Civic Intelligence

Beaufort Preservation Trust Inc

EIN 88-0864185 • Beaufort, SC

2015 Boundary Street Suite 317Beaufort, SC 29902
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.66x

Higher debt load relative to assets than 92% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

97th percentile

176%

Faster asset growth than 97% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$674,259

Up $430,259 (+176%) from 2023

Liabilities

Up

$448,262

Up $448,262 from 2023

Net Assets

Down

$225,997

Down $18,003 (-7.4%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Up

$18,002

Up $18,002 from 2023

Net Income

Down

-$18,002

Down $18,002 from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2022: $244,000Liabilities 2022: $0Net Assets 2022: $244,0002022Assets 2023: $244,000Liabilities 2023: $0Net Assets 2023: $244,0002023Assets 2024: $674,259Liabilities 2024: $448,262Net Assets 2024: $225,9972024

Highlighted filing

2024

Assets$674,259
Liabilities$448,262
Net Assets$225,997
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2022: $244,000Expenses 2022: $0Net Income 2022: $244,0002022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $18,002Net Income 2024: -$18,0022024

Highlighted filing

2024

Revenue$0
Expenses$18,002
Net Income-$18,002
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$674,259
Liabilities
$448,262
Net assets
$225,997
Revenue
$0
Expenses
$18,002
Net income
-$18,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.74$4.48$2.26$0.00$0.18$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$2.44$0.00$2.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD STEWARTPresident-$0--
Filing and Contact Details

Filer

Filer Name
Beaufort Preservation Trust Inc
EIN
88-0864185
Phone
8435219000
Address
2015 BOUNDARY STREET SUITE 317, BEAUFORT, SC 29902

Signing Officer

Name
Richard Stewart
Title
President
Phone
8435219000
Signed
2025-08-14

Preparer

Firm
Crowley Wechsler & Associates LLC
Address
1411 QUEEN STREET, BEAUFORT, SC 29902
Preparer
Richard D Crowley CPA
Phone
8433791065
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08435219000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEAUFORT PRESERVATION TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0BEAU
ReturnHeader/Filer/EIN0880864185
ReturnHeader/Filer/PhoneNum08435219000
ReturnHeader/Filer/USAddress/AddressLine1Txt02015 BOUNDARY STREET SUITE 317
ReturnHeader/Filer/USAddress/CityNm0BEAUFORT
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261860008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROWLEY WECHSLER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 QUEEN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
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ReturnHeader/PreparerPersonGrp/PhoneNum08433791065
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD D CROWLEY CPA
ReturnHeader/ReturnTs02025-11-13T13:46:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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