Civic Intelligence

Dwight M Beeson Charitable Trust 1055000325

EIN 63-6150745 • Birmingham, AL

P O Box 11647Birmingham, AL 35202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$67,971

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

40th percentile

1.0%

Faster asset growth than 40% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

78%

Faster revenue growth than 84% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,352,758

Up $89,484 (+1.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$9,352,758

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin62nd percentile

Revenue

Up

$709,021

Up $311,459 (+78%) from 2023

Expenses

Up

$615,075

Up $44,225 (+7.7%) from 2023

Net Income

Up

$93,946

Up $267,234 (+154%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $8,486,815Liabilities 2011: $02011Assets 2012: $8,423,011Liabilities 2012: $02012Assets 2013: $8,404,810Liabilities 2013: $02013Assets 2014: $8,403,561Liabilities 2014: $02014Assets 2015: $8,519,094Liabilities 2015: $02015Assets 2016: $8,421,510Liabilities 2016: $0Net Assets 2016: $8,421,5102016Assets 2017: $9,210,924Liabilities 2017: $0Net Assets 2017: $9,210,9242017Assets 2018: $9,390,229Liabilities 2018: $0Net Assets 2018: $9,390,2292018Assets 2019: $9,795,587Liabilities 2019: $0Net Assets 2019: $9,795,5872019Assets 2020: $9,545,347Liabilities 2020: $0Net Assets 2020: $9,545,3472020Assets 2021: $9,733,163Liabilities 2021: $0Net Assets 2021: $9,733,1632021Assets 2022: $9,441,551Liabilities 2022: $0Net Assets 2022: $9,441,5512022Assets 2023: $9,263,274Liabilities 2023: $12023Assets 2024: $9,352,758Liabilities 2024: $0Net Assets 2024: $9,352,7582024

Highlighted filing

2024

Assets$9,352,758
Liabilities$0
Net Assets$9,352,758
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $678,836Expenses 2011: $521,757Net Income 2011: $157,0792011Revenue 2012: $460,606Expenses 2012: $524,895Net Income 2012: -$64,2892012Revenue 2013: $476,953Expenses 2013: $496,451Net Income 2013: -$19,4982013Revenue 2014: $555,509Expenses 2014: $554,507Net Income 2014: $1,0022014Revenue 2015: $673,354Expenses 2015: $572,751Net Income 2015: $100,6032015Revenue 2016: $467,296Expenses 2016: $565,619Net Income 2016: -$98,3232016Revenue 2017: $1,404,342Expenses 2017: $604,049Net Income 2017: $800,2932017Revenue 2018: $775,415Expenses 2018: $596,845Net Income 2018: $178,5702018Revenue 2019: $976,177Expenses 2019: $568,452Net Income 2019: $407,7252019Revenue 2020: $351,877Expenses 2020: $602,986Net Income 2020: -$251,1092020Revenue 2021: $839,569Expenses 2021: $650,045Net Income 2021: $189,5242021Revenue 2022: $300,075Expenses 2022: $587,675Net Income 2022: -$287,6002022Revenue 2023: $397,562Expenses 2023: $570,850Net Income 2023: -$173,2882023Revenue 2024: $709,021Expenses 2024: $615,075Net Income 2024: $93,9462024

Highlighted filing

2024

Revenue$709,021
Expenses$615,075
Net Income$93,946
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,352,758
Liabilities
$0
Net assets
$9,352,758
Revenue
$709,021
Expenses
$615,075
Net income
$93,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.71$0.62$0.09
2023Summary only. Only limited summary data is available for this year.$9.26$0.00$0.40$0.57$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.44$0.00$9.44$0.30$0.59$0.29
2021Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$0.84$0.65$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.55$0.00$9.55$0.35$0.60$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.80$0.00$9.80$0.98$0.57$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.39$0.00$9.39$0.78$0.60$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$0.00$9.21$1.40$0.60$0.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.00$8.42$0.47$0.57$0.10
2015Summary only. Only limited summary data is available for this year.$8.52$0.00$0.67$0.57$0.10
2014Summary only. Only limited summary data is available for this year.$8.40$0.00$0.56$0.55$0.00
2013Summary only. Only limited summary data is available for this year.$8.40$0.00$0.48$0.50$0.02
2012Summary only. Only limited summary data is available for this year.$8.42$0.00$0.46$0.52$0.06
2011Summary only. Only limited summary data is available for this year.$8.49$0.00$0.68$0.52$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$67,971-$67,971
Filing and Contact Details

Filer

Filer Name
Dwight M Beeson Charitable Trust
EIN
63-6150745
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-09
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 12,813 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/BookValueAmt26817826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt269105493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt270290881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27126283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt272157994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27312587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2748009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2754441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27610839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27728528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2785677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27910084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2805628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28127004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28210246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28324578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28414962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28578361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28623531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28728874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28837144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28911204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29021917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29114310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29228085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29326953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2949946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2958613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29622659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2976610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt298157979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29919172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3009312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30113430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30227737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30312242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30412373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30527939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3063218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3077522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30828414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30912230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3109960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31110450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3125066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31312028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31427038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31584653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt316137871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3174339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3184316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3196368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3208971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt000206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2054937107 BB&T CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt306828M876 BARON SELECT FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt420030NCK5 COMCAST CORP 4% 01 M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63128MJUB4 FHLMC POOL #G0-857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73134A4KX1 FEDERAL HOME LN MTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt931402C2T8 FN 725386 5.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10631103108 NASDAQ INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11682680103 ONEOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1278573M104 SABRE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1531419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16339128100 JP MORGAN MID CAP VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18500754106 KRAFT HEINZ CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2059022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21458140AJ9 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22N53745100 LYONDELLBASELL INDU-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2306416CAB4 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2426078JAB6 DOWDUPONT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2530231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt263128MMTP8 FG G18557 3% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt273138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28744320102 PRUDENTIAL FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2992343VAW4 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3094988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31969904101 WILLIAMS SONOMA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3231413YRR4 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3331418UCL6 FNMA POOL 0AD6374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3431419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3544932HAM5 IBM CREDIT LLC 3.6%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3646625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37009158106 AIR PRODS & CHEMS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3802665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4006367THQ6 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4131403DD97 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4231418WPP9 FNMA POOL 0AD8529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4331419GBH6 FN AE5439 4% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44418056107 HASBRO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47553530106 MSC INDUSTRIAL DIREC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4858933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4959156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5061744YAH1 MORGAN STANLEY 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5100206RCP5 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52018802108 ALLIANT ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5409247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5510373QAB6 BP CAP MKTS AMER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt563128MMQ22 FHLMC GOLDG18472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt573128PXKV7 FHLMC GOLD J17508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58312941Y43 FG A93431 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt593135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6131403CXG1 FNMA POOL 745079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64189054109 CLOROX CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6524422ESS9 JOHN DEERE CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6625746U109 DOMINION ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67312943WG4 FG A95147 4% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68806857108 SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6987236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70875921306 TARGET PORTFOLIO TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7138141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7300912XAU8 AIR LEASE CORP 2.125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7409062XAC7 BIOGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75126408HJ5 CSX CORP 3.8% 01 MAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7614040HBP9 CAPITAL ONE FINANCIA

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