Civic Intelligence

Stokes and Sarah Brown Charitable Foundation

990PF • Fiscal year 2020 • EIN 26-0110679

Feb 01, 2019 to Jan 31, 2020 • Filed on Jun 01, 2020

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 420-7753

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-62%

Higher net margin than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$44,985

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 24.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-2.1%

Faster asset growth than 28% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2018 to 2020

Revenue Growth

28th percentile

-18%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,340,112

Down $186,262 (-4.1%) from 2018

Net Assets

Down

$4,340,112

Down $186,262 (-4.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$182,729

Down $88,773 (-33%) from 2018

Expenses

Up

$295,254

Up $7,383 (+2.6%) from 2018

Net Income

Down

-$112,525

Down $96,156 (-587%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $4,526,374Liabilities 2018: $0Net Assets 2018: $4,526,3742018Assets 2020: $4,340,112Liabilities 2020: $0Net Assets 2020: $4,340,1122020Assets 2021: $4,371,291Liabilities 2021: $0Net Assets 2021: $4,371,2912021Assets 2022: $4,584,016Liabilities 2022: $0Net Assets 2022: $4,584,0162022Assets 2023: $4,400,324Liabilities 2023: $0Net Assets 2023: $4,400,3242023Assets 2024: $4,258,019Liabilities 2024: $0Net Assets 2024: $4,258,0192024Assets 2025: $4,444,088Liabilities 2025: $0Net Assets 2025: $4,444,0882025

Highlighted filing

2020

Assets$4,340,112
Liabilities$0
Net Assets$4,340,112
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.0M$500K$0-$500KRevenue 2018: $271,502Expenses 2018: $287,871Net Income 2018: -$16,3692018Revenue 2020: $182,729Expenses 2020: $295,254Net Income 2020: -$112,5252020Revenue 2021: $288,396Expenses 2021: $256,071Net Income 2021: $32,3252021Revenue 2022: $504,955Expenses 2022: $290,714Net Income 2022: $214,2412022Revenue 2023: $100,876Expenses 2023: $280,738Net Income 2023: -$179,8622023Revenue 2024: $166,188Expenses 2024: $308,150Net Income 2024: -$141,9622024Revenue 2025: $703,170Expenses 2025: $318,579Net Income 2025: $384,5912025

Highlighted filing

2020

Revenue$182,729
Expenses$295,254
Net Income-$112,525
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Jun 1, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUSTEETrustee-$44,985-$44,985
VIRGINIA SORY BROWNAdvisory Comm Mbr-$0--
EVELYN A SMITHAdvisory Comm Mbr-$0--
JOE GASTONAdvisory Comm Mbr-$0--
WILLIAM R GOODMAN IIIAdvisory Comm Mbr-$0--
Filing and Contact Details

Filer

Filer Name
Brown S & S Fdn
EIN
26-0110679
Phone
2054207753
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2020-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhouseccopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60126408HJ5 CSX CORP 3.8% 01 MAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61156700106 CENTURYTEL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6220030NCK5 COMCAST CORP 4% 01 M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6326078J100 DOWDUPONT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt643128MJXF2 FHLMC POOL #G0-867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt653128MJXR6 FHLMC POOL #G0-868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt663138A7NS3 FN AH5800 3.5% 01 FE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt673138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt683138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt693138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt703138X0Y36 F N M A POOL AU1629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7131402C4H2 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7231402V4E7 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7431410FZ99 FNMA POOL 888268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7531413YRR4 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76922908363 VANGUARD S& P 500 ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77931427AH1 WALGREENS BOOTS ALLI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7802665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79037833100 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8004314H600 ARTISAN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8110373QAB6 BP CAP MARKETS AMERI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8220825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83258620509 DOUBLELINE EMG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt843128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt853128MMTK9 FG G18553 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86312938VU4 FG A90627 4.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt873138A7FR4 FNMA POOL 0AH557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt883138WFRN8 FN AS5892 3.5% 01 OC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt893138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9031402RUW7 FN 735997 5.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91G51502105 JOHNSON CONTROLS INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt923140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9331410GJW4 FNMA POOL 888677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9431412XV35 FN 938134 6% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9531416BK72 FNMA POOL 0995018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9631418RGS4 FNMA POOL 0AD3808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9738141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98501044DE8 KROGER CO 2.65% 15 O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10017275RBL5 CISCO SYSTEMS INC 2.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10120030N101 COMCAST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10228176E108 EDWARDS LIFESCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1033128M7KV7 FG G05408 5% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10431294UAW3 FHLMC GOLD E09021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107458140AJ9 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108459200JG7 I B M CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10961761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111922908645 VANGUARD MID-CAP IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11200912XAU8 AIR LEASE CORP 2.125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1130258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115054937107 BB&T CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11612541W209 C H ROBINSON WORLDWI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117126650DA5 CVS HEALTH CORP 3.12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11814040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119172967424 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120172967KB6 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1213128MJV72 FG G08637 4% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1223128MMSR5 FG G18527 3% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1233128MMU27 FG G18600 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1243128PXKV7 FHLMC GOLD J17508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12531335ALX4 FG G60342 4.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1263138WCH71 FNMA POOL # AS2953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1273138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128008882771 AIM INTERNATIONAL GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12902079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130026874784 AMERICAN INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13206416CAB4 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133151020104 CELGENE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13431403DT33 FNMA POOL 0745870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13531416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13631417DRC9 FN AB6782 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13731418XV88 FN AD9638 4.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13831620R303 FNF GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140494368103 KIMBERLY-CLARK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142617446448 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143679580100 OLD DOMINION FGHT LI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14468389XBR5 ORACLE CORP 2.625% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146912828WZ9 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14791913YAU4 VALERO ENERGY CORP 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14892826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14902079K107 ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150055622104 BP P L C SPONS ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15109857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15225746U109 DOMINION ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15326441CAW5 DUKE ENERGY CORP 2.4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15431335AM96 FHLMC PC GOLD COMB 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1553138LQ3J1 FNMA POOL AO0800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1563138LY2H9 FN AO7975 3% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1573138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15931416XH60 FNMA POOL 0AB205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161423452101 HELMERICH & PAYNE IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162458140100 INTEL CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163459200101 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164500472303 KONINKLIJKE PHILIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16559156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16660871RAD2 MOLSON COORS BREWING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16761744YAH1 MORGAN STANLEY 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16974432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171808513AW5 THE CHARLES SCHWAB C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172876030107 TAPESTRY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175718546104 PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176806857108 SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178876664103 TAUBMAN CTRS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179892356106 TRACTOR SUPPLY CO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,340,112
Liabilities
$0
Net assets
$4,340,112
Revenue
$182,729
Expenses
$295,254
Net income
-$112,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.70$0.32$0.38
2024Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.17$0.31$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.10$0.28$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.50$0.29$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.29$0.26$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.18$0.30$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.27$0.29$0.02