Civic Intelligence

Davis and Debbie Pilot Family Foundation

990PF • Fiscal year 2021 • EIN 63-1229705

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile
P O Box 91206Mobile, AL 36691-1206

(251) 634-5287

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

35%

Higher net margin than 74% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

4.5%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

103%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,247,074

Up $96,273 (+4.5%) from 2020

Net Assets

Up

$2,247,074

Up $96,273 (+4.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin74th percentile

Revenue

Up

$254,543

Up $129,352 (+103%) from 2020

Expenses

Up

$164,700

Up $11,892 (+7.8%) from 2020

Net Income

Up

$89,843

Up $117,460 (+425%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,254,807Liabilities 2010: $0Net Assets 2010: $2,254,8072010Assets 2011: $2,266,486Liabilities 2011: $0Net Assets 2011: $2,266,4862011Assets 2012: $2,260,962Liabilities 2012: $0Net Assets 2012: $2,260,9622012Assets 2013: $2,299,027Liabilities 2013: $0Net Assets 2013: $2,299,0272013Assets 2014: $2,361,986Liabilities 2014: $0Net Assets 2014: $2,361,9862014Assets 2015: $2,371,345Liabilities 2015: $0Net Assets 2015: $2,371,3452015Assets 2016: $2,291,221Liabilities 2016: $0Net Assets 2016: $2,291,2212016Assets 2017: $2,349,001Liabilities 2017: $0Net Assets 2017: $2,349,0012017Assets 2018: $2,292,372Liabilities 2018: $0Net Assets 2018: $2,292,3722018Assets 2019: $2,178,418Liabilities 2019: $0Net Assets 2019: $2,178,4182019Assets 2020: $2,150,801Liabilities 2020: $0Net Assets 2020: $2,150,8012020Assets 2021: $2,247,074Liabilities 2021: $0Net Assets 2021: $2,247,0742021Assets 2022: $1,906,848Liabilities 2022: $0Net Assets 2022: $1,906,8482022Assets 2023: $2,090,005Liabilities 2023: $0Net Assets 2023: $2,090,0052023Assets 2024: $2,104,106Liabilities 2024: $0Net Assets 2024: $2,104,1062024

Highlighted filing

2021

Assets$2,247,074
Liabilities$0
Net Assets$2,247,074
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $24,4382010Expenses 2011: $69,2992011Expenses 2012: $150,3752012Revenue 2013: $210,014Expenses 2013: $173,201Net Income 2013: $36,8132013Revenue 2014: $220,225Expenses 2014: $157,355Net Income 2014: $62,8702014Revenue 2015: $227,162Expenses 2015: $214,624Net Income 2015: $12,5382015Revenue 2016: $82,424Expenses 2016: $160,011Net Income 2016: -$77,5872016Revenue 2017: $221,356Expenses 2017: $163,146Net Income 2017: $58,2102017Revenue 2018: $121,124Expenses 2018: $176,414Net Income 2018: -$55,2902018Revenue 2019: $72,794Expenses 2019: $186,748Net Income 2019: -$113,9542019Revenue 2020: $125,191Expenses 2020: $152,808Net Income 2020: -$27,6172020Revenue 2021: $254,543Expenses 2021: $164,700Net Income 2021: $89,8432021Revenue 2022: $50,576Expenses 2022: $177,711Net Income 2022: -$127,1352022Revenue 2023: $123,675Expenses 2023: $144,109Net Income 2023: -$20,4342023Revenue 2024: $158,387Expenses 2024: $144,286Net Income 2024: $14,1012024

Highlighted filing

2021

Revenue$254,543
Expenses$164,700
Net Income$89,843
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W DAVIS PILOT JRTrustee-$0--
DEBRA M PILOTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Davis and Debbie Pilot
EIN
63-1229705
Phone
2516345287
Address
P O BOX 91206, MOBILE, AL 36691-1206

Signing Officer

Name
W Davis Pilot Jr
Title
Trustee
Phone
2516345287
Signed
2022-05-12

Preparer

Firm
PF Tax and Accounting LLC
Address
1055 HILLCREST RD STE F-1, MOBILE, AL 36695-3957
Preparer
Autumn B Herndon
Phone
2516077810
Raw XML Appendix323 raw XML fields

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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0W DAVIS PILOT JR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0W DAVIS PILOT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02516077810
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 91206
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161100
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0122189
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0139953
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0122200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0139942
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0122189
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES SCHW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES MSSB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT ADVISORY FEES MSSB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT FEES MSSB 115456
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0406
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt126476
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt214511
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0406
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126476
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt214511
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3102
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OtherIncomeSchedule2/OtherIncomeDetail/Desc1NON DIV DISTRIB MSSB 115648
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NON DIV DISTRIB SCHWAB 0174
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0863
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1503
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt250
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0863
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1503
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt250
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt0158
TaxesSchedule/TaxesDetail/Amt1804
TaxesSchedule/TaxesDetail/Amt243
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES MSSB 115456
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX MSSB 115648
TaxesSchedule/TaxesDetail/CategoryTxt2SCHWAB 0174
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0158
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1804
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt243
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0W DAVIS PILOT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02516345287
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS AND DEBBIE PILOT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0631229705
ReturnHeader/Filer/PhoneNum02516345287
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 91206
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0366911206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464695596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PF TAX AND ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01055 HILLCREST RD STE F-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0366953957
ReturnHeader/PreparerPersonGrp/PhoneNum02516077810
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AUTUMN B HERNDON
ReturnHeader/ReturnTs02022-05-12T15:59:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PILOT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,247,074
Liabilities
$0
Net assets
$2,247,074
Revenue
$254,543
Expenses
$164,700
Net income
$89,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.16$0.14$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.12$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.05$0.18$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.25$0.16$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.13$0.15$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.07$0.19$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.12$0.18$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.22$0.16$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.08$0.16$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.23$0.21$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.22$0.16$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.21$0.17$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.07
2010Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.02