THE BERKELEY HALL CHARITABLE FOUNDATION (EIN 464739893) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

LISA MARIE TEMPLE

Phone

5713828819

Tax Period

2024-01-01 to 2024-12-31

THE BERKELEY HALL CHARITABLE FOUNDATION, founded in 2013, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $55K in total revenue in fiscal year 2024. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $65K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO IMPROVE THE QUALITY OF LIFE OF BLUFFTON, SC COMMUNITY RESIDENTS AND RESIDENTS OF NEIGHBORING BEAUFORT COUNTY, ESPECIALLY THOSE WHO ARE MOST VULNERABLE, PROMOTE PHILANTHROPY, AND ACT AS AN EFFECTIVE STEWARD OF CHARITABLE FUNDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $50,600

Program Service Revenue $4,450

Investment Income $0

Other Revenue $0

TOTAL REVENUE $55,050

Expense Breakdown

Grants Paid $50,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,967

Other Expenses $14,248

TOTAL EXPENSES $64,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,050	$469,640	-0.9%
Expenses	$64,748	$487,542	-0.9%
Net Income	$-9,698	$-17,902	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA MARIE TEMPLE	24/25CHAIRMA	5.00	Officer Director	$0	$0	$0
WILLIAM VIECHNICKI	24TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL BROCATO	24/25TRUSTEE	3.00	Director	$0	$0	$0
DAVID PIERSON	24TRUSTEE	2.00	Director	$0	$0	$0
HENRY MARINI	24BOARDLIASO	2.00	Director	$0	$0	$0
SUSAN BASILE	24/25SECRETA	3.00	Officer Director	$0	$0	$0
LIZ HENDON	24/25TRUSTEE	3.00	Director	$0	$0	$0
LINDA PITTS	24/25TRUS/GR	3.00	Director	$0	$0	$0
LORAN STREIT	24/25TREASUR	5.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$55,050	$64,748	$100,024	$-9,698
2023	$469,640	$487,542	$112,573	$-17,902
2022	$478,248	$481,338	$129,570	$-3,090
2021	$361,700	$304,292	$124,438	$57,408
2020	$259,524	$238,303	$66,383	$21,221
2019	$261,361	$255,421	$47,662	$5,940
2018	$224,029	$244,329	$41,521	$-20,300

THE BERKELEY HALL CHARITABLE FOUNDATION