Civic Intelligence

Dana Brown Charitable Trust

990PF • Fiscal year 2022 • EIN 43-6531876

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 06, 2022

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.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

91st percentile

$655,800

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

60th percentile

2.4%

Faster asset growth than 60% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

5.9%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$43,840,273

Up $1,044,912 (+2.4%) from 2021

Net Assets

Up

$43,840,273

Up $1,044,912 (+2.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin69th percentile

Revenue

Up

$5,865,507

Up $327,868 (+5.9%) from 2021

Expenses

Up

$4,815,754

Up $903,514 (+23%) from 2021

Net Income

Down

$1,049,753

Down $575,646 (-35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2022

Assets$43,840,273
Liabilities$0
Net Assets$43,840,273
Open 2022 Filing

Operations Trend

Revenue Growth57th 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

2022

Revenue$5,865,507
Expenses$4,815,754
Net Income$1,049,753
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 6, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BANKCo-Trustee-$655,800-$655,800
LELA G RICECo-Trustee-$0--
DANIEL D WATTCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHEDGENERAL OPERATINGPCMILWAUKEE, WI, US$3,993,426
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
2022-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6846434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6900287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70921937686 VANGUARD SMALL CAP V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71191216100 COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72842587107 SOUTHERN CO THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73418056107 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75452308109 ILLINOIS TOOL WORKSI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7791913Y100 VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7877957Y106 T ROWE PRICE MID CAP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85464287804 I SHARES S P SMALLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8726614N102 DUPONT DE NEMOURS IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89412295107 HARDING LOEVNER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9075513E101 RAYTHEON TECHNOLOGIE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9268902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93110122157 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9479466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9789400J107 TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9887918A105 TELADOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10074340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10120030N101 COMCAST CORP CL A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190056784 NORTHSTAR SEIDLER MEZ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2543495691 LOOMIS SAYLES GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt387245P684 TIAA CREF CORE PLUS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56488159AB PUT ON SPX 08/05/19
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64642879A9 PUT ON EFA 08/05/19
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94642879ACB CALL ON EFA 08/05/1
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134642879AZW PUT ON EEM 08/05/19
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166488159ACW CALL ON SPX 08/05/1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1746434G9TA PUT ON IEMG 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18922908686 VANGUARD SMALL CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1946435GAA0 ISHARES IBONDS DEC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt204642879TA CALL ON EEM 09/14/16
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21921910501 VANGUARD INTERNATION
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2346434VBD1 ISHARES IBONDS DEC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2446435UAA9 ISHARES IBONDS DEC 2
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt270028249HZWCALL ON ABT 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28G1151C9HZWCALL ON ACN 08/05/2
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt310311629HZWCALL ON AMGN 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt320231359HZWCALL ON AMZN 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt330970239HZWCALL ON BA 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt340605059HZWCALL ON BAC 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt350865169HZWCALL ON BBY 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3609062X9HZWCALL ON BIIB 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt371101229HZWCALL ON BMY 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt380846709HZWCALL ON BRKB 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt391567829HZWCALL ON CERN 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4022160K9HZWCALL ON COST 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4117275R9HZWCALL ON CSCO 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt421667649HZWCALL ON CVX 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4326614N9HZWCALL ON DD 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt442605579HZWCALL ON DOW 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt452788659HZWCALL ON ECL 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt464642879H2WCALL ON EFA 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4730303M9HZWCALL ON FB 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt483695509HZWCALL ON GD 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt493755589HZWCALL ON GILD 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5002079K9H1WCALL ON GOOG 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt514642879TAWPUT ON EFA 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5202079K9HZWCALL ON GOOGL 08/05
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5338141G9HZWCALL ON GS 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt544180569HZWCALL ON HAS 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt554370769HZWCALL ON HD 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt564385169HZWCALL ON HON 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt574592009HZWCALL ON IBM 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5846434G9HZWCALL ON IEMG 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt594581409HZWCALL ON INTC 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt604612029HZWCALL ON INTU 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt614523089HZWCALL ON ITW 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt624781609HZWCALL ON JNJ 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6346625H9HZWCALL ON JPM 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt641912169HZWCALL ON KO 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt655486619HZWCALL ON LOW 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt666092079HZWCALL ON MDLZ 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6788579Y9HZWCALL ON MMM 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6856585A9HZWCALL ON MPC 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt695949189HZWCALL ON MSFT 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7046434G9TAWPUT ON IEMG 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7165339F9HZWCALL ON NEE 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt726541069HZWCALL ON NKE 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7368389X9HZWCALL ON ORCL 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt747134489HZWCALL ON PEP 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt757170819HZWCALL ON PFE 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt767427189HZWCALL ON PG 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt777475259HZWCALL ON QCOM 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt787551119HZWCALL ON RTX2 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt798085139HZWCALL ON SCHW 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt808068579HZWCALL ON SLB 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt818425879HZWCALL ON SO 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8200206R9HZWCALL ON T 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8387612E9HZWCALL ON TGT 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt848725409HZWCALL ON TJX 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8591324P9HZWCALL ON UNH 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt869078189HZWCALL ON UNP 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt879130179HZWCALL ON RTX3 08/05/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8892826C9HZWCALL ON V 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt899182049HZWCALL ON VFC 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9091913Y9HZWCALL ON VLO 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9192343V9HZWCALL ON VZ 08/05/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt929497469HZWCALL ON WFC 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt939311429HZWCALL ON WMT 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9430231G9HZWCALL ON XOM 08/05/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9546435U515 ISHARES IBONDS DEC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96921937819 VANGUARD INTERMEDIAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9774440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98464288646 ISHARES TRUST ISHARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9946432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10019765P596 COLUMBIA SMALL CAP G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101693390882 P I M C O FOREIGN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10231420B300 FEDERATED HERMES INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103670700400 NUVEEN PREFERRED SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104921937686 VANGUARD SMALL CAP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10546434V803 ISHARES CURRENCY HED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10672369L107 PIONEER ILS INTERVAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108233051200 DEUTSCHE XTRACKERS M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109149498107 CAUSEWAY EMERGING MA

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,840,273
Liabilities
$0
Net assets
$43,840,273
Revenue
$5,865,507
Expenses
$4,815,754
Net income
$1,049,753
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