Civic Intelligence

Charlotte County Medical Society

EIN 23-7027155 • 501(c)6 • Port Charlotte, FL

Profile

To promote the science, art and education of medicine, and to the betterment of public health on a charitable basis.

PO Box 494144Port 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

38th percentile

-5.2%

Higher net margin than 38% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$19,212

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-92%

Faster asset growth than 9% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-9.2%

Faster revenue growth than 36% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$19,851

Down $13,387 (-40%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$19,851

Down $13,387 (-40%) from 2017

Revenue

Up

$143,729

Up $72,504 (+102%) from 2017

Expenses

Up

$136,758

Up $88,953 (+186%) from 2017

Net Income

Down

$6,971

Down $16,449 (-70%) from 2017

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2014: $30,431Net Assets 2014: $30,4312014Assets 2017: $33,238Net Assets 2017: $33,2382017Assets 2021: $19,851Net Assets 2021: $19,8512021

Highlighted filing

2021

Assets$19,851
Liabilities-
Net Assets$19,851

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $8,437Expenses 2014: $83,233Net Income 2014: -$74,7962014Revenue 2017: $71,225Expenses 2017: $47,805Net Income 2017: $23,4202017Revenue 2021: $143,729Expenses 2021: $136,758Net Income 2021: $6,9712021

Highlighted filing

2021

Revenue$143,729
Expenses$136,758
Net Income$6,971

Filings

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$100,927
Mission and Program Overview

Mission

To promote the science, art and education of medicine, and to the betterment of public health on a charitable basis.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE SCIENCE, ART AND EDUCATION OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH ON A CHARITABLE BASIS.--
TO PROMOTE THE SCIENCE, ART AND EDUCATION OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH ON A CHARITABLE BASIS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLE SORRENTINODirectorFT$42,021-$42,021
DR STEVEN SHELLPresident-$0--
DR CHRISTOPHER G CONSTANCEPast Pres/Di-$0--
DR ROBERT HANSELLVice Preside-$0--
DR LEE GROSSSecretary-$0--
DR THOMAS NOONETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Charlotte County Medical Society
EIN
23-7027155
Address
PO BOX 494144, PORT CHARLOTTE, FL 33949

Signing Officer

Name
Danielle Sorrentino
Title
Director
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Wilson Tax and Accounting Inc
Address
1300 ENTERPRISE DR STE A, PORT CHARLOTTE, FL 33953-3801
Preparer
Beth a Wilson Ea
Phone
9416251925
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses medical missions program 7,832 awards & promotional 57 dues & subscriptions 300 bank & merchant fees 357 seminars & education 215 telephone 150 equipment repairs 575 internet fees 1,176 licenses & fees 123 meeting expense 4,578 office expense 5,887 postage 355 repairs & maintenance-m/g 1,461 taxes & licenses - m/g 1,004 advertising 363 contributions 7,022 non-investment depreciation 2,399 total 33,854

Form 990-ez, Part II, Line 24

Furniture & fixtures 9,123 9,123 less accumulated depreciation 7,233 8,080 deposits 140 140 total 2,030 1,183

Form 990-ez, Part III

To promote the science, art and education of medicine, and to the betterment of public health on a charitable basis.

Form 990-ez, Part III, Line 31

To promote the science, art and education of medicine and the betterment of public health on a charitable basis.

Raw XML Appendix119 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MANAGEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum09416256229
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021434 OLEAN BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017233
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029248
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07611
IRS990EZ/CostOrOtherBasisExpenseSaleAmt087743
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-74796
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04893
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105227
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030431
IRS990EZ/FundraisingGrossIncomeAmt01890
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-31743
IRS990EZ/GrossReceiptsAmt0100927
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt085964
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt035426
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105227
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030431
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105227
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030431
IRS990EZ/OccupancyRentUtltsAndMaintAmt02465
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt540.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt542021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR STEVEN SHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR CHRISTOPHER G CONSTANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR ROBERT HANSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR LEE GROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR THOMAS NOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIELLE SORRENTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRES/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02030
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01183
IRS990EZ/OtherExpensesTotalAmt033854
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE SCIENCE, ART AND EDUCATION OF MEDICINE, AND TO THE BETTERMENT OF PUBLIC HEALTH ON A CHARITABLE BASIS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE SCIENCE, ART AND EDUCATION OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH ON A CHARITABLE BASIS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE THE SCIENCE, ART AND EDUCATION OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH ON A CHARITABLE BASIS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt042021
IRS990EZ/SaleOfAssetsGrossAmt056000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04747
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2857
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083233
IRS990EZ/TotalRevenueAmt08437
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MEDICAL MISSIONS PROGRAM 7,832 AWARDS & PROMOTIONAL 57 DUES & SUBSCRIPTIONS 300 BANK & MERCHANT FEES 357 SEMINARS & EDUCATION 215 TELEPHONE 150 EQUIPMENT REPAIRS 575 INTERNET FEES 1,176 LICENSES & FEES 123 MEETING EXPENSE 4,578 OFFICE EXPENSE 5,887 POSTAGE 355 REPAIRS & MAINTENANCE-M/G 1,461 TAXES & LICENSES - M/G 1,004 ADVERTISING 363 CONTRIBUTIONS 7,022 NON-INVESTMENT DEPRECIATION 2,399 TOTAL 33,854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FURNITURE & FIXTURES 9,123 9,123 LESS ACCUMULATED DEPRECIATION 7,233 8,080 DEPOSITS 140 140 TOTAL 2,030 1,183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE THE SCIENCE, ART AND EDUCATION OF MEDICINE, AND TO THE BETTERMENT OF PUBLIC HEALTH ON A CHARITABLE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROMOTE THE SCIENCE, ART AND EDUCATION OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH ON A CHARITABLE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE SORRENTINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE COUNTY MEDICAL SOCIETY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0237027155
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 494144
ReturnHeader/Filer/USAddress/CityNm0PORT CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033949
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273653397
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILSON TAX AND ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 ENTERPRISE DR STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0339533801
ReturnHeader/PreparerPersonGrp/PhoneNum09416251925
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH A WILSON EA
ReturnHeader/ReturnTs02015-11-16T17:47:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits