Civic Intelligence

Berkeley Electric Cooperative Trust

990 • Fiscal year 2021 • EIN 57-0956017

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-34%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$2,767

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-37%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

7.9%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$284,538

Down $165,520 (-37%) from 2020

Net Assets

Down

$284,538

Down $165,520 (-37%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin14th percentile

Revenue

Up

$493,471

Up $36,056 (+7.9%) from 2020

Expenses

Up

$658,991

Up $543,172 (+469%) from 2020

Net Income

Down

-$165,520

Down $507,116 (-148%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2021

Assets$284,538
Liabilities$0
Net Assets$284,538
Open 2021 Filing

Operations Trend

Revenue Growth53rd 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

2021

Revenue$493,471
Expenses$658,991
Net Income-$165,520
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.0
Gross Receipts
$493,471
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$410,940$243,614▼ $167,326
Accounts Receivable$39,118$40,924▲ $1,806
Total Assets$450,058$284,538▼ $165,520
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$450,058$284,538▼ $165,520
Total Net Assets Fund Balance$450,058$284,538▼ $165,520
Total Liabilities and Net Assets / Fund Balance$450,058$284,538▼ $165,520
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseTotal
James GrahamVice Chairma$2,767$2,767
Samuel BrownleeTrustee$2,680$2,680
Bonny LuthyChairman$2,307$2,307
William JonesTrustee$2,174$2,174
Alton HoodTrustee$2,108$2,108
Latonia BrothersSecretary$1,874$1,874
Gislaine JenkinsTrustee$1,783$1,783
Reather BrownTrustee$1,731$1,731
Queen WilsonTrustee$1,537$1,537
Revenue and Support

Revenue Composition

Contributions and Grants
$493,297
Program Service Revenue
$0
Investment Income
$174
Other Revenue
$0
All Other Contributions
$493,297
Change in Net Assets
$-165,520

Audited Revenue Reconciliation

Revenue per Audited Statements
$493,471
Revenue Not Reported on Form 990
$24,665
Total Revenue per Audited Statements
$518,136
Total Revenue per Form 990
$493,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$637,515
Salaries, Compensation, and Employee Benefits$18,961
Other Expenses$2,515
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$451,050--$451,050
Grants to Domestic Orgs$186,465--$186,465
Current Officers, Directors, Trustees, and Key Employees$18,961--$18,961
Fees for Services Other$2,515--$2,515
Total Functional Expenses$658,991$0$0$658,991

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$683,656
Expenses per Audited Statements$658,991
Total Expenses per Form 990$658,991
Expenses Not Reported on Form 990$24,665
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Camp Rise AboveCharleston, SC-Charitable$25,000
Canaan Christian ChurchMoncks Corner, SC-Charitable$25,000
Carolina Youth Development CenterNorth Charleston, SC-Charitable$25,000
Hope RepairMoncks Corner, SC-Charitable$25,000
Our Lady of MercyJohns Island, SC-Charitable$25,000
Other--Charitable$23,000
Lebanon Fire DepartmentRidgeville, SC-Charitable$19,557
Safe IndustriesEasley, SC-Charitable$11,908
Herman Ramsay Cross Community CenteCross, SC-Charitable$7,000
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
2022-05-06

Organization Details

Principal Officer
Bonny Luthy
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, 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 24,665 and 22,865 for the years ended december 31, 2021 and 2020, 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.”

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAROLINA YOUTH DEVELOPMENT CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OUR LADY OF MERCY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CAMP RISE ABOVE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HOPE REPAIR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CANAAN CHRISTIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5SAFE INDUSTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6HERMAN RAMSAY CROSS COMMUNITY CENTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7LEBANON FIRE DEPARTMENT
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3110 BILO DR STE C
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IRS990ScheduleI/RecipientTable/USAddress/CityNm2CHARLESTON
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IRS990ScheduleI/RecipientTable/USAddress/CityNm5EASLEY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST RECEIVES IN-KIND DONATIONS OF LABOR AND RELATED EXPENSES FROM BERKELEY ELECTRIC COOPERATIVE, INC., AN AFFILIATE OF THE TRUST. DONATIONS IN-KIND TOTALED 24,665 AND 22,865 FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, RESPECTIVELY. BASED ON THE FORM'S INSTRUCTIONS, THESE DONATIONS ARE NOT INCLUDED IN INCOME OR EXPENSES FOR THE PURPOSES OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSE OF THE TRUST IS TO ACCUMULATE AND DISBURSE FUNDS FOR CHARITABLE PURPOSES IN THE SERVICE AREA OF BERKELEY ECI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE BOARD WILL ALL SUPPORTING DOCUMENTATION MADE AVAILABLE TO THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THEIR CONFLICT OF INTEREST POLICIES AS PROVIDED FOR IN ITS POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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, PART III
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/WebsiteAddressTxt0HTTPS://WWW.BERKELEYELECTRIC.COOP/
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BERKELEY ECI - CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08437618200
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
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/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/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R ROUNTREE
ReturnHeader/ReturnTs02022-05-10T07:55:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEVENS
ReturnHeader/TaxPeriodBeginDt02021-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,538
Liabilities
$0
Net assets
$284,538
Revenue
$493,471
Expenses
$658,991
Net income
-$165,520
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