Civic Intelligence

Robert David Buchan Tr UW

990PF • Fiscal year 2019 • EIN 58-6141637

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 29, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

8th percentile

-68%

Higher net margin than 8% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$15,590

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 51.1% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.7%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$754,424

Down $20,801 (-2.7%) from 2018

Net Assets

Down

$754,424

Down $20,801 (-2.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin8th percentile

Revenue

Down

$30,538

Down $15,172 (-33%) from 2018

Expenses

Up

$51,319

Up $1,790 (+3.6%) from 2018

Net Income

Down

-$20,781

Down $16,962 (-444%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2019

Assets$754,424
Liabilities$0
Net Assets$754,424
Open 2019 Filing

Operations Trend

Revenue Growth11th 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

2019

Revenue$30,538
Expenses$51,319
Net Income-$20,781
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANK FKA SUNTRUST BANKTrustee-$15,590-$15,590
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
Truist Bank Fka Suntrust Bank
Title
Trustee
Phone
4048132219
Signed
2020-04-29
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6700724F101 ADOBE SYSTEMS INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68174610105 CITIZENS FINANCIAL G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69G6564A105 NOMAD FOODS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70461418162 AAM/BAHL & GAYNOR IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7126614N102 DUPONT DE NEMOURS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72101137107 BOSTON SCIENTIFIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7314040H105 CAPITAL ONE FINL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74437076102 HOME DEPOT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75438516106 HONEYWELL INTL INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7666987V109 NOVARTIS AG ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78907818108 UNION PACIFIC CORP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7931620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8092826C839 VISA INC CL A COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8158933Y105 MERCK AND INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82060505104 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83166764100 CHEVRON CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8417275R102 CISCO SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8520030N101 COMCAST CORP COM CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86594918104 MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87084670702 BERKSHIRE HATHAWAY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8804621X108 ASSURANT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89580135101 MCDONALDS CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90654106103 NIKE INC CL B COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9167066G104 NVIDIA CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9392343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94278865100 ECOLAB INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95755111507 RAYTHEON CO NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96806857108 SCHLUMBERGER LTD COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97931142103 WAL-MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98983919101 XILINX INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9900143W859 INVESCO OPPENHEIMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10022052L104 CORTEVA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101023135106 AMAZON INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102037833100 APPLE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103038222105 APPLIED MATLS INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10422160K105 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105254687106 WALT DISNEY CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10691324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107G47791101 INGERSOLL-RAND PLC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108031162100 AMGEN INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10926875P101 EOG RESOURCES INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11079466L302 SALESFORCE COM INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111020002101 ALLSTATE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11246120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114142339100 CARLISLE COS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11545337C102 INCYTE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116OWENS, HEATHER 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117CARUTHERS, TANEKA B 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118CAPE, NANCY D 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119EVE, MATTHEW 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120SIMMONS, KAREN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121THOMPSON, LISA 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122SMITH, HOLLY 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123GIDDENS, KRISTEN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124JONES, SONYA 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125FOREHAND, JEREMY 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126SCOTT, CALVIN B 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127DAVIS, KIMBERLY D 11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128SANGSTER VALERIE STUDENT LN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129WEHUNT STEPHANIE STUDENT LN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130WOODARD THOMAS STUDENT LOAN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131MILLER DEANGELO 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132ARNOLD, ANDREW 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133THOMPSON DAVID 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134MAYS, STEPHEN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135SEWELL, LOGAN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136BRANNEN, JACOB 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137LAND ASHLEY 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138SAMPSON, MIRANDA 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139ANDERSON AMYE 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140WYNN CARRIE M 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141NEWMAN SAMUEL C 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142VAUGHN, RHIANNON 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143ROGERS, JOHNATHON 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144CARRUTHERS, TORY 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145MASHBURN, MARVIN B 10
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163707
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Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$754,424
Liabilities
$0
Net assets
$754,424
Revenue
$30,538
Expenses
$51,319
Net income
-$20,781
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