Civic Intelligence

Trust UW Milton L Dodge FBO Ajh

EIN 04-6374983 • Newburyport, MA

7 Lorum StNewburyport, MA 01950
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

59th percentile

1.5%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-100%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$40,720

Up $598 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$40,720

Up $598 (+1.5%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin95th percentile

Revenue

Down

$735

Down $195,494 (-100%) from 2023

Expenses

Down

$137

Down $285,561 (-100%) from 2023

Net Income

Up

$598

Up $90,067 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$150K$100K$50K$0Assets 2011: $138,382Liabilities 2011: $02011Assets 2012: $98,792Liabilities 2012: $02012Assets 2013: $142,653Liabilities 2013: $02013Assets 2014: $656Liabilities 2014: $02014Assets 2015: $9,339Liabilities 2015: $02015Assets 2019: $139,213Liabilities 2019: $02019Assets 2021: $140,038Liabilities 2021: $0Net Assets 2021: $140,0382021Assets 2022: $129,591Liabilities 2022: $0Net Assets 2022: $129,5912022Assets 2023: $40,122Liabilities 2023: $0Net Assets 2023: $40,1222023Assets 2024: $40,720Liabilities 2024: $0Net Assets 2024: $40,7202024

Highlighted filing

2024

Assets$40,720
Liabilities$0
Net Assets$40,720
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $2,865Expenses 2011: $2,570Net Income 2011: $2952011Revenue 2012: $4,271Expenses 2012: $9,222Net Income 2012: -$4,9512012Revenue 2013: $5,339Expenses 2013: $2,115Net Income 2013: $3,2242013Revenue 2014: $11,789Expenses 2014: $3,807Net Income 2014: $7,9822014Revenue 2015: $12,716Expenses 2015: $4,033Net Income 2015: $8,6832015Revenue 2019: $18,387Expenses 2019: $41,931Net Income 2019: -$23,5442019Revenue 2021: $12,210Expenses 2021: $14,881Net Income 2021: -$2,6712021Revenue 2022: $4,118Expenses 2022: $14,630Net Income 2022: -$10,5122022Revenue 2023: $196,229Expenses 2023: $285,698Net Income 2023: -$89,4692023Revenue 2024: $735Expenses 2024: $137Net Income 2024: $5982024

Highlighted filing

2024

Revenue$735
Expenses$137
Net Income$598
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$40,720
Liabilities
$0
Net assets
$40,720
Revenue
$735
Expenses
$137
Net income
$598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.96$2.86$0.89
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.04$0.15$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.12$0.15$0.03
2019Summary only. Only limited summary data is available for this year.$1.39$0.00$0.18$0.42$0.24
2015Summary only. Only limited summary data is available for this year.$0.09$0.00$0.13$0.04$0.09
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.12$0.04$0.08
2013Summary only. Only limited summary data is available for this year.$1.43$0.00$0.05$0.02$0.03
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.04$0.09$0.05
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.03$0.03$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie A FerlazzoTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust UW Milton L Dodge FBO AJH
EIN
04-6374983
Phone
9784622986
Address
7 Lorum St, Newburyport, MA 01950

Signing Officer

Name
Leslie A Ferlazzo
Title
Trustee
Phone
9784622986
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Fritz Deguglielmo LLC
Address
8 ESSEX STREET, NEWBURYPORT, MA 01950
Preparer
Daniel E Schaffner CPA
Phone
9784622161
Raw XML Appendix222 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.

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ReturnHeader/PreparerPersonGrp/PhoneNum09784622161
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel E Schaffner CPA
ReturnHeader/ReturnTs02025-10-06T08:10:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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