CHARLOTTE COUNTY CHAMBER OF COMMERCE INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: CHARLOTTE COUNTY CHAMBER OF COMMERCE INC (EIN 59-1149738)
Tax period: 2024-10-01 to 2025-09-30
Filed: 2026-01-22
IRS object ID: 202600229349300305
Schema version: 2024v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-01-22T10:47:30-05:00	ReturnTs
Tax Period End	2025-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	650161812	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MCMILLAN WHITEMAN & ASSOCIATES PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1107 W MARION AVE UNIT 115	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33950	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	591149738	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHARLOTTE COUNTY CHAMBER OF	BusinessNameLine1Txt
Business Name Line2	COMMERCE INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CHAR	BusinessNameControlTxt
Phone	9416272222	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2702 TAMIAMI TRAIL	AddressLine1Txt
City	PORT CHARLOTTE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33952	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BOB WHITE	PersonNm
Person Title	CHIEF EXEC. OFFICER	PersonTitleTxt
Phone	9416272222	PhoneNum
Signature	2025-12-29	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RAY E WHITEMAN	PreparerPersonNm
PTIN	P02073180	PTIN
Phone	9416378884	PhoneNum
Preparation	2026-01-22	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JAMES COALWELL	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1100 TAMIAMI TRAIL	AddressLine1Txt
City	PORT CHARLOTTE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33953	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$602,792	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.CHARLOTTECOUNTYCHAMBER.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1966	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	THE CHARLOTTE COUNTY CHAMBER OF COMMERCE IS ORGANIZED TO ADVANCE THE PROSPERITY AND GENERAL WELFARE OF ITS BUSINESS MEMBERS AND THE COMMUNITY THEY SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	21	VotingMembersGoverningBodyCnt
Voting Members Independent	21	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Volunteers	16	TotalVolunteersCnt
Total Gross UBI	$50,934	TotalGrossUBIAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$507,820	PYProgramServiceRevenueAmt
CY Program Service Revenue	$534,434	CYProgramServiceRevenueAmt
PY Investment Income	$13,220	PYInvestmentIncomeAmt
CY Investment Income	$17,345	CYInvestmentIncomeAmt
PY Other Revenue	$50,889	PYOtherRevenueAmt
CY Other Revenue	$51,004	CYOtherRevenueAmt
PY Total Revenue	$571,929	PYTotalRevenueAmt
CY Total Revenue	$602,783	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$299,608	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$345,439	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$275,122	PYOtherExpensesAmt
CY Other Expenses	$282,783	CYOtherExpensesAmt
PY Total Expenses	$574,730	PYTotalExpensesAmt
CY Total Expenses	$628,222	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,801	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$25,439	CYRevenuesLessExpensesAmt
Total Assets BOY	$979,215	TotalAssetsBOYAmt
Total Assets EOY	$965,176	TotalAssetsEOYAmt
Total Liabilities BOY	$156,191	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$167,591	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$823,024	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$797,585	NetAssetsOrFundBalancesEOYAmt
Mission	THE CHARLOTTE COUNTY CHAMBER OF COMMERCE IS ORGANIZED TO ADVANCE THE PROSPERITY AND GENERAL WELFARE OF ITS BUSINESS MEMBERS AND THE COMMUNITY THEY SERVE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$545,321	ExpenseAmt
Revenue	$534,434	RevenueAmt
Desc	GOALS: 1. TO BE THE INFLUENTIAL VOICE OF THE BUSINESS COMMUNITY. 2. PLAY A PRIMARY ROLE IN FURTHER IMPROVING THE BUSINESS CLIMATE IN CHARLOTTE COUNTY. 3. PROVIDE LEADERSHIP FOR PROGRAMS THAT WILL ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITY. OBJECTIVES: 1. TO PROVIDE TANGIBLE BENEFITS TO CHAMBER MEMBERS THAT OFFER NUMEROUS NETWORKING OPPORTUNITIES AND VALUE ADDED SERVICES. 2. SUSTAIN MEMBERSHIP GROWTH AND RETENTION TO BE QUANTIFIED ON AN ANNUAL BASIS. 3. TO MAKE THE CHARLOTTE COUNTY CHAMBER OF COMMERCE A MODEL OF EXCELLENT CUSTOMER SERVICE AND BE RESPONSIVE TO MEMBER NEEDS.	Desc
Total Program Service Expenses	$545,321	TotalProgramServiceExpensesAmt
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (true)	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	4	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	5	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	21	GoverningBodyVotingMembersCnt
Independent Voting Member	21	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	RUTH UZONYI	PersonNm
Phone	9416272222	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2702 TAMIAMI TRAIL	AddressLine1Txt
City	PORT CHARLOTTE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33952	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
DONNA BARRETT
LEADERSHIP D	2.00	Yes (X)	$0	$0	$0
ROSA BENGHITT
SECRETARY	2.00	Yes (X)	$0	$0	$0	Yes (X)
CRISTIN BEVERLEY
VP-MEMBERSHI	2.00	Yes (X)	$0	$0	$0	Yes (X)
PERI BLUEMER
DIRECTOR	2.00	Yes (X)	$0	$0	$0
JESSICA CLINE
DIRECTOR	2.00	Yes (X)	$0	$0	$0
JAMES COALWELL
PRESIDENT	2.00	Yes (X)	$0	$0	$0	Yes (X)
TERESA DA COSTA
TREASURER	2.00	Yes (X)	$0	$0	$0	Yes (X)
MICHAEL EHRAT
PRES-ELECT	2.00	Yes (X)	$0	$0	$0	Yes (X)
HECTOR FLORES
EX-OFFICIO N	2.00	Yes (X)	$0	$0	$0
SHAWN GILSTAD
DIRECTOR	2.00	Yes (X)	$0	$0	$0
KEVIN GRAHAM
IMMED PAST P	2.00	Yes (X)	$0	$0	$0	Yes (X)
CRAIG HOLT
DIRECTOR	2.00	Yes (X)	$0	$0	$0
DORI HOLTVOIGHT
DIRECTOR	2.00	Yes (X)	$0	$0	$0
JAMI JOANNES
DIRECTOR	2.00	Yes (X)	$0	$0	$0
JOHN LECLAIR
NON-VOTING D	2.00	Yes (X)	$0	$0	$0
MIKE MARTIN
DIRECTOR	2.00	Yes (X)	$0	$0	$0
ANGIE MATTHIESSEN
DIRECTOR	2.00	Yes (X)	$0	$0	$0
JILL MCCRORY
DIRECTOR	2.00	Yes (X)	$0	$0	$0
STACEY MEYER
DIRECTOR	2.00	Yes (X)	$0	$0	$0
KALEY MILLER
NON-VOTING D	2.00	Yes (X)	$0	$0	$0
KATHERINE PAYNE
DIRECTOR	2.00	Yes (X)	$0	$0	$0
NATALIE PROCTOR
DIRECTOR	2.00	Yes (X)	$0	$0	$0
KRIS PROUDFOOT
DIRECTOR	2.00	Yes (X)	$0	$0	$0
MELISSA REICHERT
NON-VOTING D	2.00	Yes (X)	$0	$0	$0
JESSICA RHEA
VP-LEADERSHI	2.00	Yes (X)	$0	$0	$0	Yes (X)
KAY TRACEY
EX-OFFFICIO	2.00	Yes (X)	$0	$0	$0
NICK WORDEN
DIRECTOR	2.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP & DUES	$304,170	$304,170
PROJECTS	$124,419	$124,419
SUSTAINING PARTNERS	$79,000	$79,000
IN-KIND MEMBERSHIP DUES	$25,090	$25,090
BUSINESS PUBLICATIONS	$1,755	$1,755

Field	Value	IRS element (for citing)
Total Program Service Revenue	$534,434	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,354	TotalRevenueColumnAmt
Related Or Exempt Func Income	$17,354	RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$9,170	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$9,170	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,170	TotalRevenueColumnAmt
Unrelated Business Revenue	$9,170	UnrelatedBusinessRevenueAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$9	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	-$9	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$9	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$9	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
COMMUNITY GUIDE	541800	$37,002	$37,002
NEWSLETTER	541800	$4,762	$4,762
MISCELLANEOUS		$70		$70

Field	Value	IRS element (for citing)
Other Revenue Total	$41,834	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$602,783	TotalRevenueColumnAmt
Related Or Exempt Func Income	$551,849	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$50,934	UnrelatedBusinessRevenueAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$84,690	TotalAmt
Program Services	$69,446	ProgramServicesAmt
Management And General	$15,244	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$222,429	TotalAmt
Program Services	$182,392	ProgramServicesAmt
Management And General	$40,037	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$7,315	TotalAmt
Program Services	$5,998	ProgramServicesAmt
Management And General	$1,317	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$7,244	TotalAmt
Program Services	$5,940	ProgramServicesAmt
Management And General	$1,304	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$23,761	TotalAmt
Program Services	$19,484	ProgramServicesAmt
Management And General	$4,277	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$3,890	TotalAmt
Program Services	$3,307	ProgramServicesAmt
Management And General	$583	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$45,647	TotalAmt
Program Services	$44,884	ProgramServicesAmt
Management And General	$763	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$32,883	TotalAmt
Program Services	$27,046	ProgramServicesAmt
Management And General	$5,837	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$27,988	TotalAmt
Program Services	$23,790	ProgramServicesAmt
Management And General	$4,198	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,433	TotalAmt
Program Services	$6,915	ProgramServicesAmt
Management And General	$1,518	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$23,923	TotalAmt
Program Services	$20,335	ProgramServicesAmt
Management And General	$3,588	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$25,059	TotalAmt
Program Services	$21,300	ProgramServicesAmt
Management And General	$3,759	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PROJECT & PUBLICATION COS	$88,497	$88,497
COMMUNITY GUIDE EXPENSES	$23,291	$23,291
EQUIPMENT MAINTENANCE	$2,997	$2,547	$450
TAXES & LICENSES	$175	$149	$26

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$628,222	TotalAmt
Program Services	$545,321	ProgramServicesAmt
Management And General	$82,901	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$117	BOYAmt
EOY	$117	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$575,337	BOYAmt
EOY	$564,824	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$18,179	BOYAmt
EOY	$23,895	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$19,287	BOYAmt
EOY	$28,673	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$755,525	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$407,858	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$366,295	BOYAmt
EOY	$347,667	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$979,215	BOYAmt
EOY	$965,176	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$20,162	BOYAmt
EOY	$7,086	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$136,029	BOYAmt
EOY	$160,505	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$156,191	BOYAmt
EOY	$167,591	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$823,024	BOYAmt
EOY	$797,585	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$823,024	BOYAmt
EOY	$797,585	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$979,215	BOYAmt
EOY	$965,176	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$25,439	ReconcilationRevenueExpnssAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	false	SubstantiallyAllDuesNondedInd
Only In House Lobbying	false	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	false	AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$68,700	OtherCostOrOtherBasisAmt
Book Value	$68,700	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$639,403	OtherCostOrOtherBasisAmt
Depreciation	$364,064	DepreciationAmt
Book Value	$275,339	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$47,422	OtherCostOrOtherBasisAmt
Depreciation	$43,794	DepreciationAmt
Book Value	$3,628	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$347,667	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$602,783	TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal	$602,783	RevenueSubtotalAmt
Total Revenue Per Form990	$602,783	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$628,222	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$628,222	ExpensesSubtotalAmt
Total Expenses Per Form990	$628,222	TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B	BOARD MEMBERS REVIEW DRAFT OF 990 AND APPROVE IT FOR FILING.
FORM 990, PAGE 6, PART VI, LINE 12C	CONFLICT OF INTEREST POLICY 1.POLICY STATEMENT: AN AGENT OF THE CHAMBER MUST ABSTAIN FROM DISCUSSION, VOTING AND ATTEMPTS TO INFLUENCE THE CHAMBER WITH RESPECT TO ANY TRANSACTION FOR WHICH THE AGENT HAS A CONFLICT OF INTEREST. 2. DISCLOSURE: AN AGENT SHALL DISCLOSE A CONFLICT OF INTEREST BY SIGNIFYING ABSTENTION AT THE TIME A VOTE IS TAKEN ON A TRANSACTION FOR WHICH THE AGENT HAS A CONFLICT OF INTEREST, OR EARLIER IF THE AGENT CONCLUDES EARLIER DISCLOSURE IS NECESSARY IN ORDER TO AVOID A FURTHER CONFLICT OF INTEREST OR AN APPEARANCE OF IMPROPRIETY. 3. DEFINITIONS: AS USED IN THIS POLICY STATEMENT, THE FOLLOWING TERMS HAVE THE MEANINGS SET FORTH BELOW: A. "CHAMBER" MEANS THE CHARLOTTE COUNTY CHAMBER OF COMMERCE, INC. AND ALL OF ITS BOARDS, COMMITTEES, TASK FORCES AND OTHER ASSEMBLAGES OF MEMBERS AND THEIR REPRESENTATIVES. B. "AGENT" MEANS ALL OFFICERS, DIRECTORS, COMMITTEE AND TASK FORCE MEMBERS OF THE CHAMBER. C. "TRANSACTION" MEANS ALL UNDERTAKINGS OF THE CHAMBER, INCLUDING: (I) THE SALE, PURCHASE OR LEASE OF ANY REAL OR PERSONAL PROPERTY, EQUIPMENT OR OTHER ASSET; (II) EMPLOYMENT OF ANY PARTY; (III) ENTERING INTO A CONTRACT, SUBCONTRACT OR BUSINESS RELATIONSHIP WITH ANY PARTY; (IV) INVESTMENT OR DEPOSIT OF CHAMBER FUNDS; (V) TAKING A POSITION IN SUPPORT OF OR AGAINST ANY GOVERNMENTAL OR POLITICAL ISSUES, OFFICIAL OR CANDIDATE; AND (VI) THE SETTING OF ANY POLICY OR PROCEDURE OF THE CHAMBER. D. "CONFLICT OF INTEREST: AN AGENT HAS A CONFLICT OF INTEREST WHEN THE AGENT OR THE AGENT'S EMPLOYER MAINTAINS A FINANCIAL OR BUSINESS INTEREST IN A TRANSACTION; (II) THE AGENT WILL INCUR BENEFIT OR DETRIMENT FROM A TRANSACTION AS A CANDIDATE FOR OR HOLDER OF POLITICAL OFFICE; (III) THE AGENT IS RELATED BY BLOOD OR MARRIAGE TO ANY PARTY WITH A FINANCIAL OR BUSINESS INTEREST IN A TRANSACTION; (IV) THE AGENT MAINTAINS A RELATIONSHIP WITH ANY PARTY WITH A FINANCIAL, BUSINESS, POLITICAL OR OTHER INTEREST IN A TRANSACTION WHICH MAY IMPAIR THE AGENT'S OBJECTIVITY OR CREATES AN APPEARANCE OF IMPROPRIETY. 4. VOTING PROCEDURES. IMMEDIATELY FOLLOWING EVERY VOTE OF THE BOARD OF DIRECTORS OR ANY COMMITTEE OR TASK FORCE OF THE CHAMBER, THE PRESIDING OFFICER CALLING FOR THE VOTE SHALL REQUEST THAT ALL AGENTS ABSTAINING FROM THE VOTE SIGNIFY THEIR ABSTENTION. ALL ABSTENTIONS SHALL BE NOTED IN THE MINUTES OF THE MEETING AT WHICH THE VOTE IS TAKEN. WHISTLEBLOWER PROTECTION POLICY THE WHISTLEBLOWER PROTECTION POLICY WAS IMPLEMENTED AT THE CHARLOTTE COUNTY CHAMBER OF COMMERCE TO COMPLY WITH THE PUBLIC COMPANY ACCOUNTING REFORM AND INVESTOR PROTECTION ACT OF 2002 (SARBANES-OXLEY). THIS PROVISION IN THE LEGISLATION APPLIES TO ALL ORGANIZATIONS, NOT JUST PUBLICLY TRADED ONES. AT THE CHARLOTTE COUNTY CHAMBER OF COMMERCE, ANY STAFF MEMBER OR VOLUNTEER WHO REPORTS WASTE, FRAUD OR ABUSE WILL NOT BE FIRED OR OTHERWISE RETALIATED AGAINST FOR MAKING THE REPORT. THE REPORT WILL BE INVESTIGATED AND EVEN IF DETERMINED NOT TO BE WASTE, FRAUD OR ABUSE, THE INDIVIDUAL MAKING THE REPORT WILL NOT BE RETALIATED AGAINST. THERE WILL BE NO PUNISHMENT FOR REPORTING PROBLEMS, INCLUDING FIRING, DEMOTION, SUSPENSION, HARASSMENT, FAILURE TO CONSIDER THE EMPLOYEE FOR PROMOTION OR ANY OTHER KIND OF DISCRIMINATION. THERE ARE SEVERAL WAYS TO MAKE A REPORT OF SUSPECTED WASTE, FRAUD OR ABUSE: -CALL THE CHAMBER PRESIDENT (ANONYMOUS HOTLINE) -SEND AN E-MAIL TO THE CHAMBER PRESIDENT -SUBMIT A REPORT IN WRITING TO THE CHAMBER PRESIDENT HERE IS WHAT THE CHARLOTTE COUNTY CHAMBER OF COMMERCE WILL DO TO INVESTIGATE THE REPORT: -PROVIDE THE PERSON FILING A REPORT WITH A SUMMARY OF OUR FINDINGS -TAKE STEPS TO DEAL WITH THE ISSUE ADDRESSED, INCLUDING MAKING OPERATIONAL OR PERSONNEL CHANGES -IF WARRANTED, CONTACT LAW ENFORCEMENT TO DEAL WITH ANY CRIMINAL ACTIVITIES. DOCUMENT RETENTION POLICY THE DOCUMENT RETENTION POLICY IS BEING IMPLEMENTED AT THE CHARLOTTE COUNTY CHAMBER OF COMMERCE TO COMPLY WITH THE PUBLIC COMPANY ACCOUNTING REFORM AND INVESTOR PROTECTION OF 2002 (SARBANES-OXLEY). THIS PROVISION IN THE LEGISLATION APPLIES TO ALL ORGANIZATIONS, NOT JUST PUBLICLY TRADED ONES. THIS POLICY IS INTENDED TO PROVIDE THE STAFF AND VOLUNTEERS WITH CLEAR GUIDELINES ON DOCUMENT RETENTION AND DESTRUCTION. THE DOCUMENTS LISTED BELOW SHOULD BE STORED/ARCHIVED/ABLE TO BE RETRIEVED. IF AN OFFICIAL INVESTIGATION IS UNDERWAY OR EVEN SUSPECTED, ALL DOCUMENT DESTRUCTION MUST STOP IMMEDIATELY IN ORDER TO AVOID CRIMINAL OBSTRUCTION CHARGES. -FINANCIAL DOCUMENTS, REPORTS, ANALYSIS AND FORECASTS -DONOR RECORDS, HISTORY, CORRESPONDENCE -HUMAN RESOURCE RECORDS -DOCUMENTS THAT REFLECT THE SALE OF PROPERTY, MERCHANDISE OR ANY TANGIBLE OR INTANGIBLE ASSETS -DOCUMENTS THAT A REGULATORY AGENCY OR LAW REQUIRES US TO RETAIN, SUCH AS TAX RETURNS, BUSINESS LICENSE DOCUMENTS, VEHICLE REGISTRATION FORMS AND CORRESPONDENCE REGARDING THESE DOCUMENTS -DOCUMENTS CONTAINING INFORMATION THAT AN AUDITOR WOULD NEED TO REVIEW -CONTRACTS WITH VENDORS FOR SERVICES, INCLUDING INSURANCE POLICIES, AUDITOR CONTRACT -CONTRACTS WITH EXTERNAL CLIENTS TO PROVIDE SERVICES TO THESE CLIENTS -CLIENT FILES AND CORRESPONDENCE, CONTRACTS -REQUESTS FOR PROPOSALS -DOCUMENTS RELATED TO THE CHAMBER'S OPERATIONS OR DOCUMENTS THAT HAVE HISTORICAL, LEGAL OR PROGRAMMATIC SIGNIFICANCE -INSTANT MESSAGE OR E-MAIL THAT CONTAINS NEGOTIATIONS FOR A CONTRACT OR OTHER LEGAL AGREEMENT -BUSINESS TRANSACTIONS INCLUDING DOCUMENTS THAT WOULD PROVIDE EVIDENCE THAT THE CHAMBER TOOK ACTION IN A BUSINESS, CONTRACTUAL OR LEGAL MATTER THE FOLLOWING RECORDS SHOULD BE RETAINED PERMANENTLY: ANNUAL AUDIT REPORTS, REVIEWED FINANCIAL STATEMENTS, AND MONTHLY FINANCIAL REPORTS ARTICLES OF INCORPORATION CANCELLED CHECKS FOR IMPORTANT PAYMENTS SUCH AS PURCHASE OR SALE OF PROPERTY, TAXES, ETC. CHECKS SHOULD BE FILED WITH PAPERS PERTAINING TO THE UNDERLYING TRANSACTION. CONSTITUTION AND BYLAWS CONTRACTS AND LEASES STILL IN EFFECT CORRESPONDENCE ON IMPORTANT LEGAL AND OTHER MATTERS DEEDS, MORTGAGES AND BILLS OF SALE DEPRECIATION SCHEDULES GENERAL JOURNAL OR LEDGER INCOME TAX RETURNS INSURANCE POLICIES (CURRENT) MINUTES PENSION/PROFIT SHARING PLANS PURCHASES, INCLUDING TITLE POLICIES, SALES AGREEMENTS PROPERTY RECORDS ROSTERS TERMINATION RECORDS CASH DISBURSEMENTS JOURNAL, CASH RECEIPTS JOURNAL, CHART OF ACCOUNTS, INVENTORY LISTS THE FOLLOWING RECORDS SHOULD BE RETAINED FOR TEN YEARS: ACCIDENT REPORTS AND CLAIMS (SETTLED) CLAIMS AND LITIGATION FILES CONTRACTS, GENERAL AND EMPLOYMENT LEASES SALES AND USE TAX RETURNS THE FOLLOWING RECORDS SHOULD BE RETAINED FOR SEVEN YEARS: BANK STATEMENTS/RECONCILIATIONS CHECKS (CANCELLED) CONTRACTS, GOVERNMENT, SALES THE FOLLOWING RECORDS SHOULD BE RETAINED FOR SIX YEARS: EMPLOYEE PAYROLL RECORDS EMPLOYEE PENSION RECORDS EMPLOYEE PERSONNEL RECORDS GOVERNMENT REPORTS THE FOLLOWING RECORDS SHOULD BE RETAINED FIVE YEARS: COMMITTEE MINUTES (NO BOARD AUTHORITY) OCCUPATIONAL INJURY RECORDS THE FOLLOWING RECORDS SHOULD BE RETAINED FOUR YEARS: PAYROLL RECORDS AND SUMMARIES, INCLUDING PENSION PAYMENTS PAYROLL TAX RETURNS TIME SHEETS THE FOLLOWING RECORDS SHOULD BE RETAINED THREE YEARS: ACCOUNTS RECEIVABLE/PAYABLE AUTHORIZATIONS/APPROPRIATIONS FOR EXPENDITURES BANK DEPOSIT SLIPS BUDGETS CORRESPONDENCE (GENERAL) EMPLOYEE EXPENSE REPORTS INSURANCE POLICIES (EXPIRED) INVOICES MEMBERSHIP RECORDS PATENTS, COPYRIGHTS, LICENSES, PERMITS AND SUPPORTING CORRESPONDENCE PETTY CASH VOUCHERS SALES RECORDS THE FOLLOWING RECORDS SHOULD BE RETAINED TWO YEARS: CONTINUING EDUCATION DOCUMENTS MANUSCRIPTS THE FOLLOWING RECORDS SHOULD BE RETAINED ONE YEAR: DEPOSIT SLIPS STORING AND ARCHIVING ELECTRONIC DOCUMENTS TESTING THE SYSTEM
FORM 990, PAGE 6, PART VI, LINE 15A	ANNUAL BOARD REVIEW (WE USE AS A GUIDE THE SALARY SURVEY THAT THE FACP/FLORIDA ASSOCIATION OF CHAMBER PROFESSIONALS DOES.)
FORM 990, PAGE 6, PART VI, LINE 19	OUR BY LAWS ARE ONLINE ON OUR WEBSITE UNDER THE CHAMBER HEADING AS A LINK ON THE BOARD OF DIRECTORS PAGE. IF SOMEONE WANTED TO VIEW ANY OF THESE DOCUMENTS, WE WOULD SET AN APPOINTMENT CONVENIENT TO BOTH THEM AND US AND LET THEM READ THE DOCUMENTS.