Civic Intelligence

James Duncan Phillips Fund for Harvard

990PF • Fiscal year 2022 • EIN 04-6061020

Oct 01, 2021 to Sep 30, 2022 • Filed on Jun 15, 2023

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(617) 722-7934

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

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

31st percentile

$64,450

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

$16,452,790

No earlier filing loaded for comparison.

Net Assets

$16,452,790

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

$22,058,530

No earlier filing loaded for comparison.

Expenses

$700,260

No earlier filing loaded for comparison.

Net Income

$21,358,270

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2022: $16,452,790Liabilities 2022: $0Net Assets 2022: $16,452,7902022Assets 2023: $16,862,516Liabilities 2023: $0Net Assets 2023: $16,862,5162023Assets 2024: $17,627,642Liabilities 2024: $0Net Assets 2024: $17,627,6422024Assets 2025: $17,170,128Liabilities 2025: $0Net Assets 2025: $17,170,1282025

Highlighted filing

2022

Assets$16,452,790
Liabilities$0
Net Assets$16,452,790
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MRevenue 2022: $22,058,530Expenses 2022: $700,260Net Income 2022: $21,358,2702022Revenue 2023: $1,621,687Expenses 2023: $1,197,750Net Income 2023: $423,9372023Revenue 2024: $2,601,857Expenses 2024: $1,853,160Net Income 2024: $748,6972024Revenue 2025: $690,978Expenses 2025: $1,159,721Net Income 2025: -$468,7432025

Highlighted filing

2022

Revenue$22,058,530
Expenses$700,260
Net Income$21,358,270
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jun 15, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$64,450-$64,450
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARVARD UNIVERSITYSEE ATTACHEDPCCAMBRIDGE, MA, US$598,485
Filing and Contact Details

Filer

Filer Name
James Duncan Phillips Fund for Harvard
EIN
04-6061020
Phone
6177227934
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227934
Signed
2023-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix294 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0118
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1707
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1MF INCOME TIMING ADJ.
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PHILLIPS JAMES DUNCAN TR UWILL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 185
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PITTSBURGH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0152300185
TaxesSchedule/TaxesDetail/Amt06602
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06602
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227934
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES DUNCAN PHILLIPS FUND FOR HARVARD
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0046061020
ReturnHeader/Filer/PhoneNum06177227934
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-06-15T19:00:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,452,790
Liabilities
$0
Net assets
$16,452,790
Revenue
$22,058,530
Expenses
$700,260
Net income
$21,358,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.69$1.16$0.47
2024Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$2.60$1.85$0.75
2023Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.62$1.20$0.42
2022Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$22.1$0.70$21.4