Civic Intelligence

Lord Berkeley Conservation Trust

990EZ • Fiscal year 2014 • EIN 57-6140810

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 07, 2015

223 East Main St Ste BMoncks Corner, SC 29461

(843) 889-5228

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

95th percentile

$60,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 39.8% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

57th percentile

5.8%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-9.5%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$326,576

Up $17,999 (+5.8%) from 2013

Net Assets

Up

$326,576

Up $17,999 (+5.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$150,738

Down $15,813 (-9.5%) from 2013

Expenses

Up

$132,739

Up $5,233 (+4.1%) from 2013

Net Income

Down

$17,999

Down $21,046 (-54%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $348,273Liabilities 2010: $0Net Assets 2010: $348,2732010Assets 2011: $259,925Liabilities 2011: $0Net Assets 2011: $259,9252011Assets 2012: $269,532Liabilities 2012: $0Net Assets 2012: $269,5322012Assets 2013: $308,577Liabilities 2013: $0Net Assets 2013: $308,5772013Assets 2014: $326,576Liabilities 2014: $0Net Assets 2014: $326,5762014Assets 2015: $293,230Liabilities 2015: $10,020Net Assets 2015: $283,2102015Assets 2016: $2,745,090Liabilities 2016: $8,694Net Assets 2016: $2,736,3962016Assets 2017: $1,572,054Liabilities 2017: $25,118Net Assets 2017: $1,546,9362017Assets 2018: $1,894,109Liabilities 2018: $17,500Net Assets 2018: $1,876,6092018Assets 2019: $2,080,194Liabilities 2019: $285,849Net Assets 2019: $1,794,3452019Assets 2020: $2,075,469Liabilities 2020: $306,105Net Assets 2020: $1,769,3642020Assets 2021: $2,922,327Liabilities 2021: $1,131,036Net Assets 2021: $1,791,2912021Assets 2022: $4,930,484Liabilities 2022: $1,022,511Net Assets 2022: $3,907,9732022Assets 2023: $5,346,000Liabilities 2023: $1,247,360Net Assets 2023: $4,098,6402023Assets 2024: $5,776,885Liabilities 2024: $170,797Net Assets 2024: $5,606,0882024

Highlighted filing

2014

Assets$326,576
Liabilities$0
Net Assets$326,576

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $19,616Expenses 2010: $71,830Net Income 2010: -$52,2142010Revenue 2011: $31,093Expenses 2011: $119,441Net Income 2011: -$88,3482011Revenue 2012: $67,530Expenses 2012: $74,145Net Income 2012: -$6,6152012Revenue 2013: $166,551Expenses 2013: $127,506Net Income 2013: $39,0452013Revenue 2014: $150,738Expenses 2014: $132,739Net Income 2014: $17,9992014Revenue 2015: $158,997Expenses 2015: $181,044Net Income 2015: -$22,0472015Revenue 2016: $3,978,094Expenses 2016: $330,484Net Income 2016: $3,647,6102016Revenue 2017: $1,988,866Expenses 2017: $3,201,050Net Income 2017: -$1,212,1842017Revenue 2018: $1,490,722Expenses 2018: $1,134,192Net Income 2018: $356,5302018Revenue 2019: $419,833Expenses 2019: $521,126Net Income 2019: -$101,2932019Revenue 2020: $558,362Expenses 2020: $594,461Net Income 2020: -$36,0992020Revenue 2021: $618,818Expenses 2021: $624,944Net Income 2021: -$6,1262021Revenue 2022: $5,111,617Expenses 2022: $2,864,317Net Income 2022: $2,247,3002022Revenue 2023: $525,872Expenses 2023: $398,869Net Income 2023: $127,0032023Revenue 2024: $797,596Expenses 2024: $445,075Net Income 2024: $352,5212024

Highlighted filing

2014

Revenue$150,738
Expenses$132,739
Net Income$17,999
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 7, 2015
Return Version
2014v5.0
Gross Receipts
$150,738
Mission and Program Overview

Mission

Our mission: to preserve our community's sense of place by protecting its natural, cultural, and open space resources in perpetuity.our vision: a landscape anchored by our community's natural and historical traditions, existing in balanced harmony with a growing human presence.

SEE SHEDULE O LINE 01

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O LINE 01--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J RALEIGH WEST IIIDirector And General CounselFT$60,000-$60,000
BARRY H JURSExexutive DirectorPT$12,000-$12,000
MARY RUDLOFFDirector-$0--
GARY C LECROYTreasurer-$0--
J PARKER HILLSecretary-$0--
JOHN WESTDirector-$0--
DIANE EDWINSDirector-$0--
ROBERT M MEADVice President-$0--
WILLIAM W PEAGLER IIIDirector-$0--
BARBARA FORDDirector-$0--
CHARLES F GLOVERDirector-$0--
HENRY E KODAMADirector-$0--
MICHAEL HEITZLERDirector-$0--
RAY SIMSDirector-$0--
JAMES ROZIERPresident-$0--
DUNCAN NEWKIRKDirector-$0--
DR JOE KELLYDirector-$0--
AL KENNEDYDirector-$0--
MAC MCQUILLINDirector-$0--
BART SABINEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lord Berkeley Conservation Trust
EIN
57-6140810
Address
223 EAST MAIN ST STE B, Moncks Corner, SC 29461

Signing Officer

Name
J Raleigh West Iii
Title
Director and Ge
Signed
2015-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Kim a Hellman CPA Mba Pc
Address
1121 PARK WEST BLVD STE B 145, Mount Pleasant, SC 29466
Preparer
Kim a Hellman CPA
Phone
8432788405
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-ez, part iii: primary exempt purposes - the lord berkeley conservation trust (lbct) is a locally based nonprofit organization dedicated to protecting, preserving, and managing the natuaral resources and habitat of berkeley county, south carolina, for future generations to enjoy. The natural attributes that make berkeley county a desirable place to live are threatened by growing population. Lbct is directly involved in protecting land in the area for its natural, recreational, scenic, historical or productive value. Form 990-ez, part iii, line 28: program service accomplishments - lcbt has secured 25 conservation easments as of 2013. Currently there are 17,599 acres of land under conservation easement. Lcbt operates a conservation education program that teaches an average of 2,000 individuals each year. Lcbt hosts numerous environmental and conservation meetings, workshops, and forums. Lcbt recently published a fourth edition of the book entitled a day on cooper river by john heaufain irving which wa originally published in 1842

Description of other expenses Part I line 16

Description AmountBOARD AND ANNUAL MEETINGS 11,047MARKETING 2,550OTHER BUSINESS EXPENSES 4,841PROJECT EXPENSES 7,148

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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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEXUTIVE DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III: PRIMARY EXEMPT PURPOSES - THE LORD BERKELEY CONSERVATION TRUST (LBCT) IS A LOCALLY BASED NONPROFIT ORGANIZATION DEDICATED TO PROTECTING, PRESERVING, AND MANAGING THE NATUARAL RESOURCES AND HABITAT OF BERKELEY COUNTY, SOUTH CAROLINA, FOR FUTURE GENERATIONS TO ENJOY. THE NATURAL ATTRIBUTES THAT MAKE BERKELEY COUNTY A DESIRABLE PLACE TO LIVE ARE THREATENED BY GROWING POPULATION. LBCT IS DIRECTLY INVOLVED IN PROTECTING LAND IN THE AREA FOR ITS NATURAL, RECREATIONAL, SCENIC, HISTORICAL OR PRODUCTIVE VALUE. FORM 990-EZ, PART III, LINE 28: PROGRAM SERVICE ACCOMPLISHMENTS - LCBT HAS SECURED 25 CONSERVATION EASMENTS AS OF 2013. CURRENTLY THERE ARE 17,599 ACRES OF LAND UNDER CONSERVATION EASEMENT. LCBT OPERATES A CONSERVATION EDUCATION PROGRAM THAT TEACHES AN AVERAGE OF 2,000 INDIVIDUALS EACH YEAR. LCBT HOSTS NUMEROUS ENVIRONMENTAL AND CONSERVATION MEETINGS, WORKSHOPS, AND FORUMS. LCBT RECENTLY PUBLISHED A FOURTH EDITION OF THE BOOK ENTITLED A DAY ON COOPER RIVER BY JOHN HEAUFAIN IRVING WHICH WA ORIGINALLY PUBLISHED IN 1842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBOARD AND ANNUAL MEETINGS 11,047MARKETING 2,550OTHER BUSINESS EXPENSES 4,841PROJECT EXPENSES 7,148
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR AND GE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORD BERKELEY CONSERVATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LORD
ReturnHeader/Filer/EIN0576140810
ReturnHeader/Filer/USAddress/AddressLine1Txt0223 EAST MAIN ST STE B
ReturnHeader/Filer/USAddress/CityNm0Moncks Corner
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029461
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204580608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIM A HELLMAN CPA MBA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01121 PARK WEST BLVD STE B 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mount Pleasant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029466
ReturnHeader/PreparerPersonGrp/PhoneNum08432788405
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM A HELLMAN CPA
ReturnHeader/ReturnTs02015-05-04T08:14:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.78$0.17$5.61$0.80$0.45$0.35
2023Summary only. Only limited summary data is available for this year.$5.35$1.25$4.10$0.53$0.40$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$1.02$3.91$5.11$2.86$2.25
2021Summary only. Only limited summary data is available for this year.$2.92$1.13$1.79$0.62$0.62$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.31$1.77$0.56$0.59$0.04
2019Summary only. Only limited summary data is available for this year.$2.08$0.29$1.79$0.42$0.52$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.02$1.88$1.49$1.13$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.03$1.55$1.99$3.20$1.21
2016Summary only. Only limited summary data is available for this year.$2.75$0.01$2.74$3.98$0.33$3.65
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$0.16$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.15$0.13$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.17$0.13$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.07$0.07$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.03$0.12$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.02$0.07$0.05