Civic Intelligence

Enterprise Charlotte Economic Council

EIN 26-2943361 • 501(c)6 • North Port, FL

Profile

Economic development in charlotte county

14295 S Tamiami TrailNorth Port, FL 34287

www.charlottedep.com

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

20th percentile

-23%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

43rd percentile

-5.5%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

17th percentile

-35%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$151,286

Down $8,819 (-5.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$151,286

Down $8,819 (-5.5%) from 2022

Operations
Liabilities / Revenue51st percentileNet Margin20th percentile

Revenue

Down

$36,858

Down $19,561 (-35%) from 2022

Expenses

Down

$45,486

Down $21,354 (-32%) from 2022

Net Income

Up

-$8,628

Up $1,793 (+17%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$200K$150K$100K$50K$0Assets 2013: $112,550Net Assets 2013: $112,5502013Assets 2014: $125,583Net Assets 2014: $125,5832014Assets 2015: $128,796Net Assets 2015: $128,7962015Assets 2016: $129,275Net Assets 2016: $129,2752016Assets 2017: $145,836Net Assets 2017: $145,8362017Assets 2018: $163,587Net Assets 2018: $163,5872018Assets 2019: $180,953Net Assets 2019: $180,9532019Assets 2021: $170,617Liabilities 2021: $0Net Assets 2021: $170,6172021Assets 2022: $160,105Liabilities 2022: $0Net Assets 2022: $160,1052022Assets 2023: $151,286Liabilities 2023: $0Net Assets 2023: $151,2862023

Highlighted filing

2023

Assets$151,286
Liabilities$0
Net Assets$151,286
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50KRevenue 2013: $48,500Expenses 2013: $37,898Net Income 2013: $10,6022013Revenue 2014: $52,293Expenses 2014: $39,260Net Income 2014: $13,0332014Revenue 2015: $41,163Expenses 2015: $37,950Net Income 2015: $3,2132015Revenue 2016: $69,082Expenses 2016: $68,603Net Income 2016: $4792016Revenue 2017: $60,390Expenses 2017: $43,829Net Income 2017: $16,5612017Revenue 2018: $73,149Expenses 2018: $55,398Net Income 2018: $17,7512018Revenue 2019: $65,366Expenses 2019: $48,000Net Income 2019: $17,3662019Revenue 2021: $57,609Expenses 2021: $67,456Net Income 2021: -$9,8472021Revenue 2022: $56,419Expenses 2022: $66,840Net Income 2022: -$10,4212022Revenue 2023: $36,858Expenses 2023: $45,486Net Income 2023: -$8,6282023

Highlighted filing

2023

Revenue$36,858
Expenses$45,486
Net Income-$8,628
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,286
Liabilities
$0
Net assets
$151,286
Revenue
$36,858
Expenses
$45,486
Net income
-$8,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.37$0.45$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.56$0.67$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.58$0.67$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.65$0.48$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.73$0.55$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.60$0.44$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.69$0.69$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.41$0.38$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.52$0.39$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.13$0.49$0.38$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
May 8, 2024
Return Version
2022v5.0
Gross Receipts
$36,858
Mission and Program Overview

Mission

Economic development in charlotte county

Program Services

DescriptionGrantsExpenses
SUPPORTS AND ENCOURAGES BUSINESS GROWTH BY CONTRIBUTING FUNDS TO ECONOMIC GARDENING PROGRAM, PUNTA GORDA ENTREPRENEURIAL ACADEMY, AND CHARLOTTE COOUNTY ECONOMIC DEVELOPMENT OFFICE.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEREK ROONEY JRPresident-$0--
LUCIENNE PEARSVice President-$0--
CHRISTI PRITCHETTTreasurer-$0--
PATTI ALLENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Enterprise Charlotte Economic Counc
EIN
26-2943361
Address
14295 S TAMIAMI TRAIL, NORTH PORT, FL 34287

Signing Officer

Name
Derek Rooney
Title
President
Phone
9416396600
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Campbells Enrolled Agents & Co Inc
Address
405 Tamiami Trail, Punta Gorda, FL 33950
Preparer
J David Campbell Ea
Phone
9416390680
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadvertising 22bank service charges 490insurance - liability 843gift 400insurance 504meeting meals 6,106dues & memberships 156software 135travel 2,393website 600”

Description of other assets Part II line 24

“Category beginning of year end of yearunderposited funds 0 1,000”

Description of total liabilities Part II line 26

“Category beginning of year end of yearcredit card 191 0”

Raw XML Appendix112 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/PersonNm0DEREK ROONEY JR
IRS990EZ/BooksInCareOfDetail/PhoneNum09416396600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01404 DEAN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0160105
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0150286
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8628
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04448
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0160105
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0151286
IRS990EZ/GrossReceiptsAmt036858
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt036850
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0159914
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151286
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0159914
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151286
IRS990EZ/OccupancyRentUtltsAndMaintAmt02011
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEREK ROONEY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LUCIENNE PEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTI PRITCHETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTI ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherExpensesTotalAmt011649
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ECONOMIC DEVELOPMENT IN CHARLOTTE COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTS AND ENCOURAGES BUSINESS GROWTH BY CONTRIBUTING FUNDS TO ECONOMIC GARDENING PROGRAM, PUNTA GORDA ENTREPRENEURIAL ACADEMY, AND CHARLOTTE COOUNTY ECONOMIC DEVELOPMENT OFFICE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt027378
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0191
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045486
IRS990EZ/TotalRevenueAmt036858
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARLOTTEDEP.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADVERTISING 22BANK SERVICE CHARGES 490INSURANCE - LIABILITY 843GIFT 400INSURANCE 504MEETING MEALS 6,106DUES & MEMBERSHIPS 156SOFTWARE 135TRAVEL 2,393WEBSITE 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARUNDERPOSITED FUNDS 0 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARD 191 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK ROONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09416396600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENTERPRISE CHARLOTTE ECONOMIC COUNC
ReturnHeader/Filer/BusinessNameControlTxt0ENTE
ReturnHeader/Filer/EIN0262943361
ReturnHeader/Filer/USAddress/AddressLine1Txt014295 S TAMIAMI TRAIL
ReturnHeader/Filer/USAddress/CityNm0NORTH PORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034287
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650548143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Campbells Enrolled Agents & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 Tamiami Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Punta Gorda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033950
ReturnHeader/PreparerPersonGrp/PhoneNum09416390680
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J DAVID CAMPBELL EA
ReturnHeader/ReturnTs02025-04-24T17:07:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

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