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Nonprofit · EIN 59-1155605

CHARLOTTE HARBOR WATER ASSOCIATION INC

Tax-exempt · PUNTA GORDA, FL 33983

Financials

$2.8M$2.3M2023$3.7M$2.5M2024$3.9M$3.1M2025
Revenue Expenses · by fiscal year end
Financials of CHARLOTTE HARBOR WATER ASSOCIATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$3,908,753$3,102,664$806,089$51,619,856$18,858,090$32,761,766
December 31, 2024990$3,735,138$2,470,320$1,264,818$31,166,727$14,257,050$16,909,677
December 31, 2023990$2,815,438$2,318,458$496,980$22,495,764$7,713,587$14,782,177
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,642,385
Investment income
$263,648
Net gain from sales of assets
$7,490
Other revenue
$2,720

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$175,393
Other salaries and wages
$655,512
Salaries, compensation and benefits (total)
$1,136,537
Professional fundraising fees
$0
Legal fees
$27,929
Accounting fees
$15,783
Depreciation
$643,177
Program services (functional)
$3,102,664

Balance sheet and other

Total assets, start of year
$31,166,727
Total assets, end of year
$51,619,856
Total liabilities, end of year
$18,858,090
Net assets, end of year
$32,761,766
Land, buildings and equipment
$43,484,462
Gross receipts
$3,908,753
Employees
11
Volunteers
0
Year formed
1964
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SCOTT A BAKERSUPERINTENDENT
Officer
40$175,393$51,536
STEVEN KOULISPRESIDENT
Trustee or director, Officer
2$0$0
HAROLD ROSE IIVICE PRESIDENT
Trustee or director, Officer
2$0$0
JAMES BOWRASECRETARY
Trustee or director, Officer
2$0$0
LEROY PHILLIPTREASURER
Trustee or director
2$0$0
STEPHEN VIEIRADIRECTOR
Trustee or director
2$0$0
990 for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensationOther / benefits
SCOTT A BAKERSUPERINTENDENT
Officer
40$149,000$47,995
STEVEN KOULISVICE PRESIDENT
Trustee or director, Officer
2$0$0
JAMES BOWRASECRETARY
Trustee or director, Officer
2$0$0
LEROY PHILLIPSTREASURER
Trustee or director, Officer
2$0$0
HAROLD ROSE IIDIRECTOR
Trustee or director
2$0$0
STEPHEN VIEIRADIRECTOR
Trustee or director
2$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationOther / benefits
SCOTT A BAKERSUPERINTENDENT
Officer
40$133,381$46,147
STEPHEN VIEIRAPRESIDENT
Trustee or director, Officer
2$0$0
HAROLD ROSE IISECRETARY
Trustee or director, Officer
2$0$0
LEROY PHILLIPSTREASURER
Trustee or director, Officer
2$0$0
STEPHEN SCHWARZDIRECTOR
Trustee or director
2$0$0
STEVEN KOULISDIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
2515 HIGHLANDS RD, PUNTA GORDA, FL 33983-3195
Principal officer (990 for 2025)
STEVEN KOULIS, 2515 HIGHLANDS ROAD, HARBOR HEIGHTS, FL 33983
Signed the 990
STEVEN KOULIS, PRESIDENT
Phone
(941) 625-2288
Return prepared by
SUPLEE SHEA CRAMER & MILLER PA

Mission

TO PROVIDE SAFE, CLEAN, SPARKLING WATER TO ALL OF OUR RESIDENTS.

990 for the year ended December 31, 2025

Program accomplishments

  • PROVIDES PURIFIED WATER AND WATER LINE TO OVER 2,300 ACCOUNTS IN THE ASSOCIATION. ALL EXPENSES ARE USED IN PROVIDING WATER SERVICES TO ASSOCIATION MEMBERS.
    Expenses $3,102,664

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
59-1155605
Tax-exempt status
501(c)(12): Benevolent life insurance association or mutual company
Donations deductible
No
Exempt since
1969
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$51,619,856
Income (IRS master file)
$3,908,753

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$3,908,753$3,102,664$51,619,856XML
990December 2024$3,735,138$2,470,320$31,166,727XML
990December 2023$2,815,438$2,318,458$22,495,764XML
990December 2022$2,079,912$2,069,435$21,679,641IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1155605).

Questions about CHARLOTTE HARBOR WATER ASSOCIATION INC

What is the EIN of CHARLOTTE HARBOR WATER ASSOCIATION INC?
The employer identification number (EIN) of CHARLOTTE HARBOR WATER ASSOCIATION INC is 59-1155605.
Is CHARLOTTE HARBOR WATER ASSOCIATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(12) since 1969.
Are donations to CHARLOTTE HARBOR WATER ASSOCIATION INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CHARLOTTE HARBOR WATER ASSOCIATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CHARLOTTE HARBOR WATER ASSOCIATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLOTTE HARBOR WATER ASSOCIATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of CHARLOTTE HARBOR WATER ASSOCIATION INC?
The 990 for the year ended December 31, 2025 names STEVEN KOULIS.
Who are the officers and directors of CHARLOTTE HARBOR WATER ASSOCIATION INC?
The 990 for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $175,393 (SCOTT A BAKER, SUPERINTENDENT).
How much revenue does CHARLOTTE HARBOR WATER ASSOCIATION INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $3,908,753, expenses of $3,102,664 and total assets of $51,619,856 at year end.

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