Civic Intelligence

Berkeley Electric Cooperative Trust

990 • Fiscal year 2019 • EIN 57-0956017

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 16, 2020

Organization ProfileWWW.BERKELEYELECTRIC.COOP
PO Box 1234Moncks Corner, SC 29461

(843) 761-8200

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$1,800

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

3.6%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$108,462

Down $54,454 (-33%) from 2018

Net Assets

Down

$108,462

Down $54,454 (-33%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin21st percentile

Revenue

Up

$435,451

Up $15,080 (+3.6%) from 2018

Expenses

Up

$489,905

Up $128,290 (+35%) from 2018

Net Income

Down

-$54,454

Down $113,210 (-193%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$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

2019

Assets$108,462
Liabilities$0
Net Assets$108,462
Open 2019 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$435,451
Expenses$489,905
Net Income-$54,454
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 16, 2020
Return Version
2019v5.0
Gross Receipts
$435,451
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.

Charitable financial assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$162,916$108,462▼ $54,454
Total Assets$162,916$108,462▼ $54,454
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$162,916$108,462▼ $54,454
Total Net Assets Fund Balance$162,916$108,462▼ $54,454
Total Liabilities and Net Assets / Fund Balance$162,916$108,462▼ $54,454
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleBaseTotal
Wendy KulickVice Chairman$1,800$1,800
Doyle CampbellTrustee$1,800$1,800
Gislaine JenkinsTrustee$1,800$1,800
Queen WilsonSecretary$1,800$1,800
Reather BrownTrustee$1,800$1,800
Samuel RobinsonChairman$1,650$1,650
Latonia BrothersTrustee$1,650$1,650
Terrell PalmerTreasurer$1,200$1,200
Bonny LuthyTreasurer$750$750
William JonesTrustee$450$450
Shirley PinckneySecretary$150$150
Revenue and Support

Revenue Composition

Contributions and Grants
$435,395
Program Service Revenue
$0
Investment Income
$56
Other Revenue
$0
All Other Contributions
$435,395
Change in Net Assets
$-54,454

Audited Revenue Reconciliation

Revenue per Audited Statements
$435,451
Total Revenue per Audited Statements
$435,451
Total Revenue per Form 990
$435,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$464,164
Salaries, Compensation, and Employee Benefits$14,850
Other Expenses$10,891
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$409,392--$409,392
Grants to Domestic Orgs$54,772--$54,772
Current Officers, Directors, Trustees, and Key Employees-$14,850-$14,850
Fees for Services Other-$9,891-$9,891
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$464,164$25,741$0$489,905

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$489,905
Total Expenses per Audited Statements$489,905
Total Expenses per Form 990$489,905
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Moncks CornerMoncks Corner, SC-Charitable$54,772
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
No
Audit committee
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 governing body review Part VI line 11

“Copies provided at monthly trustees meeting.”

Governing documents etc available to public Part VI line 19

“Documents available to the public upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Bonny Luthy
Title
Treasurer
Phone
8437618200
Signed
2020-03-16
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Eddie Carrick CPA Pc
Address
151 YOUNG DRIVE, Lexington, NC 27292
Preparer
Eddie Carrick
Phone
3362492545
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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TERRELL PALMER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES PROVIDED AT MONTHLY TRUSTEES MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0464164
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.61.124.138
ReturnHeader/FilingSecurityInformation/IPDt02020-03-27
ReturnHeader/FilingSecurityInformation/IPTm008:31:27
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0151 YOUNG DRIVE
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ReturnHeader/PreparerPersonGrp/PhoneNum03362492545
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDDIE CARRICK
ReturnHeader/ReturnTs02020-03-20T16:12:48-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,462
Liabilities
$0
Net assets
$108,462
Revenue
$435,451
Expenses
$489,905
Net income
-$54,454
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