Civic Intelligence

Berkeley Seniors Inc.

990 • Fiscal year 2025 • EIN 57-1034485

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 29, 2025

Organization ProfileWWW.BERKELEYSENIORS.ORG

View Organization Page

103 Gulledge StMoncks Corner, SC 29461

(843) 760-0390

Siviq Scores

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

Liabilities / Assets

86th percentile

0.42x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.24x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

31st percentile

-3.6%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

22nd percentile

-6.0%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$568,532

Down $36,285 (-6.0%) from 2024

Net Assets

Down

$331,580

Down $34,871 (-9.5%) from 2024

Liabilities

Down

$236,952

Down $1,414 (-0.6%) from 2024

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin31st percentile

Revenue

Up

$977,455

Up $99,497 (+11%) from 2024

Expenses

Up

$1,012,326

Up $64,100 (+6.8%) from 2024

Net Income

Up

-$34,871

Up $35,397 (+50%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $577,152Liabilities 2011: $45,814Net Assets 2011: $531,3382011Assets 2012: $659,230Liabilities 2012: $54,899Net Assets 2012: $604,3312012Assets 2013: $721,101Liabilities 2013: $66,900Net Assets 2013: $654,2012013Assets 2014: $646,906Liabilities 2014: $66,021Net Assets 2014: $580,8852014Assets 2015: $629,161Liabilities 2015: $70,429Net Assets 2015: $558,7322015Assets 2016: $624,242Liabilities 2016: $74,027Net Assets 2016: $550,2152016Assets 2017: $619,262Liabilities 2017: $52,709Net Assets 2017: $566,5532017Assets 2018: $617,078Liabilities 2018: $55,883Net Assets 2018: $561,1952018Assets 2019: $606,611Liabilities 2019: $67,893Net Assets 2019: $538,7182019Assets 2020: $605,855Liabilities 2020: $58,809Net Assets 2020: $547,0462020Assets 2021: $619,745Liabilities 2021: $61,332Net Assets 2021: $558,4132021Assets 2022: $596,766Liabilities 2022: $56,322Net Assets 2022: $540,4442022Assets 2023: $614,791Liabilities 2023: $178,072Net Assets 2023: $436,7192023Assets 2024: $604,817Liabilities 2024: $238,366Net Assets 2024: $366,4512024Assets 2025: $568,532Liabilities 2025: $236,952Net Assets 2025: $331,5802025

Highlighted filing

2025

Assets$568,532
Liabilities$236,952
Net Assets$331,580
Open 2025 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $798,4782011Expenses 2012: $801,7752012Expenses 2013: $836,0322013Revenue 2014: $806,582Expenses 2014: $879,898Net Income 2014: -$73,3162014Revenue 2015: $966,598Expenses 2015: $988,751Net Income 2015: -$22,1532015Revenue 2016: $1,021,550Expenses 2016: $1,030,067Net Income 2016: -$8,5172016Revenue 2017: $1,030,652Expenses 2017: $1,014,314Net Income 2017: $16,3382017Revenue 2018: $971,422Expenses 2018: $976,780Net Income 2018: -$5,3582018Revenue 2019: $954,908Expenses 2019: $977,385Net Income 2019: -$22,4772019Revenue 2020: $932,823Expenses 2020: $924,495Net Income 2020: $8,3282020Revenue 2021: $930,985Expenses 2021: $919,618Net Income 2021: $11,3672021Revenue 2022: $914,640Expenses 2022: $932,609Net Income 2022: -$17,9692022Revenue 2023: $829,637Expenses 2023: $940,727Net Income 2023: -$111,0902023Revenue 2024: $877,958Expenses 2024: $948,226Net Income 2024: -$70,2682024Revenue 2025: $977,455Expenses 2025: $1,012,326Net Income 2025: -$34,8712025

Highlighted filing

2025

Revenue$977,455
Expenses$1,012,326
Net Income-$34,871
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 29, 2025
Return Version
2024v5.0
Gross Receipts
$977,455
Mission and Program Overview

Mission

Promoting senior independence in berkeley county.

To assist senior residents of berkeley county to age successfully in their natural environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$381,400$349,350▼ $32,050
Land, Buildings, and Equipment, Net$177,414$171,654▼ $5,760
Accounts Receivable$35,884$36,928▲ $1,044
Prepaid Expenses and Deferred Charges$10,119$10,600▲ $481
Total Assets$604,817$568,532▼ $36,285
Liabilities
Other Liabilities$173,044$168,354▼ $4,690
Accounts Payable and Accrued Expenses$65,322$68,598▲ $3,276
Total Liabilities$238,366$236,952▼ $1,414
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$366,451$331,580▼ $34,871
Total Net Assets Fund Balance$366,451$331,580▼ $34,871
Total Liabilities and Net Assets / Fund Balance$604,817$568,532▼ $36,285

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$168,354$168,342$336,696
Equipment$3,300$37,664$40,964
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Robert GuilbertVice Chairma
Donald WebbBoard Presid
David OwensDirector
Gary HinksDirector
Mary EvansDirector
Wade ArnetteDirector
Wynette MillerSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$968,393
Program Service Revenue
$7,677
Investment Income
$1,385
Other Revenue
$0
All Other Contributions
$43,095
Change in Net Assets
$-34,871

Audited Revenue Reconciliation

Revenue per Audited Statements
$977,455
Revenue Not Reported on Form 990
$217,902
Total Revenue per Audited Statements
$1,195,357
Total Revenue per Form 990
$977,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$589,716
Salaries, Compensation, and Employee Benefits$422,610
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$322,979$10,781-$333,760
Fees for Services Other$78,172$3,778-$81,950
Other Employee Benefits$56,478$4,357-$60,835
Payroll Taxes$24,990$833-$25,823
Occupancy$12,864--$12,864
Other Expenses$11,560$216-$11,560
All Other Expenses$9,234$1,841-$11,075
Insurance$7,277$352-$7,629
Office Expenses$6,584$430-$7,014
Pension Plan Contributions-$2,192-$2,192
Depreciation Depletion$1,070--$1,070
Total Functional Expenses$986,949$25,377$0$1,012,326

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,230,228
Expenses per Audited Statements$1,012,326
Total Expenses per Form 990$1,012,326
Expenses Not Reported on Form 990$217,902
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$168,354
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 board will receive a draft copy of the form 990 prior to submitting it to the irs.”

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

“Only a few members of management contract work/services on behalf of the organization and therefore are able to monitor any conflicts.”

Form 990, Page 6, Part VI, Line 19

“The organization provides a copy of the financial statements when requested.”

Filing and Contact Details

Filer

Filer Name
Berkeley Seniors Inc
EIN
57-1034485
Phone
8437600390
Address
103 GULLEDGE ST, MONCKS CORNER, SC 29461

Signing Officer

Name
Donna Cook
Title
Executive Director
Phone
8437224127
Signed
2025-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Cook
Formed
1995
Legal Domicile
Sc
Voting Board Members
7
Independent Board Members
7
Employees
16
Volunteers
32

Preparer

Firm
Crowley Wechsler & Associates LLC
Address
1411 QUEEN STREET, BEAUFORT, SC 29902
Preparer
Richard D Crowley CPA
Phone
8433791065
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers include unpaid board members and individuals that assist with the food preparations, transportation and delivery to seniors.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code. The financial accounting standards board (fasb) provides guidance on the organization's evaluation of accounting for uncertainty in income taxes. Management evaluated the organization's tax position and concluded that the organization had taken no uncerntain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.”

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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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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019543
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08880
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01084697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01102037
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITIES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) PROVIDES GUIDANCE ON THE ORGANIZATION'S EVALUATION OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERNTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS INCLUDE UNPAID BOARD MEMBERS AND INDIVIDUALS THAT ASSIST WITH THE FOOD PREPARATIONS, TRANSPORTATION AND DELIVERY TO SENIORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD WILL RECEIVE A DRAFT COPY OF THE FORM 990 PRIOR TO SUBMITTING IT TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ONLY A FEW MEMBERS OF MANAGEMENT CONTRACT WORK/SERVICES ON BEHALF OF THE ORGANIZATION AND THEREFORE ARE ABLE TO MONITOR ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES A COPY OF THE FINANCIAL STATEMENTS WHEN REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0MONCKS CORNER
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IRS990/WebsiteAddressTxt0WWW.BERKELEYSENIORS.ORG
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08437224127
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKELEY SENIORS INC
ReturnHeader/Filer/BusinessNameControlTxt0BERK
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROWLEY WECHSLER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 QUEEN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029902
ReturnHeader/PreparerPersonGrp/PhoneNum08433791065
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD D CROWLEY CPA
ReturnHeader/ReturnTs02025-09-29T09:49:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$568,532
Liabilities
$236,952
Net assets
$331,580
Revenue
$977,455
Expenses
$1,012,326
Net income
-$34,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.24$0.33$0.98$1.01$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.24$0.37$0.88$0.95$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.18$0.44$0.83$0.94$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.06$0.54$0.91$0.93$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.06$0.56$0.93$0.92$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.06$0.55$0.93$0.92$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.07$0.54$0.95$0.98$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.06$0.56$0.97$0.98$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.05$0.57$1.03$1.01$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.07$0.55$1.02$1.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.07$0.56$0.97$0.99$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.07$0.58$0.81$0.88$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.07$0.65$0.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.05$0.60$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.05$0.53$0.80