PHILLIPS JAMES DUNCAN TR UWILL (EIN 046061035) - 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

6177227209

Tax Period

2025-01-01 to 2025-12-31

PHILLIPS JAMES DUNCAN TR UWILL, founded in 1954, is a small nonprofit that reported $245K in total revenue in fiscal year 2025. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $215K left a modest 12% surplus.

Mission

THE PHILLIP JAMES DUNCAN TRUST IS A TYPE III SUPPORTING ORGANIZATION THAT 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $245,489

Other Revenue $0

TOTAL REVENUE $245,489

Expense Breakdown

Grants Paid $170,000

Salaries & Benefits $43,327

Fundraising Expenses $0

Program Expenses $170,000

Other Expenses $2,042

TOTAL EXPENSES $215,369

Year-over-Year Comparison

	2025	2024	Change
Revenue	$245,489	$163,975	+0.5%
Expenses	$215,369	$214,032	+0.0%
Net Income	$30,120	$-50,057	-1.6%

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

$5,486

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN SHAPIRO	CO-TRUSTEE	N/A	Director	$2,743	$0	$2,743
MICHELLE H GORAB	CO-TRUSTEE	N/A	Director	$2,743	$0	$2,743
N/A	CO-TRUSTEE	N/A	Director	$0	$0	$0
N/A	CORPORATE TRUSTEE	N/A		$37,841	$0	$37,841

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	$245,489	$215,369	$4,990,130	$30,120
2024	No data	No data	No data	No data
2023	$-250,265	$214,862	$5,009,779	$-465,127
2022	$340,235	$205,924	$5,477,482	$134,311
2021	$1,539,133	$204,794	$5,343,320	$1,334,339
2020	$206,860	$209,128	$4,007,921	$-2,268

PHILLIPS JAMES DUNCAN TR UWILL