Civic Intelligence

Dwight M Beeson Charitable Trust 66 1055000325

990PF • Fiscal year 2017 • EIN 63-6150745

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 07, 2018

Organization Profile
Regions Bank Trust Dept P O Box 116Birmingham, AL 35202

(205) 420-7753

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$60,307

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

68th percentile

9.4%

Faster asset growth than 68% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

201%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$9,210,924

Up $789,414 (+9.4%) from 2016

Net Assets

Up

$9,210,924

Up $789,414 (+9.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

Up

$1,404,342

Up $937,046 (+201%) from 2016

Expenses

Up

$604,049

Up $38,430 (+6.8%) from 2016

Net Income

Up

$800,293

Up $898,616 (+914%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$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

2017

Assets$9,210,924
Liabilities$0
Net Assets$9,210,924
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$1,404,342
Expenses$604,049
Net Income$800,293
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$60,307-$60,307
Filing and Contact Details

Filer

Filer Name
Dwight M Beeson Charitable Trust 1055000325
EIN
63-6150745
Phone
2054207753
Address
REGIONS BANK TRUST DEPT P O BOX 116, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2018-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HASBRO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68HOLLYFRONTIER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70INVESCO INTERNATIONAL GROWTH F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72J P MORGAN CHASE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74KAR AUCTION SERVICES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LYONDELLBASELL INDUSTRIES - CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MERCK & CO. INC. NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MFS CORPORATE BOND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MFS RESH INTL FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NEXTERA ENERGY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PIMCO FOREIGN BOND U.S. DOLLAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PNC FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PRUDENTIAL HIGH YIELD FUND CL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90RAYTHEON CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92REPUBLIC SVCS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SCHLUMBERGER LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TARGET CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VICTORY RS SMALL CAP GROWTH FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WESTROCK COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105XILINX INC
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0808073
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt234660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt334907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt434161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt572002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt669390
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SUNBELT TIMBER OPP FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ADVISERS INVT TR JOHCM INTL SL

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,210,924
Liabilities
$0
Net assets
$9,210,924
Revenue
$1,404,342
Expenses
$604,049
Net income
$800,293
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
2017Detailed filing. Detailed filing data is available for this year.$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