Civic Intelligence

The Edward P Beach Charitable Trust

990PF • Fiscal year 2012 • EIN 13-6971897

Apr 01, 2011 to Mar 31, 2012 • Filed on Aug 13, 2012

Organization Profile
PO Box 1297 Church St Station10008
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

91st percentile

$68,995

Higher top officer pay than 91% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

35th percentile

-1.6%

Faster asset growth than 35% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$6,272,402

Down $104,964 (-1.6%) from 2011

Net Assets

$6,272,402

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$424,801

Up $13,702 (+3.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,377,366Liabilities 2011: $02011Assets 2012: $6,272,402Liabilities 2012: $0Net Assets 2012: $6,272,4022012Assets 2013: $6,310,634Liabilities 2013: $0Net Assets 2013: $6,310,6342013Assets 2014: $6,451,152Liabilities 2014: $0Net Assets 2014: $6,451,1522014Assets 2015: $6,610,040Liabilities 2015: $02015Assets 2016: $6,406,874Liabilities 2016: $02016Assets 2020: $6,167,288Liabilities 2020: $0Net Assets 2020: $6,167,2882020Assets 2021: $6,605,837Liabilities 2021: $0Net Assets 2021: $6,605,8372021Assets 2022: $6,747,202Liabilities 2022: $0Net Assets 2022: $6,747,2022022Assets 2023: $6,734,192Liabilities 2023: $0Net Assets 2023: $6,734,1922023Assets 2024: $6,780,512Liabilities 2024: $0Net Assets 2024: $6,780,5122024Assets 2025: $7,021,975Liabilities 2025: $0Net Assets 2025: $7,021,9752025

Highlighted filing

2012

Assets$6,272,402
Liabilities$0
Net Assets$6,272,402
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $425,385Expenses 2011: $411,099Net Income 2011: $14,2862011Expenses 2012: $424,8012012Expenses 2013: $411,2942013Revenue 2014: $572,384Expenses 2014: $422,115Net Income 2014: $150,2692014Revenue 2015: $617,915Expenses 2015: $473,947Net Income 2015: $143,9682015Revenue 2016: $224,753Expenses 2016: $454,816Net Income 2016: -$230,0632016Revenue 2020: $411,111Expenses 2020: $483,331Net Income 2020: -$72,2202020Revenue 2021: $473,087Expenses 2021: $81,920Net Income 2021: $391,1672021Revenue 2022: $760,685Expenses 2022: $557,635Net Income 2022: $203,0502022Revenue 2023: $196,845Expenses 2023: $169,738Net Income 2023: $27,1072023Revenue 2024: $447,566Expenses 2024: $433,223Net Income 2024: $14,3432024Revenue 2025: $687,310Expenses 2025: $461,941Net Income 2025: $225,3692025

Highlighted filing

2012

Revenue-
Expenses$424,801
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Aug 13, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$68,995-$68,995
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSTETSON UNIVERSITYORGANIZATIONS GENERAL EXEMPT PURPOSEEXEMPTDELAND, FL, US$170,000
Paid GrantJEFFERSON MEDICAL COLLEGEORGANIZATIONS GENERAL EXEMPT PURPOSEEXEMPTPHILADELPHIA, PA, US$170,000
Filing and Contact Details

Filer

EIN
13-6971897
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2SPDR GOLD TRUST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0166035
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0160316
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0326351
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0326351
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0160316
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps034498
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm034498
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss068995
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0340000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0340000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0166035
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0166035
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-98450
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02734392
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0160316
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0290052
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01801
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss015301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0375003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm036299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0424801
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0326351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0326351
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps035003
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm036299
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss084801
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY06377366
IRS990PF/BalanceSheets/CapitalStockEOY06272402
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY01984038
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY01957300
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV02017210
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY03911170
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03579565
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV04570970
IRS990PF/BalanceSheets/InvestmentsOtherBOY0271086
IRS990PF/BalanceSheets/InvestmentsOtherEOY0277403
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0303646
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0211072
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0458134
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0458134
IRS990PF/BalanceSheets/TotalAssetsBOY06377366
IRS990PF/BalanceSheets/TotalAssetsEOY06272402
IRS990PF/BalanceSheets/TotalAssetsEOYFMV07349960
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY06377366
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY06272402
IRS990PF/BalanceSheets/TotalNetAssetsBOY06377366
IRS990PF/BalanceSheets/TotalNetAssetsEOY06272402
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0160316
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis04503
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis114416
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis222998
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis31251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis415386
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5754
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis61968
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis71346
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis8269
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis92406
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis101249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis112466
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis121870
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis133289
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis141124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis152555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis161711
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis174497
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis18409
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis191650
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2017584
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis217150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis221604
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis234921
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis242271
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis251262

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,272,402
Liabilities
$0
Net assets
$6,272,402
Revenue
-
Expenses
$424,801
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.69$0.46$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$0.45$0.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.20$0.17$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$0.76$0.56$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.00$6.61$0.47$0.08$0.39
2020Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.41$0.48$0.07
2016Summary only. Only limited summary data is available for this year.$6.41$0.00$0.22$0.45$0.23
2015Summary only. Only limited summary data is available for this year.$6.61$0.00$0.62$0.47$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.57$0.42$0.15
2013Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.41
2012Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.42
2011Summary only. Only limited summary data is available for this year.$6.38$0.00$0.43$0.41$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $5M-$10M nonprofits