Civic Intelligence

Trust Uwo Herman Dana

EIN 04-6209497 • Newton, MA

1340 Centre Street 101Newton, MA 02459-2453
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

76th percentile

30%

Higher net margin than 76% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$100,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

64th percentile

8.0%

Faster asset growth than 64% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-14%

Faster revenue growth than 17% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$18,900,836

Up $1,399,011 (+8.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$18,900,836

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue20th percentileNet Margin76th percentile

Revenue

Down

$4,687,566

Down $767,046 (-14%) from 2023

Expenses

Down

$3,288,555

Down $354,229 (-9.7%) from 2023

Net Income

Down

$1,399,011

Down $412,817 (-23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$18,900,836
Liabilities$0
Net Assets$18,900,836
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$4,687,566
Expenses$3,288,555
Net Income$1,399,011
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,900,836
Liabilities
$0
Net assets
$18,900,836
Revenue
$4,687,566
Expenses
$3,288,555
Net income
$1,399,011
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN DANATrustee & Property ManagerFT$100,000-$100,000
MYER R DANATrustee & Property ManagerFT$100,000-$100,000
Filing and Contact Details

Filer

Filer Name
Trust Uwo Herman Dana
EIN
04-6209497
Phone
6179281700
Address
1340 CENTRE STREET 101, NEWTON, MA 02459-2453

Signing Officer

Name
Myer Dana
Title
Trustee
Phone
6179281700
Signed
2025-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars Llp
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2145
Preparer
David a Marcus CPA
Phone
6173570100
Raw XML AppendixShowing 400 of 1,528 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.

Path#Value
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