Civic Intelligence

Charlotte Chamber Community Foundation Inc.

990EZ • Fiscal year 2016 • EIN 65-0492790

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 11, 2017

2702 Tamiami TrailPort Charlotte, FL 33952-5129

(941) 627-2222

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

91st percentile

104%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$56,082

Up $28,628 (+104%) from 2015

Net Assets

Up

$56,082

Up $28,628 (+104%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$114,336

Up $33,979 (+42%) from 2015

Expenses

Up

$85,708

Up $9,160 (+12%) from 2015

Net Income

Up

$28,628

Up $24,819 (+652%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$56,082
Liabilities-
Net Assets$56,082

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$114,336
Expenses$85,708
Net Income$28,628
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 11, 2017
Return Version
2015v3.0
Gross Receipts
$114,336
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE LEADERSHIP CHARLOTTE CLASS OF 2016 WAS DEDICATED TO THREE CHARITABLE ORGANIZATIONS: GOLISANO CHILDREN'S SPECIALITY PEDIATRIC CLINIC, NEW OPERATION COOPER STREET AND AMI KIDS CROSSROADS. THE MAIN FOCUS OF 2016 LEADERSHIP CHARLOTTE CLASS WAS TO FOCUS ON THE LEADERSHIP POTENTIAL OF YOUTH IN OUR COMMUNITY.-$63,568
FACELIFT IS A COMMUNITY PROJECT WITH A MISSION TO ENHANCE THE APPEARANCE AND SENSE OF PRIDE OF US41 IN PORT CHARLOTTE THROUGH BUSINESS AND COMMUNITY OUTREACH PARTNERSHIPS.-$12,205
CHARLOTTE CHAMBER COMMUNITY SPONSORED THE 7TH ANNUAL GOLF TOURNAMENT TO BENEFIT THE JUNIOR LEADERSHIP CHARLOTTE PROGRAM-$5,211
JR. LEADERSHIP - THIS PROGRAM BENEFITS HIGH SCHOOL JUNIORS WITH MONTHLY SEMINARS TO GROOM THEM TO BECOME COMMUNITY LEADERS.-$4,724
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE MATHISSecretary-$0--
TONY SMITHTreasurer-$0--
JASON LUCASPresident-$0--
DENISE DULLVice Preside-$0--
WENDY ATKINSONPast-Pres-$0--
ALYSON BURCHDirector-$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
Julie Mathis
Title
Secretary
Phone
9416272222
Signed
2017-01-11

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses pgm exp-jr leadership 4,724 pgm exp-golf tournament 5,211 pgm exp-lc class 2016 pro 63,568 pgm exp-facelift 41 12,205 total 85,708

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 30

The leadership charlotte class of 2016 was dedicated to three charitable organizations: golisano children's speciality pediatric clinic, new operation cooper street and ami kids crossroads. The main focus of 2016 leadership charlotte class was to focus on the leadership potential of youth in our community.

Form 990-ez, Part III, Line 31

Facelift is a community project with a mission to enhance the appearance and sense of pride of us41 in port charlotte through business and community outreach partnerships.

Raw XML Appendix146 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/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST-PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt085708
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MANAGEMENT TOOLS & LEADERSHIP SKILLS TO YOUTH AND COMMUNITY MEMBERS AND SUPPORT CHARITABLE COMMUNITY PROJECTS.
IRS990EZ/ProgramServiceRevenueAmt0114251
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARLOTTE CHAMBER COMMUNITY SPONSORED THE 7TH ANNUAL GOLF TOURNAMENT TO BENEFIT THE JUNIOR LEADERSHIP CHARLOTTE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE LEADERSHIP CHARLOTTE CLASS OF 2016 WAS DEDICATED TO THREE CHARITABLE ORGANIZATIONS: GOLISANO CHILDREN'S SPECIALITY PEDIATRIC CLINIC, NEW OPERATION COOPER STREET AND AMI KIDS CROSSROADS. THE MAIN FOCUS OF 2016 LEADERSHIP CHARLOTTE CLASS WAS TO FOCUS ON THE LEADERSHIP POTENTIAL OF YOUTH IN OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3FACELIFT IS A COMMUNITY PROJECT WITH A MISSION TO ENHANCE THE APPEARANCE AND SENSE OF PRIDE OF US41 IN PORT CHARLOTTE THROUGH BUSINESS AND COMMUNITY OUTREACH PARTNERSHIPS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PGM EXP-JR LEADERSHIP 4,724 PGM EXP-GOLF TOURNAMENT 5,211 PGM EXP-LC CLASS 2016 PRO 63,568 PGM EXP-FACELIFT 41 12,205 TOTAL 85,708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE MANAGEMENT TOOLS & LEADERSHIP SKILLS TO YOUTH AND COMMUNITY MEMBERS AND SUPPORT CHARITABLE COMMUNITY PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE LEADERSHIP CHARLOTTE CLASS OF 2016 WAS DEDICATED TO THREE CHARITABLE ORGANIZATIONS: GOLISANO CHILDREN'S SPECIALITY PEDIATRIC CLINIC, NEW OPERATION COOPER STREET AND AMI KIDS CROSSROADS. THE MAIN FOCUS OF 2016 LEADERSHIP CHARLOTTE CLASS WAS TO FOCUS ON THE LEADERSHIP POTENTIAL OF YOUTH IN OUR COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FACELIFT IS A COMMUNITY PROJECT WITH A MISSION TO ENHANCE THE APPEARANCE AND SENSE OF PRIDE OF US41 IN PORT CHARLOTTE THROUGH BUSINESS AND COMMUNITY OUTREACH PARTNERSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE MATHIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09416272222
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE CHAMBER COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0650492790
ReturnHeader/Filer/PhoneNum09416272222
ReturnHeader/Filer/USAddress/AddressLine1Txt02702 TAMIAMI TRAIL
ReturnHeader/Filer/USAddress/CityNm0PORT CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0339525129
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650161812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEBB LORAH & MCMILLAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01107 WEST MARION AVE UNIT 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PUNTA GORDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033950
ReturnHeader/PreparerPersonGrp/PhoneNum09416378884
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY L LORAH
ReturnHeader/ReturnTs02017-01-12T08:48:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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