Civic Intelligence

Berkeley Hall Charitable Foundation

990EZ • Fiscal year 2016 • EIN 46-4739893

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

366 Good Hope RoadBluffton, SC 29909

(843) 681-9446

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

46th percentile

1.3%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$73,937

Up $1,982 (+2.8%) from 2015

Net Assets

Up

$73,937

Up $1,982 (+2.8%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$156,520

Down $38,040 (-20%) from 2015

Expenses

Up

$154,538

Up $15,870 (+11%) from 2015

Net Income

Down

$1,982

Down $53,910 (-96%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $16,063Net Assets 2014: $16,0632014Assets 2015: $71,955Liabilities 2015: $0Net Assets 2015: $71,9552015Assets 2016: $73,937Net Assets 2016: $73,9372016Assets 2017: $61,907Liabilities 2017: $0Net Assets 2017: $61,9072017Assets 2018: $41,521Liabilities 2018: $0Net Assets 2018: $41,5212018Assets 2019: $47,662Liabilities 2019: $0Net Assets 2019: $47,6622019Assets 2020: $66,383Liabilities 2020: $0Net Assets 2020: $66,3832020Assets 2021: $124,438Liabilities 2021: $647Net Assets 2021: $123,7912021Assets 2022: $129,570Liabilities 2022: $8,869Net Assets 2022: $120,7012022Assets 2023: $112,573Liabilities 2023: $9,774Net Assets 2023: $102,7992023Assets 2024: $100,024Liabilities 2024: $6,923Net Assets 2024: $93,1012024

Highlighted filing

2016

Assets$73,937
Liabilities-
Net Assets$73,937

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $194,560Expenses 2015: $138,668Net Income 2015: $55,8922015Revenue 2016: $156,520Expenses 2016: $154,538Net Income 2016: $1,9822016Revenue 2017: $193,902Expenses 2017: $205,932Net Income 2017: -$12,0302017Revenue 2018: $224,029Expenses 2018: $244,329Net Income 2018: -$20,3002018Revenue 2019: $261,361Expenses 2019: $255,421Net Income 2019: $5,9402019Revenue 2020: $259,524Expenses 2020: $238,303Net Income 2020: $21,2212020Revenue 2021: $361,700Expenses 2021: $304,292Net Income 2021: $57,4082021Revenue 2022: $478,248Expenses 2022: $481,338Net Income 2022: -$3,0902022Revenue 2023: $469,640Expenses 2023: $487,542Net Income 2023: -$17,9022023Revenue 2024: $55,050Expenses 2024: $64,748Net Income 2024: -$9,6982024

Highlighted filing

2016

Revenue$156,520
Expenses$154,538
Net Income$1,982
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Gross Receipts
$166,527
Mission and Program Overview

Mission

To improve the quality of life of bluffton, sc community residents and residents of neighboring beaufort county, especially those who are most vulnerable, promote philanthropy, and act as an effective steward of charitable funds.

Program Services

DescriptionGrantsExpenses
IMPROVE THE QUALITY OF LIFE OF BLUFFTON, SC COMMUNITY RESIDENTS AND RESIDENTS OF NEIGHBORING BEAUFORT COUNTY, ESPECIALLY THOSE WHO ARE MOST VULNERABLE, PROMOTE PHILANTHROPY, AND ACT AS AN EFFECTIVE STEWARD OF CHARITABLE FUNDS.$151,960$153,987
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM REDDERSENChair Emerit-$0--
DON RYDERVice Chairpe-$0--
PATRICIA JACKSON VALENTINOGrants Chair-$0--
F JAMES MCCARLChairman-$0--
RANDY WRIGHTBoard Member-$0--
LARRY PITTSTreasurer-$0--
PAULETTE MAEHARABoard Member-$0--
MARYLOU BACIKBoard Member-$0--
RICHARD FORDEBoard Liason-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charity Cup$156,879$156,879$10,007$146,872
Total Events$156,879$156,879$10,007$146,872
Filing and Contact Details

Filer

Filer Name
The Berkeley Hall Charitable
EIN
46-4739893
Address
366 GOOD HOPE ROAD, BLUFFTON, SC 29909

Signing Officer

Name
Larry Pitts
Title
Treasurer
Signed
2017-05-04
Discuss with paid preparer
Yes

Preparer

Firm
JUNE & ASSOCIATES CPA'S
Address
22 BOW CIRCLE SUITE E, HILTON HEAD ISLAND, SC 29928
Preparer
Mark N June CPA
Phone
8438426500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Hospice care of the lowcountry po box 3827 bluffton, sc 29910 6,160 0 0 the literacy center po box 3727 bluffton, sc 29910 10,000 0 0 noc po box 23558 hilton head island, sc 29925 12,500 0 0 beaufort jasper vim po box 2653 bluffton, sc 29910 10,000 0 0 capa po box 531 beaufort, sc 29901 6,000 0 0 memory matters po box 22330 hilton head island, sc 29925 10,000 0 0 lowcountry legal volunteers po box 2496 bluffton, sc 29910 10,000 0 0 the childrens center 8 natures way hilton head island, sc 29926 10,000 0 0 deep well po box 5543 hilton head island, sc 29938 10,000 0 0 boys & girls club po box 21909 hilton head island, sc 29925 7,500 0 0 crossroads community support servic 8,300 0 0 hope haven of the lowcountry 20,000 0 0 programs for exceptional people 8,750 0 0

Form 990-ez, Part I, Line 16

Expenses office expenses 501 social expenses 1,777 donations 250 total 2,528

Form 990-ez, Part I, Line 20

FUNDRAISING APPEAL 0

Form 990-ez, Part III

To improve the quality of life of bluffton, sc community residents and residents of neighboring beaufort county, especially those who are most vulnerable, promote philanthropy, and act as an effective steward of charitable funds.

Form 990-ez, Part III, Line 28

Improve the quality of life of bluffton, sc community residents and residents of neighboring beaufort county, especially those who are most vulnerable, promote philanthropy, and act as an effective steward of charitable funds.

Raw XML Appendix167 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOSPICE CARE OF THE LOWCOUNTRY PO BOX 3827 BLUFFTON, SC 29910 6,160 0 0 THE LITERACY CENTER PO BOX 3727 BLUFFTON, SC 29910 10,000 0 0 NOC PO BOX 23558 HILTON HEAD ISLAND, SC 29925 12,500 0 0 BEAUFORT JASPER VIM PO BOX 2653 BLUFFTON, SC 29910 10,000 0 0 CAPA PO BOX 531 BEAUFORT, SC 29901 6,000 0 0 MEMORY MATTERS PO BOX 22330 HILTON HEAD ISLAND, SC 29925 10,000 0 0 LOWCOUNTRY LEGAL VOLUNTEERS PO BOX 2496 BLUFFTON, SC 29910 10,000 0 0 THE CHILDRENS CENTER 8 NATURES WAY HILTON HEAD ISLAND, SC 29926 10,000 0 0 DEEP WELL PO BOX 5543 HILTON HEAD ISLAND, SC 29938 10,000 0 0 BOYS & GIRLS CLUB PO BOX 21909 HILTON HEAD ISLAND, SC 29925 7,500 0 0 CROSSROADS COMMUNITY SUPPORT SERVIC 8,300 0 0 HOPE HAVEN OF THE LOWCOUNTRY 20,000 0 0 PROGRAMS FOR EXCEPTIONAL PEOPLE 8,750 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 501 SOCIAL EXPENSES 1,777 DONATIONS 250 TOTAL 2,528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING APPEAL 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO IMPROVE THE QUALITY OF LIFE OF BLUFFTON, SC COMMUNITY RESIDENTS AND RESIDENTS OF NEIGHBORING BEAUFORT COUNTY, ESPECIALLY THOSE WHO ARE MOST VULNERABLE, PROMOTE PHILANTHROPY, AND ACT AS AN EFFECTIVE STEWARD OF CHARITABLE FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IMPROVE THE QUALITY OF LIFE OF BLUFFTON, SC COMMUNITY RESIDENTS AND RESIDENTS OF NEIGHBORING BEAUFORT COUNTY, ESPECIALLY THOSE WHO ARE MOST VULNERABLE, PROMOTE PHILANTHROPY, AND ACT AS AN EFFECTIVE STEWARD OF CHARITABLE FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/ReturnTs02017-05-11T13:49:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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