Civic Intelligence

The Pilgrim Foundation for 990-T

990PF • Fiscal year 2022 • EIN 23-2955610

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 04, 2024

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

65th percentile

15%

Higher net margin than 65% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

30th percentile

$63,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

60th percentile

2.6%

Faster asset growth than 60% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Up

$18,707,282

Up $480,555 (+2.6%) from 2021

Net Assets

Up

$18,707,282

Up $480,555 (+2.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$3,140,479

Up $1,159,049 (+58%) from 2021

Expenses

Up

$2,659,924

Up $710,827 (+36%) from 2021

Net Income

Up

$480,555

Up $448,222 (+1386%) from 2021

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $13,450,680Liabilities 2011: $02011Assets 2012: $13,005,418Liabilities 2012: $02012Assets 2013: $13,808,488Liabilities 2013: $02013Assets 2014: $19,014,399Liabilities 2014: $02014Assets 2015: $19,201,757Liabilities 2015: $02015Assets 2019: $19,138,485Liabilities 2019: $2,9782019Assets 2020: $18,197,633Liabilities 2020: $0Net Assets 2020: $18,197,6332020Assets 2021: $18,226,727Liabilities 2021: $0Net Assets 2021: $18,226,7272021Assets 2022: $18,707,282Liabilities 2022: $0Net Assets 2022: $18,707,2822022Assets 2023: $17,460,699Liabilities 2023: $2,150Net Assets 2023: $17,458,5492023Assets 2024: $21,949,896Liabilities 2024: $325Net Assets 2024: $21,949,5712024

Highlighted filing

2022

Assets$18,707,282
Liabilities$0
Net Assets$18,707,282

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,384,727Expenses 2011: $691,103Net Income 2011: $693,6242011Revenue 2012: $233,575Expenses 2012: $898,866Net Income 2012: -$665,2912012Revenue 2013: $1,638,035Expenses 2013: $814,879Net Income 2013: $823,1562013Revenue 2014: $6,148,020Expenses 2014: $745,874Net Income 2014: $5,402,1462014Revenue 2015: $1,084,971Expenses 2015: $1,189,803Net Income 2015: -$104,8322015Revenue 2019: $992,297Expenses 2019: $1,329,829Net Income 2019: -$337,5322019Revenue 2020: $1,527,673Expenses 2020: $2,465,547Net Income 2020: -$937,8742020Revenue 2021: $1,981,430Expenses 2021: $1,949,097Net Income 2021: $32,3332021Revenue 2022: $3,140,479Expenses 2022: $2,659,924Net Income 2022: $480,5552022Revenue 2023: $1,058,251Expenses 2023: $2,306,984Net Income 2023: -$1,248,7332023Revenue 2024: $7,494,363Expenses 2024: $3,025,459Net Income 2024: $4,468,9042024

Highlighted filing

2022

Revenue$3,140,479
Expenses$2,659,924
Net Income$480,555
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 4, 2024
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne T DanielDir, PresPT$60,000$3,000$63,000
Marc DanielDirector-$0--
Nathan DanielDirector-$0--
Sarah DaviesDirector-$0--
Steven PilgrimDir, Sec-$0--
Gregory Scot SwordsTreas-$0--
Filing and Contact Details

Filer

Filer Name
The Pilgrim Foundation
EIN
23-2955610
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Suzanne Daniel
Title
President
Phone
8008391754
Signed
2024-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART I LINE 6A (990-PF)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2Forms 8858
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1part I line 6A (990-PF)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2Forms 8858
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $2,574,796 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $6,338 TOTAL PART I, LINE 6A: $2,581,134 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $2,096,053 BOOK BASIS: $1,493,470 NET GAIN/(LOSS): $602,583 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $1,621,015 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $875,543 BOOK BASIS: $524,345 NET GAIN/(LOSS): $351,198
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2The Foundation has prepared this form to the best of its ability based on the information provided to it by the foreign disregarded entity on which the Foundation is reporting. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1171015926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118361707
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AGILENT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AKAMAI TECH COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALBERTSONS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMDOCS LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN BEACON SOUND POINT FL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERICAN ELECTRIC POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERICAN TOWER REIT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13APPLIED MATERIALS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AT&T, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BAKER HUGHES COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BEST BUY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BRISTOL-MYERS SQUIBB CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CADENCE DESIGN SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CARRIER GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CBRE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CIGNA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CITIZENS FINANCIAL GROUP, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COMCAST CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GMO U S QUALITY EQUITY FUND CL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HENDERSON GROUP PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INTERCONTINENTAL EXCHANGE, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62INTERPUBLIC GROUP OF COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63JABIL CIRCUIT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97RALPH LAUREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98RAYMOND JAMES FINANCIAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100REGIONS FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SERVICE CP INTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105SNAP ON INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113TYSON FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114ULTA SALON, COSMETICS & FRAGRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VANGUARD FTSE ALL-WORLD EX-US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116VANGUARD INDEX TR VANGUARD TOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117VANGUARD PRIMECAP FD ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118VANGUARD SF REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119VANGUARD SHORT-TERM INFLATION-
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124WORLD EX U.S. CORE EQUITY PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125CITY OF SAMARITAN, PBC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt345702
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