Civic Intelligence

Florence Simon Beecher Foundation

990PF • Fiscal year 2023 • EIN 34-6613413

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 25, 2024

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 742-7021

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$81,639

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

48th percentile

3.0%

Faster asset growth than 48% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

48%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,955,027

Up $234,515 (+3.0%) from 2022

Net Assets

Up

$7,955,027

Up $234,515 (+3.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin75th percentile

Revenue

Up

$631,957

Up $205,690 (+48%) from 2022

Expenses

Down

$495,811

Down $113,022 (-19%) from 2022

Net Income

Up

$136,146

Up $318,712 (+175%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$10M$5.0M$0Assets 2015: $6,493,810Liabilities 2015: $0Net Assets 2015: $6,493,8102015Assets 2016: $6,204,683Liabilities 2016: $0Net Assets 2016: $6,204,6832016Assets 2017: $6,068,670Liabilities 2017: $0Net Assets 2017: $6,068,6702017Assets 2018: $7,084,657Liabilities 2018: $0Net Assets 2018: $7,084,6572018Assets 2019: $6,817,353Liabilities 2019: $0Net Assets 2019: $6,817,3532019Assets 2020: $7,001,717Liabilities 2020: $0Net Assets 2020: $7,001,7172020Assets 2021: $7,827,101Liabilities 2021: $0Net Assets 2021: $7,827,1012021Assets 2022: $7,720,512Liabilities 2022: $0Net Assets 2022: $7,720,5122022Assets 2023: $7,955,027Liabilities 2023: $0Net Assets 2023: $7,955,0272023Assets 2024: $8,460,753Liabilities 2024: $0Net Assets 2024: $8,460,7532024

Highlighted filing

2023

Assets$7,955,027
Liabilities$0
Net Assets$7,955,027
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $483,039Expenses 2015: $439,023Net Income 2015: $44,0162015Revenue 2016: $170,580Expenses 2016: $464,515Net Income 2016: -$293,9352016Revenue 2017: $266,739Expenses 2017: $404,132Net Income 2017: -$137,3932017Revenue 2018: $1,469,686Expenses 2018: $451,359Net Income 2018: $1,018,3272018Revenue 2019: $220,017Expenses 2019: $469,415Net Income 2019: -$249,3982019Revenue 2020: $614,005Expenses 2020: $446,540Net Income 2020: $167,4652020Revenue 2021: $1,371,184Expenses 2021: $519,492Net Income 2021: $851,6922021Revenue 2022: $426,267Expenses 2022: $608,833Net Income 2022: -$182,5662022Revenue 2023: $631,957Expenses 2023: $495,811Net Income 2023: $136,1462023Revenue 2024: $1,150,629Expenses 2024: $655,600Net Income 2024: $495,0292024

Highlighted filing

2023

Revenue$631,957
Expenses$495,811
Net Income$136,146
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 25, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$81,639-$81,639
Filing and Contact Details

Filer

Filer Name
Florence S Beecher Fdn
EIN
34-6613413
Phone
3307427021
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3307427021
Signed
2024-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62149123101 CATERPILLAR INS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6414040H105 CAPITAL ONE FINL COR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66723787107 PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6788160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm687591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69744320102 PRUDENTIAL FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70936793744 WASATCH FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7109857L108 BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72171340102 CHURCH & DWIGHT CO I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73464287804 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7400206R102 AT&T INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76922042858 VANGUARD INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79921943858 VANGUARD TAX-MANAGED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8681762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87666807102 NORTHROP GRUMMAN COR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89025537101 AMERICAN ELEC PWR CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92579780206 MCCORMICK & CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94049560105 ATMOS ENERGY CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97291011104 EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9830231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99369604301 GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100464287507 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10164110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10279466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104872540109 TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105872590104 T-MOBILE US INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10798978V103 ZOETIS INC
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0208616
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0423341
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt040820
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040820
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt081639
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0405000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0405000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0207998
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0208616
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0136146
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03262331
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0423341
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0588790
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01729
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06972
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0448020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042549

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,955,027
Liabilities
$0
Net assets
$7,955,027
Revenue
$631,957
Expenses
$495,811
Net income
$136,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$1.15$0.66$0.50
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.63$0.50$0.14
2022Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.43$0.61$0.18
2021Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$1.37$0.52$0.85
2020Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.61$0.45$0.17
2019Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.22$0.47$0.25
2018Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$1.47$0.45$1.02
2017Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.27$0.40$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.17$0.46$0.29
2015Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.48$0.44$0.04