PHILLIPS JAMES DUNCAN TR UWILL (EIN 046061034) - 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

1963

Legal Domicile

Phone

6177227121

Tax Period

2024-10-01 to 2025-09-30

PHILLIPS JAMES DUNCAN TR UWILL, founded in 1963, is a micro nonprofit that reported $12K in total revenue in fiscal year 2024. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $20K exceeded revenue, resulting in a 70% operating deficit.

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)

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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 $11,827

Other Revenue $0

TOTAL REVENUE $11,827

Expense Breakdown

Grants Paid $7,532

Salaries & Benefits $9,261

Fundraising Expenses $0

Program Expenses $7,532

Other Expenses $3,354

TOTAL EXPENSES $20,147

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,827	$48,407	-0.8%
Expenses	$20,147	$22,928	-0.1%
Net Income	$-8,320	$25,479	-1.3%

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

$786

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN SHAPIRO	CO-TRUSTEE	1.0	Director	$393	$0	$393
MICHELE H GORAB	CO-TRUSTEE	1.0	Director	$393	$0	$393
N/A	CO-TRUSTEE	1.0		$8,867	$0	$8,867

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	$11,827	$20,147	$556,891	$-8,320
2024	$48,407	$22,928	$565,195	$25,479
2023	$12,458	$17,965	$539,231	$-5,507
2022	$53,912	$21,223	$545,241	$32,689
2021	$229,350	$765,978	$512,556	$-536,628
2020	$29,440	$34,568	$1,049,182	$-5,128
2019	$89,213	$35,405	$1,054,310	$53,808

PHILLIPS JAMES DUNCAN TR UWILL