Civic Intelligence

Charlotte Chamber Community Foundation Inc.

990EZ • Fiscal year 2023 • EIN 65-0492790

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

Organization ProfileN/A
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

50th percentile

3.0%

Higher net margin than 50% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

52nd percentile

1.7%

Faster asset growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

53%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$170,378

Up $2,833 (+1.7%) from 2022

Net Assets

Up

$170,378

Up $2,833 (+1.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Up

$93,962

Up $32,467 (+53%) from 2022

Expenses

Up

$91,129

Up $1,199 (+1.3%) from 2022

Net Income

Up

$2,833

Up $31,268 (+110%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2023

Assets$170,378
Liabilities-
Net Assets$170,378
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

2023

Revenue$93,962
Expenses$91,129
Net Income$2,833
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 30, 2023
Return Version
2022v5.0
Gross Receipts
$93,962
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 2023 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.-$64,464
JR. LEADERSHIP - THIS PROGRAM BENEFITS HIGH SCHOOL JUNIORS WITH MONTHLY SEMINARS TO GROOM THEM TO BECOME COMMUNITY LEADERS.-$16,027
OTHER PROGRAMS INCLUDED THE GRANT PROGRAMS FOR JR LEADERSHIP STUDENTS,JLC PERPETUAL SCHOLARSHIP TIME CAPSULE AND LC CLASS OF 2022 GLOW GALA.-$10,638
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLAS WORDENPresident-$0--
KEVIN GRAHAMPresident-El-$0--
BOB WHITEExecutive Di-$0--
KELSEY J VEITENGRUBERVice Preside-$0--
TERESA DA COSTATreasurer-$0--
JESSICA RHEASecretary-$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
Executive Director
Phone
9416272222
Signed
2023-01-30
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 15,485 pgm exp-lc class of 2023 64,464 pgm exp-lc class of 2022 9,638 jlc scholarship 1,000 total 90,587”

Form 990-ez, Part III

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

Raw XML Appendix145 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/BooksInCareOfDetail/USAddress/CityNm0PORT CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0167545
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICHOLAS WORDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELSEY J VEITENGRUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERESA DA COSTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA RHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt090587
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MANAGEMENT TOOLS & LEADERSHIP SKILLS TO YOUTH AND COMMUNITY MEMBERS AND SUPPORT CHARITABLE COMMUNITY PROJECTS.
IRS990EZ/PrintingPublicationsPostageAmt0542
IRS990EZ/ProgramServiceRevenueAmt093594
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JR. LEADERSHIP - THIS PROGRAM BENEFITS HIGH SCHOOL JUNIORS WITH MONTHLY SEMINARS TO GROOM THEM TO BECOME COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE LEADERSHIP CHARLOTTE CLASS OF 2023 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER PROGRAMS INCLUDED THE GRANT PROGRAMS FOR JR LEADERSHIP STUDENTS,JLC PERPETUAL SCHOLARSHIP TIME CAPSULE AND LC CLASS OF 2022 GLOW GALA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016027
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt164464
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210638
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091129
IRS990EZ/TotalProgramServiceExpensesAmt091129
IRS990EZ/TotalRevenueAmt093962
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt061097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020375
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01705
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0291669
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99460
IRS990ScheduleA/PublicSupportPY170Pct00.99480
IRS990ScheduleA/PublicSupportTotal170Amt0315360
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt061097
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt071794
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0315360
IRS990ScheduleA/TotalSupportAmt0317065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PGM EXP-JR LEADERSHIP 15,485 PGM EXP-LC CLASS OF 2023 64,464 PGM EXP-LC CLASS OF 2022 9,638 JLC SCHOLARSHIP 1,000 TOTAL 90,587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE MANAGEMENT TOOLS & LEADERSHIP SKILLS TO YOUTH AND COMMUNITY MEMBERS AND SUPPORT CHARITABLE COMMUNITY PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BOB WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09416272222
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-30
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650161812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEBB LORAH & MCMILLAN 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/PreparationDt02024-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY L LORAH
ReturnHeader/ReturnTs02024-01-31T12:40:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BOB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITE
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,378
Liabilities
-
Net assets
$170,378
Revenue
$93,962
Expenses
$91,129
Net income
$2,833
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