrs. Ivey Winkler Charlotte County Veteran Services
Mrs. Eva Worden Worden Farm
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 1
Caucasian 16
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 4
Female 13
Unspecified
Governance
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 11
Board Meeting Attendance % 75
Board Self-Evaluation No
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Finance
Communications / Promotion / Publicity / Public Relations
Executive
Building
Technology
Capital Campaign
Strategic Planning / Strategic Direction
Comments
Governance Comments by Organization Charlotte Academy is governed by an independent Board of Trustees. The Board has four executive officers and a variety of committees, some of which are standing committees and some of which are formed on an ad hoc basis to meet the needs of the strategic plan.Board members serve terms of three years, which are renewable one time for an additional three years.
Fiscal Year Projections
Fiscal Year Begins 2017
Fiscal Year Ends 2018
Projected Revenue $1,200,027.00
Projected Expenses $1,147,540.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign No
Anticipate Campaign within 5 years? Yes
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
IRS Form 990s
Audit/Financial Documents
Historical Financial Review
Expense Allocation
Fiscal Year201520142013
Program Expense$1,058,193$999,335$1,014,004
Administration Expense$160,334$151,459$161,612
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.131.021.09
Program Expense/Total Expenses87%87%86%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$2,165,549$2,114,750$2,114,484
Current Assets$380,478$297,577$231,709
Long-Term Liabilities$1,619,574$1,688,213$1,754,630
Current Liabilities$169,591$204,779$164,895
Total Net Assets$376,384$221,758$194,959
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountRegistration and Tuition $1,264,729Registration and Tuition $1,085,594Registration and Tuition $1,169,158
Second Highest Funding Source & Dollar AmountFundraising $58,209Fundraising $47,074Fundraising $49,117
Third Highest Funding Source & Dollar AmountExtended Day $22,452Extended Day $19,037Ancillary Programs $26,595
CEO/Executive Director Compensation $75,001 - $100,000
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities2.241.451.41
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets75%80%83%
Financials Comments
Financial Comments by Organization We have 180 students. We are a small school in need of help for extra supplemental materials.We have a finance committee that develops the details of a strategic plan that keeps us fiscally sound.
Financial Comments by Foundation Financial information taken from the organization's Federal 990.
Nonprofit Charlotte Country Day School Inc dba The Charlotte Academy
Address 365 ORLANDO BLVD
PT CHARLOTTE , FL 33954 3504
Phone 941 764-7673

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.