Civic Intelligence

Thomas M Brown Perpetual Charitable Trust

990PF • Fiscal year 2023 • EIN 88-1096401

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 12, 2024

Organization Profile
PO Box 630858Cincinnati, OH 45263-0858

(513) 534-5310

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$42,084

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-65%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,866,745

Up $644,802 (+29%) from 2022

Net Assets

Up

$2,866,745

Up $644,802 (+29%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Down

$785,466

Down $1,449,602 (-65%) from 2022

Expenses

Up

$140,669

Up $127,546 (+972%) from 2022

Net Income

Down

$644,797

Down $1,577,148 (-71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$3.0M$2.0M$1.0M$0Assets 2022: $2,221,943Liabilities 2022: $1Net Assets 2022: $2,221,9432022Assets 2023: $2,866,745Liabilities 2023: $0Net Assets 2023: $2,866,7452023Assets 2024: $2,827,760Liabilities 2024: $1Net Assets 2024: $2,827,7602024Assets 2025: $2,915,316Liabilities 2025: $0Net Assets 2025: $2,915,3162025

Highlighted filing

2023

Assets$2,866,745
Liabilities$0
Net Assets$2,866,745
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2022: $2,235,068Expenses 2022: $13,123Net Income 2022: $2,221,9452022Revenue 2023: $785,466Expenses 2023: $140,669Net Income 2023: $644,7972023Revenue 2024: $172,807Expenses 2024: $211,788Net Income 2024: -$38,9812024Revenue 2025: $326,986Expenses 2025: $239,418Net Income 2025: $87,5682025

Highlighted filing

2023

Revenue$785,466
Expenses$140,669
Net Income$644,797
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 12, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANK N ACo-Trustee-$42,084-$42,084
CHRISTOPHER J BERGHOFFCo-Trustee-$20,941-$20,941
Filing and Contact Details

Filer

Filer Name
Thomas Brown Perp Char Tst
EIN
88-1096401
In Care Of
% FIFTH THIRD BANK NA
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
3132309075
Signed
2024-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 Yard Street Suite 200, Grandview Heights, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0189
TaxesSchedule/TaxesDetail/Amt112440
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03132309075
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS BROWN PERP CHAR TST
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0881096401
ReturnHeader/Filer/InCareOfNm0% FIFTH THIRD BANK NA
ReturnHeader/Filer/PhoneNum05135345310
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 630858
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452630858
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 Yard Street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grandview Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02024-02-06T13:19:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAROTHERS
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,866,745
Liabilities
$0
Net assets
$2,866,745
Revenue
$785,466
Expenses
$140,669
Net income
$644,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.33$0.24$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.17$0.21$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.79$0.14$0.64
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$2.24$0.01$2.22