Civic Intelligence

Phillips James Duncan Tr Uwill

990 • Fiscal year 2021 • EIN 04-6061034

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 28, 2022

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

(617) 722-7121

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

1st percentile

-234%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$11,308

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

2nd percentile

-51%

Faster asset growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

679%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$512,556

Down $536,626 (-51%) from 2020

Net Assets

Down

$512,556

Down $536,626 (-51%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Up

$229,350

Up $199,910 (+679%) from 2020

Expenses

Up

$765,978

Up $731,410 (+2116%) from 2020

Net Income

Down

-$536,628

Down $531,500 (-10365%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $762,514Liabilities 2011: $0Net Assets 2011: $762,5142011Assets 2012: $764,132Liabilities 2012: $0Net Assets 2012: $764,1322012Assets 2013: $824,398Liabilities 2013: $0Net Assets 2013: $824,3982013Assets 2014: $844,435Liabilities 2014: $0Net Assets 2014: $844,4352014Assets 2015: $899,240Liabilities 2015: $0Net Assets 2015: $899,2402015Assets 2016: $936,324Liabilities 2016: $0Net Assets 2016: $936,3242016Assets 2017: $946,887Liabilities 2017: $0Net Assets 2017: $946,8872017Assets 2018: $1,000,502Liabilities 2018: $0Net Assets 2018: $1,000,5022018Assets 2019: $1,054,310Liabilities 2019: $0Net Assets 2019: $1,054,3102019Assets 2020: $1,049,182Liabilities 2020: $0Net Assets 2020: $1,049,1822020Assets 2021: $512,556Liabilities 2021: $0Net Assets 2021: $512,5562021Assets 2022: $545,241Liabilities 2022: $0Net Assets 2022: $545,2412022Assets 2023: $539,231Liabilities 2023: $0Net Assets 2023: $539,2312023Assets 2024: $565,195Liabilities 2024: $0Net Assets 2024: $565,1952024Assets 2025: $556,891Liabilities 2025: $0Net Assets 2025: $556,8912025

Highlighted filing

2021

Assets$512,556
Liabilities$0
Net Assets$512,556
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $107Expenses 2011: $13,669Net Income 2011: -$13,5622011Revenue 2012: $14,686Expenses 2012: $13,133Net Income 2012: $1,5532012Revenue 2013: $82,902Expenses 2013: $22,669Net Income 2013: $60,2332013Revenue 2014: $55,621Expenses 2014: $26,990Net Income 2014: $28,6312014Revenue 2015: $76,612Expenses 2015: $33,300Net Income 2015: $43,3122015Revenue 2016: $62,630Expenses 2016: $25,546Net Income 2016: $37,0842016Revenue 2017: $39,412Expenses 2017: $28,849Net Income 2017: $10,5632017Revenue 2018: $89,960Expenses 2018: $36,345Net Income 2018: $53,6152018Revenue 2019: $89,213Expenses 2019: $35,405Net Income 2019: $53,8082019Revenue 2020: $29,440Expenses 2020: $34,568Net Income 2020: -$5,1282020Revenue 2021: $229,350Expenses 2021: $765,978Net Income 2021: -$536,6282021Revenue 2022: $53,912Expenses 2022: $21,223Net Income 2022: $32,6892022Revenue 2023: $12,458Expenses 2023: $17,965Net Income 2023: -$5,5072023Revenue 2024: $48,407Expenses 2024: $22,928Net Income 2024: $25,4792024Revenue 2025: $11,827Expenses 2025: $20,147Net Income 2025: -$8,3202025

Highlighted filing

2021

Revenue$229,350
Expenses$765,978
Net Income-$536,628
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 28, 2022
Return Version
2020v4.1
Gross Receipts
$880,019
Mission and Program Overview

Mission

The phillip james duncan trust is a 501(c)(3) organization which supports the following organization - essex institute (known now as peabody essex museum due to a merger with peabody museum of salem)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,049,182$512,556▼ $536,626
Investments in Publicly Traded Securities$761,755$508,900▼ $252,855
Savings and Temporary Cash Investments$287,427$3,656▼ $283,771
Total Assets$1,049,182$512,556▼ $536,626
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,049,182$512,556▼ $536,626
Total Liabilities and Net Assets / Fund Balance$1,049,182$512,556▼ $536,626
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
-Co-trustee$11,308$11,308
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$229,350
Other Revenue
$0
Change in Net Assets
$-536,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$752,408
Salaries, Compensation, and Employee Benefits$13,033
Other Expenses$537
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$752,408--$752,408
Current Officers, Directors, Trustees, and Key Employees-$13,033-$13,033
Other Expenses-$400-$400
Total Functional Expenses$752,408$13,570$0$765,978
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peabody Essex MuseumSalem, MA501(c)(3)-$752,408
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

Part VII Section A Line 1A Column B

“Average hours per week devoted to position: as trustee, bny mellon, n.a. Provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis but are calculated”

Part VII Section A Line 1A Column B Cont

“Based upon factors such as the market value of the account and in accordance with bny mellon's agreement with the client.”

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
04-6061034
Phone
6177227121
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227121
Signed
2022-01-28
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

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

Additional Explanations

Part V Line 8, 9A,9B

“These questions are not applicable as there is not a sponsoring organization maintaining donor advised funds”

Part V Line 10-13

“These questions are not applicable as this is a 501(c)(3) organization”

Explanation for Form 990, Part XI, Line 9

“ROUNDING”

Raw XML Appendix365 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 UNDER 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 PEABODY ESSEX MUSEUM HAS THE RIGHT TO REQUEST PRINCIPAL FOR THE ERECTION OF A BUILDING OR FOR CAPITAL REPAIRS OR IMPROVEMENTS TO BUILDINGS. BNY MELLON AS CO-TRUSTEE PROVIDES MONTHLY STATEMENTS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1QUARTERLY EXECUTIVE SUMMARIES AND COMMUNICATES VIA EMAIL AND PHONE AS NEEDED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE PEABODY ESSEX MUSEUM REQUESTED THAT THE ACCOUNT BE MANAGED FOR GROWTH AFTER THE MUSEUM REQUESTED A LARGE DISTRIBUTION IN 2001. REQUESTS RECEIVED ARE REVIEWED WITH THE MUSEUM AND THE CO-TRUSTEES. WE HAVE RECEIVED NO FURTHER REQUESTS SINCE 2001.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THIS TRUST WAS CREATED BEFORE NOVEMBER 20, 1970 AND DID NOT RECEIVE ANY CONTRIBUTION BEFORE OR AFTER THAT DATE. ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO ONE OR MORE CHARITABLE PURPOSES. THE TRUST IS REQUIRED TO DISTRIBUTE ALL OF ITS NET INCOME CURRENTLY TO A DESIGNATED CHARITABLE BENEFICIARY. THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY EITHER THE CHARITABLE BENEFICIARY OR THE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4AMOUNTS PAID. NONE OF THE TRUSTEES ARE A DISQUALIFIED PERSON.
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/ExplanationTxt4THIS ORGANIZATION HAS AN INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS ORGANIZATION HAS AN INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS ORGANIZATION HAS AN INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROUNDING
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V LINE 10-13
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII SECTION A LINE 1A COLUMN B CONT
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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ReturnHeader/BuildTS02022-03-31 18:45:55Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-28
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ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$512,556
Liabilities
$0
Net assets
$512,556
Revenue
$229,350
Expenses
$765,978
Net income
-$536,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.01$0.02$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.05$0.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.01$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.05$0.02$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.23$0.77$0.54
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.04$0.05
2018Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.09$0.04$0.05
2017Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.04$0.03$0.01
2016Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.06$0.03$0.04
2015Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.08$0.03$0.04
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.06$0.03$0.03
2013Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.08$0.02$0.06
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.00$0.01$0.01