Civic Intelligence

Berkeley Citizens Inc.

990 • Fiscal year 2022 • EIN 57-0698682

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 19, 2022

Organization ProfileWWW.BERKELEYCITIZENS.ORG

View Organization Page

1301 Old Highway 52 SouthMoncks Corner, SC 29461-0429

(843) 761-0321

Siviq Scores

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

Liabilities / Assets

59th percentile

0.26x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

49th percentile

0.21x

Higher debt load relative to revenue than 49% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

55th percentile

8.9%

Higher net margin than 55% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

42nd percentile

$153,759

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

67th percentile

8.0%

Faster asset growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-15%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$10,679,846

Up $791,413 (+8.0%) from 2021

Net Assets

Up

$7,946,914

Up $1,153,394 (+17%) from 2021

Liabilities

Down

$2,732,932

Down $361,981 (-12%) from 2021

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin55th percentile

Revenue

Down

$12,915,154

Down $2,294,956 (-15%) from 2021

Expenses

Down

$11,761,760

Down $1,952,765 (-14%) from 2021

Net Income

Down

$1,153,394

Down $342,191 (-23%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $4,911,489Liabilities 2011: $873,231Net Assets 2011: $4,038,2582011Assets 2012: $4,999,829Liabilities 2012: $870,184Net Assets 2012: $4,129,6452012Assets 2013: $5,279,780Liabilities 2013: $954,448Net Assets 2013: $4,325,3322013Assets 2014: $5,100,335Liabilities 2014: $963,637Net Assets 2014: $4,136,6982014Assets 2015: $6,717,711Liabilities 2015: $1,421,160Net Assets 2015: $5,296,5512015Assets 2016: $7,124,053Liabilities 2016: $1,570,454Net Assets 2016: $5,553,5992016Assets 2017: $7,231,892Liabilities 2017: $1,621,234Net Assets 2017: $5,610,6582017Assets 2018: $7,272,990Liabilities 2018: $2,005,446Net Assets 2018: $5,267,5442018Assets 2019: $7,902,178Liabilities 2019: $2,444,321Net Assets 2019: $5,457,8572019Assets 2020: $10,877,482Liabilities 2020: $5,579,547Net Assets 2020: $5,297,9352020Assets 2021: $9,888,433Liabilities 2021: $3,094,913Net Assets 2021: $6,793,5202021Assets 2022: $10,679,846Liabilities 2022: $2,732,932Net Assets 2022: $7,946,9142022Assets 2023: $11,319,977Liabilities 2023: $2,123,650Net Assets 2023: $9,196,3272023Assets 2024: $13,176,469Liabilities 2024: $2,506,477Net Assets 2024: $10,669,9922024Assets 2025: $16,564,289Liabilities 2025: $2,195,547Net Assets 2025: $14,368,7422025

Highlighted filing

2022

Assets$10,679,846
Liabilities$2,732,932
Net Assets$7,946,914
Open 2022 Filing

Operations Trend

Revenue Growth21st percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $8,966,9552011Expenses 2012: $8,961,7042012Expenses 2013: $9,196,9582013Revenue 2014: $9,239,038Expenses 2014: $9,427,672Net Income 2014: -$188,6342014Revenue 2015: $10,290,800Expenses 2015: $9,773,997Net Income 2015: $516,8032015Revenue 2016: $11,073,188Expenses 2016: $10,933,759Net Income 2016: $139,4292016Revenue 2017: $11,718,160Expenses 2017: $11,642,254Net Income 2017: $75,9062017Revenue 2018: $11,950,229Expenses 2018: $12,293,343Net Income 2018: -$343,1142018Revenue 2019: $12,602,348Expenses 2019: $12,412,035Net Income 2019: $190,3132019Revenue 2020: $13,136,298Expenses 2020: $13,296,220Net Income 2020: -$159,9222020Revenue 2021: $15,210,110Expenses 2021: $13,714,525Net Income 2021: $1,495,5852021Revenue 2022: $12,915,154Expenses 2022: $11,761,760Net Income 2022: $1,153,3942022Revenue 2023: $12,336,185Expenses 2023: $11,086,781Net Income 2023: $1,249,4042023Revenue 2024: $13,465,678Expenses 2024: $11,992,013Net Income 2024: $1,473,6652024Revenue 2025: $16,573,946Expenses 2025: $12,875,196Net Income 2025: $3,698,7502025

Highlighted filing

2022

Revenue$12,915,154
Expenses$11,761,760
Net Income$1,153,394
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 19, 2022
Return Version
2021v4.0
Gross Receipts
$12,915,154
Mission and Program Overview

Mission

To create and promote opportunities for people with lifelong developmental disabilities. To individually design supports, services and training and to provide them in a manner which protects an individuals dignity, rights, and self-worth, while enhancing each

To create and promote opportunities for people with lifelong developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,733,844$6,442,504▲ $708,660
Land, Buildings, and Equipment, Net$3,732,107$3,507,258▼ $224,849
Accounts Receivable$346,023$671,486▲ $325,463
Prepaid Expenses and Deferred Charges$76,459$58,598▼ $17,861
Total Assets$9,888,433$10,679,846▲ $791,413
Liabilities
Accounts Payable and Accrued Expenses$3,094,913$2,732,932▼ $361,981
Total Liabilities$3,094,913$2,732,932▼ $361,981
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,968,520$7,021,914▲ $1,053,394
Net Assets With Donor Restrictions$825,000$925,000▲ $100,000
Total Net Assets Fund Balance$6,793,520$7,946,914▲ $1,153,394
Total Liabilities and Net Assets / Fund Balance$9,888,433$10,679,846▲ $791,413

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,498,130--
Other Land Buildings$-2,238,404$4,281,856-
Land$352,135--
Equipment$790,026--
Leasehold Improvements$105,371--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Holly FryeExecutive DiFT$153,759$153,759
Holly FryeExecutive Director-$153,759$153,759
Lynda TylerFinance Dire-$102,507$102,507
Lynda TylerFinance Director-$102,507$102,507

Board Members and Trustees

NameTitle
Nicole BlakelyChairperson
Anna PropstMember
Ashley TaylorMember
Crystall StaffordMember
Gail Graham HurstSecretary
Nina WestTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,505,631
Program Service Revenue
$925,531
Investment Income
$23,804
Other Revenue
$460,188
All Other Contributions
$135,066
Change in Net Assets
$1,153,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,580,139
Other Expenses$2,181,621
Total Fundraising Expense$3,349
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,533,943$843,045-$7,376,988
Pension Plan Contributions$712,590$178,609-$891,199
Payroll Taxes$502,762$71,802-$574,564
Other Employee Benefits$382,520$98,602-$481,122
Depreciation Depletion$325,565$23,800-$349,365
Current Officers, Directors, Trustees, and Key Employees$123,007$30,752-$153,759
Other Expenses$150,000$37,688$3,349$150,000
Comp Disqual Persons$82,006$20,501-$102,507
Total Functional Expenses$10,286,502$1,471,909$3,349$11,761,760
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 executive director and controller review the tax return initially. A copy is then provided to the finance committee who reviewed and express approval to the full board of directors for the 990 be filed with the irs.”

Form 990, Page 6, Part VI, Line 12C

“Board members fill out an annual conflict of interest statement.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Berkeley Citizens Inc
EIN
57-0698682
Phone
8437610321
Address
1301 OLD HIGHWAY 52 SOUTH, MONCKS CORNER, SC 29461-0429

Signing Officer

Name
Holly Frye
Title
Executive Director
Phone
8437610321
Signed
2022-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Frye
Formed
1980
Legal Domicile
Sc
Voting Board Members
6
Independent Board Members
6
Employees
362

Preparer

Firm
Love Bailey & Associates LLC
Address
218 W LAURENS ST, LAURENS, SC 29360
Preparer
Gary Bailey
Phone
8649842698
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To create and promote opportunities for people with lifelong developmental disabilities. To individually design supports, services and training and to provide them in a manner which protects an individuals dignity, rights, and self-worth, while enhancing each”

Form 990, Page 2, Part III, Line 4D

“ALL OTHER PROGRAMS.”

Raw XML Appendix400 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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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt06442504
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0518811
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011656483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010959694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt048872645
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt016941494
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011656483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010959694
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt048872645
IRS990ScheduleA/TotalSupportAmt048872645
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IRS990ScheduleD/BuildingsGrp/BookValueAmt04498130
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt04498130
IRS990ScheduleD/EquipmentGrp/BookValueAmt0790026
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0790026
IRS990ScheduleD/LandGrp/BookValueAmt0352135
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0352135
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0105371
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0105371
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-2238404
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04281856
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt02043452
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03507258
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HOLLY FRYE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1LYNDA TYLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FINANCE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0153759
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1102507
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO CREATE AND PROMOTE OPPORTUNITIES FOR PEOPLE WITH LIFELONG DEVELOPMENTAL DISABILITIES. TO INDIVIDUALLY DESIGN SUPPORTS, SERVICES AND TRAINING AND TO PROVIDE THEM IN A MANNER WHICH PROTECTS AN INDIVIDUALS DIGNITY, RIGHTS, AND SELF-WORTH, WHILE ENHANCING EACH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OTHER PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR AND CONTROLLER REVIEW THE TAX RETURN INITIALLY. A COPY IS THEN PROVIDED TO THE FINANCE COMMITTEE WHO REVIEWED AND EXPRESS APPROVAL TO THE FULL BOARD OF DIRECTORS FOR THE 990 BE FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS FILL OUT AN ANNUAL CONFLICT OF INTEREST STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt011505631
IRS990/TotalEmployeeCnt0362
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03349
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01471909
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010286502
IRS990/TotalFunctionalExpensesGrp/TotalAmt011761760
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt02732932
IRS990/TotalLiabilitiesGrp/BOYAmt03094913
IRS990/TotalLiabilitiesGrp/EOYAmt02732932
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06793520
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07946914
IRS990/TotalProgramServiceExpensesAmt010286502
IRS990/TotalProgramServiceRevenueAmt0925531
IRS990/TotalReportableCompFromOrgAmt0256266
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01409523
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012915154
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09888433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010679846
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01301 OLD HIGHWAY 52 SOUTH
IRS990/USAddress/CityNm0MONCKS CORNER
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029461
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.BERKELEYCITIZENS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY FRYE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08437610321
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKELEY CITIZENS INC
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0570698682
ReturnHeader/Filer/PhoneNum08437610321
ReturnHeader/Filer/USAddress/AddressLine1Txt01301 OLD HIGHWAY 52 SOUTH
ReturnHeader/Filer/USAddress/CityNm0MONCKS CORNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0294610429
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274292646
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOVE BAILEY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0218 W LAURENS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAURENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029360
ReturnHeader/PreparerPersonGrp/PhoneNum08649842698
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY BAILEY
ReturnHeader/ReturnTs02022-11-10T21:42:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOLLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRYE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,679,846
Liabilities
$2,732,932
Net assets
$7,946,914
Revenue
$12,915,154
Expenses
$11,761,760
Net income
$1,153,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.6$2.20$14.4$16.6$12.9$3.70
2024Detailed filing. Detailed filing data is available for this year.$13.2$2.51$10.7$13.5$12.0$1.47
2023Detailed filing. Detailed filing data is available for this year.$11.3$2.12$9.20$12.3$11.1$1.25
2022Detailed filing. Detailed filing data is available for this year.$10.7$2.73$7.95$12.9$11.8$1.15
2021Detailed filing. Detailed filing data is available for this year.$9.89$3.09$6.79$15.2$13.7$1.50
2020Detailed filing. Detailed filing data is available for this year.$10.9$5.58$5.30$13.1$13.3$0.16
2019Detailed filing. Detailed filing data is available for this year.$7.90$2.44$5.46$12.6$12.4$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.27$2.01$5.27$12.0$12.3$0.34
2017Detailed filing. Detailed filing data is available for this year.$7.23$1.62$5.61$11.7$11.6$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.12$1.57$5.55$11.1$10.9$0.14
2015Detailed filing. Detailed filing data is available for this year.$6.72$1.42$5.30$10.3$9.77$0.52
2014Detailed filing. Detailed filing data is available for this year.$5.10$0.96$4.14$9.24$9.43$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$0.95$4.33$9.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.87$4.13$8.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.87$4.04$8.97