Civic Intelligence

Beach Fdn Tr B for First Baptist Ch 1055000138

990PF • Fiscal year 2024 • EIN 63-6121521

Jan 01, 2024 to Dec 31, 2024 • Filed on May 05, 2025

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

5.3%

Higher net margin than 51% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$29,363

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

39th percentile

0.3%

Faster asset growth than 39% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

127%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,737,343

Up $12,919 (+0.3%) from 2023

Net Assets

$3,737,343

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin51st percentile

Revenue

Up

$256,111

Up $143,466 (+127%) from 2023

Expenses

Down

$242,464

Down $3,448 (-1.4%) from 2023

Net Income

Up

$13,647

Up $146,914 (+110%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,481,536Liabilities 2011: $02011Assets 2012: $3,412,555Liabilities 2012: $02012Assets 2013: $3,699,486Liabilities 2013: $02013Assets 2014: $3,732,854Liabilities 2014: $02014Assets 2015: $3,666,932Liabilities 2015: $02015Assets 2017: $3,435,385Liabilities 2017: $0Net Assets 2017: $3,435,3852017Assets 2018: $3,431,360Liabilities 2018: $0Net Assets 2018: $3,431,3602018Assets 2019: $3,388,927Liabilities 2019: $02019Assets 2020: $3,362,220Liabilities 2020: $0Net Assets 2020: $3,362,2202020Assets 2021: $4,017,560Liabilities 2021: $0Net Assets 2021: $4,017,5602021Assets 2022: $3,859,146Liabilities 2022: $12022Assets 2023: $3,724,424Liabilities 2023: $12023Assets 2024: $3,737,343Liabilities 2024: $0Net Assets 2024: $3,737,3432024

Highlighted filing

2024

Assets$3,737,343
Liabilities$0
Net Assets$3,737,343
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $271,259Expenses 2011: $219,675Net Income 2011: $51,5842011Revenue 2012: $181,424Expenses 2012: $248,769Net Income 2012: -$67,3452012Revenue 2013: $537,249Expenses 2013: $250,155Net Income 2013: $287,0942013Revenue 2014: $317,465Expenses 2014: $275,502Net Income 2014: $41,9632014Revenue 2015: $182,946Expenses 2015: $257,059Net Income 2015: -$74,1132015Revenue 2017: $195,843Expenses 2017: $241,055Net Income 2017: -$45,2122017Revenue 2018: $217,277Expenses 2018: $221,500Net Income 2018: -$4,2232018Revenue 2019: $176,760Expenses 2019: $218,719Net Income 2019: -$41,9592019Revenue 2020: $191,488Expenses 2020: $218,405Net Income 2020: -$26,9172020Revenue 2021: $838,329Expenses 2021: $181,296Net Income 2021: $657,0332021Revenue 2022: $72,199Expenses 2022: $230,241Net Income 2022: -$158,0422022Revenue 2023: $112,645Expenses 2023: $245,912Net Income 2023: -$133,2672023Revenue 2024: $256,111Expenses 2024: $242,464Net Income 2024: $13,6472024

Highlighted filing

2024

Revenue$256,111
Expenses$242,464
Net Income$13,647
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$29,363-$29,363
Filing and Contact Details

Filer

Filer Name
Beach Fdn Tr B for First Baptist Ch
EIN
63-6121521
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7729084Q100 EMCOR GROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81493267108 KEYCORP NEW COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89254543101 DIODES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90260003108 DOVER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91278865100 ECOLAB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9229275Y102 ENERSYS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt933128M74W3 FG G05937 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt943128MMTP8 FG G18557 3% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95312943WG4 FG A95147 4% 01 NOV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98532457108 LILLY ELI & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9965339F101 NEXTERA ENERGY INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10131402V4E7 FEDERAL NAT'L MTGE A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10350189K103 LCI INDUSTRIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10458933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10559022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10631416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10731677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109372303206 GENMAB A/S -SP ADR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11278012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113808513AW5 THE CHARLES SCHWAB C
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12526441CAW5 DUKE ENERGY CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126278265103 EATON VANCE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12729446M102 EQUINOR ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12831371MNW3 FN 256105 5.5% 01 FE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1293138AW3J0 FN AJ5300 4% 01 NOV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131957638109 WESTERN ALLIANCE BAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132G0408V102 AON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13331408JSV4 FNMA POOL 852932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13431418AFC7 FN MA1062 3% 01 MAY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13644930G107 ICU MED INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137N96617118 WRIGHT MEDICAL GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13874432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139756568101 RED ELECTRICA CORP S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140760759100 REPUBLIC SERVICES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141780259206 ROYAL DUTCH SHELL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142783513203 RYANAIR HOLDINGS PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14487166B102 SYNEOS HEALTH INC CL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147913017109 UNITED TECHNOLOGIES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149931142ED1 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150969251750 WILLIAM BLAIR MACRO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158375558BF9 GILEAD SCIENCES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16045672B305 INFORMA PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161695156109 PACKAGING CORP OF AM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16276169B102 REXNORD CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16378392U105 RYOHIN KEIKAKU CO LT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164863667101 STRYKER CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166904214103 UMPQUA HOLDINGS CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168912810RB6 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17092939U106 WEC ENERGY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1710258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17206828M876 BARON EMERGING MARKE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17412572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175127055101 CABOT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176128119880 CALAMOS INVT TR NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177198287203 COLUMBIA PROPERTY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17820030N101 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179485537401 KAO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18050540R409 LABORATORY CORP AMER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182575385109 MASONITE INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183576485205 MATADOR RESOURCES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18465336K103 NEXSTAR MEDIA GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1853138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1863138WF2Z8 FNMA POOL # AS6191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1873138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18831403CXG1 FNMA POOL 745079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1893140J5SM2 FN BM1423 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19031419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191315405100 FERRO CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1923140GYKA6 FN BH9288 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19331419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt194001744101 AMN HEALTHCARE SVCS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19500912X302 AIR LEASE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt196037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197052769106 AUTODESK INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt198088606108 BHP GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt199090572207 BIO RAD LABS INC CL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201204319107 CIE FINANCIERE RICHE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt202212015101 CONTINENTAL RESOURCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2033128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt204501044DE8 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt205576323109 MASTEC INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt206589378108 MERCURY COMPUTER SYS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20768389XBR5 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20869007J106 OUTFRONT MEDIA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2093138WPJG0 FNMA POOL # AT2062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2103138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21131402C4H2 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21200191U102 ASGN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt213002535300 AARON S INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21603662Q105 ANSYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt217073685109 BEACON ROOFING SUPPL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21812504L109 CBRE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt219131193104 CALLAWAY GOLF CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt220142795202 CARLSBERG A/S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt221172967KB6 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt222192446102 COGNIZANT TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt223256677105 DOLLAR GENERAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22429362U104 ENTEGRIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2253138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt226000361105 AAR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22792852T201 VIVENDI SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt228713448108 PEPSICO INC
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,737,343
Liabilities
$0
Net assets
$3,737,343
Revenue
$256,111
Expenses
$242,464
Net income
$13,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.26$0.24$0.01
2023Summary only. Only limited summary data is available for this year.$3.72$0.00$0.11$0.25$0.13
2022Summary only. Only limited summary data is available for this year.$3.86$0.00$0.07$0.23$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.00$4.02$0.84$0.18$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.19$0.22$0.03
2019Summary only. Only limited summary data is available for this year.$3.39$0.00$0.18$0.22$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.00$3.43$0.22$0.22$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.20$0.24$0.05
2015Summary only. Only limited summary data is available for this year.$3.67$0.00$0.18$0.26$0.07
2014Summary only. Only limited summary data is available for this year.$3.73$0.00$0.32$0.28$0.04
2013Summary only. Only limited summary data is available for this year.$3.70$0.00$0.54$0.25$0.29
2012Summary only. Only limited summary data is available for this year.$3.41$0.00$0.18$0.25$0.07
2011Summary only. Only limited summary data is available for this year.$3.48$0.00$0.27$0.22$0.05