Civic Intelligence

Stokes and Sarah Brown Charitable Foundation

990PF • Fiscal year 2021 • EIN 26-0110679

Feb 01, 2020 to Jan 31, 2021 • Filed on Jun 02, 2021

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

46th percentile

11%

Higher net margin than 46% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

60th percentile

$46,135

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

30th percentile

0.7%

Faster asset growth than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

58%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,371,291

Up $31,179 (+0.7%) from 2020

Net Assets

Up

$4,371,291

Up $31,179 (+0.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin46th percentile

Revenue

Up

$288,396

Up $105,667 (+58%) from 2020

Expenses

Down

$256,071

Down $39,183 (-13%) from 2020

Net Income

Up

$32,325

Up $144,850 (+129%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2021

Assets$4,371,291
Liabilities$0
Net Assets$4,371,291
Open 2021 Filing

Operations Trend

Revenue Growth74th 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

2021

Revenue$288,396
Expenses$256,071
Net Income$32,325
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
Jun 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUSTEETrustee-$46,135-$46,135
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
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2021-06-02
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4600287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47046353108 ASTRAZENECA PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4809062XAC7 BIOGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt493128MJXF2 FHLMC POOL #G0-867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt503128MJXR6 FHLMC POOL #G0-868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt513138A7NS3 FN AH5800 3.5% 01 FE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt523138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt533138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt543138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt553138X0Y36 F N M A POOL AU1629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5631402C4H2 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5731402V4E7 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5931410FZ99 FNMA POOL 888268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6031413YRR4 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61922908363 VANGUARD S& P 500 ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6202665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63037833100 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6404314H600 ARTISAN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6510373QAB6 BP CAP MARKETS AMERI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6620825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67258620509 DOUBLELINE EMG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt683128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt693128MMTK9 FG G18553 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70312938VU4 FG A90627 4.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt713138A7FR4 FNMA POOL 0AH557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt723138WFRN8 FN AS5892 3.5% 01 OC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt733138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7431402RUW7 FN 735997 5.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75G51502105 JOHNSON CONTROLS INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt763140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7731410GJW4 FNMA POOL 888677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7831412XV35 FN 938134 6% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7931416BK72 FNMA POOL 0995018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8031418RGS4 FNMA POOL 0AD3808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8138141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82501044DE8 KROGER CO 2.65% 15 O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8420030N101 COMCAST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8528176E108 EDWARDS LIFESCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt863128M7KV7 FG G05408 5% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8731294UAW3 FHLMC GOLD E09021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90459200JG7 I B M CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9161761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93922908645 VANGUARD MID-CAP IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt940258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9614040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97172967424 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98172967KB6 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt993128MJV72 FG G08637 4% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1003128MMSR5 FG G18527 3% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1013128MMU27 FG G18600 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1023128PXKV7 FHLMC GOLD J17508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10331335ALX4 FG G60342 4.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1043138WCH71 FNMA POOL # AS2953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1053138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10602079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107026874784 AMERICAN INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10906416CAB4 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11031403DT33 FNMA POOL 0745870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11131416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11231417DRC9 FN AB6782 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11331418XV88 FN AD9638 4.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11431620R303 FNF GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116494368103 KIMBERLY-CLARK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118617446448 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11968389XBR5 ORACLE CORP 2.625% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12192826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12202079K107 ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12309857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12425746U109 DOMINION ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12526441CAW5 DUKE ENERGY CORP 2.4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12631335AM96 FHLMC PC GOLD COMB 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1273138LQ3J1 FNMA POOL AO0800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1283138LY2H9 FN AO7975 3% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1293138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13131416XH60 FNMA POOL 0AB205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133458140100 INTEL CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134500472303 KONINKLIJKE PHILIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13559156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13660871RAD2 MOLSON COORS BREWING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13761744YAH1 MORGAN STANLEY 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13974432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140808513AW5 THE CHARLES SCHWAB C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143718546104 PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144806857108 SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146892356106 TRACTOR SUPPLY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14787236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14887612E106 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150922908686 VANGUARD SMALL-CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15192343VFS8 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15305561Q201 BOK FINANCIAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15406828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15530303M102 FACEBOOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1563128M74W3 FG G05937 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1573128MJUS7 FG G08592 4% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1583138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1593138WF2Z8 FNMA POOL # AS6191

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,371,291
Liabilities
$0
Net assets
$4,371,291
Revenue
$288,396
Expenses
$256,071
Net income
$32,325
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