Civic Intelligence

Stokes and Sarah Brown Charitable Foundation

990PF • Fiscal year 2025 • EIN 26-0110679

Feb 01, 2024 to Jan 31, 2025 • Filed on Jun 04, 2025

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

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$48,089

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

323%

Faster revenue growth than 97% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,444,088

Up $186,069 (+4.4%) from 2024

Net Assets

Up

$4,444,088

Up $186,069 (+4.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin91st percentile

Revenue

Up

$703,170

Up $536,982 (+323%) from 2024

Expenses

Up

$318,579

Up $10,429 (+3.4%) from 2024

Net Income

Up

$384,591

Up $526,553 (+371%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2025

Assets$4,444,088
Liabilities$0
Net Assets$4,444,088
Open 2025 Filing

Operations Trend

Revenue Growth97th 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

2025

Revenue$703,170
Expenses$318,579
Net Income$384,591
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Jun 4, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUSTEETrustee-$48,089-$48,089
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
2025-06-04
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/CategoryOrItemTxt4622160K105 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4722160N109 COSTAR GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48244199105 DEERE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4925278X109 DIAMONDBACK ENERGY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5026441CCC7 DUKE ENERGY CORP 4.8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5128176E108 EDWARDS LIFESCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5230225T102 EXTRA SPACE STORAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt533128M74W3 FG G05937 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt543128M7KV7 FG G05408 5% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt553128M7NZ5 FG G05508 5% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt563128MJUS7 FG G08592 4% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt573128MJV72 FG G08637 4% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt583128MJXF2 FHLMC POOL #G0-867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt593128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt603128MJXR6 FHLMC POOL #G0-868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt613128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt623128MMSR5 FG G18527 3% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt633128MMT37 FG G18569 3% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt643128MMTF0 FG G18549 2.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt653128MMTK9 FG G18553 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt663128MMU27 FG G18600 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt673128PXKV7 FHLMC GOLD J17508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68312938VU4 FG A90627 4.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69312943UP6 FG A95090 4.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70312943WG4 FG A95147 4% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7131294UAW3 FHLMC GOLD E09021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt723131Y1W55 FR ZM6968 4% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt733132ADU30 FR ZT1502 3.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt743132CWKV5 FR SB0308 2.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt753132DMVD4 FR SD0612 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt763132DP6F0 FR SD2670 3.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt773132DVK87 FR SD7519 3.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt783132DVMA0 FR SD7553 3% 01 MAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt793132L6CX7 FG V80986 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt803132XCR31 FG G67706 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8131335ACR7 FHLMC POOL #G6-008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8231335ALX4 FG G60342 4.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8331335AM96 FHLMC PC GOLD COMB 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt843133KNCZ4 FR RA6388 2.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt853133KNJL8 FR RA6567 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt863134A4KX1 FEDERAL HOME LN MTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8731368HMT7 FNMA POOL 019037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt883138A5BP6 FNMA AH3645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt893138A7FR4 FNMA POOL 0AH557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt903138A7NS3 FN AH5800 3.5% 01 FE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt913138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt923138ASS78 FNMA POOL # AJ1441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt933138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt943138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt953138ERTL4 FN AL9554 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt963138ETK88 FN AL8418 4% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt973138LQ3J1 FNMA POOL AO0800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt983138LY2H9 FN AO7975 3% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt993138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1003138WCH71 FNMA POOL # AS2953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1013138WF2Z8 FNMA POOL # AS6191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1023138WFRN8 FN AS5892 3.5% 01 OC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1033138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1043138WPJG0 FNMA POOL # AT2062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1053138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1063138X0Y36 F N M A POOL AU1629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1073138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10831402C4H2 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10931402DDB3 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11031402RFV6 FNMA POOL 735580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11131402RUW7 FN 735997 5.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11231402V4E7 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11331403DT33 FNMA POOL 0745870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1143140GSRR5 FN BH4095 4% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1153140GYKA6 FN BH9288 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1163140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1173140QBR67 FN CA4108 3% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1183140QELR1 FN CA6635 2.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1193140QFNR6 FN CA7599 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1203140QNUS9 FN CB3292 2.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1213140X4DE3 FN FM1000 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1223140X4H25 FN FM1148 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1233140X4H66 FN FM1152 2.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1243140X4PG5 FN FM1322 4.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1253140X4TN6 FN FM1456 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1263140X6BM2 FN FM2743 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1273140XC7D4 FN FM8991 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1283140XHGT8 FN FS2009 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1293140XLDL9 FN FS4606 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13031410FSS5 FNMA POOL 888029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13131410FZ99 FNMA POOL 888268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13231412XV35 FN 938134 6% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13331413YRR4 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13431416BK72 FNMA POOL 0995018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13531416BS90 FNMA POOL 099524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13631416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13731416WL91 FNMA POOL 0AB1251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13831416XH60 FNMA POOL 0AB205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13931417DRC9 FN AB6782 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14031418AFC7 FN MA1062 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14131418CR89 FN MA3210 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14231418RGS4 FNMA POOL 0AD3808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14331418UEE0 FNMA POOL 0AD6432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14431418XV88 FN AD9638 4.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14531419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14631419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14731620MBS4 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14835671D857 FREEPORT-MCMORAN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149368736104 GENERAC HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15037045V100 GENERAL MTRS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15238141GYN8 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15340412C101 HCA HEALTHCARE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154404280CC1 HSBC HLDGS PLC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,444,088
Liabilities
$0
Net assets
$4,444,088
Revenue
$703,170
Expenses
$318,579
Net income
$384,591
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