Civic Intelligence

Southwest Florida Woodcarvers Inc

EIN 27-2830789 • 501(c)3 • Port Charlotte, FL

Profile

Promote knowledge of woodcarving

3477 Short StreetPort Charlotte, FL 33948

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

85th percentile

46%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$14,076

Down $2,078 (-13%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$14,076

Down $2,078 (-13%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin84th percentile

Revenue

Down

$14,456

Down $8,773 (-38%) from 2019

Expenses

Down

$14,665

Down $8,187 (-36%) from 2019

Net Income

Down

-$209

Down $586 (-155%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$30K$20K$10K$0Assets 2011: $9,573Net Assets 2011: $9,5732011Assets 2014: $18,907Liabilities 2014: $0Net Assets 2014: $18,9072014Assets 2015: $21,655Liabilities 2015: $0Net Assets 2015: $21,6552015Assets 2018: $15,777Net Assets 2018: $15,7772018Assets 2019: $16,154Net Assets 2019: $16,1542019Assets 2023: $14,076Liabilities 2023: $0Net Assets 2023: $14,0762023

Highlighted filing

2023

Assets$14,076
Liabilities$0
Net Assets$14,076
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

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

$40K$20K$0-$20KRevenue 2011: $12,906Expenses 2011: $3,333Net Income 2011: $9,5732011Revenue 2014: $32,175Expenses 2014: $31,085Net Income 2014: $1,0902014Revenue 2015: $25,810Expenses 2015: $23,062Net Income 2015: $2,7482015Revenue 2018: $22,830Expenses 2018: $30,731Net Income 2018: -$7,9012018Revenue 2019: $23,229Expenses 2019: $22,852Net Income 2019: $3772019Revenue 2023: $14,456Expenses 2023: $14,665Net Income 2023: -$2092023

Highlighted filing

2023

Revenue$14,456
Expenses$14,665
Net Income-$209
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$14,076
Liabilities
$0
Net assets
$14,076
Revenue
$14,456
Expenses
$14,665
Net income
-$209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$14.5$14.7$0.21
2019Detailed filing. Detailed filing data is available for this year.$16.2$16.2$23.2$22.9$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$15.8$22.8$30.7$7.90
2015Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$25.8$23.1$2.75
2014Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$32.2$31.1$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.57$9.57$12.9$3.33$9.57
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
Jul 19, 2019
Return Version
2018v3.1
Gross Receipts
$23,350
Mission and Program Overview

Mission

To promote a greater knowledge and appreciation of wood arts by promoting an annual Wood Arts Exhibition, through education, promoting collaboration and recognizing excellence in this form of art.

To promote knowledge of woodcarving

Program Services

DescriptionGrantsExpenses
WOODCARVING EXPOS AND OTHER ADVERTISING AND PROMOTION-$22,852
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHUCK STEELETreasurer-$0--
JIM ELLSWORTH1st Vice Pre-$0--
BUD EVANS2nd Vice Pre-$0--
GARY JOHNSTONPresident-$0--
KATHIE BALCHINRecord Sec.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Woodcarving Exp$19,187$19,187$121$19,066
Total Events$19,187$19,187$121$19,066
Filing and Contact Details

Filer

Filer Name
Southwest Florida Woodcarvers Inc
EIN
27-2830789
Phone
2403382512
Address
3477 SHORT STREET, PORT CHARLOTTE, FL 33948

Signing Officer

Name
Chuck Steele
Title
Treasurer
Phone
2403382512
Signed
2019-07-19
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 office 5,300 entries 3,777 advertising 1,098 meetings 357 supplies 386 professional services 1,308 rentals 10,477 carving classes 24 memberships 125 total 22,852”

Form 990-ez, Part II, Line 24

“Office equipment 1 749 979 less accumulated depreciation 428 680 office equipment 2 230 0 less accumulated depreciation 131 0 total 420 299”

Raw XML Appendix156 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/PersonNm0CHUCK STEEL
IRS990EZ/BooksInCareOfDetail/PhoneNum02403382512
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03477 SHORT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033948
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015357
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015855
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04150
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0377
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015777
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016154
IRS990EZ/FundraisingGrossIncomeAmt019187
IRS990EZ/GrossReceiptsAmt023350
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015777
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016154
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015777
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016154
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHUCK STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM ELLSWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BUD EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHIE BALCHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORD SEC.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0420
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0299
IRS990EZ/OtherExpensesTotalAmt022852
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE KNOWLEDGE OF WOODCARVING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WOODCARVING EXPOS AND OTHER ADVERTISING AND PROMOTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022852
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0121
IRS990EZ/SpecialEventsNetIncomeLossAmt019066
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022852
IRS990EZ/TotalProgramServiceExpensesAmt022852
IRS990EZ/TotalRevenueAmt023229
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt086717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016835
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt036035
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0122752
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025776
IRS990ScheduleA/Total509Grp/TotalAmt0122752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022538
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025776
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0122752
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0121
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WOODCARVING EXP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019187
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019066
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0121
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 5,300 ENTRIES 3,777 ADVERTISING 1,098 MEETINGS 357 SUPPLIES 386 PROFESSIONAL SERVICES 1,308 RENTALS 10,477 CARVING CLASSES 24 MEMBERSHIPS 125 TOTAL 22,852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE EQUIPMENT 1 749 979 LESS ACCUMULATED DEPRECIATION 428 680 OFFICE EQUIPMENT 2 230 0 LESS ACCUMULATED DEPRECIATION 131 0 TOTAL 420 299
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK STEELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02403382512
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST FLORIDA WOODCARVERS INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0272830789
ReturnHeader/Filer/PhoneNum02403382512
ReturnHeader/Filer/USAddress/AddressLine1Txt03477 SHORT STREET
ReturnHeader/Filer/USAddress/CityNm0PORT CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033948
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05E1286D6F97E22F6319C397BB062A1E1E07E95C5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B14B3B0793F8EC8A9E801F0F05903161C50BA85
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.163.214.117
ReturnHeader/FilingSecurityInformation/IPDt02019-07-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:15:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273073445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DARA B SORAH CPA PA
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/PreparationDt02019-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARA B SORAH CPA
ReturnHeader/ReturnTs02019-07-22T09:15:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

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)3 • <$500k nonprofits