Civic Intelligence

Lord Berkeley Conservation Trust

990EZ • Fiscal year 2015 • EIN 57-6140810

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

223 East Main St Suite 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

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

5.5%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$293,230

Down $33,346 (-10%) from 2014

Net Assets

Down

$283,210

Down $43,366 (-13%) from 2014

Liabilities

Up

$10,020

Up $10,020 from 2014

Revenue

Up

$158,997

Up $8,259 (+5.5%) from 2014

Expenses

Up

$181,044

Up $48,305 (+36%) from 2014

Net Income

Down

-$22,047

Down $40,046 (-222%) from 2014

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

2015

Assets$293,230
Liabilities$10,020
Net Assets$283,210

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

2015

Revenue$158,997
Expenses$181,044
Net Income-$22,047
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$166,955
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.

The lord berkeley conservation trust (lbct) is a locally based nonprofit organization dedicated to protecting, preserving, and managing the natural 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.

Program Services

DescriptionGrantsExpenses
LCBT HAS SECURED 25 CONSERVATION EASEMENTS AS OF DECEMBER 31, 2015. CURRENTLY, THERE ARE 18,309 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 WAS ORIGINALLY PUBLISHED IN 1942.-$130,720
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM ROZIERPresident-$0--
BOBBY MEADVice-Preside-$0--
PARKER HILLSecretary-$0--
RONNIE GIVENSTreasurer-$0--
ANDREW DENNISDirector-$0--
DIANE EDWINSDirector-$0--
CHARLES E GLOVERDirector-$0--
BEN GRAMLINGDirector-$0--
MICHAEL HEITZLERDirector-$0--
BARRY JURSDirector-$0--
DR JOE KELLEYDirector-$0--
AL KENNEDYDirector-$0--
MAC MCQUILLINDirector-$0--
DUNCAN NEWKIRKDirector-$0--
BART SABINEDirector-$0--
RAY SIMSDirector-$0--
JOHN WESTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lord Berkeley Conservation Trust
EIN
57-6140810
Address
223 EAST MAIN ST SUITE B, MONCKS CORNER, SC 29461

Signing Officer

Name
Ronnie Givens
Title
Treasurer
Phone
8438995228
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Greene Finney & Horton Llp
Address
800 E WASHINGTON ST STE D, GREENVILLE, SC 29601-3054
Preparer
Francis H Horton Iii CPA
Phone
8642325204
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Bcswcd cost share 11,360 total 11,360

Form 990-ez, Part I, Line 16

Expenses marketing 5,191 office supplies 510 telephone/internet 2,867 technology 2,007 travel and mileage 5,272 board meetings 1,020 partner meetings 325 training and seminars 1,048 insurance 3,485 annual member dinner 10,467 bcswcd - cost share 1,462 contingency expense 829 dues 50 grant writing 1,000 landowner dev events 1,478 license expense 505 membership dues 3,195 merchant fees 287 other misc operating 1,194 project expense 100 sec of state fees 77 servicing charge 667 total 43,036

Form 990-ez, Part I, Line 20

Unrealized loss on investments -19,613 prior period adjustment -1,706

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 10,020

Form 990-ez, Part III

The lord berkeley conservation trust (lbct) is a locally based nonprofit organization dedicated to protecting, preserving, and managing the natural 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

Lcbt has secured 25 conservation easements as of december 31, 2015. Currently, there are 18,309 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 was originally published in 1942.

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IRS990EZ/PrimaryExemptPurposeTxt0THE LORD BERKELEY CONSERVATION TRUST (LBCT) IS A LOCALLY BASED NONPROFIT ORGANIZATION DEDICATED TO PROTECTING, PRESERVING, AND MANAGING THE NATURAL 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BCSWCD COST SHARE 11,360 TOTAL 11,360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 5,191 OFFICE SUPPLIES 510 TELEPHONE/INTERNET 2,867 TECHNOLOGY 2,007 TRAVEL AND MILEAGE 5,272 BOARD MEETINGS 1,020 PARTNER MEETINGS 325 TRAINING AND SEMINARS 1,048 INSURANCE 3,485 ANNUAL MEMBER DINNER 10,467 BCSWCD - COST SHARE 1,462 CONTINGENCY EXPENSE 829 DUES 50 GRANT WRITING 1,000 LANDOWNER DEV EVENTS 1,478 LICENSE EXPENSE 505 MEMBERSHIP DUES 3,195 MERCHANT FEES 287 OTHER MISC OPERATING 1,194 PROJECT EXPENSE 100 SEC OF STATE FEES 77 SERVICING CHARGE 667 TOTAL 43,036
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 10,020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE LORD BERKELEY CONSERVATION TRUST (LBCT) IS A LOCALLY BASED NONPROFIT ORGANIZATION DEDICATED TO PROTECTING, PRESERVING, AND MANAGING THE NATURAL 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LCBT HAS SECURED 25 CONSERVATION EASEMENTS AS OF DECEMBER 31, 2015. CURRENTLY, THERE ARE 18,309 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 WAS ORIGINALLY PUBLISHED IN 1942.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENE FINNEY & HORTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 E WASHINGTON ST STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296013054
ReturnHeader/PreparerPersonGrp/PhoneNum08642325204
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS H HORTON III CPA
ReturnHeader/ReturnTs02016-05-12T19:10:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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