Civic Intelligence

Phillips James Duncan Tr Uwill

990 • Fiscal year 2022 • EIN 04-6061022

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 27, 2023

Organization ProfileN/A
PO Box 185Pittsburgh, PA 15230-0185

(617) 722-7272

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

43rd percentile

$25,456

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

81st percentile

27%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

257%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,964,896

Up $853,406 (+27%) from 2021

Net Assets

Up

$3,964,896

Up $853,406 (+27%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$982,707

Up $707,821 (+257%) from 2021

Expenses

Up

$128,917

Up $1,072 (+0.8%) from 2021

Net Income

Up

$853,790

Up $706,749 (+481%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$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

2022

Assets$3,964,896
Liabilities$0
Net Assets$3,964,896
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$982,707
Expenses$128,917
Net Income$853,790
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 27, 2023
Return Version
2021v4.1
Gross Receipts
$982,707
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
Investments in Publicly Traded Securities$3,110,078$3,965,121▲ $855,043
Cap Stk Tr Prin Current Funds$3,111,490$3,964,896▲ $853,406
Savings and Temporary Cash Investments$1,412$-225▼ $1,637
Total Assets$3,111,490$3,964,896▲ $853,406
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,111,490$3,964,896▲ $853,406
Total Liabilities and Net Assets / Fund Balance$3,111,490$3,964,896▲ $853,406
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
-Institutional Co-trustee$25,456$25,456

Board Members and Trustees

NameTitle
Randolph P BartonCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$982,707
Other Revenue
$0
Change in Net Assets
$853,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,000
Salaries, Compensation, and Employee Benefits$25,456
Other Expenses$3,461
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$10,182$15,274-$25,456
Fees for Services Legal$2,493--$2,493
Other Expenses$750$183-$750
Total Functional Expenses$113,460$15,457$0$128,917
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
2023-01-27
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj $65, py return of capital adj -$332, cost basis adj $60, py roc adjustment -$177”

Raw XML Appendix359 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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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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINE 2 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION D LINE 3
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V LINE 1
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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 $65, PY RETURN OF CAPITAL ADJ -$332, COST BASIS ADJ $60, PY ROC ADJUSTMENT -$177
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227272
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILLIPS JAMES DUNCAN TR UWILL
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-27
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ReturnHeader/ReturnTs02023-02-08T12:00:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,964,896
Liabilities
$0
Net assets
$3,964,896
Revenue
$982,707
Expenses
$128,917
Net income
$853,790
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