Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
EIN 59-2013141 • 501(c)4 • Port Charlotte, FL
Profile
To encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster the development of acquaintance as an opportunity for service; encourage high ethical standards in business and professions; the recognition of the worthiness of all useful occupations; the dignifying of each rotarian's occupation as an opportunity to serve society; the application of the ideal of service in each rotarian's personal, business, and community life; and the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
37th percentile
Higher net margin than 37% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Assets
Up$12,686
Up $210 (+1.7%) from 2023
Liabilities
Up$2,394
Up $1,186 (+98%) from 2023
Net Assets
Down$10,292
Down $976 (-8.7%) from 2023
Revenue
Up$23,148
Up $10,368 (+81%) from 2023
Expenses
Up$24,124
Up $7,747 (+47%) from 2023
Net Income
Up-$976
Up $2,621 (+73%) from 2023
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
To encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster the development of acquaintance as an opportunity for service; encourage high ethical standards in business and professions; the recognition of the worthiness of all useful occupations; the dignifying of each rotarian's occupation as an opportunity to serve society; the application of the ideal of service in each rotarian's personal, business, and community life; and the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.
| Description | Grants | Expenses |
|---|---|---|
| THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS. | - | $16,194 |
| THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS. | - | $961 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| GERRY HENWOOD | President | - | $0 | - | - |
| K STEPHEN CARTER | Treasurer | - | $0 | - | - |
| ROBERT MCDUFFIE | Past Preside | - | $0 | - | - |
| CHRISTOPHER GOVER | Secretary | - | $0 | - | - |
“Football game advertising 818 expenses conferences & meetings 100 advertising and promotional 3,817 office & administration 2,497 dues 2,812 membership expenses 25 meals 3,339 rotary training 300 program service expenses 259 licenses 158 gift of life donations 1,750 contributions 2,600 donations 3,150 prizes 1,267 total 22,892”
“Accounts receivable 215 215 prepaid expenses and deferred charges 150 175 office equipment 699 699 less accumulated depreciation 699 699 total 365 390”
“Every rotarian every year 1,208 1,644 prepaid dues 0 750”
“To encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster the development of acquaintance as an opportunity for service; encourage high ethical standards in business and professions; the recognition of the worthiness of all useful occupations; the dignifying of each rotarian's occupation as an opportunity to serve society; the application of the ideal of service in each rotarian's personal, business, and community life; and the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.”
“The club actively participates in charitable, educational and community service projects. Various local schools and organizations benefit from contributions, volunteer work and support. Numerous functions are held throughout the year which assist in developing a good relationship within the community and other individuals, businesses, institutions and organizations. The club also contributes to the rotary foundation programs.”
“The club actively participates in charitable, educational and community service projects. Various local schools and organizations benefit from contributions, volunteer work and support. Numerous functions are held throughout the year which assist in developing a good relationship within the community and other individuals, businesses, institutions and organizations. The club also contributes to the rotary foundation programs.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | K STEPHEN CARTER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9415443961 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 510391 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PUNTA GORDA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 339510391 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 12111 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 12296 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1150 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -976 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 701 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 12476 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 12686 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 2539 |
| IRS990EZ/GrossReceiptsAmt | 0 | 23148 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 8856 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 11268 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 10292 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 11268 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 10292 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 260 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | GERRY HENWOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | K STEPHEN CARTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROBERT MCDUFFIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CHRISTOPHER GOVER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 365 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 390 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 22892 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; ENCOURAGE HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; AND THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 271 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 10603 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 16194 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 961 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialConditionDesc | 0 | HURRICANE MILTON DR4834FL |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 2539 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1208 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2394 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 24124 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 17155 |
| IRS990EZ/TotalRevenueAmt | 0 | 23148 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CHARLOTTEHARBORROTARY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FOOTBALL GAME ADVERTISING 818 EXPENSES CONFERENCES & MEETINGS 100 ADVERTISING AND PROMOTIONAL 3,817 OFFICE & ADMINISTRATION 2,497 DUES 2,812 MEMBERSHIP EXPENSES 25 MEALS 3,339 ROTARY TRAINING 300 PROGRAM SERVICE EXPENSES 259 LICENSES 158 GIFT OF LIFE DONATIONS 1,750 CONTRIBUTIONS 2,600 DONATIONS 3,150 PRIZES 1,267 TOTAL 22,892 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS RECEIVABLE 215 215 PREPAID EXPENSES AND DEFERRED CHARGES 150 175 OFFICE EQUIPMENT 699 699 LESS ACCUMULATED DEPRECIATION 699 699 TOTAL 365 390 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EVERY ROTARIAN EVERY YEAR 1,208 1,644 PREPAID DUES 0 750 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; ENCOURAGE HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; AND THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | K STEPHEN CARTER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9415443961 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-03-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTL CHARLOTTE HARBOR ROTARY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 592013141 |
| ReturnHeader/Filer/PhoneNum | 0 | 9416276014 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 494801 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PORT CHARLOTTE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 339494801 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 650161812 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MCMILLAN WHITEMAN & ASSOCIATES PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1107 W MARION AVE UNIT 115 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PUNTA GORDA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 33950 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9416378884 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-03-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GEOFFREY L LORAH |
| ReturnHeader/ReturnTs | 0 | 2025-03-14T10:13:39-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
No mirrored PDF or thumbnail assets are attached yet.