Civic Intelligence

Port Charlotte Rotary Foundation

EIN 59-2040361 • 501(c)3 • Port Charlotte, FL

Profile

To assist the community in civic, charitable and social endeavors.

PO Box 494801Port Charlotte, FL 33949-4801

n/A

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

82nd percentile

31%

Higher net margin than 82% 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

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

88th percentile

71%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$77,263

Up $7,313 (+10%) from 2023

Liabilities

Up

$2,536

Up $61 (+2.5%) from 2023

Net Assets

Up

$74,727

Up $7,252 (+11%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin82nd percentile

Revenue

Up

$23,513

Up $9,742 (+71%) from 2023

Expenses

Down

$16,261

Down $9,750 (-37%) from 2023

Net Income

Up

$7,252

Up $19,492 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$300K$200K$100K$0Assets 2012: $218,881Liabilities 2012: $02012Assets 2013: $44,875Net Assets 2013: $44,8752013Assets 2014: $46,315Net Assets 2014: $46,3152014Assets 2015: $54,663Liabilities 2015: $1,500Net Assets 2015: $53,1632015Assets 2016: $76,592Liabilities 2016: $1,500Net Assets 2016: $75,0922016Assets 2017: $89,942Liabilities 2017: $11,399Net Assets 2017: $78,5432017Assets 2018: $81,217Liabilities 2018: $6,250Net Assets 2018: $74,9672018Assets 2019: $75,395Liabilities 2019: $4,500Net Assets 2019: $70,8952019Assets 2020: $79,168Liabilities 2020: $4,500Net Assets 2020: $74,6682020Assets 2021: $83,903Liabilities 2021: $10,975Net Assets 2021: $72,9282021Assets 2022: $82,190Liabilities 2022: $6,975Net Assets 2022: $75,2152022Assets 2023: $69,950Liabilities 2023: $2,475Net Assets 2023: $67,4752023Assets 2024: $77,263Liabilities 2024: $2,536Net Assets 2024: $74,7272024

Highlighted filing

2024

Assets$77,263
Liabilities$2,536
Net Assets$74,727
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $22,287Expenses 2012: $2,790Net Income 2012: $19,4972012Revenue 2013: $46,846Expenses 2013: $220,852Net Income 2013: -$174,0062013Revenue 2014: $18,615Expenses 2014: $17,175Net Income 2014: $1,4402014Revenue 2015: $19,762Expenses 2015: $12,915Net Income 2015: $6,8472015Revenue 2016: $32,999Expenses 2016: $11,070Net Income 2016: $21,9292016Revenue 2017: $21,463Expenses 2017: $18,012Net Income 2017: $3,4512017Revenue 2018: $17,616Expenses 2018: $21,192Net Income 2018: -$3,5762018Revenue 2019: $12,452Expenses 2019: $16,524Net Income 2019: -$4,0722019Revenue 2020: $12,773Expenses 2020: $9,000Net Income 2020: $3,7732020Revenue 2021: $4,281Expenses 2021: $6,021Net Income 2021: -$1,7402021Revenue 2022: $4,848Expenses 2022: $2,561Net Income 2022: $2,2872022Revenue 2023: $13,771Expenses 2023: $26,011Net Income 2023: -$12,2402023Revenue 2024: $23,513Expenses 2024: $16,261Net Income 2024: $7,2522024

Highlighted filing

2024

Revenue$23,513
Expenses$16,261
Net Income$7,252
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,263
Liabilities
$2,536
Net assets
$74,727
Revenue
$23,513
Expenses
$16,261
Net income
$7,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.03$0.75$0.24$0.16$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.67$0.14$0.26$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.07$0.75$0.05$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.11$0.73$0.04$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.05$0.75$0.13$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.05$0.71$0.12$0.17$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.06$0.75$0.18$0.21$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.11$0.79$0.21$0.18$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.75$0.33$0.11$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.02$0.53$0.20$0.13$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.19$0.17$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$0.47$2.21$1.74
2012Summary only. Only limited summary data is available for this year.$2.19$0.00$0.22$0.03$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 12, 2025
Return Version
2023v6.0
Gross Receipts
$23,513
Mission and Program Overview

Mission

To assist the community in civic, charitable and social endeavors.

Program Services

DescriptionGrantsExpenses
TO ASSIST THE COMMUNITY THROUGH ROTARY ACTIVITIES, SUCH AS DICTIONARY DAY AND S4TL, TO PROVIDE GRANTS FOR YOUTH TO LOCAL HIGH SCHOOLS, AND TO SUPPORT OTHER WORTHWHILE PROJECTS SUCH AS THOSE THROUGH THE ROTARY FOUNDATION.$6,600$16,200
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERRY HENWOODPresident-$0--
CHRISTOPHER GOVERSecretary-$0--
K STEPHEN CARTERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Port Charlotte Rotary Foundation
EIN
59-2040361
Phone
9415443961
Address
PO BOX 494801, PORT CHARLOTTE, FL 33949-4801

Signing Officer

Name
K Stephen Carter
Title
Treasurer
Phone
9416276014
Signed
2025-03-12

Preparer

Firm
Mcmillan Whiteman & Associates Pllc
Address
1107 W MARION AVE UNIT 115, PUNTA GORDA, FL 33950
Preparer
Geoffrey L Lorah
Phone
9416378884
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Class of activity: hs & student awards cash contribution: 6,600 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses contributions & grants 9,600 licenses 61 total 9,661”

Form 990-ez, Part I, Line 20

“Correct p/y accounts payable 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 61 deferred revenue 2,475 2,475”

Raw XML Appendix152 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/PersonNm0K STEPHEN CARTER
IRS990EZ/BooksInCareOfDetail/PhoneNum09415443961
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 510391
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PUNTA GORDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033951
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069950
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077263
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07516
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07252
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069950
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077263
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06600
IRS990EZ/GrossReceiptsAmt023513
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03327
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067475
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067475
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GERRY HENWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTOPHER GOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2K STEPHEN CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09661
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST THE COMMUNITY IN CIVIC, CHARITABLE AND SOCIAL ENDEAVORS.
IRS990EZ/ProgramServiceRevenueAmt012670
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ASSIST THE COMMUNITY THROUGH ROTARY ACTIVITIES, SUCH AS DICTIONARY DAY AND S4TL, TO PROVIDE GRANTS FOR YOUTH TO LOCAL HIGH SCHOOLS, AND TO SUPPORT OTHER WORTHWHILE PROJECTS SUCH AS THOSE THROUGH THE ROTARY FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialConditionDesc0HURRICANE MILTON DR4834FL
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02475
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02536
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016261
IRS990EZ/TotalProgramServiceExpensesAmt016200
IRS990EZ/TotalRevenueAmt023513
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036115
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03327
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01978
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0731
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02434
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03327
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01978
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0731
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06067
IRS990ScheduleA/InvestmentIncomeCYPct00.10000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89750
IRS990ScheduleA/PublicSupportPY509Pct00.91820
IRS990ScheduleA/PublicSupportTotal509Amt053119
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012042
IRS990ScheduleA/Total509Grp/TotalAmt053119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013771
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012773
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt059186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: HS & STUDENT AWARDS CASH CONTRIBUTION: 6,600 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONTRIBUTIONS & GRANTS 9,600 LICENSES 61 TOTAL 9,661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CORRECT P/Y ACCOUNTS PAYABLE 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 61 DEFERRED REVENUE 2,475 2,475
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0K STEPHEN CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09416276014
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORT CHARLOTTE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0592040361
ReturnHeader/Filer/PhoneNum09415443961
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 494801
ReturnHeader/Filer/USAddress/CityNm0PORT CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0339494801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650161812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMILLAN WHITEMAN & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01107 W MARION AVE UNIT 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PUNTA GORDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033950
ReturnHeader/PreparerPersonGrp/PhoneNum09416378884
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY L LORAH
ReturnHeader/ReturnTs02025-03-14T10:13:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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