Civic Intelligence

Berkeley Hall Charitable Foundation

990 • Fiscal year 2023 • EIN 46-4739893

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 25, 2024

Organization ProfileWWW.BERKELEYHALLCLUB.COM/CHARITABLE-FO
366 Good Hope RoadBluffton, SC 29909

(571) 382-8819

Siviq Scores

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

Liabilities / Assets

66th percentile

0.09x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

33rd percentile

-3.8%

Higher net margin than 33% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

15th percentile

-13%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-1.8%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$112,573

Down $16,997 (-13%) from 2022

Net Assets

Down

$102,799

Down $17,902 (-15%) from 2022

Liabilities

Up

$9,774

Up $905 (+10%) from 2022

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin33rd percentile

Revenue

Down

$469,640

Down $8,608 (-1.8%) from 2022

Expenses

Up

$487,542

Up $6,204 (+1.3%) from 2022

Net Income

Down

-$17,902

Down $14,812 (-479%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2023

Assets$112,573
Liabilities$9,774
Net Assets$102,799
Open 2023 Filing

Operations Trend

Revenue Growth35th percentile

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

2023

Revenue$469,640
Expenses$487,542
Net Income-$17,902
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 25, 2024
Return Version
2023v5.0
Gross Receipts
$516,680
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$129,570$104,303▼ $25,267
Accounts Receivable-$5,150-
Pledges and Grants Receivable-$3,120-
Total Assets$129,570$112,573▼ $16,997
Liabilities
Accounts Payable and Accrued Expenses$4,369$5,274▲ $905
Deferred Revenue$4,500$4,500→ $0
Total Liabilities$8,869$9,774▲ $905
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$120,701$102,799▼ $17,902
Total Net Assets Fund Balance$120,701$102,799▼ $17,902
Total Liabilities and Net Assets / Fund Balance$129,570$112,573▼ $16,997
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
John KourakasChairman
Dave Pierson23/24trustee
William Viechnicki23/24trustee
Debbie Naylor23trustee
Henry Marini23trustee/24
Jane Moyer23trustee/gr
Michael Brocato23secretary/
Lisa Marie Temple23treasurer/
Revenue and Support

Revenue Composition

Contributions and Grants
$469,640
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$17,134
Change in Net Assets
$-17,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$476,562
Other Expenses$10,980
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$476,562--$476,562
Fees for Services Legal-$2,969-$2,969
Other Expenses$3,858$2,909-$2,909
Office Expenses-$1,244-$1,244
Total Functional Expenses$480,420$7,122$0$487,542
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of the LcHilton Head Island, SC501c3-$476,562
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$47,040
Fundraising Gross Income$47,040
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charity Cup$453,162$40,099$5,935$34,164
Ladies Luncheon$27,400$1,231-$1,231
Total Events$499,546$47,040$47,040-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The return will be reviewed by the board at the next regulary scheduled meeting.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Berkeley Hall Charitable
EIN
46-4739893
Phone
5713828819
Address
366 GOOD HOPE ROAD, BLUFFTON, SC 29909

Signing Officer

Name
John Kourakas
Title
Chairman
Phone
8435053851
Signed
2024-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Marie Temple
Formed
2013
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
30

Preparer

Firm
Junecpa
Address
99 MAIN STREET, HILTON HEAD ISLAND, SC 29926
Preparer
Mark N June CPA
Phone
8438426500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt034164
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0476562
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF THE LC
IRS990ScheduleI/RecipientTable/RecipientEIN0570756987
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04 NORTHRIDGE DR SUITE A
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0299263764
IRS990ScheduleI/Total501c3OrgCnt024
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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/ExplanationTxt1THE RETURN WILL BE REVIEWED BY THE BOARD AT THE NEXT REGULARY SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0129570
IRS990/TotalAssetsEOYAmt0112573
IRS990/TotalAssetsGrp/BOYAmt0129570
IRS990/TotalAssetsGrp/EOYAmt0112573
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0469640
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07122
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0480420
IRS990/TotalFunctionalExpensesGrp/TotalAmt0487542
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08869
IRS990/TotalLiabilitiesEOYAmt09774
IRS990/TotalLiabilitiesGrp/BOYAmt08869
IRS990/TotalLiabilitiesGrp/EOYAmt09774
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0120701
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0102799
IRS990/TotalProgramServiceExpensesAmt0480420
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0469640
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0129570
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0112573
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0146 LANCASTER BLVD
IRS990/USAddress/CityNm0BLUFFTON
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029909
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.BERKELEYHALLCLUB.COM/CHARITABLE-FO
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KOURAKAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08435053851
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKELEY HALL CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0464739893
ReturnHeader/Filer/PhoneNum05713828819
ReturnHeader/Filer/USAddress/AddressLine1Txt0366 GOOD HOPE ROAD
ReturnHeader/Filer/USAddress/CityNm0BLUFFTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029909
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204046229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUNECPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILTON HEAD ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029926
ReturnHeader/PreparerPersonGrp/PhoneNum08438426500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK N JUNE CPA
ReturnHeader/ReturnTs02024-04-30T17:21:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOURAKAS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,573
Liabilities
$9,774
Net assets
$102,799
Revenue
$469,640
Expenses
$487,542
Net income
-$17,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.07$0.93$0.55$0.65$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.10$1.03$4.70$4.88$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.09$1.21$4.78$4.81$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.24$3.62$3.04$0.57
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$2.60$2.38$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$2.61$2.55$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$2.24$2.44$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.94$2.06$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.57$1.55$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.95$1.39$0.56
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16