Civic Intelligence

Trustees Under the Will of Herman Dana

990PF • Fiscal year 2016 • EIN 04-6209497

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 19, 2017

Organization Profile
1340 CENTRE STREET No 101Newton, MA 02459-2453

(617) 928-1700

Siviq Scores

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

Liabilities / Assets

60th percentile

0.22x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.64x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

66th percentile

$146,042

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

64th percentile

4.7%

Faster asset growth than 64% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

2.8%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$8,949,008

Up $405,706 (+4.7%) from 2015

Net Assets

Up

$7,007,280

Up $187,940 (+2.8%) from 2015

Liabilities

Up

$1,941,728

Up $217,766 (+13%) from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin74th percentile

Revenue

Up

$3,023,426

Up $82,393 (+2.8%) from 2015

Expenses

Up

$2,582,170

Up $110,235 (+4.5%) from 2015

Net Income

Down

$441,256

Down $27,842 (-5.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,396,581Liabilities 2011: $993,7192011Assets 2012: $6,621,924Liabilities 2012: $939,8112012Assets 2013: $6,994,900Liabilities 2013: $938,9652013Assets 2014: $8,044,405Liabilities 2014: $1,430,758Net Assets 2014: $6,613,6472014Assets 2015: $8,543,302Liabilities 2015: $1,723,962Net Assets 2015: $6,819,3402015Assets 2016: $8,949,008Liabilities 2016: $1,941,728Net Assets 2016: $7,007,2802016Assets 2017: $8,783,670Liabilities 2017: $162,340Net Assets 2017: $8,621,3302017Assets 2018: $9,121,929Liabilities 2018: $125,000Net Assets 2018: $8,996,9292018Assets 2019: $12,303,767Liabilities 2019: $125,0002019Assets 2020: $12,541,364Liabilities 2020: $125,000Net Assets 2020: $12,416,3642020Assets 2021: $13,945,917Liabilities 2021: $12021Assets 2022: $15,689,997Liabilities 2022: $0Net Assets 2022: $15,689,9972022Assets 2023: $17,501,825Liabilities 2023: $12023Assets 2024: $18,900,836Liabilities 2024: $0Net Assets 2024: $18,900,8362024

Highlighted filing

2016

Assets$8,949,008
Liabilities$1,941,728
Net Assets$7,007,280
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,433,076Expenses 2011: $2,423,600Net Income 2011: $9,4762011Revenue 2012: $2,585,489Expenses 2012: $2,375,462Net Income 2012: $210,0272012Revenue 2013: $2,776,763Expenses 2013: $2,389,527Net Income 2013: $387,2362013Revenue 2014: $3,367,843Expenses 2014: $2,323,033Net Income 2014: $1,044,8102014Revenue 2015: $2,941,033Expenses 2015: $2,471,935Net Income 2015: $469,0982015Revenue 2016: $3,023,426Expenses 2016: $2,582,170Net Income 2016: $441,2562016Revenue 2017: $3,237,672Expenses 2017: $3,440,350Net Income 2017: -$202,6782017Revenue 2018: $3,259,903Expenses 2018: $2,884,304Net Income 2018: $375,5992018Revenue 2019: $6,292,595Expenses 2019: $3,110,757Net Income 2019: $3,181,8382019Revenue 2020: $3,151,156Expenses 2020: $2,986,059Net Income 2020: $165,0972020Revenue 2021: $4,326,787Expenses 2021: $2,883,169Net Income 2021: $1,443,6182021Revenue 2022: $5,014,689Expenses 2022: $3,270,609Net Income 2022: $1,744,0802022Revenue 2023: $5,454,612Expenses 2023: $3,642,784Net Income 2023: $1,811,8282023Revenue 2024: $4,687,566Expenses 2024: $3,288,555Net Income 2024: $1,399,0112024

Highlighted filing

2016

Revenue$3,023,426
Expenses$2,582,170
Net Income$441,256
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MYER R DANATrustee & Property ManagerFT$146,042-$146,042
Alan DanaTrustee & Property ManagerFT$138,180-$138,180
Filing and Contact Details

Filer

Filer Name
Trust Uwo Herman Dana
EIN
04-6209497
Phone
6179281700
Address
1340 CENTRE STREET No 101, NEWTON, MA 02459-2453

Signing Officer

Name
Trustee
Title
Trustee
Phone
6179281700
Signed
2017-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Raphael and Raphael LLP
Address
52 Church Street, Boston, MA 02116
Preparer
Harry S Raphael
Phone
6173570100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10563336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0300shr Evdan
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11500SHR APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2127SHR AVAGO TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3873SHR AVAGO TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43940SHR BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53185SHR BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6500SHR bhp Billiton
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7250SHR bhp Billiton
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8310SHR bhp Billiton
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9240SHR BHP BILLITON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101200SHR CAPITAL ONE FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11565SHR Chevron Intl Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12135SHR CHEVRON INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131100SHR COGNIZANT TECHNOLOGY SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14500SHR COGNIZANT TECHNOLOGY SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15695SHR CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1650000SHR DAIMLER FINANCE NA LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17500SHR Deere & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18500SHR Deere & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191000SHR Exxon Mobil Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203000SHR FLOWERS FOOD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211000SHR FLOWERS FOOD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22500SHR Gilead Sciences Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23250SHR Gilead Sciences Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24250SHR Gilead Sciences Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25255SHR Goldman Sach Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26245SHR Goldman Sach Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27100SHR Goldman Sach Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28150SHR GOLDMAN SACH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29750SHR Home Depot
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30500SHR Home Depot
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31240SHR IBERIABANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32530SHR IBERIABANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33605SHR IBERIABANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34560SHR INVESTCO LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35560SHR INVESTCO LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36630SHR INVESTCO LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37250SHR INVESTCO LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38250shr inVESTCO LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39250SHR JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40625SHR JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41375SHR JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42415SHR JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43555SHR LULULEMON ATHLETICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44445SHR LULULEMON ATHLETICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45250SHR LULULEMON ATHLETICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46411SHR LULULEMON ATHLETICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm471000SHR MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481000SHR MEDNAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491500SHR MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50250SHR MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51250SHR MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm522500SHR Oracle Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53500SHR ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54800SHR PepsiCo, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55200SHR PEPSICO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm562000SHR Pfizer Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57500SHR PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5880SHR Priceline
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59740SHR QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60260SHR QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611000SHR Roche Holding Ltd. (ADR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm622000SHR ROCHE HOLDING LTD (ADR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63750SHR Roper Industries, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641000SHR Royal Dutch Petroleum
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65800SHR SALESFORCE.COM

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,949,008
Liabilities
$1,941,728
Net assets
$7,007,280
Revenue
$3,023,426
Expenses
$2,582,170
Net income
$441,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$4.69$3.29$1.40
2023Detailed filing. Detailed filing data is available for this year.$17.5$0.00$5.45$3.64$1.81
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$5.01$3.27$1.74
2021Detailed filing. Detailed filing data is available for this year.$13.9$0.00$4.33$2.88$1.44
2020Detailed filing. Detailed filing data is available for this year.$12.5$0.13$12.4$3.15$2.99$0.17
2019Detailed filing. Detailed filing data is available for this year.$12.3$0.13$6.29$3.11$3.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.12$0.13$9.00$3.26$2.88$0.38
2017Detailed filing. Detailed filing data is available for this year.$8.78$0.16$8.62$3.24$3.44$0.20
2016Detailed filing. Detailed filing data is available for this year.$8.95$1.94$7.01$3.02$2.58$0.44
2015Detailed filing. Detailed filing data is available for this year.$8.54$1.72$6.82$2.94$2.47$0.47
2014Detailed filing. Detailed filing data is available for this year.$8.04$1.43$6.61$3.37$2.32$1.04
2013Summary only. Only limited summary data is available for this year.$6.99$0.94$2.78$2.39$0.39
2012Summary only. Only limited summary data is available for this year.$6.62$0.94$2.59$2.38$0.21
2011Summary only. Only limited summary data is available for this year.$6.40$0.99$2.43$2.42$0.01