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Port Charlotte Rotary Foundation Inc

  • Pt Charlotte, FL
  • Tax-exempt since May 1981
  • EIN: 59-2040361

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$13.8k (2023)

Expenses
$26k (2023)

Total Assets
$70k (2023)

Total Liabilities
$2.48k (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$13,771
Expenses
$26,011
Net Income
-$12,240
Net Assets
$67,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,793
85.6%
Program Services $0
Investment Income $1,978
14.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $69,950
Total Liabilities $2,475
Net Assets $67,475
Compensation
Key Employees and Officers Compensation Other
Gerry Henwood (President) $0 $0
Christopher Gover (Secretary) $0 $0
K Stephen Carter (Treasurer) $0 $0

Document Links

990-EZ
Filed on March 4, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$4,848
Expenses
$2,561
Net Income
$2,287
Net Assets
$75,215
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,825
99.5%
Program Services $0
Investment Income $23
0.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $82,190
Total Liabilities $6,975
Net Assets $75,215
Compensation
Key Employees and Officers Compensation Other
Gerry Henwood (President) $0 $0
Christopher Gover (Secretary) $0 $0
Stephen Carter (Treasurer) $0 $0

Document Links

990-EZ
Filed on Nov. 11, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$4,281
Expenses
$6,021
Net Income
-$1,740
Net Assets
$72,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,273
99.8%
Program Services $0
Investment Income $8
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $83,903
Total Liabilities $10,975
Net Assets $72,928
Compensation
Key Employees and Officers Compensation Other
Bob Mcduffie Jr (President) $0 $0
Christopher Gover (Secretary) $0 $0
G David Powell (Treasurer) $0 $0

Document Links

990-EZ
Filed on Jan. 27, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$12,773
Expenses
$9,000
Net Income
$3,773
Net Assets
$74,668
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,608
75.2%
Program Services $2,434
19.1%
Investment Income $731
5.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $79,168
Total Liabilities $4,500
Net Assets $74,668
Compensation
Key Employees and Officers Compensation Other
Bob Mcduffie Jr (President) $0 $0
Christopher Gover (Secretary) $0 $0
G David Powell (Treasurer) $0 $0

Document Links

990-EZ
Filed on Nov. 11, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$12,452
Expenses
$16,524
Net Income
-$4,072
Net Assets
$70,895
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,760
62.3%
Program Services $3,494
28.1%
Investment Income $1,198
9.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $75,395
Total Liabilities $4,500
Net Assets $70,895
Compensation
Key Employees and Officers Compensation Other
Kenneth Stephen Carter (President) $0 $0
Darryl L Keys (Secretary) $0 $0
Collette Tomlinson (Treasurer) $0 $0

Document Links

990-EZ
Filed on March 5, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$17,616
Expenses
$21,192
Net Income
-$3,576
Net Assets
$74,967
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,227
52.4%
Program Services $4,059
23.0%
Investment Income $530
3.0%
Net Fundraising $3,800
21.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $81,217
Total Liabilities $6,250
Net Assets $74,967
Compensation
Key Employees and Officers Compensation Other
Sherry Penfield (President) $0 $0
Darryl L Keys (Secretary) $0 $0
Joseph W Rezek (Treasurer) $0 $0

Document Links

990-EZ
Filed on Nov. 1, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,463
Expenses
$18,012
Net Income
$3,451
Net Assets
$78,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,225
38.3%
Program Services $1,357
6.3%
Investment Income $40
0.2%
Net Fundraising $11,841
55.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $89,942
Total Liabilities $11,399
Net Assets $78,543
Compensation
Key Employees and Officers Compensation Other
Sherry Penfield (President) $0 $0
Darryl L Keys (Secretary) $0 $0
Joseph W Rezek (Treasurer) $0 $0

Document Links

990-EZ
Filed on May 9, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$32,999
Expenses
$11,070
Net Income
$21,929
Net Assets
$75,092
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,374
43.6%
Program Services $6,500
19.7%
Investment Income $2
0.0%
Net Fundraising $12,123
36.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $76,592
Total Liabilities $1,500
Net Assets $75,092
Compensation
Key Employees and Officers Compensation Other
Sherry Penfield (President) $0 $0
Darryl L Keys (Secretary) $0 $0
Joseph W Rezek (Treasurer) $0 $0

Document Links

990-EZ
Filed on Feb. 7, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,762
Expenses
$12,915
Net Income
$6,847
Net Assets
$53,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,060
25.6%
Program Services $1,760
8.9%
Investment Income $2
0.0%
Net Fundraising $12,940
65.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $54,663
Total Liabilities $1,500
Net Assets $53,163
Compensation
Key Employees and Officers Compensation Other
Sherry Penfield (President) $0 $0
Darryl L Keys (Secretary) $0 $0
Joseph W Rezek (Treasurer) $0 $0

Document Links

990-EZ
Filed on Feb. 8, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$18,615
Expenses
$17,175
Net Income
$1,440
Net Assets
$46,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,083
38.0%
Program Services $0
Investment Income $57
0.3%
Net Fundraising $17,075
91.7%
Sales of Assets -$5,600
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $46,315
Total Liabilities $0
Net Assets $46,315
Compensation
Key Employees and Officers Compensation Other
Sherry Penfield (President) $0 $0
Darryl L Keys (Secretary) $0 $0
Joseph W Rezek (Treasurer) $0 $0

Document Links

990-EZ
Filed on May 8, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,846
Expenses
$220,852
Net Income
-$174,006
Net Assets
$44,875
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,510
31.0%
Program Services $0
Investment Income $532
1.1%
Net Fundraising $20,640
44.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,164
23.8%
Assets/Debt
Total Assets $44,875
Total Liabilities $0
Net Assets $44,875

Document Links

990-EZ
Filed on March 13, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$22,287
Expenses
$2,790
Net Income
$19,497
Net Assets
$218,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,782
48.4%
Program Services $0
Investment Income $8,030
36.0%
Net Fundraising $0
Sales of Assets $3,475
15.6%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $218,881
Total Liabilities $0
Net Assets $218,881

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated