Civic Intelligence

Enterprise Charlotte Foundation Inc

990EZ • Fiscal year 2019 • EIN 71-0878942

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 12, 2020

Organization ProfileN/A
19190 Cochran Blvd Box - 380997Port Charlotte, FL 33948

(941) 639-6600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.6%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$1,869

Down $70 (-3.6%) from 2018

Net Assets

Down

$1,869

Down $70 (-3.6%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2018

Expenses

Down

$70

Down $4,000 (-98%) from 2018

Net Income

Up

-$70

Up $4,000 (+98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$60K$40K$20K$0Assets 2012: $45,561Net Assets 2012: $45,5612012Assets 2013: $44,853Net Assets 2013: $44,8532013Assets 2014: $42,445Net Assets 2014: $42,4452014Assets 2015: $37,875Net Assets 2015: $37,8752015Assets 2016: $28,309Net Assets 2016: $28,3092016Assets 2017: $6,009Net Assets 2017: $6,0092017Assets 2018: $1,939Net Assets 2018: $1,9392018Assets 2019: $1,869Liabilities 2019: $0Net Assets 2019: $1,8692019Assets 2020: $1,939Liabilities 2020: $0Net Assets 2020: $1,9392020

Highlighted filing

2019

Assets$1,869
Liabilities$0
Net Assets$1,869
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2012: $3,795Expenses 2012: $2,587Net Income 2012: $1,2082012Revenue 2013: $58Expenses 2013: $766Net Income 2013: -$7082013Revenue 2014: $58Expenses 2014: $2,466Net Income 2014: -$2,4082014Revenue 2015: $51Expenses 2015: $4,621Net Income 2015: -$4,5702015Revenue 2016: $60Expenses 2016: $9,626Net Income 2016: -$9,5662016Revenue 2017: $3Expenses 2017: $22,303Net Income 2017: -$22,3002017Revenue 2018: $0Expenses 2018: $4,070Net Income 2018: -$4,0702018Revenue 2019: $0Expenses 2019: $70Net Income 2019: -$702019

Highlighted filing

2019

Revenue$0
Expenses$70
Net Income-$70
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 12, 2020
Return Version
2019v5.0
Mission and Program Overview

Mission

Provide support servcies for economic development.

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT SERVICES FOR ECONOMIC DEVELOPMENT.$70-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC LOCHETreasurer-$0--
JAMES COALWELLPresident-$0--
DANNY NIX JRVice President-$0--
VANESSA OLIVERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Enterprise Charlotte Foundation Inc
EIN
71-0878942
Phone
9416396600
Address
19190 COCHRAN BLVD BOX - 380997, PORT CHARLOTTE, FL 33948

Signing Officer

Name
James Coalwell
Title
President
Signed
2020-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Ashley Brown & Company CPAS
Address
366 E Olympia Ave, Punta Gorda, FL 33950
Preparer
Jeff Brown
Phone
9416396600
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SUNBIZ $70”

Raw XML Appendix115 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ASHLEY BROWN COMPANY CPAS
IRS990EZ/BooksInCareOfDetail/PhoneNum09416396600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0366 E OLYMPIA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PUNTA GORDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01939
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01869
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-70
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01939
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01869
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01939
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01869
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01939
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01869
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC LOCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES COALWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANNY NIX JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VANESSA OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT SERVCIES FOR ECONOMIC DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT SERVICES FOR ECONOMIC DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt070
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt070
IRS990EZ/TotalProgramServiceExpensesAmt070
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUNBIZ $70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES COALWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENTERPRISE CHARLOTTE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ENTE
ReturnHeader/Filer/EIN0710878942
ReturnHeader/Filer/PhoneNum09416396600
ReturnHeader/Filer/USAddress/AddressLine1Txt019190 COCHRAN BLVD BOX - 380997
ReturnHeader/Filer/USAddress/CityNm0PORT CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033948
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650771429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ashley Brown & Company CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0366 E Olympia Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Punta Gorda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033950
ReturnHeader/PreparerPersonGrp/PhoneNum09416396600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Brown
ReturnHeader/ReturnTs02020-08-12T09:35:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,869
Liabilities
$0
Net assets
$1,869
Revenue
$0
Expenses
$70
Net income
-$70
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.00$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.00$4.07$4.07
2017Detailed filing. Detailed filing data is available for this year.$6.01$6.01$0.00$22.3$22.3
2016Detailed filing. Detailed filing data is available for this year.$28.3$28.3$0.06$9.63$9.57
2015Detailed filing. Detailed filing data is available for this year.$37.9$37.9$0.05$4.62$4.57
2014Detailed filing. Detailed filing data is available for this year.$42.4$42.4$0.06$2.47$2.41
2013Detailed filing. Detailed filing data is available for this year.$44.9$44.9$0.06$0.77$0.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.6$45.6$3.80$2.59$1.21