Civic Intelligence

Davis and Debbie Pilot Family Foundation

990PF • Fiscal year 2023 • EIN 63-1229705

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 14, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

68th percentile

9.6%

Faster asset growth than 68% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

145%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,090,005

Up $183,157 (+9.6%) from 2022

Net Assets

Up

$2,090,005

Up $183,157 (+9.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin24th percentile

Revenue

Up

$123,675

Up $73,099 (+145%) from 2022

Expenses

Down

$144,109

Down $33,602 (-19%) from 2022

Net Income

Up

-$20,434

Up $106,701 (+84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2023

Assets$2,090,005
Liabilities$0
Net Assets$2,090,005
Open 2023 Filing

Operations Trend

Revenue Growth92nd 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

2023

Revenue$123,675
Expenses$144,109
Net Income-$20,434
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 14, 2024
Return Version
2023v5.0
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
2024-10-14

Preparer

Firm
PF Tax and Accounting LLC
Address
1055 HILLCREST RD STE F-1, MOBILE, AL 36695-3957
Preparer
Sandra Blount
Phone
2516345287
Raw XML Appendix319 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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0W DAVIS PILOT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02516077810
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 91206
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd036691
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMP GRACE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 91206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036608
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0111000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt099
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0110901
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0115864
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0111000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0115765
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0110901
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES SCHW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES MSSB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT ADVISORY FEES MSSB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT EXPENSES MSSB 1154
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0386
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt123348
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt28435
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0386
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123348
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28435
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3174
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIV DISTRIB MSSB 115456
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NON DIV DISTRIB MSSB 115648
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NON DIV DISTRIB SCHWAB 0174
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OTHER INCOME MSSB 115456
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0195
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt171
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2330
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3219
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0195
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt171
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2330
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3219
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0200313
OtherIncreasesSchedule/OtherIncreasesDetail/Amt13278
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PY TIMING DIFFERENCE REVERSED
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CY TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt0141
TaxesSchedule/TaxesDetail/Amt1506
TaxesSchedule/TaxesDetail/Amt245
TaxesSchedule/TaxesDetail/Amt374
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES MSSB 115456
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX MSSB 115648
TaxesSchedule/TaxesDetail/CategoryTxt2SCHWAB 0174
TaxesSchedule/TaxesDetail/CategoryTxt3EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0141
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1506
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt245
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt374
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0W DAVIS PILOT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02516345287
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-14
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/IRSResponsiblePrtyInfoCurrInd0false
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/PhoneNum02516345287
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA BLOUNT
ReturnHeader/ReturnTs02024-10-14T17:19:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,090,005
Liabilities
$0
Net assets
$2,090,005
Revenue
$123,675
Expenses
$144,109
Net income
-$20,434
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