Civic Intelligence

Dana Brown Charitable Trust

990PF • Fiscal year 2024 • EIN 43-6531876

Jul 01, 2023 to Jun 30, 2024 • Filed on May 04, 2025

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

35th percentile

0.1%

Higher net margin than 35% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$601,784

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

29th percentile

0.1%

Faster asset growth than 29% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

35%

Faster revenue growth than 76% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$43,219,259

Up $43,300 (+0.1%) from 2023

Net Assets

Up

$43,219,259

Up $43,300 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin35th percentile

Revenue

Up

$4,445,039

Up $1,158,747 (+35%) from 2023

Expenses

Up

$4,440,377

Up $485,509 (+12%) from 2023

Net Income

Up

$4,662

Up $673,238 (+101%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$60M$40M$20M$0Assets 2012: $57,260,935Liabilities 2012: $02012Assets 2013: $55,249,628Liabilities 2013: $02013Assets 2014: $53,721,155Liabilities 2014: $02014Assets 2015: $54,282,956Liabilities 2015: $02015Assets 2019: $45,009,394Liabilities 2019: $02019Assets 2020: $41,178,093Liabilities 2020: $02020Assets 2021: $42,795,361Liabilities 2021: $0Net Assets 2021: $42,795,3612021Assets 2022: $43,840,273Liabilities 2022: $0Net Assets 2022: $43,840,2732022Assets 2023: $43,175,959Liabilities 2023: $0Net Assets 2023: $43,175,9592023Assets 2024: $43,219,259Liabilities 2024: $0Net Assets 2024: $43,219,2592024

Highlighted filing

2024

Assets$43,219,259
Liabilities$0
Net Assets$43,219,259
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$10M$5.0M$0-$5.0MRevenue 2012: $1,528,954Expenses 2012: $3,657,406Net Income 2012: -$2,128,4522012Revenue 2013: $2,659,545Expenses 2013: $4,512,005Net Income 2013: -$1,852,4602013Revenue 2014: $3,156,108Expenses 2014: $4,651,976Net Income 2014: -$1,495,8682014Revenue 2015: $5,213,385Expenses 2015: $4,655,881Net Income 2015: $557,5042015Revenue 2019: $2,822,388Expenses 2019: $4,104,889Net Income 2019: -$1,282,5012019Revenue 2020: $1,308,963Expenses 2020: $5,165,429Net Income 2020: -$3,856,4662020Revenue 2021: $5,537,639Expenses 2021: $3,912,240Net Income 2021: $1,625,3992021Revenue 2022: $5,865,507Expenses 2022: $4,815,754Net Income 2022: $1,049,7532022Revenue 2023: $3,286,292Expenses 2023: $3,954,868Net Income 2023: -$668,5762023Revenue 2024: $4,445,039Expenses 2024: $4,440,377Net Income 2024: $4,6622024

Highlighted filing

2024

Revenue$4,445,039
Expenses$4,440,377
Net Income$4,662
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 4, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BANKCo-Trustee-$601,784-$601,784
CATHY RHAE YANCEYExecutive Director-$69,996-$69,996
LELA G RICECo-Trustee-$0--
DANIEL D WATTCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Brown Dana Charitable Trust
EIN
43-6531876
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2025-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1231420B300 FEDERATED HERMES INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13670700400 NUVEEN PREFERRED SEC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2229875E100 AMERICAN EUROPACIFIC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26922908512 VANGUARD MID CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27464287465 ISHARES MSCI EAFE ET
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32464288877 ISHARES MSCI EAFE VA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3598MSCF1K8 PARTNERS GROUP PRVT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt13148
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt25
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd21
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03708014
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024248
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06884
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06884
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt010198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt091785
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0101983
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt032275
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt093665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03648472
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0730515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04440377
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04438529

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Filings

Displayed year

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

Open filing
Assets
$43,219,259
Liabilities
$0
Net assets
$43,219,259
Revenue
$4,445,039
Expenses
$4,440,377
Net income
$4,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$4.45$4.44$0.00
2023Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$3.29$3.95$0.67
2022Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$5.87$4.82$1.05
2021Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$5.54$3.91$1.63
2020Summary only. Only limited summary data is available for this year.$41.2$0.00$1.31$5.17$3.86
2019Summary only. Only limited summary data is available for this year.$45.0$0.00$2.82$4.10$1.28
2015Summary only. Only limited summary data is available for this year.$54.3$0.00$5.21$4.66$0.56
2014Summary only. Only limited summary data is available for this year.$53.7$0.00$3.16$4.65$1.50
2013Summary only. Only limited summary data is available for this year.$55.2$0.00$2.66$4.51$1.85
2012Summary only. Only limited summary data is available for this year.$57.3$0.00$1.53$3.66$2.13
Peer Organizations

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