Civic Intelligence

The Edward P Beach Charitable Trust

990PF • Fiscal year 2013 • EIN 13-6971897

Apr 01, 2012 to Mar 31, 2013 • Filed on Aug 14, 2013

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

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

48th percentile

$69,346

Higher top officer pay than 48% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,310,634

Up $38,232 (+0.6%) from 2012

Net Assets

Up

$6,310,634

Up $38,232 (+0.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$411,294

Down $13,507 (-3.2%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2013

Assets$6,310,634
Liabilities$0
Net Assets$6,310,634
Open 2013 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

2013

Revenue-
Expenses$411,294
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Aug 14, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$69,346-$69,346
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSTETSON UNIVERSITYORGANIZATIONS GENERALTAX EXEMPTDELAND, FL, US$170,000
Paid GrantJEFFERSON MEDICAL COLLEGEORGANIZATIONS GENERALTAX EXEMPTPHILADELPHIA, PA, US$170,000
Filing and Contact Details

Filer

EIN
13-6971897
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock120CHECK POINT SOFTWARE TECHNOLOG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock121SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock122TERADYNE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock123TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock124WALTER ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock125AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock126NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock127COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock128HOME DEPOT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock129L BRANDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock130MACYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock131BEAM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock132HILLSHIRE BRANDS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock133MEAD JOHNSON NUTRITION COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock134CONTINENTAL RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock135ENSCO PLC - CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock136VALERO ENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock137APARTMENT INVT & MGMT CO CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock138TRAVELERS COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock139COOPER COS INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock140MEDIVATION INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock141MERCK & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock142CITRIX SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock143VISA INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock144LYONDELLBASELL IND NV ORD CL A
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0236691
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1101543
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0IPATH DJ UBS COMM INDEX TOT R
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1DWS RREEF REAL ESTATE SEC-INST
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2SPDR GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3ISHARES GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0254484
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV195215
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0197171
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0252319
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0449490
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0449490
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm034673
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01687414
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0449490
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0473314

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,310,634
Liabilities
$0
Net assets
$6,310,634
Revenue
-
Expenses
$411,294
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