Civic Intelligence

Phillips James Duncan Tr Uwill

990 • Fiscal year 2021 • EIN 04-6061035

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 29, 2022

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

(617) 722-7209

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

95th percentile

87%

Higher net margin than 95% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

37th percentile

$28,102

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

85th percentile

33%

Faster asset growth than 85% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

644%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,343,320

Up $1,335,399 (+33%) from 2020

Net Assets

Up

$5,343,320

Up $1,335,399 (+33%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin95th percentile

Revenue

Up

$1,539,133

Up $1,332,273 (+644%) from 2020

Expenses

Down

$204,794

Down $4,334 (-2.1%) from 2020

Net Income

Up

$1,334,339

Up $1,336,607 (+58933%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,007,921Liabilities 2020: $0Net Assets 2020: $4,007,9212020Assets 2021: $5,343,320Liabilities 2021: $0Net Assets 2021: $5,343,3202021Assets 2022: $5,477,482Liabilities 2022: $0Net Assets 2022: $5,477,4822022Assets 2023: $5,009,779Liabilities 2023: $0Net Assets 2023: $5,009,7792023Assets 2024: $4,960,649Liabilities 2024: $0Net Assets 2024: $4,960,6492024

Highlighted filing

2021

Assets$5,343,320
Liabilities$0
Net Assets$5,343,320
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $206,860Expenses 2020: $209,128Net Income 2020: -$2,2682020Revenue 2021: $1,539,133Expenses 2021: $204,794Net Income 2021: $1,334,3392021Revenue 2022: $340,235Expenses 2022: $205,924Net Income 2022: $134,3112022Revenue 2023: -$250,265Expenses 2023: $214,862Net Income 2023: -$465,1272023Revenue 2024: $163,975Expenses 2024: $214,032Net Income 2024: -$50,0572024

Highlighted filing

2021

Revenue$1,539,133
Expenses$204,794
Net Income$1,334,339
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 29, 2022
Return Version
2021v4.1
Gross Receipts
$6,127,228
Mission and Program Overview

Mission

The phillip james duncan trust is a type iii supporting organization that supports the following organization - governor dummer academy

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,007,915$5,343,320▲ $1,335,405
Savings and Temporary Cash Investments$3,219$4,921,495▲ $4,918,276
Investments in Publicly Traded Securities$4,004,702$421,825▼ $3,582,877
Rtn Earn Endowment Incm Other Fnds$6--
Total Assets$4,007,921$5,343,320▲ $1,335,399
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,007,921$5,343,320▲ $1,335,399
Total Liabilities and Net Assets / Fund Balance$4,007,921$5,343,320▲ $1,335,399
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Fee Reimbursement$28,102$28,102
Randolph BartonCo-trustee$3,024$3,024
-Co-trustee$2,417$2,417
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,539,133
Other Revenue
$0
Change in Net Assets
$1,334,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,000
Salaries, Compensation, and Employee Benefits$31,126
Other Expenses$3,668
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,000--$170,000
Current Officers, Directors, Trustees, and Key Employees$12,450$18,676-$31,126
Fees for Services Legal$2,417--$2,417
Other Expenses$35$466-$35
Total Functional Expenses$185,652$19,142$0$204,794
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Governor Dummer AcademyByfield, MA501(c)(3)General Operating$170,000
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

Form 990, Part VII, Section A, Line 1A, Column(B)

“Average hours per week devoted to position: as coporate 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' invovement 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 based upon factors such as the”

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

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

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

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

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

“NO PROCEDURE IN PLACE”

Form 990, Page 6, Part VI, Line 19

“No documents made available to the public”

Filing and Contact Details

Filer

Filer Name
Phillips James Duncan Tr Uwill
EIN
04-6061035
Phone
6177227209
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227209
Signed
2022-04-29
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
Ma
Voting Board Members
3
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

FORM 990, PART V, LINE 8, 9A, 9B

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

Form 990, Part V, Line 10, 11, 12, 13

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

Explanation for Form 990, Part XI, Line 9

“The amount on this line represents: $771 mutual fund timing adjustment; ($251) roc adj. On cy sales; $540 reimbursement of co-trustee fees paid after death”

Raw XML Appendix377 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 JAME 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/ExplanationTxt1(CONT.) AND COMMUNICATES VIA EMAIL AND PHONE WITH THE GOVERNORS ACADEMY AT LEAST ANNALLY AND AS NEEDED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE GOVERNORS ACADEMY DETERMINES AND REQUEST (IN WRITING) AN ANNUAL DOLLAR AMOUNT AND PROVIDES BNY MELLON AND OUR CO-TRUSTEES WITH THEIR ANNUAL BUDGET TO SUPPORT THEIR REQUEST. REQUESTS ARE REVIEWED WITH THE ACADEMY AND THE CO-TRUSTEES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO ONE/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. THE GOVERNORS ACADEMY HAS THE RIGHT TO REQUEST PRINCIPAL FOR THE ERECTION OF A BUILDING OR FOR CAPITAL REPAIRS OR IMPROVEMENTS. NO ADDITIONAL CONTRIBUTIONS HAVE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4(CONT.) THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY THE AMOUNT OR THE CHARITABLE BENE.
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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V (CONT. )
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A TYPE 501(C)(3) ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS COPORATE 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' INVOVEMENT 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 BASED UPON FACTORS SUCH AS THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO PROCEDURE IN PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE AMOUNT ON THIS LINE REPRESENTS: $771 MUTUAL FUND TIMING ADJUSTMENT; ($251) ROC ADJ. ON CY SALES; $540 REIMBURSEMENT OF CO-TRUSTEE FEES PAID AFTER DEATH
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V, LINE 10, 11, 12, 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII, SECTION A, LINE 1A, COLUMN(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILLIPS JAMES DUNCAN TR UWILL
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ReturnHeader/ReturnTs02022-05-06T19:00:25-05:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,343,320
Liabilities
$0
Net assets
$5,343,320
Revenue
$1,539,133
Expenses
$204,794
Net income
$1,334,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.16$0.21$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.25$0.21$0.47
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.34$0.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$1.54$0.20$1.33
2020Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.21$0.21$0.00