Civic Intelligence

Laura Berry Campbell Trust Ua FBO Berry College 04-15-25

990PF • Fiscal year 2023 • EIN 58-6320345

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 05, 2024

Organization Profile
P O Box 919798Orlando, FL 32891-9798

(804) 273-7445

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

36th percentile

$208,318

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

20th percentile

-2.4%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

209%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$54,365,894

Down $1,311,834 (-2.4%) from 2022

Net Assets

Down

$54,365,894

Down $1,311,834 (-2.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin9th percentile

Revenue

Up

$2,085,409

Up $1,410,272 (+209%) from 2022

Expenses

Down

$3,371,682

Down $63,460 (-1.8%) from 2022

Net Income

Up

-$1,286,273

Up $1,473,732 (+53%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$60M$40M$20M$0Assets 2011: $52,815,860Liabilities 2011: $02011Assets 2012: $51,755,251Liabilities 2012: $02012Assets 2013: $52,652,041Liabilities 2013: $02013Assets 2014: $54,923,059Liabilities 2014: $02014Assets 2015: $54,471,028Liabilities 2015: $02015Assets 2018: $55,266,410Liabilities 2018: $0Net Assets 2018: $55,266,4102018Assets 2019: $53,865,731Liabilities 2019: $0Net Assets 2019: $53,865,7312019Assets 2020: $56,754,619Liabilities 2020: $0Net Assets 2020: $56,754,6192020Assets 2021: $58,431,855Liabilities 2021: $0Net Assets 2021: $58,431,8552021Assets 2022: $55,677,728Liabilities 2022: $0Net Assets 2022: $55,677,7282022Assets 2023: $54,365,894Liabilities 2023: $0Net Assets 2023: $54,365,8942023Assets 2024: $55,720,923Liabilities 2024: $0Net Assets 2024: $55,720,9232024Assets 2025: $56,323,817Liabilities 2025: $0Net Assets 2025: $56,323,8172025

Highlighted filing

2023

Assets$54,365,894
Liabilities$0
Net Assets$54,365,894
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,031,188Expenses 2011: $3,179,549Net Income 2011: $851,6392011Revenue 2012: $3,454,089Expenses 2012: $3,005,818Net Income 2012: $448,2712012Revenue 2013: $2,363,410Expenses 2013: $2,962,560Net Income 2013: -$599,1502013Revenue 2014: $5,151,171Expenses 2014: $2,920,804Net Income 2014: $2,230,3672014Revenue 2015: $2,727,131Expenses 2015: $3,179,162Net Income 2015: -$452,0312015Revenue 2018: $7,468,679Expenses 2018: $3,425,268Net Income 2018: $4,043,4112018Revenue 2019: $2,025,875Expenses 2019: $3,317,599Net Income 2019: -$1,291,7242019Revenue 2020: $6,014,994Expenses 2020: $3,270,663Net Income 2020: $2,744,3312020Revenue 2021: $5,115,183Expenses 2021: $3,428,616Net Income 2021: $1,686,5672021Revenue 2022: $675,137Expenses 2022: $3,435,142Net Income 2022: -$2,760,0052022Revenue 2023: $2,085,409Expenses 2023: $3,371,682Net Income 2023: -$1,286,2732023Revenue 2024: $4,748,867Expenses 2024: $3,399,632Net Income 2024: $1,349,2352024Revenue 2025: $3,955,346Expenses 2025: $3,360,015Net Income 2025: $595,3312025

Highlighted filing

2023

Revenue$2,085,409
Expenses$3,371,682
Net Income-$1,286,273
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 5, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANK N ATrustee-$208,318-$208,318
Filing and Contact Details

Filer

Filer Name
Berry Coll Campbell Tr
EIN
58-6320345
Phone
8042737445
Address
P O BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2024-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Raw XML Appendix370 raw XML fields

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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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03246840
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03246840
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 919798
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORLANDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0328919798
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TRUIST BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08042737445
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03140181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BERRY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02277 MARTHA BERRY HWY NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030149
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03140181
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02778825
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02778825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0140909
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0155202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0113439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0118351
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0118351
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0877565
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0468015
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0140909
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0155202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0113439
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03246840
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0468015
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0995916
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0527901
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt050401
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02022 TRANSACTIONS POSTED IN 2023
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt047066
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024840
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02021 TRANSACTIONS POSTED IN 2022
TaxesSchedule/TaxesDetail/Amt017824
TaxesSchedule/TaxesDetail/Amt11993
TaxesSchedule/TaxesDetail/Amt2866
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11993
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2866
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08042737445
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERRY COLL CAMPBELL TR
ReturnHeader/Filer/BusinessNameControlTxt0BERR
ReturnHeader/Filer/EIN0586320345
ReturnHeader/Filer/PhoneNum08042737445
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328919798
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02024-02-05T10:00:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,365,894
Liabilities
$0
Net assets
$54,365,894
Revenue
$2,085,409
Expenses
$3,371,682
Net income
-$1,286,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$3.96$3.36$0.60
2024Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$4.75$3.40$1.35
2023Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.4$2.09$3.37$1.29
2022Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$0.68$3.44$2.76
2021Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$5.12$3.43$1.69
2020Detailed filing. Detailed filing data is available for this year.$56.8$0.00$56.8$6.01$3.27$2.74
2019Detailed filing. Detailed filing data is available for this year.$53.9$0.00$53.9$2.03$3.32$1.29
2018Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$7.47$3.43$4.04
2015Summary only. Only limited summary data is available for this year.$54.5$0.00$2.73$3.18$0.45
2014Summary only. Only limited summary data is available for this year.$54.9$0.00$5.15$2.92$2.23
2013Summary only. Only limited summary data is available for this year.$52.7$0.00$2.36$2.96$0.60
2012Summary only. Only limited summary data is available for this year.$51.8$0.00$3.45$3.01$0.45
2011Summary only. Only limited summary data is available for this year.$52.8$0.00$4.03$3.18$0.85