Civic Intelligence

James Duncan Phillips Fund for Harvard

990PF • Fiscal year 2024 • EIN 04-6061020

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 23, 2025

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.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

76th percentile

29%

Higher net margin than 76% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$93,550

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

50th percentile

4.5%

Faster asset growth than 50% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

60%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,627,642

Up $765,126 (+4.5%) from 2023

Net Assets

Up

$17,627,642

Up $765,126 (+4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin76th percentile

Revenue

Up

$2,601,857

Up $980,170 (+60%) from 2023

Expenses

Up

$1,853,160

Up $655,410 (+55%) from 2023

Net Income

Up

$748,697

Up $324,760 (+77%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2024

Assets$17,627,642
Liabilities$0
Net Assets$17,627,642
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

2024

Revenue$2,601,857
Expenses$1,853,160
Net Income$748,697
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 23, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$93,550-$93,550
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
2025-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119912810TQ1 U S TREASURY BOND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12991282CGC9 US TREASURY N/B
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13591282CHV6 U S TREASURY N/B
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13791282CJJ1 U S ETREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14191282CKQ3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14291282CKS9 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14391282CKU4 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14491282CLD1 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14791324PFH0 UNITEDHEALTH GROUP I
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Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,627,642
Liabilities
$0
Net assets
$17,627,642
Revenue
$2,601,857
Expenses
$1,853,160
Net income
$748,697
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