Civic Intelligence

Beaufort Charities Inc.

990 • Fiscal year 2018 • EIN 65-1220968

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 11, 2019

PO Box 503Beaufort, SC 29901

(843) 524-3003

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-75%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

5th percentile

-73%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

0.1%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$12,028

Down $32,657 (-73%) from 2017

Net Assets

Down

$12,028

Down $32,657 (-73%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$43,802

Up $34 (+0.1%) from 2017

Expenses

Up

$76,459

Up $43,515 (+132%) from 2017

Net Income

Down

-$32,657

Down $43,481 (-402%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $9,402Liabilities 2011: $0Net Assets 2011: $9,4022011Assets 2012: $24,208Liabilities 2012: $0Net Assets 2012: $24,2082012Assets 2013: $23,728Liabilities 2013: $0Net Assets 2013: $23,7282013Assets 2014: $37,715Liabilities 2014: $0Net Assets 2014: $37,7152014Assets 2015: $49,326Liabilities 2015: $0Net Assets 2015: $49,3262015Assets 2016: $33,861Liabilities 2016: $0Net Assets 2016: $33,8612016Assets 2017: $44,685Liabilities 2017: $0Net Assets 2017: $44,6852017Assets 2018: $12,028Liabilities 2018: $0Net Assets 2018: $12,0282018Assets 2019: $60,833Liabilities 2019: $0Net Assets 2019: $60,8332019Assets 2020: $49,595Liabilities 2020: $18Net Assets 2020: $49,5772020Assets 2021: $72,944Liabilities 2021: $936Net Assets 2021: $72,0082021Assets 2022: $151,146Liabilities 2022: $3,204Net Assets 2022: $147,9422022Assets 2023: $108,028Liabilities 2023: $4,770Net Assets 2023: $103,2582023Assets 2024: $102,867Liabilities 2024: $0Net Assets 2024: $102,8672024Assets 2025: $130,059Liabilities 2025: $0Net Assets 2025: $130,0592025

Highlighted filing

2018

Assets$12,028
Liabilities$0
Net Assets$12,028

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $11,247Expenses 2011: $12,430Net Income 2011: -$1,1832011Revenue 2012: $16,842Expenses 2012: $2,036Net Income 2012: $14,8062012Revenue 2013: $10,743Expenses 2013: $11,223Net Income 2013: -$4802013Revenue 2014: $21,707Expenses 2014: $7,720Net Income 2014: $13,9872014Revenue 2015: $25,248Expenses 2015: $13,637Net Income 2015: $11,6112015Revenue 2016: $23,467Expenses 2016: $38,932Net Income 2016: -$15,4652016Revenue 2017: $43,768Expenses 2017: $32,944Net Income 2017: $10,8242017Revenue 2018: $43,802Expenses 2018: $76,459Net Income 2018: -$32,6572018Revenue 2019: $59,221Expenses 2019: $10,416Net Income 2019: $48,8052019Revenue 2020: -$2,136Expenses 2020: $9,120Net Income 2020: -$11,2562020Revenue 2021: $39,431Expenses 2021: $17,000Net Income 2021: $22,4312021Revenue 2022: $143,374Expenses 2022: $67,440Net Income 2022: $75,9342022Revenue 2023: $83,621Expenses 2023: $128,305Net Income 2023: -$44,6842023Revenue 2024: $111,823Expenses 2024: $112,214Net Income 2024: -$3912024Revenue 2025: $123,153Expenses 2025: $95,961Net Income 2025: $27,1922025

Highlighted filing

2018

Revenue$43,802
Expenses$76,459
Net Income-$32,657
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 11, 2019
Return Version
2017v2.3
Gross Receipts
$234,271
Mission and Program Overview

Mission

The beaufort charities is a philanthropic organization focused on generating funds to be specifically used for local need organizations which possess a worthy objective and program of service in northern beaufort county.

To raise funds by holding an annual charity golf tournament and to disburse those funds to qualified 501(c)3 organizations in the beaufort community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$44,685$12,028▼ $32,657
Rtn Earn Endowment Incm Other Fnds$44,685$12,028▼ $32,657
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$44,685$12,028▼ $32,657
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,685$12,028▼ $32,657
Total Liabilities and Net Assets / Fund Balance$44,685$12,028▼ $32,657
Compensation and Service Providers

Board Members and Trustees

NameTitle
James W BoozerPresident
Kevin LivingstonVice-president
Doug MassalonDirector
Harry PattersonDirector
Jason DangerfieldDirector
Majorie MitchellDirector
Matthew HurttDirector
Mark StokesSecretary
Christian SherbertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$395
Program Service Revenue
$0
Investment Income
$10
Other Revenue
$43,397
All Other Contributions
$395
Change in Net Assets
$-32,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$69,650
Other Expenses$6,809
Total Fundraising Expense$50
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$66,150--$66,150
Occupancy-$5,951-$5,951
Grants to Domestic Individuals$3,500--$3,500
Advertising-$399-$399
Other Expenses-$184$50$50
Total Functional Expenses$69,650$6,759$50$76,459
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Habitat for HumanityBeaufort, SC501(c)(3)To Assist the Organization With Its Mission/general Charitable Purpose.$11,100
DavPort Royal, SC501(c)(3)To Assist the Organization With Its Mission/general Charitable Purpose.$7,500
Able FoundationBeaufort, SC501(c)(3)To Assist the Organization With Its Mission/general Charitable Purpose.$5,900
CapaBeaufort, SC501(c)(3)To Assist the Organization With Its Mission/general Charitable Purpose.$5,450
FcaHilton Head Island, SC501(c)(3)To Assist the Organization With Its Mission/general Charitable Purpose.$5,450
Alzheimers Support GroupBeaufort, SC501(c)(3)To Assist the Organization With Its Mission/general Charitable Purpose.$5,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$233,866
Fundraising Direct Expenses$190,469
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$128,490$128,490$13,234$115,256
Oyster Roast$96,376$96,376$10,299$86,077
Total Events$233,866$233,866$190,469$43,397
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 is emailed to all board members for their review, comments, and corrections prior to filing the form with the irs.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Beaufort Charities Inc
EIN
65-1220968
Phone
8435243003
Address
PO BOX 503, BEAUFORT, SC 29901

Signing Officer

Name
James W Boozer
Title
President
Phone
8435243003
Signed
2019-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James W Boozer
Formed
2004
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
250

Preparer

Firm
Robinson Grant & Co Pa
Address
POST OFFICE BOX 1406, BEAUFORT, SC 29901
Preparer
Kendall F Erickson CPA
Phone
8435243003
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0190469
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt032266
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt030728
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0319
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt063313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0128490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt096376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0233866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0128490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt096376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0233866
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043397
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06745
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030278
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013234
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010299
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt076228
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt020650
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt096878
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt05900
IRS990ScheduleI/RecipientTable/CashGrantAmt15200
IRS990ScheduleI/RecipientTable/CashGrantAmt25450
IRS990ScheduleI/RecipientTable/CashGrantAmt37500
IRS990ScheduleI/RecipientTable/CashGrantAmt45450
IRS990ScheduleI/RecipientTable/CashGrantAmt511100
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST THE ORGANIZATION WITH ITS MISSION/GENERAL CHARITABLE PURPOSE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO ASSIST THE ORGANIZATION WITH ITS MISSION/GENERAL CHARITABLE PURPOSE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO ASSIST THE ORGANIZATION WITH ITS MISSION/GENERAL CHARITABLE PURPOSE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO ASSIST THE ORGANIZATION WITH ITS MISSION/GENERAL CHARITABLE PURPOSE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO ASSIST THE ORGANIZATION WITH ITS MISSION/GENERAL CHARITABLE PURPOSE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5TO ASSIST THE ORGANIZATION WITH ITS MISSION/GENERAL CHARITABLE PURPOSE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ABLE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALZHEIMERS SUPPORT GROUP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CAPA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DAV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5HABITAT FOR HUMANITY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 CLEAR WATER WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11111 BAY ST SUITE B
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 531
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 392
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 5192
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5616 PARRIS ISLAND GATEWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BEAUFORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BEAUFORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BEAUFORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PORT ROYAL
IRS990ScheduleI/RecipientTable/USAddress/CityNm4HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm5BEAUFORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029906
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd129902
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd229901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd329935
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd429938
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd529906
IRS990ScheduleI/Total501c3OrgCnt06
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW, COMMENTS, AND CORRECTIONS PRIOR TO FILING THE FORM WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt044685
IRS990/TotalAssetsEOYAmt012028
IRS990/TotalAssetsGrp/BOYAmt044685
IRS990/TotalAssetsGrp/EOYAmt012028
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0395
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt050
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06759
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt069650
IRS990/TotalFunctionalExpensesGrp/TotalAmt076459
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt044685
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012028
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt069650
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043397
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043802
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt044685
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012028
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 503
IRS990/USAddress/CityNm0BEAUFORT
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029901
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.BEAUFORTCHARITIES.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.23$0.96$0.27
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.12$1.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.05$1.03$0.84$1.28$0.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.03$1.48$1.43$0.67$0.76
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.72$0.39$0.17$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.02$0.09$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.59$0.10$0.49
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.44$0.76$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.44$0.33$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.23$0.39$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.25$0.14$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.22$0.08$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.11$0.11$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.17$0.02$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.11$0.12$0.01