PHILLIPS JAMES DUNCAN TR UWILL (EIN 046061022) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Phone

6177227272

Tax Period

2024-10-01 to 2025-09-30

PHILLIPS JAMES DUNCAN TR UWILL, founded in 1954, is a small nonprofit that reported $147K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $139K left a modest 6% surplus.

Mission

THE PHILLIP JAMES DUNCAN TR U/WILL TRUST IS A 501(C)(3) ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION - GOVERNOR DUMMER ACADEMY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $146,663

Other Revenue $0

TOTAL REVENUE $146,663

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $33,900

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $4,663

TOTAL EXPENSES $138,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$146,663	$93,133	+0.6%
Expenses	$138,563	$165,259	-0.2%
Net Income	$8,100	$-72,126	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$2,806

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN SHAPIRO	CO-TRUSTEE	1.0	Director	$1,403	$0	$1,403
MICHELE H GORAB	CO-TRUSTEE	1.0	Director	$1,403	$0	$1,403
N/A	INSTITUTIONAL CO-TRUSTEE	1.0		$31,092	$0	$31,092

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$146,663	$138,563	$3,911,140	$8,100
2024	$93,133	$165,259	$3,903,086	$-72,126
2023	$118,978	$107,441	$3,973,565	$11,537
2022	$982,707	$128,917	$3,964,896	$853,790
2021	$274,886	$127,845	$3,111,490	$147,041
2020	$118,073	$134,997	$2,964,442	$-16,924
2019	$198,811	$158,049	$2,981,366	$40,762

PHILLIPS JAMES DUNCAN TR UWILL