Civic Intelligence

Arthur W Phillips Trust UW

990PF • Fiscal year 2023 • EIN 25-6201015

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 07, 2024

PO Box 316Oil City, PA 16301

(814) 676-2736

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

4th percentile

-197%

Higher net margin than 4% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

26th percentile

$17,500

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

8th percentile

-9.4%

Faster asset growth than 8% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-3.3%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Down

$12,319,441

Down $1,284,107 (-9.4%) from 2022

Net Assets

Down

$12,319,441

Down $1,284,107 (-9.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$371,483

Down $12,831 (-3.3%) from 2022

Expenses

Down

$1,103,367

Down $161,102 (-13%) from 2022

Net Income

Up

-$731,884

Up $148,271 (+17%) from 2022

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2020: $13,175,452Liabilities 2020: $0Net Assets 2020: $13,175,4522020Assets 2021: $13,932,450Liabilities 2021: $0Net Assets 2021: $13,932,4502021Assets 2022: $13,603,548Liabilities 2022: $0Net Assets 2022: $13,603,5482022Assets 2023: $12,319,441Liabilities 2023: $0Net Assets 2023: $12,319,4412023Assets 2024: $11,981,065Liabilities 2024: $0Net Assets 2024: $11,981,0652024Assets 2025: $13,039,141Liabilities 2025: $10Net Assets 2025: $13,039,1312025

Highlighted filing

2023

Assets$12,319,441
Liabilities$0
Net Assets$12,319,441

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $1,094,713Expenses 2020: $706,798Net Income 2020: $387,9152020Revenue 2021: $1,785,731Expenses 2021: $1,027,735Net Income 2021: $757,9962021Revenue 2022: $384,314Expenses 2022: $1,264,469Net Income 2022: -$880,1552022Revenue 2023: $371,483Expenses 2023: $1,103,367Net Income 2023: -$731,8842023Revenue 2024: $657,447Expenses 2024: $995,822Net Income 2024: -$338,3752024Revenue 2025: $1,662,422Expenses 2025: $604,356Net Income 2025: $1,058,0662025

Highlighted filing

2023

Revenue$371,483
Expenses$1,103,367
Net Income-$731,884
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 7, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W MCFATETrusteePT$17,500-$17,500
LARRY S ADAMSTrusteePT$13,500-$13,500
TRENTON E MOULINTrusteePT$13,500-$13,500
Filing and Contact Details

Filer

Filer Name
Arthur W Phillips Trust Uw
EIN
25-6201015
Phone
8146762736
Address
PO BOX 316, OIL CITY, PA 16301

Signing Officer

Name
Robert W Mcfate
Title
Trustee
Phone
8146762736
Signed
2024-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Mcgill Power Bell & Assoc Llp
Address
1446 LIBERTY STREET, FRANKLIN, PA 16323
Preparer
Joy S Strain
Phone
8144379568
Raw XML AppendixShowing 400 of 709 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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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BERTA WINTERS ADMINISTRATIVE ASSIS
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.PHILLIPSCHARITABLETRUST.COMMUNITYFORCE.COM
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLY ONLINE AT HTTPS://PHILLIPSCHARITABLETRUST.COMMUNITYFORCE.COM. REQUIRES 501(C)(3) EXEMPTION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BERTA WINTERS ADMIN ASST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08146762736
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 316
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OIL CITY
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE GIVEN TO NORTHWEST PENNSYLVANIA. ALSO PREFERRED ARE ORGANIZATIONS HAVING MEDICAL OR EDUCATIONAL PURPOSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SPRING SUBMISSION CYCLE, OCTOBER 1 TO JANUARY 31. FALL SUBMISSION CYLCLE, APRIL 1 TO JULY 31.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3621000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NEW BOILER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UPGRADES TO FIVE SISTER'S BEDROOMS,
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONSULTATION FOR COLLABORATION WITH HEALTHCARE FACILITIES IN CLARION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3NEW BOILER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EQUIPMENT FOR BIOMETRICS LAB.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5VISION AND HEARING SCREENING EQUIPMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HUMAN PATIENT SIMULATORS FOR NURSING PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7THREE COMPUTERS TO REPLACE OUTDATED EQUIPMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8RESTORATION OF CHURCH'S ROSE WINDOW.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9REPLACEMENT OF ELEVATOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10EXTERIOR CONCRETE REPAIRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11UNRESTRICTED USE AND PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12PEDESTRIAN BRIDGE CONSTRUCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13DIETARY COSTS FOR RESIDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14RENOVOATION OF ONCOLOGY DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15REPAIRS AND UPDATES TO BUILDINGS ON THE FAIRGROUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16PURCHASE OF TWO AED'S.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17MAINTENANCE PROJECTS AT SEVERAL LOCATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18MARINA REHABILITATION PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19DOWNTOWN REVITALIZATION PROJECT TO CREATE MAIN STREET PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20MOBILE FOOD PANTRY AND BACKPACK BUNDLES PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21PURCHASE NEW VAC SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22VARIOUS PROGRAMS AND SERVICES FOR MEN'S SHELTER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23TECHNOLOGY NEEDS; CLASSROOM CONVERSION AT JAMESON SCHOOL OF NURSING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24GRANT WISHES OF THREE CHILDREN FROM VENANGO COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25INTERIOR RENOVATIONS OF HISTORIC CHURCH BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26SUPPORT PROGRAMS FOR NEEDY INDIVIDUALS AND FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27REPAIRS AND RENOVATIONS AT HISTORIC NATIONAL TRANSIT BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28SUPPORT PROGRAMS FOR YOUNG DANCERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29ROOF REPLACEMENT AT CHILD CARE CENTER ON W. FIRST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30FINANCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31PERSONAL CARE NEEDS FOR RESIDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32UPGRADES TO THE CLUB'S BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33CAREER COUNSELOR PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34CONSTRUCTION OF PLAYGROUND AT ST STEPHEN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35REPAIRS TO VAC SYSTEM AT UROLOGY OFFICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36REPLACEMENT OF FIRE ALARM SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BELLE LETTRES CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BENEDICTINE SISTERS OF ERIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CLARION COUNTY ECONOMIC DEVELOPMENT CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FOXBURG FREE LIBRARY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GANNON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5OIL CITY AREA SCHOOLS HEALTH DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PA COLLEGE OF TECHNOLOGY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7PRINCE OF PEACE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ST JOSEPH PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9SCENIC RIVERS YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SECOND PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11SOUTH CLARION COUNTY AMBULANCE SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12ST PAUL HOMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13SUGAR VALLEY LODGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14TITUSVILLE AREA HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15VENANGO COUNTY FAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16YWCA OF OIL CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17CHILD DEVELOPMENT CENTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18CITY OF OIL CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19CLARION COUNTY ECONOMIC DEVELOPMENT CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20COMMUNITY SERVICES OF VENANGO COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21EMLENTON AREA MEDICAL CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22EMMAUS HAVEN OF VENANGO COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23HAMOT HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24MAKE-A-WISH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25MEMORIAL CHURCH OF OUR FATHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26MUSTARD SEED MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27OIL CITY CIVIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28OIL REGION BALLET CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29SCENIC RIVERS YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30SOUTHERN CLARION COUNTY AMBULANCE SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31SUGAR VALLEY LODGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32THE BOYS AND GIRLS CLUB ALONG THE ALLEGHENY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33UNITED WAY OF VENANGO COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34VENANGO REGION CATHOLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35WARREN GENERAL HOSPITAL

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