Civic Intelligence

Berkeley Citizens Inc.

990 • Fiscal year 2024 • EIN 57-0698682

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 02, 2024

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

52nd percentile

0.19x

Higher debt load relative to assets than 52% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.19x

Higher debt load relative to revenue than 45% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$214,841

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

9.2%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$13,176,469

Up $1,856,492 (+16%) from 2023

Net Assets

Up

$10,669,992

Up $1,473,665 (+16%) from 2023

Liabilities

Up

$2,506,477

Up $382,827 (+18%) from 2023

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin63rd percentile

Revenue

Up

$13,465,678

Up $1,129,493 (+9.2%) from 2023

Expenses

Up

$11,992,013

Up $905,232 (+8.2%) from 2023

Net Income

Up

$1,473,665

Up $224,261 (+18%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2024

Assets$13,176,469
Liabilities$2,506,477
Net Assets$10,669,992
Open 2024 Filing

Operations Trend

Revenue Growth53rd 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

2024

Revenue$13,465,678
Expenses$11,992,013
Net Income$1,473,665
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 2, 2024
Return Version
2023v5.0
Gross Receipts
$13,465,678
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$6,395,386$7,874,211▲ $1,478,825
Land, Buildings, and Equipment, Net$4,323,889$4,409,785▲ $85,896
Accounts Receivable$572,555$792,896▲ $220,341
Prepaid Expenses and Deferred Charges$28,147$99,577▲ $71,430
Total Assets$11,319,977$13,176,469▲ $1,856,492
Liabilities
Accounts Payable and Accrued Expenses$2,123,650$2,506,477▲ $382,827
Total Liabilities$2,123,650$2,506,477▲ $382,827
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,271,327$9,326,070▲ $1,054,743
Net Assets With Donor Restrictions$925,000$1,343,922▲ $418,922
Total Net Assets Fund Balance$9,196,327$10,669,992▲ $1,473,665
Total Liabilities and Net Assets / Fund Balance$11,319,977$13,176,469▲ $1,856,492

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$982,403$4,782,754-
Other Land Buildings$1,993,933--
Land$510,527--
Equipment$817,551--
Leasehold Improvements$105,371--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Holly FryeCEOFT$214,841$214,841

Board Members and Trustees

NameTitle
Anna PropstChairman
Nina WestVice Chairma
Crystall StaffordMember
Nicole BlakelyMember
Pam MitchumMember
Stephen MercerMember
Ashley TaylorSecretary
Gail Graham HurstTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,372,132
Program Service Revenue
$988,076
Investment Income
$245,676
Other Revenue
$-140,206
All Other Contributions
$127,060
Change in Net Assets
$1,473,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,853,675
Other Expenses$2,138,338
Total Fundraising Expense$1,311
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,861,429$1,850,698-$7,712,127
Other Employee Benefits$902,305$1,024,402-$1,926,707
Depreciation Depletion$378,968$44,316-$423,284
Current Officers, Directors, Trustees, and Key Employees$171,873$42,968-$214,841
Other Expenses$3,397,612$-3,397,604$1,311$8
Total Functional Expenses$11,990,702$0$1,311$11,992,013
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
CEO
Phone
8437610321
Signed
2024-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Frye
Formed
1980
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
8
Employees
335
Volunteers
30

Preparer

Firm
Love Bailey & Associates LLC
Address
111 1/2 E 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 Appendix394 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014232026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0518811
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt017051074
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0982403
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04782754
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt05765157
IRS990ScheduleD/EquipmentGrp/BookValueAmt0817551
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0817551
IRS990ScheduleD/LandGrp/BookValueAmt0510527
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0510527
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0105371
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0105371
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01993933
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt01993933
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04409785
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HOLLY FRYE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0214841
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
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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/TaxablePartyNotificationInd0false
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IRS990/TotalContributionsAmt012372132
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011990702
IRS990/TotalFunctionalExpensesGrp/TotalAmt011992013
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IRS990/TotalLiabilitiesGrp/EOYAmt02506477
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IRS990/TotalProgramServiceExpensesAmt011990702
IRS990/TotalProgramServiceRevenueAmt0988076
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01093546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013465678
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01301 OLD HIGHWAY 52 SOUTH
IRS990/USAddress/CityNm0MONCKS CORNER
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029461
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.BERKELEYCITIZENS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY FRYE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08437610321
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-02
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274292646
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOVE BAILEY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 1/2 E LAURENS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAURENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029360
ReturnHeader/PreparerPersonGrp/PhoneNum08649842698
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY BAILEY
ReturnHeader/ReturnTs02024-10-09T10:37:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,176,469
Liabilities
$2,506,477
Net assets
$10,669,992
Revenue
$13,465,678
Expenses
$11,992,013
Net income
$1,473,665
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