Civic Intelligence

Charlotte Chamber Community Foundation Inc.

990EZ • Fiscal year 2022 • EIN 65-0492790

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 12, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

11th percentile

-46%

Higher net margin than 11% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-15%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-46%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$167,545

Down $28,435 (-15%) from 2021

Net Assets

Down

$167,545

Down $28,435 (-15%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$61,495

Down $52,289 (-46%) from 2021

Expenses

Up

$89,930

Up $77,405 (+618%) from 2021

Net Income

Down

-$28,435

Down $129,694 (-128%) from 2021

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

2022

Assets$167,545
Liabilities-
Net Assets$167,545

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

2022

Revenue$61,495
Expenses$89,930
Net Income-$28,435
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 12, 2023
Return Version
2021v4.0
Gross Receipts
$61,495
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 2022 WILL RAISE FUNDS TO SUPPORT THE MENTAL HEALTH EFFORTS OF AREA NONPROFIT ORGANIZATIONS TO HELP COMBAT THE CHALLENGES THAT ALL ARE FACING IN THESE TURBULENT TIMES.-$46,459
THE LEADERSHIP CHARLOTTE CLASS OF 2019 CONDUCTED A PROGRAM TITLED (LEADERSHIP FOR LITERACY", WHICH RELATED TO THE PROCUREMENT AND OUTFITTING OF A USED SCHOOL BUS TO PROVIDE THE COMMUNITY'S YOUTH WITH A MOBILE LIBRARY AND TO CONDUCT LITERACY PROGRAMS THAT ARE MOBILE AND CAN BE PRESENTED THROUGHOUT THE COMMUNITY.-$39,060
JR. LEADERSHIP - THIS PROGRAM BENEFITS HIGH SCHOOL JUNIORS WITH MONTHLY SEMINARS TO GROOM THEM TO BECOME COMMUNITY LEADERS.-$3,911
OTHER PROGRAMS INCLUDED THE GRANT PROGRAMS FOR JR LEADERSHIP STUDENTS,JLC TIME CAPSULE PROJECT AND THE LC CLASS OF 2022 GLOW GALA.-$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN BRANDPast Preside-$0--
EDITH LONGVice Preside-$0--
BOB WHITEExecutive Di-$0--
KELSEY J VEITENGRUBERSecretary-$0--
TOBY LYNNTreasurer-$0--
STEPHEN LINEBERRYPresident-$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
Stephen Lineberry
Title
President
Phone
9416272222
Signed
2023-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Webb Lorah & Mcmillan 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 16

Expenses pgm exp-jr leadership 3,852 pgm exp-class of 2022 46,459 pgm exp-jlc perpetual 500 pgm exp-lc class 2019 39,060 total 89,871

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 2019 conducted a program titled (leadership for literacy", which related to the procurement and outfitting of a used school bus to provide the community's youth with a mobile library and to conduct literacy programs that are mobile and can be presented throughout the community.

Form 990-ez, Part III, Line 31

Other programs included the grant programs for jr leadership students,jlc time capsule project and the lc class of 2022 glow gala.

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/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE LEADERSHIP CHARLOTTE CLASS OF 2019 CONDUCTED A PROGRAM TITLED (LEADERSHIP FOR LITERACY", WHICH RELATED TO THE PROCUREMENT AND OUTFITTING OF A USED SCHOOL BUS TO PROVIDE THE COMMUNITY'S YOUTH WITH A MOBILE LIBRARY AND TO CONDUCT LITERACY PROGRAMS THAT ARE MOBILE AND CAN BE PRESENTED THROUGHOUT THE COMMUNITY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PGM EXP-JR LEADERSHIP 3,852 PGM EXP-CLASS OF 2022 46,459 PGM EXP-JLC PERPETUAL 500 PGM EXP-LC CLASS 2019 39,060 TOTAL 89,871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE MANAGEMENT TOOLS & LEADERSHIP SKILLS TO YOUTH AND COMMUNITY MEMBERS AND SUPPORT CHARITABLE COMMUNITY PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE LEADERSHIP CHARLOTTE CLASS OF 2019 CONDUCTED A PROGRAM TITLED (LEADERSHIP FOR LITERACY", WHICH RELATED TO THE PROCUREMENT AND OUTFITTING OF A USED SCHOOL BUS TO PROVIDE THE COMMUNITY'S YOUTH WITH A MOBILE LIBRARY AND TO CONDUCT LITERACY PROGRAMS THAT ARE MOBILE AND CAN BE PRESENTED THROUGHOUT THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER PROGRAMS INCLUDED THE GRANT PROGRAMS FOR JR LEADERSHIP STUDENTS,JLC TIME CAPSULE PROJECT AND THE LC CLASS OF 2022 GLOW GALA.
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/BuildTS02023-03-07 01:45:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN LINEBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09416272222
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE CHAMBER COMMUNITY
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ReturnHeader/Filer/EIN0650492790
ReturnHeader/Filer/PhoneNum09416272222
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ReturnHeader/Filer/USAddress/CityNm0PORT CHARLOTTE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01107 W MARION AVE UNIT 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PUNTA GORDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum09416378884
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY L LORAH
ReturnHeader/ReturnTs02023-01-12T12:50:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINEBERRY
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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