CHARLOTTE COMMUNITY FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

CHARLOTTE COMMUNITY FOUNDATION INC

EIN 65-0455319 · Philanthropy, Voluntarism & Grantmaking Foundations (T310)

What they do

to FOSTER PHILANTHROPY ACROSS CHARLOTTE COUNTY to ENHANCE OUR COMMUNITY for GENERATIONS.AS THE COMMUNITY FOUNDATION DEDICATED to CHARLOTTE COUNTY, FLORIDA, THE CHARLOTTE COMMUNITY FOUNDATION (CCF) ACTS AS A CENTER of PHILANTHROPY BY PROVIDING PHILANTHROPIC EDUCATION, IMPACTFUL GRANTS, NONPROFIT TRAINING, and COMMUNITY LEADERSHIP. CCF PROVIDES PERMANENT COMMUNITY CAPITAL to SUPPORT (1) LOCAL NONPROFITS THROUGH COMPETITIVE and DIRECTED GRANTMAKING; (2) TRADITIONAL-AGE and ADULT LEARNERS WITH SCHOLARSHIPS for POST-SECONDARY TRAINING AT ALL LEVELS; and (3) RESPONSIVE FUNDING to ADDRESS PRESSING COMMUNITY NEEDS and to ENHANCE THE VIBRANCY of THE COMMUNITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $56.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders10 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

80.28%of revenue went to mission work56.2% of expenses · Program services

3.66%of revenue went to fundraising2.6% of expenses

$142.86spent for every $100 of revenueSpending was higher than revenue this year.

58.91%of revenue went to management and office costs41.2% of expenses

$7.75in assets for every $1 spent this yearSome assets cannot be spent right away.

69.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $944,432 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $194,491 for SHELLEY STRICKLAND (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,203,730

Mission workProgram services$1,769,21080.28% of revenue56.2% of expenses

ManagementOffice and general costs$1,298,30958.91% of revenue41.2% of expenses

FundraisingAsking for donations$80,6433.66% of revenue2.6% of expenses

Total expenses$3,148,162142.86% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 56.2% mission · 41.2% management · 2.6% fundraisingTotal expenses: 142.86% of revenue

2023Expense mix: 84.8% mission · 13.3% management · 1.9% fundraisingTotal expenses: 41.02% of revenue

2022Expense mix: 88.8% mission · 9.7% management · 1.5% fundraisingTotal expenses: 104.08% of revenue

2021Expense mix: 74.3% mission · 23.3% management · 2.4% fundraisingTotal expenses: 81.63% of revenue

2020Expense mix: 81.0% mission · 15.6% management · 3.3% fundraisingTotal expenses: 25.98% of revenue

2019Expense mix: 81.1% mission · 14.9% management · 3.9% fundraisingTotal expenses: 96.65% of revenue

2018Expense mix: 88.7% mission · 8.9% management · 2.5% fundraisingTotal expenses: 142.48% of revenue

2017Expense mix: 90.3% mission · 7.9% management · 1.8% fundraisingTotal expenses: 48.01% of revenue

Money in and money out

Revenue$2,203,730

Expenses$3,148,162

Annual shortfall $944,432 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,769,210 · 56.2% of expenses

Management and office costs$1,298,309 · 41.2% of expenses

Fundraising$80,643 · 2.6% of expenses

See all reported dollar amounts

Revenue$2,203,730

Expenses$3,148,162

Assets$24,406,657

Income$2,484,229

Contributions$1,532,636

Mission work (program services)$1,769,210

Fundraising$80,643

Grants given$8,308,533

Average grant$36,441

Management and general$1,298,309

Executive compensation (total)$194,768

Stocks and bonds$16,547,816

Accounting fees$30,434

Investing fees$61,555

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SHELLEY STRICKLANDCEO · 40 hrs/week $194,491Base $178,923 · Other $15,568

SUZANNE HERRONCFO · 40 hrs/week $106,442Base $97,991 · Other $8,451

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (10)

SHELLEY STRICKLANDCEO

SUZANNE HERRONCFO

DEBRA COOPERDIRECTOR

DEELYNN BENNETTDIRECTOR

JILL MCRORYTREASURER JAN-APR: CHAIR

JOANN TOMPKINSSECRETARY APR 2024

KIM SAVASUKIMM. PAST CHAIR:TREASURER APR 2024

LAURA AMENDOLADIRECTOR

REPPARD GORDONDIRECTOR

ROBERT PETERSONVICE CHAIR

About this charity

Recognized since: January 1995
Location: 227 SULLIVAN STREET, PUNTA GORDA, FL 33950
County: Charlotte
In care of: KIM SAVASUK CPA
Primary officer: KIM SAVASUK CPA, TREASURER

How to reach them

WebsiteVisit the charity’s website Emailccf@charlottecf.org Phone(941) 637-0077

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: KERKERING BARBERIO & CO
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T310)
IRS tax category: Grantmaking Foundations
Grant-giving organization: Yes