Civic Intelligence

Phillips James Duncan Tr Uwill

EIN 04-6061022 • 501(c)3 • Pittsburgh, PA

Profile

The phillip james duncan tr u/will trust is a 501(c)(3) organization which supports the following organization - governor dummer academy

PO Box 185Pittsburgh, PA 15230-0185

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

52nd percentile

5.5%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

35th percentile

-0.8%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,911,140

Up $8,054 (+0.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,911,140

Up $8,054 (+0.2%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin52nd percentile

Revenue

Up

$146,663

Up $53,530 (+57%) from 2024

Expenses

Down

$138,563

Down $26,696 (-16%) from 2024

Net Income

Up

$8,100

Up $80,226 (+111%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,493,674Liabilities 2011: $0Net Assets 2011: $2,493,6742011Assets 2012: $2,585,215Liabilities 2012: $0Net Assets 2012: $2,585,2152012Assets 2013: $2,721,586Liabilities 2013: $0Net Assets 2013: $2,721,5862013Assets 2014: $2,751,827Liabilities 2014: $0Net Assets 2014: $2,751,8272014Assets 2015: $2,816,497Liabilities 2015: $0Net Assets 2015: $2,816,4972015Assets 2016: $2,829,829Liabilities 2016: $0Net Assets 2016: $2,829,8292016Assets 2017: $2,838,055Liabilities 2017: $0Net Assets 2017: $2,838,0552017Assets 2018: $2,940,604Liabilities 2018: $0Net Assets 2018: $2,940,6042018Assets 2019: $2,981,366Liabilities 2019: $0Net Assets 2019: $2,981,3662019Assets 2020: $2,964,442Liabilities 2020: $0Net Assets 2020: $2,964,4422020Assets 2021: $3,111,490Liabilities 2021: $0Net Assets 2021: $3,111,4902021Assets 2022: $3,964,896Liabilities 2022: $0Net Assets 2022: $3,964,8962022Assets 2023: $3,973,565Liabilities 2023: $0Net Assets 2023: $3,973,5652023Assets 2024: $3,903,086Liabilities 2024: $0Net Assets 2024: $3,903,0862024Assets 2025: $3,911,140Liabilities 2025: $0Net Assets 2025: $3,911,1402025

Highlighted filing

2025

Assets$3,911,140
Liabilities$0
Net Assets$3,911,140
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $168,849Expenses 2011: $112,786Net Income 2011: $56,0632011Revenue 2012: $185,031Expenses 2012: $86,093Net Income 2012: $98,9382012Revenue 2013: $262,040Expenses 2013: $128,445Net Income 2013: $133,5952013Revenue 2014: $158,354Expenses 2014: $120,391Net Income 2014: $37,9632014Revenue 2015: $177,563Expenses 2015: $126,339Net Income 2015: $51,2242015Revenue 2016: $139,990Expenses 2016: $126,499Net Income 2016: $13,4912016Revenue 2017: $112,816Expenses 2017: $104,590Net Income 2017: $8,2262017Revenue 2018: $235,973Expenses 2018: $133,424Net Income 2018: $102,5492018Revenue 2019: $198,811Expenses 2019: $158,049Net Income 2019: $40,7622019Revenue 2020: $118,073Expenses 2020: $134,997Net Income 2020: -$16,9242020Revenue 2021: $274,886Expenses 2021: $127,845Net Income 2021: $147,0412021Revenue 2022: $982,707Expenses 2022: $128,917Net Income 2022: $853,7902022Revenue 2023: $118,978Expenses 2023: $107,441Net Income 2023: $11,5372023Revenue 2024: $93,133Expenses 2024: $165,259Net Income 2024: -$72,1262024Revenue 2025: $146,663Expenses 2025: $138,563Net Income 2025: $8,1002025

Highlighted filing

2025

Revenue$146,663
Expenses$138,563
Net Income$8,100
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,911,140
Liabilities
$0
Net assets
$3,911,140
Revenue
$146,663
Expenses
$138,563
Net income
$8,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.15$0.14$0.01
2024Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.09$0.17$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.12$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.98$0.13$0.85
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.00$3.11$0.27$0.13$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.12$0.13$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.20$0.16$0.04
2018Summary only. Only limited summary data is available for this year.$2.94$0.00$2.94$0.24$0.13$0.10
2017Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.11$0.10$0.01
2016Summary only. Only limited summary data is available for this year.$2.83$0.00$2.83$0.14$0.13$0.01
2015Summary only. Only limited summary data is available for this year.$2.82$0.00$2.82$0.18$0.13$0.05
2014Summary only. Only limited summary data is available for this year.$2.75$0.00$2.75$0.16$0.12$0.04
2013Summary only. Only limited summary data is available for this year.$2.72$0.00$2.72$0.26$0.13$0.13
2012Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$0.19$0.09$0.10
2011Summary only. Only limited summary data is available for this year.$2.49$0.00$2.49$0.17$0.11$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 14, 2026
Return Version
2024v5.2
Gross Receipts
$1,285,844
Mission and Program Overview

Mission

The phillip james duncan tr u/will trust is a 501(c)(3) organization which supports the following organization - governor dummer academy

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,903,086$3,911,140▲ $8,054
Investments in Publicly Traded Securities$3,875,006$3,871,940▼ $3,066
Savings and Temporary Cash Investments$28,080$39,200▲ $11,120
Total Assets$3,903,086$3,911,140▲ $8,054
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,903,086$3,911,140▲ $8,054
Total Liabilities and Net Assets / Fund Balance$3,903,086$3,911,140▲ $8,054
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Institutional Co-trustee$31,092$31,092
Michele H GorabCo-trustee$1,403$1,403
Steven ShapiroCo-trustee$1,403$1,403
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$146,663
Other Revenue
$0
Change in Net Assets
$8,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,000
Salaries, Compensation, and Employee Benefits$33,900
Other Expenses$4,663
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,000--$100,000
Current Officers, Directors, Trustees, and Key Employees$13,560$20,340-$33,900
Fees for Services Legal-$2,886-$2,886
Other Expenses$750$957-$750
Total Functional Expenses$114,380$24,183$0$138,563
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Governor Dummer AcademyByfield, MA501(c)(3)-$100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has an institutional trustee and does not have a governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has an institutional trustee and does not have a governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“This organization has an institutional trustee and does not have a governing body.”

Form 990, Page 6, Part VI, Line 19

“Documents not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Phillips James Duncan Tr Uwill
EIN
04-6061022
Phone
6177227272
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227272
Signed
2026-01-14
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj $(104); cost basis adjustment $58”

Raw XML Appendix369 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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IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt043514
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0100000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0100000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0100000
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01182695
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt03903086
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE JAMES DUNCAN PHILLIPS TRUST U/WILL IS A PERPETUAL TRUST BNY MELLON SERVES AS CO-TRUSTEE WITH TWO OTHER CO-TRUSTEES. IN ACCORDANCE WITH ARTICLE 5(1) OF THE JAMES DUNCAN PHILLIPS WILL, THE GOVERNORS ACADEMY HAS THE RIGHT TO REQUEST PRINCIPAL FOR THE ERECTION OF A BUILDING OR FOR CAPITAL REPAIRS OR IMPROVEMENTS TO CAMPUS BUILDINGS. BNY MELLON AS TRUSTEE PROVIDES MONTHLY STATEMENTS,
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1QUARTERLY EXECUTIVE SUMMARIES AND COMMUNICATES VIA EMAIL AND PHONE WITH THE GOVERNORS ACADEMY AS NEEDED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE GOVERNORS ACADEMY DETERMINES AND REQUESTS (IN WRITING) AN ANNUAL DOLLAR AMOUNT AND PROVIDES BNY MELLON AND OUR CO-TRUSTEES WITH THEIR ANNUAL BUDGET TO SUPPORT THEIR REQUESTS. REQUESTS ARE REVIEWED WITH THE ACADEMY AND THE CO-TRUSTEES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO ONE OR MORE PURPOSES DESCRIBED IN SECTION 170(C)(1) OR (C)(2)(B). THE TRUST WAS CREATED UNDER THE WILL OF JAMES DUNCAN PHILLIPS. NET INCOME IS REQUIRED TO BE DISTRIBUTED ANNUALLY. ADDITIONALLY THE GOVERNORS ACADEMY HAS THE RIGHT TO REQUEST PRINCIPAL FOR THE ERECTION OF A BUILDING OR FOR CAPITAL REPAIRS OR IMPROVEMENTS. NO ADDITIONAL
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4CONTRIBUTIONS HAVE BEEN MADE TO THE TRUST
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINE 2 CONT
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V LINE 1
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NO PROCEDURES IN PLACE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION HAS AN INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS ORGANIZATION HAS AN INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION HAS AN INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TIMING ADJ $(104); COST BASIS ADJUSTMENT $58
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227272
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILLIPS JAMES DUNCAN TR UWILL
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
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ReturnHeader/Filer/PhoneNum06177227272
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
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ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-04T11:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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