Charlotte Country Day School Inc (dba Charlotte Preparatory School)
PT CHARLOTTE FL 33954-3504
It is the mission of Charlotte Preparatory School 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.
CEO/Executive Director Mrs. Peggy Ann Fear
Board Chair Mrs. Julie Bennett
Board Chair Affiliation Community Volunteer
General Info
Former Names
The Charlotte Academy
Tax Exempt Status Public Supported Charity
Incorporation Year 1996
State Charitable Solicitations Permit Exempt 0
State Registration Yes Dec 2017
Financial Summary
Note: Revenue includes the value of in-kind contributions/donations
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 Prep will be seen as a digital school.
2. Charlotte Prep will be seen as a STEAM School (Science, Technology, Engineering, Arts and Math).
3. Charlotte Prep will grow in enrollment. 
4. Charlotte Prep 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 Preparatory School (CP or Charlotte Prep) 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 Prep 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 CP 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, Taekwon Do, tennis, Middle School athletics, and Model United Nations.
CP is a member of the American Montessori Society.
Areas Served
Areas Served
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
Charlotte Preparatory School is the only non-denominational, private Montessori school in Charlotte County. We pride ourselves for our small class sizes, a challenging academic environment and educational activities and experiences that encourage students to reach their full potential. I have been an active parent at the school for the last 7 years. I have been a member of our school board for 4 years. My oldest daughter is a graduate of Charlotte Prep and my son is an 8th grader. Our more recent successes are due to a strong collaboration between the Board, Head of School, Staff and our school families. The Board is made up of a group of individuals with varying experiences and backgrounds. The Head of School and staff have added a range of electives the middle school students can choose from each quarter. These electives include things such as, dronology, recycled beauties, herpetology, guitar, forensics and more. We have continued to grow our science program by purchasing equipment and programs that gives the students hands on experiences with the latest technology. This year we added after school competitive athletic teams, which have created a school spirit like we have never experienced before. Our curriculum is constantly evolving by researching best practices at high level academic institutions outside of our area and purchasing the latest books and materials to achieve our curriculum goals. Our Board and Finance committee work very hard to ensure we are acting fiscally responsible. We have not had to increase our tuition in many years. The challenge is that we have the highest tuition of any private school in the area, so we must continue to raise the bar when it comes to academic standards and offerings at our school so that we can compete with the other private schools. Over the past two years the school has seen a 33% increase in student enrollment and it continues to grow. We are shifting classroom space and adding top notch teachers to our already strong and experienced educators. The increase in student enrollment has allowed us to operate efficiently, while adding technology, classroom enhancements and staff. Due to this drastic increase in students we have been challenged with the task of expansion and raising the funds to make this happen. The future of Charlotte Preparatory School is very exciting. With our excellent leadership and the collaboration of staff, parents and donors, I am confident Charlotte Prep will grow to be the premier academic institution in the area.
Julie Bennett, CP Board President
Statement from the CEO/Executive Director
I feel so blessed to be the Charlotte Preparatory 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 Prep!  When I think of Charlotte Prep 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 Prep will be preparing for expansion of our school.  As a family in our school, it will be an exciting time!   
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.
Description Tennis lessons are provided after school twice a week for children ages 4-14.  Parents/Guardians pay the fee to participate.
Budget $0
Category Recreation & Sports, General/Other Physical Fitness
Program Linked to Organizational Strategy No
Population Served Children and Youth (0 - 19 years)
Short Term Success By the end of each quarter, children will learn the basics of playing tennis.  Lessons are provided by a tennis professional.
Long Term Success Children will develop tennis skills, team sportsmanship, and fitness.
Program Success Monitoring There is always an interest in the program based on the list of children waiting to partake in lessons.  It is also the only program right now that accepts children as young as 4 years of age.
Program Success Examples Develops a life-long interest in tennis and students have gone on to high school to participate in tennis teams.
Description Cross country, basketball, flag football, golf, and soccer are offered as competitive sports for both girls and boys in grades 6-8 with other private schools in Charlotte County.
Budget $10,000
Category Recreation & Sports, General/Other
Program Linked to Organizational Strategy Yes
Population Served Children and Youth (0 - 19 years)
Short Term Success Students learn team sports and develop skills and rule knowledge for different teams.
Long Term Success Students will learn life-long physical fitness habits.
Program Success Monitoring Children will participate as wished in sports in which he/she is interested.  The coach will develop calendars to participate with other area schools.
Program Success Examples Students have gone on to the various high schools to continue participation in the sports.
Description Taekwondo is offered to students ages 4-14.  An outside organization offers after school programming at Charlotte Prep. Parents pay for their children to participate.
Budget $0
Category Recreation & Sports, General/Other Martial Arts
Program Linked to Organizational Strategy Yes
Population Served Children and Youth (0 - 19 years)
Short Term Success Children develop self-defense skills and proper way to use the strategies.  They also develop self-awareness.
Long Term Success Children develop necessary skills for martial arts.
Program Success Monitoring Program continues to be offered every year due to student interest.
Program Success Examples Better healthy lifestyle and a participant of a club.
Program Comments by Organization Follow the Child is a concept that we follow at Charlotte Prep. 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
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
Jan Gravelin Oct 2015 - Feb 2016
Craig Olsen Feb 2013 - Oct 2015
Senior Staff
Mrs. Peggy Ann Fear Head of School
Staff & Volunteer Statistics
Full Time Staff 21
Part Time Staff 3
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
We collaborate with the American Montessori Society and Charlotte County Public Schools.
American Montessori Society2016
External Assessments and Accreditations
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
Fundraising Plan Yes
Communication Plan No
Strategic Plan No
Strategic Plan Years 5
Strategic Plan Adopted June 2014
Management Succession Plan No
Continuity of Operations Plan No
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures Yes
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. 
During the 2017-2018 school year, we were able to hire Julie Cutler as a part-time marketing director.
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
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
Mrs. Kristan Percent Millenium Physicians Group
Mrs. Elaine Rice Wiand Guerra King PA, Tampa
Mrs. Kathleen Skavronek Charlotte County Public Schools
Mrs. Olga Triola Community Volunteer
Mrs. Rise Wells Granny Nannies
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 0
Caucasian 15
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 2
Female 13
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
Communications / Promotion / Publicity / Public Relations
Capital Campaign
Strategic Planning / Strategic Direction
Governance Comments by Organization Charlotte Preparatory School 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.
Current Year Projections
Tax Year Start Month July
Tax Year Start Day 01
Tax Year Begins 2017
Tax Year End Month June
Tax Year End Day 30
Tax 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
Amount Raised To Date 0 as of 0
IRS Form 990s
Audit/Financial Documents
Financial Review
Expense Allocation
Fiscal Year201720162015
Program Expense$1,148,221$1,100,111$1,058,193
Administration Expense$172,083$165,545$160,334
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.921.101.13
Program Expense/Total Expenses87%87%87%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201720162015
Total Assets$2,013,875$2,074,226$2,165,549
Current Assets$297,127$321,731$380,478
Long-Term Liabilities$1,474,500$1,548,782$1,619,574
Current Liabilities$146,282$25,545$169,591
Total Net Assets$393,093$499,899$376,384
Top Funding Sources
Fiscal Year201720162015
Top Funding Source & Dollar AmountRegistration and Tuition $891,766Registration and Tuition $1,293,856Registration and Tuition $1,264,729
Second Highest Funding Source & Dollar AmountScholarship Revenue $136,484Fundraising $49,052Fundraising $58,209
Third Highest Funding Source & Dollar AmountContributions, gifts, grants $92,309Extended Day $14,149Extended Day $22,452
CEO/Executive Director Compensation $75,001 - $100,000
Tax Credits No
Short Term Solvency
Fiscal Year201720162015
Current Ratio: Current Assets/Current Liabilities2.0312.592.24
Long Term Solvency
Fiscal Year201720162015
Long-Term Liabilities/Total Assets73%75%75%
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 Charlotte Preparatory School)
Address 365 ORLANDO BLVD
PT CHARLOTTE , FL 33954 3504
Phone 941 764-7673