Civic Intelligence

Phillips James Duncan Tr Uwill

990 • Fiscal year 2023 • EIN 04-6061035

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 24, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

186%

Higher net margin than 99% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$29,025

Higher top officer pay than 37% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

10th percentile

-8.5%

Faster asset growth than 10% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,009,779

Down $467,703 (-8.5%) from 2022

Net Assets

Down

$5,009,779

Down $467,703 (-8.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$250,265

Down $590,500 (-174%) from 2022

Expenses

Up

$214,862

Up $8,938 (+4.3%) from 2022

Net Income

Down

-$465,127

Down $599,438 (-446%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2023

Assets$5,009,779
Liabilities$0
Net Assets$5,009,779
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$250,265
Expenses$214,862
Net Income-$465,127
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 24, 2024
Return Version
2023v5.0
Gross Receipts
$4,047,507
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$5,477,482$5,009,779▼ $467,703
Investments in Publicly Traded Securities$5,459,350$4,993,267▼ $466,083
Savings and Temporary Cash Investments$18,132$16,512▼ $1,620
Total Assets$5,477,482$5,009,779▼ $467,703
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,477,482$5,009,779▼ $467,703
Total Liabilities and Net Assets / Fund Balance$5,477,482$5,009,779▼ $467,703
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Corporate Trustee$29,025$29,025

Board Members and Trustees

NameTitle
-Co-trustee
Randolph BartonCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-250,265
Other Revenue
$0
Change in Net Assets
$-465,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,000
Salaries, Compensation, and Employee Benefits$29,025
Other Expenses$15,837
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$11,610$17,415-$29,025
Fees for Services Accounting$7,491--$7,491
Fees for Services Legal$5,652--$5,652
Other Expenses$70$1,124-$70
Total Functional Expenses$196,323$18,539$0$214,862
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
2024-03-24
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
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: ($1,970) mutual fund timing adjustment; ($575) py return of capital adjustment; ($28) roc adj on cy sales; rounding ($3)”

Raw XML Appendix380 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/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04297772
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IRS990/MoreThan5000KToIndividualsInd0false
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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.
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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: ($1,970) MUTUAL FUND TIMING ADJUSTMENT; ($575) PY RETURN OF CAPITAL ADJUSTMENT; ($28) ROC ADJ ON CY SALES; ROUNDING ($3)
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-24
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
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ReturnHeader/ReturnTs02024-05-07T09:01:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,009,779
Liabilities
$0
Net assets
$5,009,779
Revenue
-$250,265
Expenses
$214,862
Net income
-$465,127
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