Civic Intelligence

Lucille S Beeson Char Tr Bond Mgmt

EIN 72-6278911 • 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

9th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$1,236,016

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

32nd percentile

1.9%

Faster asset growth than 32% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

97%

Faster revenue growth than 90% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$195,596,911

Up $3,572,880 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$195,596,911

Up $3,572,880 (+1.9%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin75th percentile

Revenue

Up

$16,120,971

Up $7,934,058 (+97%) from 2023

Expenses

Up

$12,469,772

Up $685,378 (+5.8%) from 2023

Net Income

Up

$3,651,199

Up $7,248,680 (+201%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$300M$200M$100M$0Assets 2011: $157,585,415Liabilities 2011: $02011Assets 2012: $163,089,393Liabilities 2012: $02012Assets 2013: $164,658,523Liabilities 2013: $02013Assets 2014: $169,762,286Liabilities 2014: $02014Assets 2015: $172,015,557Liabilities 2015: $02015Assets 2019: $201,668,045Liabilities 2019: $0Net Assets 2019: $201,668,0452019Assets 2020: $197,734,212Liabilities 2020: $0Net Assets 2020: $197,734,2122020Assets 2021: $200,434,362Liabilities 2021: $0Net Assets 2021: $200,434,3622021Assets 2022: $195,757,249Liabilities 2022: $0Net Assets 2022: $195,757,2492022Assets 2023: $192,024,031Liabilities 2023: $0Net Assets 2023: $192,024,0312023Assets 2024: $195,596,911Liabilities 2024: $0Net Assets 2024: $195,596,9112024

Highlighted filing

2024

Assets$195,596,911
Liabilities$0
Net Assets$195,596,911
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $7,013,298Expenses 2011: $9,626,649Net Income 2011: -$2,613,3512011Revenue 2012: $15,444,445Expenses 2012: $9,805,310Net Income 2012: $5,639,1352012Revenue 2013: $12,024,511Expenses 2013: $10,455,755Net Income 2013: $1,568,7562013Revenue 2014: $16,181,824Expenses 2014: $11,102,197Net Income 2014: $5,079,6272014Revenue 2015: $13,452,133Expenses 2015: $11,198,862Net Income 2015: $2,253,2712015Revenue 2019: $32,594,524Expenses 2019: $11,471,355Net Income 2019: $21,123,1692019Revenue 2020: $7,854,390Expenses 2020: $11,760,844Net Income 2020: -$3,906,4542020Revenue 2021: $15,901,903Expenses 2021: $13,170,551Net Income 2021: $2,731,3522021Revenue 2022: $7,385,012Expenses 2022: $11,996,624Net Income 2022: -$4,611,6122022Revenue 2023: $8,186,913Expenses 2023: $11,784,394Net Income 2023: -$3,597,4812023Revenue 2024: $16,120,971Expenses 2024: $12,469,772Net Income 2024: $3,651,1992024

Highlighted filing

2024

Revenue$16,120,971
Expenses$12,469,772
Net Income$3,651,199
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$195,596,911
Liabilities
$0
Net assets
$195,596,911
Revenue
$16,120,971
Expenses
$12,469,772
Net income
$3,651,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$196$0.00$196$16.1$12.5$3.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$192$0.00$192$8.19$11.8$3.60
2022Detailed filing. Detailed filing data is available for this year.$196$0.00$196$7.39$12.0$4.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$200$0.00$200$15.9$13.2$2.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$198$0.00$198$7.85$11.8$3.91
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$202$0.00$202$32.6$11.5$21.1
2015Summary only. Only limited summary data is available for this year.$172$0.00$13.5$11.2$2.25
2014Summary only. Only limited summary data is available for this year.$170$0.00$16.2$11.1$5.08
2013Summary only. Only limited summary data is available for this year.$165$0.00$12.0$10.5$1.57
2012Summary only. Only limited summary data is available for this year.$163$0.00$15.4$9.81$5.64
2011Summary only. Only limited summary data is available for this year.$158$0.00$7.01$9.63$2.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$1,236,016-$1,236,016
Filing and Contact Details

Filer

Filer Name
Lucille S Beeson Char Tr Bond Mgmt
EIN
72-6278911
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-10-29
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 11,188 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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