Civic Intelligence

Stokes and Sarah Brown Charitable Foundation

990PF • Fiscal year 2024 • EIN 26-0110679

Feb 01, 2023 to Jan 31, 2024 • Filed on Jun 06, 2024

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-85%

Higher net margin than 6% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$45,229

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

24th percentile

-3.2%

Faster asset growth than 24% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

65%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,258,019

Down $142,305 (-3.2%) from 2023

Net Assets

Down

$4,258,019

Down $142,305 (-3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin6th percentile

Revenue

Up

$166,188

Up $65,312 (+65%) from 2023

Expenses

Up

$308,150

Up $27,412 (+9.8%) from 2023

Net Income

Up

-$141,962

Up $37,900 (+21%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2024

Assets$4,258,019
Liabilities$0
Net Assets$4,258,019
Open 2024 Filing

Operations Trend

Revenue Growth82nd 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

2024

Revenue$166,188
Expenses$308,150
Net Income-$141,962
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 31, 2024
Signed
Jun 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUSTEETrustee-$45,229-$45,229
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
2024-06-06
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41892356106 TRACTOR SUPPLY CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49339128100 JPMORGAN MID CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5094988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51962166104 WEYERHAEUSER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52875921777 PGIM QMA SMALL CAP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53912828YB0 US TREASURY N/B 1.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5491913Y100 VALERO ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55110122108 BRISTOL-MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56126650100 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57260557103 DOW INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5849338L103 KEYSIGHT TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59620076307 MOTOROLA SOLUTIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6003076C106 AMERIPRISE FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61H01301128 ALCON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6292339V100 VEREIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6396145D105 WESTROCK CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6400889A400 INVESCO INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65855244109 STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66Y75638109 SEASPAN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6712514G108 C D W CORP/DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68217204106 COPART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69285512109 ELECTRONIC ARTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70339041105 FLEETCOR TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7122052L104 CORTEVA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72110122157 BRISTOL-MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73ROUNDING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7403027XBD1 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75064159TF3 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76235851102 DANAHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7730231GBG6 EXXON MOBIL CORP 4.3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7834959J108 FORTIVE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80459200KA8 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8159022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8285771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83867914BM4 TRUIST FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8488579Y101 3M CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85911312106 UNITED PARCEL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86912828ZG8 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87G3922B107 GENPACT LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8900206RCP5 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90002824100 ABBOTT LABS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9100287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9200724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9300914AAB8 AIR LEASE CORP MED T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94016255101 ALIGN TECHNOLOGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95020002101 ALLSTATE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9602079K107 ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98026874784 AMERICAN INTL GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9903027XCE8 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100035240AR1 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10104314H592 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10204314H600 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103049468101 ATLASSIAN CORP COM U
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104052769106 AUTODESK INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10606051GHT9 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10706406RAQ0 BANK NEW YORK MELLON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1080641593U8 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10906828M876 BARON SELECT FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110075887109 BECTON DICKINSON & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111084664CR0 BERKSHIRE HATHAWAY F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112084670702 BERKSHIRE HATHAWAY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11309247XAR2 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114099724106 BORG WARNER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11510373QAB6 BP CAP MKTS AMER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11614040HCE3 CAPITAL ONE FINL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117143130102 CARMAX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118149123101 CATERPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119166764100 CHEVRON CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12016679L109 CHEWY INC - CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121172908105 CINTAS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122172967MT5 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12320030NDH1 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12420825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12522160K105 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12622160N109 COSTAR GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127244199105 DEERE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12825278X109 DIAMONDBACK ENERGY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12926441CCC7 DUKE ENERGY CORP 4.8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13028176E108 EDWARDS LIFESCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13130225T102 EXTRA SPACE STORAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1323128M74W3 FG G05937 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1333128M7KV7 FG G05408 5% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1343128M7NZ5 FG G05508 5% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1353128MJUS7 FG G08592 4% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1363128MJV72 FG G08637 4% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1373128MJXF2 FHLMC POOL #G0-867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1383128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1393128MJXR6 FHLMC POOL #G0-868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1403128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1413128MMSR5 FG G18527 3% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1423128MMT37 FG G18569 3% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1433128MMTF0 FG G18549 2.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1443128MMTK9 FG G18553 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1453128MMU27 FG G18600 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1463128PXKV7 FHLMC GOLD J17508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147312938VU4 FG A90627 4.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148312943UP6 FG A95090 4.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149312943WG4 FG A95147 4% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15031294UAW3 FHLMC GOLD E09021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1513131Y1W55 FR ZM6968 4% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1523132ADU30 FR ZT1502 3.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1533132CWKV5 FR SB0308 2.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1543132DMVD4 FR SD0612 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1553132DP6F0 FR SD2670 3.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1563132DVK87 FR SD7519 3.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1573132DVMA0 FR SD7553 3% 01 MAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1583132L6CX7 FG V80986 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1593132XCR31 FG G67706 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16031335ACR7 FHLMC POOL #G6-008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16131335ALX4 FG G60342 4.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16231335AM96 FHLMC PC GOLD COMB 3

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,258,019
Liabilities
$0
Net assets
$4,258,019
Revenue
$166,188
Expenses
$308,150
Net income
-$141,962
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