Civic Intelligence

Thomas N Beach & Mildred V Beach

990PF • Fiscal year 2024 • EIN 63-6121522

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 10, 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

67th percentile

16%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

57th percentile

$34,505

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

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

Asset Growth

43rd percentile

1.4%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

81st percentile

59%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,875,082

Up $52,050 (+1.4%) from 2023

Net Assets

Up

$3,875,082

Up $52,050 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin67th percentile

Revenue

Up

$329,115

Up $121,605 (+59%) from 2023

Expenses

Up

$275,705

Up $2,559 (+0.9%) from 2023

Net Income

Up

$53,410

Up $119,046 (+181%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,159,419Liabilities 2011: $02011Assets 2012: $3,974,980Liabilities 2012: $02012Assets 2013: $4,228,877Liabilities 2013: $02013Assets 2014: $4,252,060Liabilities 2014: $02014Assets 2015: $4,197,645Liabilities 2015: $02015Assets 2019: $3,817,627Liabilities 2019: $0Net Assets 2019: $3,817,6272019Assets 2020: $3,756,069Liabilities 2020: $0Net Assets 2020: $3,756,0692020Assets 2021: $3,939,513Liabilities 2021: $0Net Assets 2021: $3,939,5132021Assets 2022: $3,890,709Liabilities 2022: $0Net Assets 2022: $3,890,7092022Assets 2023: $3,823,032Liabilities 2023: $0Net Assets 2023: $3,823,0322023Assets 2024: $3,875,082Liabilities 2024: $0Net Assets 2024: $3,875,0822024

Highlighted filing

2024

Assets$3,875,082
Liabilities$0
Net Assets$3,875,082
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.0M$500K$0-$500KRevenue 2011: $326,426Expenses 2011: $215,419Net Income 2011: $111,0072011Revenue 2012: $210,522Expenses 2012: $363,856Net Income 2012: -$153,3342012Revenue 2013: $714,934Expenses 2013: $283,304Net Income 2013: $431,6302013Revenue 2014: $358,810Expenses 2014: $322,348Net Income 2014: $36,4622014Revenue 2015: $230,539Expenses 2015: $295,104Net Income 2015: -$64,5652015Revenue 2019: $150,669Expenses 2019: $248,770Net Income 2019: -$98,1012019Revenue 2020: $189,312Expenses 2020: $251,046Net Income 2020: -$61,7342020Revenue 2021: $361,988Expenses 2021: $178,167Net Income 2021: $183,8212021Revenue 2022: $214,020Expenses 2022: $261,372Net Income 2022: -$47,3522022Revenue 2023: $207,510Expenses 2023: $273,146Net Income 2023: -$65,6362023Revenue 2024: $329,115Expenses 2024: $275,705Net Income 2024: $53,4102024

Highlighted filing

2024

Revenue$329,115
Expenses$275,705
Net Income$53,410
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$34,505-$34,505
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBEACH FDN TR C FOR UAB DIABETES HOSPITALGENERAL OPERATINGPCBIRMINGHAM, AL, US$222,981
Filing and Contact Details

Filer

Filer Name
Beach Fdn Tr C for Uab Diabetes Hosp
EIN
63-6121522
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-10
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
Raw XML AppendixShowing 400 of 12,678 raw XML fields

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/BookValueAmt3034909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3046685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30526394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30616761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3078985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3089615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3098586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3109346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31111005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31210966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3135683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3147993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3153897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3163104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31764694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3184234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3195914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32010897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3214515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3225599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3236086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32410991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3251465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3269236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3275593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32811018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3295499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3304520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3313838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3322494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3334879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33411015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33533474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33655472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3371950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3381927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3394949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0691497309 OXFORD INDUSTRIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt274432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt374435K204 PRUDENTIAL PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt487265H109 TRI POINTE HOMES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6912810SA7 US TREASURY N/B 3% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7911312106 UNITED PARCEL SVC IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8913017109 UNITED TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt991913YAU4 VALERO ENERGY CORP N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10922908710 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1192886T201 VONAGE HLDGS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13G1151C101 ACCENTURE PLC-CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14G4388N106 HELEN OF TROY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15N53745100 LYONDELLBASELL INDU-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1729084Q100 EMCOR GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18302520101 F N B CORP PA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193128MMPZ0 FHLMC GOLD G18439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20500458401 KOMATSU LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21576485205 MATADOR RESOURCES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt223138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2331402RFV6 FNMA POOL 735580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2438141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2510373QAB6 BP CAP MKTS AMER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2612504L109 CBRE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27126408103 CSX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28231021106 CUMMINS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29238337109 DAVE & BUSTER S ENTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30780259206 ROYAL DUTCH SHELL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3178392U105 RYOHIN KEIKAKU CO LT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32833034101 SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3487236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3688870R102 TIVITY HEALTH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3790984P303 UNITED COMMUNITY BAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3831410K7E8 FN 890193 3.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3931418AFC7 FN MA1062 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4031418UCL6 FNMA POOL 0AD6374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4131418UEE0 FNMA POOL 0AD6432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4259022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4365339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt443140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4642226A107 HEALTHEQUITY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4709062XAC7 BIOGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48101121101 BOSTON PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49103304101 BOYD GAMING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5013123X102 CALLON PETE CO DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51128119880 CALAMOS INVT TR NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5214040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5317275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5420449X401 COMPASS GROUP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55707569109 PENN NATL GAMING INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56750236101 RADIAN GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5776169B102 REXNORD CORP

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
$3,875,082
Liabilities
$0
Net assets
$3,875,082
Revenue
$329,115
Expenses
$275,705
Net income
$53,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.33$0.28$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.21$0.27$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.21$0.26$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.36$0.18$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.19$0.25$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.15$0.25$0.10
2015Summary only. Only limited summary data is available for this year.$4.20$0.00$0.23$0.30$0.06
2014Summary only. Only limited summary data is available for this year.$4.25$0.00$0.36$0.32$0.04
2013Summary only. Only limited summary data is available for this year.$4.23$0.00$0.71$0.28$0.43
2012Summary only. Only limited summary data is available for this year.$3.97$0.00$0.21$0.36$0.15
2011Summary only. Only limited summary data is available for this year.$4.16$0.00$0.33$0.22$0.11