Civic Intelligence

Buckingham Smith Benevolent Assn

990PF • Fiscal year 2018 • EIN 59-6137514

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
17 Pacific StreetSt Augustine, FL 32084

(904) 819-1799

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$19,885

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

37th percentile

-1.8%

Faster asset growth than 37% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,386,518

Down $61,887 (-1.8%) from 2017

Net Assets

Down

$3,386,518

Down $61,887 (-1.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin18th percentile

Revenue

Up

$374,802

Up $57,191 (+18%) from 2017

Expenses

Up

$436,689

Up $17,877 (+4.3%) from 2017

Net Income

Up

-$61,887

Up $39,314 (+39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,812,216Liabilities 2010: $5,836Net Assets 2010: $3,806,3802010Assets 2011: $4,218,454Liabilities 2011: $20,126Net Assets 2011: $4,198,3282011Assets 2012: $4,113,270Liabilities 2012: $7Net Assets 2012: $4,113,2632012Assets 2013: $4,165,365Liabilities 2013: $4,845Net Assets 2013: $4,160,5202013Assets 2014: $4,028,285Liabilities 2014: $34,147Net Assets 2014: $3,994,1382014Assets 2015: $3,855,929Liabilities 2015: $4,675Net Assets 2015: $3,851,2542015Assets 2016: $3,553,933Liabilities 2016: $4,327Net Assets 2016: $3,549,6062016Assets 2017: $3,448,405Liabilities 2017: $0Net Assets 2017: $3,448,4052017Assets 2018: $3,386,518Liabilities 2018: $0Net Assets 2018: $3,386,5182018Assets 2019: $3,244,089Liabilities 2019: $1Net Assets 2019: $3,244,0892019Assets 2020: $3,062,500Liabilities 2020: $10Net Assets 2020: $3,062,4902020Assets 2021: $2,961,387Liabilities 2021: $3,937Net Assets 2021: $2,957,4502021Assets 2022: $2,887,443Liabilities 2022: $1Net Assets 2022: $2,887,4432022Assets 2023: $3,019,031Liabilities 2023: $298Net Assets 2023: $3,018,7332023Assets 2024: $2,926,583Liabilities 2024: $0Net Assets 2024: $2,926,5832024

Highlighted filing

2018

Assets$3,386,518
Liabilities$0
Net Assets$3,386,518
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $358,1912010Expenses 2011: $382,4032011Expenses 2012: $391,8182012Revenue 2013: $442,491Expenses 2013: $395,234Net Income 2013: $47,2572013Revenue 2014: $258,585Expenses 2014: $424,967Net Income 2014: -$166,3822014Revenue 2015: $260,141Expenses 2015: $403,025Net Income 2015: -$142,8842015Revenue 2016: $222,960Expenses 2016: $524,608Net Income 2016: -$301,6482016Revenue 2017: $317,611Expenses 2017: $418,812Net Income 2017: -$101,2012017Revenue 2018: $374,802Expenses 2018: $436,689Net Income 2018: -$61,8872018Revenue 2019: $227,959Expenses 2019: $370,388Net Income 2019: -$142,4292019Revenue 2020: $173,643Expenses 2020: $355,242Net Income 2020: -$181,5992020Revenue 2021: $271,938Expenses 2021: $376,978Net Income 2021: -$105,0402021Revenue 2022: $234,610Expenses 2022: $304,617Net Income 2022: -$70,0072022Revenue 2023: $480,781Expenses 2023: $349,491Net Income 2023: $131,2902023Revenue 2024: $266,020Expenses 2024: $358,170Net Income 2024: -$92,1502024

Highlighted filing

2018

Revenue$374,802
Expenses$436,689
Net Income-$61,887
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bradley K DavisSec/Treas-TrusteeFT$19,885-$19,885
Reuben J PlantPres-Trustee-$0--
Darrell PoliTrustee-$0--
Joseph Boles JrTrustee-$0--
Otis MasonTrustee-$0--
Michael SandersVpres-Trustee-$0--
John D Bailey JrTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Buckingham Smith Benevolent Association
EIN
59-6137514
Phone
9048191799
Address
17 PACIFIC STREET, ST AUGUSTINE, FL 32084

Signing Officer

Name
Reuben J Plant
Title
President
Phone
9048191799
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Davis & Davis-certified Public Accts Pa
Address
17 PACIFIC STREET SUITE A, SAINT AUGUSTINE, FL 32084
Preparer
Bradley K Davis
Phone
9048191799
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Altria Group Inc-134 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Ameren Corp-76 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3American Electric Power-73 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Apple Inc-116 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AT&T Inc.-173 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Automatic Data Processing Inc-45 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Bank New York Mellon Corp-123 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Baxter Intl-47 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BB&T Corp-183 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Blackrock Inc-13 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Boeing Co-18 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Bristol Myers Squibb-87 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Broadcom LTD-20 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Chevron-7,125 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Chubb Corp-81 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Cisco System Inc-402 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CME Group Inc-38 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CMS Energy Corp-90 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Comcast Corp-385 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Digital Realty Corp-38 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DowDupont Inc-94 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Etracs Alerian MLP-1,800 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Eversource Energy-72 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Exxon Mobil-11,575 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30General Dynamics Corp-53 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31General Motors Co-82 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Gilead Sciences Inc-43 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Hersey Co-27 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Home Depot-64 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Intel Corp-271 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38International Business Machs-51 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Invesco QQQ Trust-500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Ishares Select Div Index-2,500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Ishares Russell 2000 Index Fund-2,000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JP Morgan Chase & Co-246 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Johnson & Johnson-194 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Kellogg Co-129 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Lyondellbase Industries-43 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Marsh & Mclennan Cos Inc-121 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52McDonalds Corp-38 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Medtronic PLC-54 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Merck & Co Inc-229 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Microsoft Corp-212 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Nextera Energy Inc-28 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Packaging Corp Amer-17 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Pepsico Inc-95 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Pfizer Inc-383 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Philip Morris Intl-121 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PNC Financial Services Group-71 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Price T Rowe Group-36 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Principal Finl Group Inc-70 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Public Storage Inc-24 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SPDR S&P Midcap 400-1,300 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Suncor Energy Inc-134 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Texas Instruments Inc-111 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TJX Cos Inc-58 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Union Pac Corp-103 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Unitedhealth Group Inc-14 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74US Bancorp-189 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Valero Energy-63 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Vanguard FTSE Developed Markets-4,800 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Vanguard FTSE Emerging Markets-4,500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78Walmart Stores Inc-89 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79Waste Management-76 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WEC Energy Group-82 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81Wells Fargo & Co-209 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82Xcel Energy Inc-81 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm833M CO-38 SH
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09943
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019885
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05733
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0391490
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0179536
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0895726
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0399
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020785
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03290
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01023
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04529
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0401902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0436689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0374802
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0374802
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031352
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt045199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-04-18

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Filings

Displayed year

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

Open filing
Assets
$3,386,518
Liabilities
$0
Net assets
$3,386,518
Revenue
$374,802
Expenses
$436,689
Net income
-$61,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.27$0.36$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.48$0.35$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.23$0.30$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.27$0.38$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.17$0.36$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.23$0.37$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.37$0.44$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.32$0.42$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.22$0.52$0.30
2015Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.85$0.26$0.40$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.03$0.03$3.99$0.26$0.42$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.16$0.44$0.40$0.05
2012Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.39
2011Detailed filing. Detailed filing data is available for this year.$4.22$0.02$4.20$0.38
2010Detailed filing. Detailed filing data is available for this year.$3.81$0.01$3.81$0.36