ZUnclassifiedEIN: 046209497· Ruling Year: 1969

Trustees Under The Will Of Herman Dana

Newton, Massachusetts

A-Health Score
78A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

💰
$5.5M
Total Revenue
📊
$3.6M
Total Expenses
🏦
$17.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+8.8%
Year-over-year change (2022 → 2023)
Net Margin
+33.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
4.80
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$5,454,6129%$3,642,78411%$17,501,82512%
2022$5,014,68916%$3,270,60913%$15,689,99713%
2021$4,326,78737%$2,883,1693%$13,945,91711%
2020$3,151,15650%$2,986,0594%$12,541,3642%
2019$6,292,595114%$3,110,75726%$12,303,76744%
2015$2,941,03313%$2,471,9356%$8,543,3026%
2014$3,367,84321%$2,323,0333%$8,044,40515%
2013$2,776,7637%$2,389,5271%$6,994,9006%
2012$2,585,4896%$2,375,4622%$6,621,9244%
2011$2,433,076$2,423,600$6,396,581

Frequently Asked Questions

What does Trustees Under The Will Of Herman Dana do?

Trustees Under The Will Of Herman Dana is a unclassified nonprofit organization based in Massachusetts. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Trustees Under The Will Of Herman Dana financially healthy?

Based on our 9-metric Financial Health Score model, Trustees Under The Will Of Herman Dana has a score of 78/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Trustees Under The Will Of Herman Dana generate?

Revenue data for Trustees Under The Will Of Herman Dana is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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