Civic Intelligence

Charlotte County Genealogical Socie

EIN 01-0613084 • 501(c)3 • Port Charlotte, FL

Pub. 78 Eligible990-N CoverageNTEE A80

Profile

Our mission is to assist and educate our members and our community in their quest for genealogical and historical information.

PO Box 494707Port Charlotte, FL 33949

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

22nd percentile

-17%

Higher net margin than 22% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2019

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE A80 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$10,927

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$10,927

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

$3,337

No earlier filing loaded for comparison.

Expenses

$3,915

No earlier filing loaded for comparison.

Net Income

-$578

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2019: $10,927Net Assets 2019: $10,9272019

Highlighted filing

2019

Assets$10,927
Liabilities-
Net Assets$10,927
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0K$2.0K$0-$2.0KRevenue 2019: $3,337Expenses 2019: $3,915Net Income 2019: -$5782019

Highlighted filing

2019

Revenue$3,337
Expenses$3,915
Net Income-$578
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,927
Liabilities
-
Net assets
$10,927
Revenue
$3,337
Expenses
$3,915
Net income
-$578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$10.9$10.9$3.34$3.92$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 5, 2021
Return Version
2019v5.0
Gross Receipts
$3,337
Mission and Program Overview

Mission

Our mission is to assist and educate our members and our community in their quest for genealogical and historical information.

Program Services

DescriptionGrantsExpenses
OUR MISSION IS TO ASSIST AND EDUCATE OUR MEMBERS AND OUR COMMUNITY IN THEIR QUEST FOR GENEALOGICAL AND HISTORICAL INFORMATION.-$3,763
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA A WINTERSTreasurer-$0--
KIM CARLSONSecretary-$0--
PHIL FISHERVice Preside-$0--
BARBARA LAWRUKDirector-$0--
JUDY MALBUISSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Charlotte County Genealogical Socie
EIN
01-0613084
Phone
9416610231
Address
PO BOX 494707, PORT CHARLOTTE, FL 33949

Signing Officer

Name
Patricia a Winters
Title
Treasurer
Phone
9416610231
Signed
2021-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Dara B Sorah CPA Pa
Address
1435 COLLINGSWOOD BLVD UNIT G, PORT CHARLOTTE, FL 33948
Preparer
Dara B Sorah CPA
Phone
9419798860
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses p.o. Box 154 website 404 administrative 68 speakers 200 luncheons 880 insurance 402 taxes and licenses 61 dues 75 name badges/supp 129 paypal fees 36 hospitality 50 supplies & media 466 total 2,925”

Form 990-ez, Part III

“Our mission is to assist and educate our members and our community in their quest for genealogical and historical information.”

Raw XML Appendix121 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICIA A WINTERS
IRS990EZ/BooksInCareOfDetail/PhoneNum09416610231
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033948
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011505
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IRS990EZ/ContributionsGiftsGrantsEtcAmt02686
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IRS990EZ/ExcessOrDeficitForYearAmt0-578
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHIL FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA LAWRUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDY MALBUISSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02925
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO ASSIST AND EDUCATE OUR MEMBERS AND OUR COMMUNITY IN THEIR QUEST FOR GENEALOGICAL AND HISTORICAL INFORMATION.
IRS990EZ/PrintingPublicationsPostageAmt0265
IRS990EZ/ProgramServiceRevenueAmt0645
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR MISSION IS TO ASSIST AND EDUCATE OUR MEMBERS AND OUR COMMUNITY IN THEIR QUEST FOR GENEALOGICAL AND HISTORICAL INFORMATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03763
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03915
IRS990EZ/TotalProgramServiceExpensesAmt03763
IRS990EZ/TotalRevenueAmt03337
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02686
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02686
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0651
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02686
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02686
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02686
IRS990ScheduleA/TotalSupportAmt02686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES P.O. BOX 154 WEBSITE 404 ADMINISTRATIVE 68 SPEAKERS 200 LUNCHEONS 880 INSURANCE 402 TAXES AND LICENSES 61 DUES 75 NAME BADGES/SUPP 129 PAYPAL FEES 36 HOSPITALITY 50 SUPPLIES & MEDIA 466 TOTAL 2,925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUR MISSION IS TO ASSIST AND EDUCATE OUR MEMBERS AND OUR COMMUNITY IN THEIR QUEST FOR GENEALOGICAL AND HISTORICAL INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReasonableCauseExplanation/ExplanationTxt0DUE TO COVID 19 AND THE CORRESPONDING SHUTDOWNS, GATHERING THE INFORMATION WAS MORE CHALLENGING AS THE BOARD WAS UNABLE TO MEET AND GO OVER EVERYTHING.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09416610231
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE COUNTY GENEALOGICAL SOCIE
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0010613084
ReturnHeader/Filer/PhoneNum09416610231
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 494707
ReturnHeader/Filer/USAddress/CityNm0PORT CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033949
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01435 COLLINGSWOOD BLVD UNIT G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033948
ReturnHeader/PreparerPersonGrp/PhoneNum09419798860
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARA B SORAH CPA
ReturnHeader/ReturnTs02021-02-13T10:59:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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