United States Conference of Catholic Bishops dba St. Charles Borromeo Catholic School
21505 Augusta Avenue
Port Charlotte FL 33952
Mission
St. Charles Borromeo Catholic School is a place where every child is spiritually and academically nurtured to their fullest potential, creating lifelong learners who value and live our Catholic Faith.
Leadership
CEO/Executive Director Ms Tonya Peters
Board Chair Ms. Shelli Massey
Board Chair Affiliation Page Marine Group
General Info
Organization DBA
DBA
St. Charles Borromeo Catholic School
Supported Organization United States Conference of Catholic Bishops
Tax Exempt Status Public Supported Charity
Incorporation Year 1959
State Charitable Solicitations Permit Exempt 0
State Registration 0
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $1,999,476.00
Projected Expenses $1,826,353.00
Impact Statement
 
Needs Statement
  1. Four new security cameras- $850
  2. Keyless entry system for the Church and School Doors-$15,000
  3. New Science Resource Program-$10,000
  4. New Spanish books-$3,000
Background Statement
St. Charles Borromeo Catholic School began in 1959 and we continue to prepare children to be strong witnesses of their faith through worship, service, and integration of Gospel values. St. Charles lays the foundation, spiritually and academically, for its students to meet the challenges of secondary education.
Areas Served
Areas Served
Area
FL- Charlotte
FL- Sarasota
Areas Served Comments Sarasota, North Port, Charlotte and Punta Gorda, Florida
Service Categories
Primary Org Type Education
Secondary Org Type Education
Tertiary Org Type Education
Statement from the Board Chair/Board President
The St. Charles School Board is committed to supporting the endeavors of the school through their time, talent, and financial support. The board is comprised of a varied group of individuals who employ their unique expertise to advise the principal on matters pertaining to school policies, procedures, strategic planning.
Statement from the CEO/Executive Director
St. Charles Borromeo School is the only Catholic School in Charlotte County serving a broad ethnic group of Catholic students.
Programs
Description 2000 tickets in the amount of 100 each are sold generating $200,000.
10 drawings for $10,000 each take place on one evening. All funds go toward our operating budget benefitting each child enrolled at St. Charles School.
Budget $103,000
Category Education, General/Other Education, General/Other
Program Linked to Organizational Strategy Yes
Population Served Children Only (5 - 14 years) Children Only (5 - 14 years) Children Only (5 - 14 years)
Short Term Success Sustains general operating budget.
Long Term Success The Drawing at St. Charles Borromeo School is essential in the success of our school. Contributions are vital to support our programs, teachers salaries and our general operating budget.
Program Success Monitoring The Director of Development, Principal, Rita Shamrock, Pastor. Tom Heck and Acct. John Hanzel
Program Success Examples We continue our diverse Arts Program at the school.
Description The "200sq Project" is a program that calls upon the Catholic Community of Charlotte County to support Catholic Education. 200 parishioners from each of the 5 partner parishes are asked to give $200.00 a year in support of Catholic Education.
Budget $1,000
Category Education, General/Other
Program Linked to Organizational Strategy Yes
Population Served Children Only (5 - 14 years)
Short Term Success These funds allow us to help the children grow in Faith, Academics and Leadership by supporting our general budget.
Long Term Success To allow us the opportunity to spend funds from this project on our extracurricular activities such as music, art, sports and languages.
Program Success Monitoring Development Director, Principal, Pastor and Accountant
Program Success Examples We continue to grow our Arts programs. We have an impressive Drama Club.
Comments
Program Comments by Organization We are grateful to the parents, teachers and the Community of Charlotte County that supports our school making it possible to offer a quality Catholic Education to our students.
CEO/Executive Director
CEO/Executive Director Ms Tonya Peters
CEO Term Start 2014
CEO/Executive Director Email tonya_peters@stcbs.org
Experience  
Ms. Tonya Peters is the  Principal at St. Charles Borromeo Catholic School. Ms. Peters is coming to St. Charles after eight years in the Diocese of St. Petersburg where she served as a teacher, middle school volleyball coach, athletic director, and the Home and School Liaison at Pope John Paul Catholic School in Lecanto, Florida. Ms. Peters furthered her education by receiving a Master of Science degree in Educational Leadership from Barry University. Upon graduation she was privileged to participate in a two-year administration training model titled, “One Principal, Two Assistant Principals, Two Schools." Ms. Peters was the assistant principal for Pope John Paul for one year and then assistant principal for both Pope John Paul and Notre Dame schools the next year. After the training model ended she served as the assistant principal for academics for two years at St. Petersburg Catholic High School in St. Petersburg. Ms. Peters was born and raised in Connecticut before moving to Florida nine years ago. She attended Bryant University and received her Bachelor of Science degree in Business Administration with a concentration in Marketing. After graduation, she jumped into the retail business as a store manager of a large retail store. She realized quickly that she missed being around children and decided to blend her business background with her love for children by purchasing and operating her own Early Childhood/ Day Care Center. This center cared for children ages six weeks to thirteen years old along with hosting both three and four year old prekindergarten programs. Ms. Peters holds a Professional Educator’s Certificate in Educational Leadership - All Levels and Middle School Integrated Curriculum grades 5 to 9. Ms. Peters has four children, a son and daughter-in-law, one granddaughter, and five dogs! The youngest daughter is a senior at Johnson and Wales University in Miami. "Be the change you want to see in the world," is a quote from Gandhi that Ms. Peters tries to live by. Believing that everyone can make a positive difference even if it is one small step at a time. Ms. Peters is truly committed to Catholic Education as she believes that each child is a special gift from God and should be nurtured academically, socially, and spiritually. She is looking forward to being a part both the St. Charles Borromeo School and Church communities.
Former CEOs/Executive Directors
NameTerm
Dr Jeffery Damico July 2006 -
Senior Staff
NameTitle
Mrs. Pam Bass Administrative Assistant
Mrs. Stephanie Brun Cafeteria Manager
Dr. Judy Dickinson Guidance Counselor
Mr Alan Powers 8th Grade Teacher, Math Teacher
Mrs. Kimberly Powers 5th Grade Teacher
Mrs Mari Tambasco K
Staff & Volunteer Statistics
Full Time Staff 8
Part Time Staff 4
Staff Retention Rate % 100
Professional Development Yes
Contractors 17
Volunteers 10
Management Reports to Board No
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
The Education Department of Diocese of Venice of Florida
Affiliations
AffiliationYear
National Honor Society
External Assessments and Accreditations
Assessment/AccreditationYear
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures No
Comments
Management Comments by Organization St. Charles Borromeo Catholic School is a place where every child is spiritually and academically nurtured to their fullest potential creating lifelong learners who value and live their Catholic faith.
Multi-Media Comments by Organization St. Charles Borromeo Catholic School is ethnically diverse. 
Board Chair
Board Chair Ms. Shelli Massey
Company Affiliation Page Marine Group
Board Term Sept 2012 to Aug 2013
Board Chair Email massey1086@COMCAST.NET
Board Members
Board Members
NameAffiliation
Mrs Anne Cormier Mizell Law Firm
Mr Mark Draper Draper Law Firm
Fr Tom Heck Pastor
Mrs. Leeann Hinds Parent
Mrs. Shelli Massey Page Marine Group
Mrs. Rita Shamrock Principal
Mr Jim Sproul Merrill Lynch
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 7
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 3
Female 4
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 2
Board Orientation No
Number of Full Board Meetings Annually 8
Board Meeting Attendance % 100
Board Self-Evaluation No
Written Board Selection Criteria No
Board Conflict of Interest Policy
% of Board Making Monetary Contributions 80
% of Board Making In-Kind Contributions 100
Standing Committees
Technology
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Communications / Promotion / Publicity / Public Relations
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Comments
Governance Comments by Organization
Typically, Board Members are DONORS
Fiscal Year Projections
Fiscal Year Begins 2016
Fiscal Year Ends 2017
Projected Revenue $1,999,476.00
Projected Expenses $1,826,353.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment Yes
Endowment Value $851,000.00
Endowment Spending Policy Percentage
Endowment Spending Policy % 5
Capital Campaign
In a Capital Campaign No
Campaign Purpose Our goal is to start raising money to build a gym for our students, so they have a place to play when it rains or is too hot to play outside during the summer months.
Campaign Goal
Campaign Dates Aug 2017 to 0
Amount Raised To Date 0 as of 0
Anticipate Campaign within 5 years? Yes
Audit/Financial Documents
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201220112010
Foundation and
Corporation Contributions
$14,025$76,347$62,117
Government Contributions$0$0$0
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$0
Individual Contributions$25,340$101,434$63,027
$0$0$0
$1,700,918$1,692,341$1,604,275
Investment Income, Net of Losses$6,407$6,567$11,182
Membership Dues$0$0$0
Special Events$0$0$0
Revenue In-Kind$0$0$0
Other$3,266$2,016$25,996
Expense Allocation
Fiscal Year201220112010
Program Expense$1,678,007$1,675,341$1,541,477
Administration Expense$233,888$240,372$252,245
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.920.980.98
Program Expense/Total Expenses88%87%86%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201220112010
Total Assets$4,217,619$4,265,231$4,436,745
Current Assets$231,777$279,389$455,942
Long-Term Liabilities$0$0$0
Current Liabilities$167,354$45,370$100,642
Total Net Assets$4,050,265$4,219,861$4,336,103
Top Funding Sources
Fiscal Year201220112010
Top Funding Source & Dollar AmountTuition Revenue - Catholic $1,033,200Tuition Revenue - Catholic $1,008,243Tuition and Registration Fees - Catholic $881,643
Second Highest Funding Source & Dollar AmountDevelopment Income $340,843Development Income $301,972Development Income $232,467
Third Highest Funding Source & Dollar AmountTuition - Non Catholic $86,402Tuition - Non Catholic $169,000Tuition - Non Catholic $104,281
CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201220112010
Current Ratio: Current Assets/Current Liabilities1.386.164.53
Long Term Solvency
Fiscal Year201220112010
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization We have a Development Director that explains the needs of the school to potential donors and raises funds to off set shortfalls.
Financial Comments by Foundation Financial information taken from compilations. 
Nonprofit United States Conference of Catholic Bishops dba St. Charles Borromeo Catholic School
Address 21505 Augusta Avenue
Port Charlotte, FL 33952
Phone 941 625-5533 217

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.