Civic Intelligence

Robert David Buchan Tr UW

990PF • Fiscal year 2018 • EIN 58-6141637

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 16, 2019

Organization Profile
PO Box 1908Orlando, FL 32802-1908

(404) 813-2219

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

25th percentile

-8.4%

Higher net margin than 25% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$15,932

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 34.9% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Revenue Growth

57th percentile

6.9%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$775,225

Down $50,248 (-6.1%) from 2015

Net Assets

$775,225

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin25th percentile

Revenue

Up

$45,710

Up $8,296 (+22%) from 2015

Expenses

Down

$49,529

Down $4,285 (-8.0%) from 2015

Net Income

Up

-$3,819

Up $12,581 (+77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.0M$500K$0Assets 2011: $898,146Liabilities 2011: $02011Assets 2012: $863,747Liabilities 2012: $02012Assets 2013: $834,416Liabilities 2013: $02013Assets 2014: $841,873Liabilities 2014: $02014Assets 2015: $825,473Liabilities 2015: $02015Assets 2018: $775,225Liabilities 2018: $0Net Assets 2018: $775,2252018Assets 2019: $754,424Liabilities 2019: $0Net Assets 2019: $754,4242019Assets 2020: $737,693Liabilities 2020: $0Net Assets 2020: $737,6932020Assets 2021: $803,171Liabilities 2021: $0Net Assets 2021: $803,1712021Assets 2022: $714,116Liabilities 2022: $0Net Assets 2022: $714,1162022Assets 2023: $694,996Liabilities 2023: $0Net Assets 2023: $694,9962023Assets 2024: $708,343Liabilities 2024: $0Net Assets 2024: $708,3432024

Highlighted filing

2018

Assets$775,225
Liabilities$0
Net Assets$775,225
Open 2018 Filing

Operations Trend

Revenue Growth57th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $56,346Expenses 2011: $79,231Net Income 2011: -$22,8852011Revenue 2012: $43,045Expenses 2012: $72,676Net Income 2012: -$29,6312012Revenue 2013: $62,876Expenses 2013: $63,449Net Income 2013: -$5732013Revenue 2014: $68,468Expenses 2014: $56,724Net Income 2014: $11,7442014Revenue 2015: $37,414Expenses 2015: $53,814Net Income 2015: -$16,4002015Revenue 2018: $45,710Expenses 2018: $49,529Net Income 2018: -$3,8192018Revenue 2019: $30,538Expenses 2019: $51,319Net Income 2019: -$20,7812019Revenue 2020: $31,596Expenses 2020: $48,371Net Income 2020: -$16,7752020Revenue 2021: $119,164Expenses 2021: $51,556Net Income 2021: $67,6082021Revenue 2022: $35,829Expenses 2022: $52,785Net Income 2022: -$16,9562022Revenue 2023: $23,967Expenses 2023: $43,472Net Income 2023: -$19,5052023Revenue 2024: $57,500Expenses 2024: $51,898Net Income 2024: $5,6022024

Highlighted filing

2018

Revenue$45,710
Expenses$49,529
Net Income-$3,819
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 16, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$15,932-$15,932
Filing and Contact Details

Filer

Filer Name
Tr Uw R D Buchan
EIN
58-6141637
Phone
4048132219
Address
PO BOX 1908, ORLANDO, FL 32802-1908

Signing Officer

Name
Suntrust Bank
Title
Trustee
Phone
4048132219
Signed
2019-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0determined on an hourly basis and the reference to one hour per week is an estimate only. Corporate trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody of assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investments reporting and reallocating and rebalancing of portfolios as necessary.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1022822V101 CROWN CASTLE INTL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11277902698 EATON VANCE ATLANTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1299103EUD7 WILSON, HEIDI BLAIR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139911229D6 WOODARD, MELINDA E 8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1492206C755 VANGUARD MTG BACKED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15253868103 DIGITAL REALTY TR IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169900059P7 RHODES, SANDRA J 8/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17683974604 OPPENHEIMER DEVELOPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1887283A102 T RWE PR QM US S/C G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1999103ETV9 LORD, JASON CLARK 6/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20992070UG5 JOHNSON, JEREMY 9/15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21722005816 PIMCO INVT GRADE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22991130485 FOLDS, LILY 6.000% 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23670678200 NUVEEN SMALL CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24991018U26 NWMAN SAMUEL C 7/04/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2599103CRN3 EVE, MATTHEW 7/04/21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2699103EUA3 FOREHAND, JEREMY 7/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2799104ZU49 MILLER DEANGELO 7/07
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28991050AW5 LAND ASHLEY 7/04/21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29991050AX3 SAMPSON, MIRANDA 7/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt309911228X3 CARUTHERS, TANEKA B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31991125709 OWENS, HEATHER 7/04/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32991125717 SANGSTER VALERIE STU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33991125725 WEHUNT STEPHANIE STU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34991125733 WOODARD THOMAS STUDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35992002YX7 SMITH, HOLLY 7/04/21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36992005YZ5 MASHBURN, MARVIN B 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37992006AX4 SCOTT, CALVIN B 7/04
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38992091NQ7 VAUGHN, RHIANNON 7/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39992091VT2 ROGERS, JOHNATHAN 7/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40992091VU9 CAPE, NANCY D 1/01/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41993804KZ5 THOMSON, LISA 7/04/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42993805SW1 GIDDENS, KRISTEN 7/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43993805WE6 ARNOLD, ANDREW 7/04/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44993808EJ9 CARRUTHERS, TORY 7/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45993808FN9 SIMMONS, KAREN 7/04/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46993908HZ8 POPKEN, SONYA 7/04/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47993909XQ8 THOMPSON, DAVID 7/04
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48994909UK3 MAYS, STEPHEN 7/04/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49994919XY9 SEWELL, LOGAN 7/04/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50994929MN4 JONES, SONYA 7/04/21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51994929SG3 BRANNEN, JACOB 7/04/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52994929ZB6 ANDERSON AMYE 7/04/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53994990N21 WYNN, CARRIE M 7/04/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt549964001Q0 DAVIS, KIMBERLY D 11
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Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$775,225
Liabilities
$0
Net assets
$775,225
Revenue
$45,710
Expenses
$49,529
Net income
-$3,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.58$0.52$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.24$0.43$0.20
2022Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.36$0.53$0.17
2021Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$1.19$0.52$0.68
2020Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.32$0.48$0.17
2019Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.31$0.51$0.21
2018Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.46$0.50$0.04
2015Summary only. Only limited summary data is available for this year.$8.25$0.00$0.37$0.54$0.16
2014Summary only. Only limited summary data is available for this year.$8.42$0.00$0.68$0.57$0.12
2013Summary only. Only limited summary data is available for this year.$8.34$0.00$0.63$0.63$0.01
2012Summary only. Only limited summary data is available for this year.$8.64$0.00$0.43$0.73$0.30
2011Summary only. Only limited summary data is available for this year.$8.98$0.00$0.56$0.79$0.23