Civic Intelligence

Charlotte Chamber Community Foundation Inc

EIN 65-0492790 • 501(c)3 • Port Charlotte, FL

Profile

Provide management tools & leadership skills to youth and community members and support charitable community projects.

2702 Tamiami TrailPort Charlotte, FL 33952-5129

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

22nd percentile

-22%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

30th percentile

-23%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$111,880

Down $32,680 (-23%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$111,880

Down $32,680 (-23%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Up

$145,638

Up $24,331 (+20%) from 2024

Expenses

Up

$178,318

Up $31,193 (+21%) from 2024

Net Income

Down

-$32,680

Down $6,862 (-27%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$200K$150K$100K$50K$0Assets 2011: $44,879Liabilities 2011: $02011Assets 2012: $20,619Net Assets 2012: $20,6192012Assets 2013: $23,358Net Assets 2013: $23,3582013Assets 2014: $23,645Net Assets 2014: $23,6452014Assets 2015: $27,454Net Assets 2015: $27,4542015Assets 2016: $56,082Net Assets 2016: $56,0822016Assets 2017: $56,741Net Assets 2017: $56,7412017Assets 2018: $78,071Net Assets 2018: $78,0712018Assets 2019: $99,851Net Assets 2019: $99,8512019Assets 2020: $94,721Net Assets 2020: $94,7212020Assets 2021: $195,980Net Assets 2021: $195,9802021Assets 2022: $167,545Net Assets 2022: $167,5452022Assets 2023: $170,378Net Assets 2023: $170,3782023Assets 2024: $144,560Net Assets 2024: $144,5602024Assets 2025: $111,880Net Assets 2025: $111,8802025

Highlighted filing

2025

Assets$111,880
Liabilities-
Net Assets$111,880
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

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

$200K$100K$0-$100KRevenue 2011: $59,315Expenses 2011: $81,002Net Income 2011: -$21,6872011Revenue 2012: $71,987Expenses 2012: $96,247Net Income 2012: -$24,2602012Revenue 2013: $70,957Expenses 2013: $68,218Net Income 2013: $2,7392013Revenue 2014: $76,358Expenses 2014: $76,071Net Income 2014: $2872014Revenue 2015: $80,357Expenses 2015: $76,548Net Income 2015: $3,8092015Revenue 2016: $114,336Expenses 2016: $85,708Net Income 2016: $28,6282016Revenue 2017: $132,646Expenses 2017: $131,987Net Income 2017: $6592017Revenue 2018: $65,733Expenses 2018: $44,403Net Income 2018: $21,3302018Revenue 2019: $72,060Expenses 2019: $50,280Net Income 2019: $21,7802019Revenue 2020: $20,664Expenses 2020: $25,794Net Income 2020: -$5,1302020Revenue 2021: $113,784Expenses 2021: $12,525Net Income 2021: $101,2592021Revenue 2022: $61,495Expenses 2022: $89,930Net Income 2022: -$28,4352022Revenue 2023: $93,962Expenses 2023: $91,129Net Income 2023: $2,8332023Revenue 2024: $121,307Expenses 2024: $147,125Net Income 2024: -$25,8182024Revenue 2025: $145,638Expenses 2025: $178,318Net Income 2025: -$32,6802025

Highlighted filing

2025

Revenue$145,638
Expenses$178,318
Net Income-$32,680
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,880
Liabilities
-
Net assets
$111,880
Revenue
$145,638
Expenses
$178,318
Net income
-$32,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.46$1.78$0.33
2024Detailed filing. Detailed filing data is available for this year.$1.45$1.45$1.21$1.47$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.70$1.70$0.94$0.91$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.61$0.90$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.96$1.96$1.14$0.13$1.01
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.21$0.26$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.72$0.50$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.66$0.44$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.33$1.32$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.14$0.86$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.80$0.77$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.76$0.76$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$0.71$0.68$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.72$0.96$0.24
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$0.59$0.81$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 15, 2025
Return Version
2024v5.0
Gross Receipts
$145,638
Mission and Program Overview

Mission

Provide management tools & leadership skills to youth and community members and support charitable community projects.

Program Services

DescriptionGrantsExpenses
THE 2025 LEADERSHIP CLASS' MAIN GOAL WAS TO CREATE THE CHILDREN'S ENRICHMENT FUND WHICH PROVIDES FINANCIAL ASSISTANCE AND ENSURES EVERY CHILD HAS ACCESS TO ACTIVITIES THAT HELP THEM BUILD CONFIDENCE, DISCOVER THEIR PASSIONS AND THRIVE. THE DONATIONS RECEIVED THROUGH THIS ENDEAVOR WILL DIRECTLY FUND SCHOLARSHIPS MANAGED BY THE UNITED WAY OF CHARLOTTE COUNTY.-$84,222
THE LEADERSHIP CHARLOTTE CLASS OF 2024 MAIN GOAL WAS TO SUPPORT THE LOVELAND CENTER WHICH SERVES CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND SUPPORTS INDIVIDUALS WITH THE GOAL OF HAVING AN INDEPENDENT LIFE. THE CARE MISSION IS TO HELP VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT IN CHARLOTTE COUNTY BY HELPI8NG SURVIVORS AND PRMOTING NON-VIOLENT AND HEALTH RELATIONS BY EDUCAITON.-$65,585
JR. LEADERSHIP - THIS PROGRAM BENEFITS HIGH SCHOOL JUNIORS WITH MONTHLY SEMINARS TO GROOM THEM TO BECOME COMMUNITY LEADERS.-$26,383
OTHER PROGRAMS INCLUDED THE GRANT PROGRAMS FOR JR LEADERSHIP STUDENTS,JLC PERPETUAL SCHOLARSHIP TIME CAPSULE AND LC CLASS OF 2022 HOP RACE AND SPEAKEASY.-$2,128
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES COALWELLPresident-El-$0--
KEVIN GRAHAMPresident-$0--
BOB WHITEChief Exec.-$0--
ROSA BENGHTTSecretary-$0--
TERESA DA COSTATreasurer-$0--
JESSICA RHEAVice Preside-$0--
CRISTIN BEVERLEYVP-Director-$0--
Filing and Contact Details

Filer

Filer Name
Charlotte Chamber Community
EIN
65-0492790
Phone
9416272222
Address
2702 TAMIAMI TRAIL, PORT CHARLOTTE, FL 33952-5129

Signing Officer

Name
Bob White
Title
Chief Exec. Officer
Phone
9416272222
Signed
2025-12-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses pgm exp-jr leadership 23,432 pgm exp-lc class of 2024 65,585 pgm exp-lc class of 2025 79,722 jlc scholarship 1,000 pgm exp-lc class 2020 1,128 pgm exp-lc 2025- 4th fest 4,500 pgm exp - awards 1,522 pg exp - other exp 585 total 177,474”

Form 990-ez, Part III

“Provide management tools & leadership skills to youth and community members and support charitable community projects.”

Form 990-ez, Part III, Line 29

“The leadership charlotte class of 2024 main goal was to support the loveland center which serves children and adults with intellectual and developmental disabilities and supports individuals with the goal of having an independent life. The care mission is to help victims of domestic violence and sexual assault in charlotte county by helpi8ng survivors and prmoting non-violent and health relations by educaiton.”

Form 990-ez, Part III, Line 31

“The 2025 leadership class' main goal was to create the children's enrichment fund which provides financial assistance and ensures every child has access to activities that help them build confidence, discover their passions and thrive. The donations received through this endeavor will directly fund scholarships managed by the united way of charlotte county.”

Raw XML Appendix150 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP-DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt0177474
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IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MANAGEMENT TOOLS & LEADERSHIP SKILLS TO YOUTH AND COMMUNITY MEMBERS AND SUPPORT CHARITABLE COMMUNITY PROJECTS.
IRS990EZ/PrintingPublicationsPostageAmt0844
IRS990EZ/ProgramServiceRevenueAmt0141141
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE LEADERSHIP CHARLOTTE CLASS OF 2024 MAIN GOAL WAS TO SUPPORT THE LOVELAND CENTER WHICH SERVES CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND SUPPORTS INDIVIDUALS WITH THE GOAL OF HAVING AN INDEPENDENT LIFE. THE CARE MISSION IS TO HELP VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT IN CHARLOTTE COUNTY BY HELPI8NG SURVIVORS AND PRMOTING NON-VIOLENT AND HEALTH RELATIONS BY EDUCAITON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER PROGRAMS INCLUDED THE GRANT PROGRAMS FOR JR LEADERSHIP STUDENTS,JLC PERPETUAL SCHOLARSHIP TIME CAPSULE AND LC CLASS OF 2022 HOP RACE AND SPEAKEASY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3THE 2025 LEADERSHIP CLASS' MAIN GOAL WAS TO CREATE THE CHILDREN'S ENRICHMENT FUND WHICH PROVIDES FINANCIAL ASSISTANCE AND ENSURES EVERY CHILD HAS ACCESS TO ACTIVITIES THAT HELP THEM BUILD CONFIDENCE, DISCOVER THEIR PASSIONS AND THRIVE. THE DONATIONS RECEIVED THROUGH THIS ENDEAVOR WILL DIRECTLY FUND SCHOLARSHIPS MANAGED BY THE UNITED WAY OF CHARLOTTE COUNTY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PGM EXP-JR LEADERSHIP 23,432 PGM EXP-LC CLASS OF 2024 65,585 PGM EXP-LC CLASS OF 2025 79,722 JLC SCHOLARSHIP 1,000 PGM EXP-LC CLASS 2020 1,128 PGM EXP-LC 2025- 4TH FEST 4,500 PGM EXP - AWARDS 1,522 PG EXP - OTHER EXP 585 TOTAL 177,474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE MANAGEMENT TOOLS & LEADERSHIP SKILLS TO YOUTH AND COMMUNITY MEMBERS AND SUPPORT CHARITABLE COMMUNITY PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE LEADERSHIP CHARLOTTE CLASS OF 2024 MAIN GOAL WAS TO SUPPORT THE LOVELAND CENTER WHICH SERVES CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND SUPPORTS INDIVIDUALS WITH THE GOAL OF HAVING AN INDEPENDENT LIFE. THE CARE MISSION IS TO HELP VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT IN CHARLOTTE COUNTY BY HELPI8NG SURVIVORS AND PRMOTING NON-VIOLENT AND HEALTH RELATIONS BY EDUCAITON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 2025 LEADERSHIP CLASS' MAIN GOAL WAS TO CREATE THE CHILDREN'S ENRICHMENT FUND WHICH PROVIDES FINANCIAL ASSISTANCE AND ENSURES EVERY CHILD HAS ACCESS TO ACTIVITIES THAT HELP THEM BUILD CONFIDENCE, DISCOVER THEIR PASSIONS AND THRIVE. THE DONATIONS RECEIVED THROUGH THIS ENDEAVOR WILL DIRECTLY FUND SCHOLARSHIPS MANAGED BY THE UNITED WAY OF CHARLOTTE COUNTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09416272222
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE CHAMBER COMMUNITY
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ReturnHeader/Filer/PhoneNum09416272222
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAY E WHITEMAN
ReturnHeader/ReturnTs02026-01-22T10:47:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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