Civic Intelligence

Berkeley Electric Cooperative Trust

EIN 57-0956017 • 501(c)3 • Moncks Corner, SC

Profile

The mission of berkeley electric trust is the disbursement of operation round-up funds for charitable purposes in berkeley, charleston and dorchester counties. This shall be accomplished by disbursement of funds to individuals and organizations for food, shelter, clothing, health needs and education.

PO Box 1234Moncks Corner, SC 29461

www.berkeleyelectric.coop

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$2,250

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

92nd percentile

87%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

1.7%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$163,427

Up $83,479 (+104%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$163,427

Up $83,479 (+104%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin73rd percentile

Revenue

Up

$686,161

Up $35,911 (+5.5%) from 2023

Expenses

Down

$602,682

Down $56,213 (-8.5%) from 2023

Net Income

Up

$83,479

Up $92,124 (+1066%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $125,153Liabilities 2010: $0Net Assets 2010: $125,1532010Assets 2011: $165,143Liabilities 2011: $0Net Assets 2011: $165,1432011Assets 2012: $203,160Liabilities 2012: $0Net Assets 2012: $203,1602012Assets 2013: $177,268Liabilities 2013: $0Net Assets 2013: $177,2682013Assets 2014: $173,805Liabilities 2014: $0Net Assets 2014: $173,8052014Assets 2015: $86,645Liabilities 2015: $0Net Assets 2015: $86,6452015Assets 2016: $67,970Liabilities 2016: $0Net Assets 2016: $67,9702016Assets 2017: $104,160Liabilities 2017: $0Net Assets 2017: $104,1602017Assets 2018: $162,916Liabilities 2018: $0Net Assets 2018: $162,9162018Assets 2019: $108,462Liabilities 2019: $0Net Assets 2019: $108,4622019Assets 2020: $450,058Liabilities 2020: $0Net Assets 2020: $450,0582020Assets 2021: $284,538Liabilities 2021: $0Net Assets 2021: $284,5382021Assets 2022: $88,593Liabilities 2022: $0Net Assets 2022: $88,5932022Assets 2023: $79,948Liabilities 2023: $0Net Assets 2023: $79,9482023Assets 2024: $163,427Liabilities 2024: $0Net Assets 2024: $163,4272024

Highlighted filing

2024

Assets$163,427
Liabilities$0
Net Assets$163,427
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $365,973Expenses 2010: $405,730Net Income 2010: -$39,7572010Revenue 2011: $367,150Expenses 2011: $327,160Net Income 2011: $39,9902011Expenses 2012: $341,9272012Revenue 2013: $382,697Expenses 2013: $408,589Net Income 2013: -$25,8922013Revenue 2014: $388,341Expenses 2014: $391,804Net Income 2014: -$3,4632014Revenue 2015: $391,824Expenses 2015: $478,984Net Income 2015: -$87,1602015Revenue 2016: $398,392Expenses 2016: $417,067Net Income 2016: -$18,6752016Revenue 2017: $408,252Expenses 2017: $372,062Net Income 2017: $36,1902017Revenue 2018: $420,371Expenses 2018: $361,615Net Income 2018: $58,7562018Revenue 2019: $435,451Expenses 2019: $489,905Net Income 2019: -$54,4542019Revenue 2020: $457,415Expenses 2020: $115,819Net Income 2020: $341,5962020Revenue 2021: $493,471Expenses 2021: $658,991Net Income 2021: -$165,5202021Revenue 2022: $601,597Expenses 2022: $797,542Net Income 2022: -$195,9452022Revenue 2023: $650,250Expenses 2023: $658,895Net Income 2023: -$8,6452023Revenue 2024: $686,161Expenses 2024: $602,682Net Income 2024: $83,4792024

Highlighted filing

2024

Revenue$686,161
Expenses$602,682
Net Income$83,479
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$163,427
Liabilities
$0
Net assets
$163,427
Revenue
$686,161
Expenses
$602,682
Net income
$83,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$6.86$6.03$0.83
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$6.50$6.59$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$6.02$7.98$1.96
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$4.93$6.59$1.66
2020Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$4.57$1.16$3.42
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$4.35$4.90$0.54
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$4.20$3.62$0.59
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$4.08$3.72$0.36
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$3.98$4.17$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$3.92$4.79$0.87
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$3.88$3.92$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$3.83$4.09$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$3.42
2011Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$3.67$3.27$0.40
2010Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$3.66$4.06$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.0
Gross Receipts
$686,161
Mission and Program Overview

Mission

The mission of berkeley electric trust is the disbursement of operation round-up funds for charitable purposes in berkeley, charleston and dorchester counties. This shall be accomplished by disbursement of funds to individuals and organizations for food, shelter, clothing, health needs and education.

The mission of berkeley electric trust is the disbursement of operation round-up funds for charitable purposes in berkeley, charleston and dorchester counties.this shall be accomplished by disbursement of funds to individuals and organizations for food, shelter, clothing, health needs and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$25,713$106,383▲ $80,670
Accounts Receivable$54,235$57,044▲ $2,809
Total Assets$79,948$163,427▲ $83,479
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$79,948$163,427▲ $83,479
Total Net Assets Fund Balance$79,948$163,427▲ $83,479
Total Liabilities and Net Assets / Fund Balance$79,948$163,427▲ $83,479
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
Alton HoodChairman$2,850$2,850
William JonesTrustee$2,675$2,675
William SmoakTrustee$2,675$2,675
Barbara SingletonTrustee$2,500$2,500
Latonia BrothersSecretary$2,450$2,450
James GrahamVice Chairma$2,275$2,275
Samuel BrownleeTreasurer$2,275$2,275
Mavon JerniganTrustee$2,050$2,050
Queen WilsonTrustee$2,000$2,000
Revenue and Support

Revenue Composition

Contributions and Grants
$686,097
Program Service Revenue
$0
Investment Income
$64
Other Revenue
$0
All Other Contributions
$686,097
Change in Net Assets
$83,479

Audited Revenue Reconciliation

Revenue per Audited Statements
$686,161
Revenue Not Reported on Form 990
$34,305
Total Revenue per Audited Statements
$720,466
Total Revenue per Form 990
$686,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$573,817
Salaries, Compensation, and Employee Benefits$21,750
Other Expenses$7,115
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$551,317--$551,317
Grants to Domestic Orgs$22,500--$22,500
Current Officers, Directors, Trustees, and Key Employees$21,750--$21,750
Fees for Services Other$7,115--$7,115
Total Functional Expenses$602,682$0$0$602,682

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$636,987
Expenses per Audited Statements$602,682
Total Expenses per Form 990$602,682
Expenses Not Reported on Form 990$34,305
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wildlife ActionMullins, SC-Charitable$10,000
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
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

“Form 990 is reviewed by the board will all supporting documentation made available to them.”

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

“The trust regularly and consistently monitors and enforces compliance with their conflict of interest policies as provided for in its policies.”

Form 990, Page 6, Part VI, Line 19

“The trust makes its bylaws and financial statements available to the public as part of its form 990. The form 990 is available upon request as reflected in part vi section c line 18.”

Filing and Contact Details

Filer

Filer Name
Berkeley Electric Cooperative Trust
EIN
57-0956017
Phone
8437618200
Address
PO BOX 1234, MONCKS CORNER, SC 29461

Signing Officer

Name
Joel Stevens
Title
Berkeley Eci - CFO
Phone
8437618200
Signed
2025-05-05

Organization Details

Principal Officer
Alton Hood
Formed
1992
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Mcnair Mclemore Middlebrooks & Co LLC
Address
POST OFFICE BOX ONE, MACON, GA 31202-0001
Preparer
William R Rountree
Phone
4787466277
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of berkeley electric trust is the disbursement of operation round-up funds for charitable purposes in berkeley, charleston and dorchester counties. This shall be accomplished by disbursement of funds to individuals and organizations for food, shelter, clothing, health needs and education.”

Form 990, Part III

“The trust receives in-kind donations of labor and related expenses from berkeley electric cooperative, inc., an affiliate of the trust. Donations in-kind totaled 34,305 and 32,636 for the years ended december 31, 2024 and 2023, respectively. Based on the form's instructions, these donations are not included in income or expenses for the purposes of form 990.”

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

“The purpose of the trust is to accumulate and disburse funds for charitable purposes in the service area of berkeley eci.”

Raw XML Appendix377 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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IRS990ScheduleD/RevenueNotReportedAmt034305
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt125000
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILDLIFE ACTION
IRS990ScheduleI/RecipientTable/RecipientEIN0570044167
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 866
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MULLINS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF BERKELEY ELECTRIC TRUST IS THE DISBURSEMENT OF OPERATION ROUND-UP FUNDS FOR CHARITABLE PURPOSES IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES. THIS SHALL BE ACCOMPLISHED BY DISBURSEMENT OF FUNDS TO INDIVIDUALS AND ORGANIZATIONS FOR FOOD, SHELTER, CLOTHING, HEALTH NEEDS AND EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST RECEIVES IN-KIND DONATIONS OF LABOR AND RELATED EXPENSES FROM BERKELEY ELECTRIC COOPERATIVE, INC., AN AFFILIATE OF THE TRUST. DONATIONS IN-KIND TOTALED 34,305 AND 32,636 FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, RESPECTIVELY. BASED ON THE FORM'S INSTRUCTIONS, THESE DONATIONS ARE NOT INCLUDED IN INCOME OR EXPENSES FOR THE PURPOSES OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE TRUST IS TO ACCUMULATE AND DISBURSE FUNDS FOR CHARITABLE PURPOSES IN THE SERVICE AREA OF BERKELEY ECI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE BOARD WILL ALL SUPPORTING DOCUMENTATION MADE AVAILABLE TO THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THEIR CONFLICT OF INTEREST POLICIES AS PROVIDED FOR IN ITS POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUST MAKES ITS BYLAWS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS PART OF ITS FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AS REFLECTED IN PART VI SECTION C LINE 18.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0HTTPS://WWW.BERKELEYELECTRIC.COOP/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BERKELEY ECI - CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08437618200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKELEY ELECTRIC COOPERATIVE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0570956017
ReturnHeader/Filer/PhoneNum08437618200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1234
ReturnHeader/Filer/USAddress/CityNm0MONCKS CORNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581094351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX ONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MACON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0312020001
ReturnHeader/PreparerPersonGrp/PhoneNum04787466277
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R ROUNTREE
ReturnHeader/ReturnTs02025-05-08T11:27:02-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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