Civic Intelligence

Charlotte Community Foundation Inc.

990 • Fiscal year 2012 • EIN 65-0455319

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 16, 2013

Organization ProfileWWW.CHARLOTTECF.ORG

View Organization Page

403 Sullivan StreetRoom/Suite 11433950
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

7th percentile

-19%

Faster asset growth than 7% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$4,833,742

Down $1,140,040 (-19%) from 2011

Net Assets

Down

$4,818,315

Down $1,147,206 (-19%) from 2011

Liabilities

Up

$15,427

Up $7,166 (+87%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,611,395

Up $979,001 (+155%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $4,363,708Liabilities 2010: $12,784Net Assets 2010: $4,350,9242010Assets 2011: $5,973,782Liabilities 2011: $8,261Net Assets 2011: $5,965,5212011Assets 2012: $4,833,742Liabilities 2012: $15,427Net Assets 2012: $4,818,3152012Assets 2013: $5,808,834Liabilities 2013: $16,446Net Assets 2013: $5,792,3882013Assets 2014: $6,599,244Liabilities 2014: $1,013,734Net Assets 2014: $5,585,5102014Assets 2015: $11,813,519Liabilities 2015: $1,070,188Net Assets 2015: $10,743,3312015Assets 2016: $10,579,209Liabilities 2016: $9,860Net Assets 2016: $10,569,3492016Assets 2017: $12,972,146Liabilities 2017: $198,010Net Assets 2017: $12,774,1362017Assets 2018: $11,770,210Liabilities 2018: $551,979Net Assets 2018: $11,218,2312018Assets 2019: $12,911,085Liabilities 2019: $758,443Net Assets 2019: $12,152,6422019Assets 2020: $18,724,119Liabilities 2020: $1,576,120Net Assets 2020: $17,147,9992020Assets 2021: $19,872,971Liabilities 2021: $1,888,360Net Assets 2021: $17,984,6112021Assets 2022: $16,734,505Liabilities 2022: $1,592,900Net Assets 2022: $15,141,6052022Assets 2023: $23,581,420Liabilities 2023: $1,748,157Net Assets 2023: $21,833,2632023Assets 2024: $24,406,657Liabilities 2024: $1,978,063Net Assets 2024: $22,428,5942024

Highlighted filing

2012

Assets$4,833,742
Liabilities$15,427
Net Assets$4,818,315
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $471,2002010Expenses 2011: $632,3942011Expenses 2012: $1,611,3952012Revenue 2013: $1,680,978Expenses 2013: $685,170Net Income 2013: $995,8082013Revenue 2014: $789,685Expenses 2014: $702,849Net Income 2014: $86,8362014Revenue 2015: $6,341,974Expenses 2015: $957,520Net Income 2015: $5,384,4542015Revenue 2016: $437,054Expenses 2016: $1,185,246Net Income 2016: -$748,1922016Revenue 2017: $2,461,896Expenses 2017: $1,181,853Net Income 2017: $1,280,0432017Revenue 2018: $1,149,501Expenses 2018: $1,637,841Net Income 2018: -$488,3402018Revenue 2019: $1,369,287Expenses 2019: $1,323,394Net Income 2019: $45,8932019Revenue 2020: $6,382,722Expenses 2020: $1,657,947Net Income 2020: $4,724,7752020Revenue 2021: $1,594,665Expenses 2021: $1,301,711Net Income 2021: $292,9542021Revenue 2022: $3,115,795Expenses 2022: $3,243,025Net Income 2022: -$127,2302022Revenue 2023: $8,571,867Expenses 2023: $3,516,005Net Income 2023: $5,055,8622023Revenue 2024: $2,203,730Expenses 2024: $3,148,162Net Income 2024: -$944,4322024

Highlighted filing

2012

Revenue-
Expenses$1,611,395
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 16, 2013
Return Version
2012v2.1
Gross Receipts
$3,854,558
Mission and Program Overview

Mission

Connecting people who care with causes that matter.

Major Activities

Activity 2
The nonprofit network is a catalyst for change, helping nonprofit organiza- tions to access and use the right set of tools and resources for the job at hand by providing education, training, resources, consultation,and conven- ing nonprofits to work together for the best possible solutions. In the past 2 years, over 1000 attendees have participated in trainings and pro- grams presented by many nationallly known speakers. The nonprofit network helps our area nonprofit organizations: identify unmet needs and suggest the best solutions; increase knowledge of nonprofit leaders to improve skills with hands on training; and create a more connected community. The nonprofit network is the only resource in the community with this purpose, and we would not grow and succeed without our donors' support.
Activity 3
The ccf since its inception in 1995 has focused on the reason for its ex- istence--to improve the quality of life for residents in charlotte county. What better way to help improve the community's quality of life than to support residents in their desires to improve themselves--to fulfill their dreams--through higher education. The foundation has endowed scholarships at edison state college and florida gulf coast university specifically for charlotte county reidents. Additional scholarship funds are housed at the foundation including the leo wotitzky scholarship, dennis munholand memorial scholarship (dentistry), david gerdel scholarship (engineering), nora penton beatty memorial scholarship (nursing), among others. Total commitments to scholarships for charlotte county residents exceed 800,000.
Filing and Contact Details

Filer

EIN
65-0455319
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IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0166363
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year02054015
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years092832
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0206399
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years01395661
IRS990ScheduleA/GiftsGrantsContribReceived170/Total03915270
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0113295
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year086549
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years097450
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years074392
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0109786
IRS990ScheduleA/GrossInvestmentIncome170/Total0481472
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc051270
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.89050
IRS990ScheduleA/PublicSupportPertcentPriorYear00.90900
IRS990ScheduleA/PublicSupportTotal17003915270
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0166363
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year02054015
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years092832
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0206399
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years01395661
IRS990ScheduleA/Total170/Total03915270
IRS990ScheduleA/TotalSupport04396742
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleD/AggregateDAFValue0314576
IRS990ScheduleD/AggregateFundValue02484428
IRS990ScheduleD/BoardDesignatedEOYBalance01.00000
IRS990ScheduleD/ContribToFundsAndOtherAccounts089896
IRS990ScheduleD/CurrentYear/AdministrativeExpenses041441
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance03178180
IRS990ScheduleD/CurrentYear/Contributions057523
IRS990ScheduleD/CurrentYear/EndOfYearBalance02438431
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0269673
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses031976
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance01423419
IRS990ScheduleD/CurrentYearMinus1Year/Contributions01917973
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance03178180
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-26833
IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses029218
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance01338368
IRS990ScheduleD/CurrentYearMinus2Years/Contributions026150
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance01423419
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0153461
IRS990ScheduleD/CurrentYearMinus3Years/AdministrativeExpenses036367
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance01202006
IRS990ScheduleD/CurrentYearMinus3Years/Contributions023837
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance01338368
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0148892
IRS990ScheduleD/CurrentYearMinus4Years/AdministrativeExpenses0159377
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance0419523
IRS990ScheduleD/CurrentYearMinus4Years/Contributions01198080
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance01202006
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses0256220
IRS990ScheduleD/DisclosedForCharitablePurposes0true
IRS990ScheduleD/DisclosedOrgsLegalControl0true
IRS990ScheduleD/DonorAdvisedContributions034054
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/Equipment/BookValue07041
IRS990ScheduleD/Equipment/Depreciation020650
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis027691
IRS990ScheduleD/ExpensesNotRptdF9900-47737
IRS990ScheduleD/ExpensesSubtotal01611395
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE PRIMARY PURPOSE OF THE ENDOWMENT FUNDS ADMINISTERED BY THE FOUNDATION IS TO SUPPORT THE PROGRAMS AND SERVICES OF THE DONOR ENTITY AND TO ADHERE TO THE ENTITY'S MISSION AS DESCRIBED IN ITS BYLAWS OR ORGANIZATIONAL DOCUMENTS. FOR INDIVIDUALS ESTABLISHING ENDOWMENT FUNDS, SUCH FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE TERMS OF THE ENDOWMENT FUND AGREEMENT WITH THE FOUNDATION. DISTRIBUTIONS FROM ENDOWMENT FUNDS ARE MADE IN ACCORDANCE WITH FOUNDATION POLICIES, CONSIDERING REQUESTS FROM THE DONOR ENTITY OR INDIVIDUAL.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1THE FOUNDATION HAS ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH PRESCRIBES A COMPREHENSIVE MODEL OF RECOGNITION, CLASSIFICATION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. MANAGEMENT BELIEVES THAT APPROPRIATE SUPPORT EXISTS FOR THE POSITIONS TAKEN ON THE FOUNDATION'S TAX RETURNS, BOTH THE U.S. INTERNAL REVENUE SERVICE (IRS) AND THE STATE OF FLORIDA DEPARTMENT OF REVENUE. THEREFORE, NO ACCRUAL FOR TAX LIABILITIES RELATED TO SUCH TAX POSITIONS HAS BEEN MADE. SHOULD INTEREST EXPENSE AND/OR PENALTIES BE ASSESSED BY THESE TAXING AUTHORITIES, THE FOUNDATION WOULD RECOGNIZE THESE COSTS AS OPERATING EXPENSES. DURING THE YEAR ENDED DECEMBER 31, 2012, THE FOUNDATION DID NOT INCUR INTEREST EXPENSE AND/OR PENALTIES RELATED TO INCOME TAXES. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS COULD GENERALLY BE SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE FILING DATE OF SUCH TAX RETURNS. THE FOUNDATION HAS NOT BEEN NOTIFIED OF ANY TAX RETURN EXAMINATIONS.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2ENDOWMENT FEE 46,966 RETURNED SCHOLARSHIP CHECK 3,000 LOSS ON ASSET SALE -2,229
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3FUND MGT FEES ALLOCATED TO ENDOWMENT -46,966 SCHOLARSHIP RETURN CHECK -3,000 LOSS ON EQUIPMENT 2,229
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation4THE FOUNDATION ACQUIRED LAND IN DOWNTOWN PUNTA GORDA, AND HAS BEGUN CONSTRUCTION OF ITS FUTURE HOME. THE DESIGN OF THE PERMANENT CHARLOTTE COMMUNITY FOUNDATION CAMPUS INCLUDES TWO BUILDINGS JOINED BY A COURTYARD. ONE BUILDING IS FOR THE DAILY OPERATIONS, AND INCLUDES MEETING ROOMS, A RESOURCE LIBRARY FOR USE BY NONPROFIT ORGANIZATIONS TO ACCESS SOURCES OF FUNDING THROUGHOUT THE COUNTRY USING THE FOUNDATION CENTER COLLABORATIVE COLLECTION, AND STAFF OFFICE SPACE. THE EDUCATION CENTER WILL PROVIDE A CLASSROOM SUITABLE FOR NONPROFIT NETWORK TRAINING PROGRAMS AND WORKSHOPS AND WILL BE AVAILABLE TO OTHER NONPROFIT ORGANIZATIONS FOR THEIR USE. AT THE CLOSE OF 2012, THE FOUNDATION HAD INCURRED ENGINEERING RELATED START-UP COSTS AND CONSTRUCTION COSTS WHICH HAVE BEEN RECORDED TO CONSTRUCTION IN PROGRESS TOTALING 131,961. UNTIL THE BUILDING PROJECT IS COMPLETE, THE FOUNDATION WILL CONTINUE TO LEASE OFFICE SPACE IN DOWNTOWN PUNTA GORDA.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0INTENDED USES FOR ENDOWMENT FUNDS
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1LIABILITY UNDER FIN 48 FOOTNOTE
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2REVENUE AMOUNTS INCLUDED ON RETURN - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier3EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier4SUPPLEMENTAL FINANCIAL INFORMATION
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0SCHEDULE D, PAGE 2, PART V, LINE 4

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,833,742
Liabilities
$15,427
Net assets
$4,818,315
Revenue
-
Expenses
$1,611,395
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.4$1.98$22.4$2.20$3.15$0.94
2023Detailed filing. Detailed filing data is available for this year.$23.6$1.75$21.8$8.57$3.52$5.06
2022Detailed filing. Detailed filing data is available for this year.$16.7$1.59$15.1$3.12$3.24$0.13
2021Detailed filing. Detailed filing data is available for this year.$19.9$1.89$18.0$1.59$1.30$0.29
2020Detailed filing. Detailed filing data is available for this year.$18.7$1.58$17.1$6.38$1.66$4.72
2019Detailed filing. Detailed filing data is available for this year.$12.9$0.76$12.2$1.37$1.32$0.05
2018Detailed filing. Detailed filing data is available for this year.$11.8$0.55$11.2$1.15$1.64$0.49
2017Detailed filing. Detailed filing data is available for this year.$13.0$0.20$12.8$2.46$1.18$1.28
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.6$0.44$1.19$0.75
2015Detailed filing. Detailed filing data is available for this year.$11.8$1.07$10.7$6.34$0.96$5.38
2014Detailed filing. Detailed filing data is available for this year.$6.60$1.01$5.59$0.79$0.70$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.81$0.02$5.79$1.68$0.69$1.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.02$4.82$1.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.97$0.01$5.97$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.01$4.35$0.47