Civic Intelligence

Tewksbury Hosptial Trustees Endowment Fund Inc.

EIN 04-3350586 • 501(c)3 • Tewksbury, MA

Pub. 78 Eligible

Profile

To provide patient enhanced activities and environment

365 East StreetTewksbury, MA 01876

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

59th percentile

6.7%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

57th percentile

0.9%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

145%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$213,617

Up $1,850 (+0.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$213,617

Up $1,850 (+0.9%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$27,732

Up $16,407 (+145%) from 2024

Expenses

Down

$25,882

Down $10,055 (-28%) from 2024

Net Income

Up

$1,850

Up $26,462 (+108%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$400K$300K$200K$100K$0Assets 2012: $129,088Liabilities 2012: $02012Assets 2013: $140,617Liabilities 2013: $02013Assets 2014: $122,031Liabilities 2014: $0Net Assets 2014: $122,0312014Assets 2015: $139,909Liabilities 2015: $0Net Assets 2015: $139,9092015Assets 2016: $146,980Liabilities 2016: $0Net Assets 2016: $146,9802016Assets 2017: $197,580Liabilities 2017: $0Net Assets 2017: $197,5802017Assets 2018: $210,134Liabilities 2018: $0Net Assets 2018: $210,1342018Assets 2019: $230,249Liabilities 2019: $0Net Assets 2019: $230,2492019Assets 2020: $312,570Liabilities 2020: $0Net Assets 2020: $312,5702020Assets 2021: $254,946Liabilities 2021: $0Net Assets 2021: $254,9462021Assets 2022: $249,466Liabilities 2022: $0Net Assets 2022: $249,4662022Assets 2023: $236,379Liabilities 2023: $0Net Assets 2023: $236,3792023Assets 2024: $211,767Liabilities 2024: $0Net Assets 2024: $211,7672024Assets 2025: $213,617Net Assets 2025: $213,6172025

Highlighted filing

2025

Assets$213,617
Liabilities-
Net Assets$213,617
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$100K$50K$0-$50K-$100KRevenue 2012: $7,606Expenses 2012: $20,034Net Income 2012: -$12,4282012Revenue 2013: $21,871Expenses 2013: $10,342Net Income 2013: $11,5292013Revenue 2014: $6,087Expenses 2014: $24,673Net Income 2014: -$18,5862014Revenue 2015: $27,896Expenses 2015: $10,018Net Income 2015: $17,8782015Revenue 2016: $15,377Expenses 2016: $8,306Net Income 2016: $7,0712016Revenue 2017: $61,441Expenses 2017: $10,841Net Income 2017: $50,6002017Revenue 2018: $54,875Expenses 2018: $42,321Net Income 2018: $12,5542018Revenue 2019: $46,003Expenses 2019: $25,888Net Income 2019: $20,1152019Revenue 2020: $85,347Expenses 2020: $3,026Net Income 2020: $82,3212020Revenue 2021: $1,991Expenses 2021: $59,615Net Income 2021: -$57,6242021Revenue 2022: $1,417Expenses 2022: $6,897Net Income 2022: -$5,4802022Revenue 2023: $7,352Expenses 2023: $20,439Net Income 2023: -$13,0872023Revenue 2024: $11,325Expenses 2024: $35,937Net Income 2024: -$24,6122024Revenue 2025: $27,732Expenses 2025: $25,882Net Income 2025: $1,8502025

Highlighted filing

2025

Revenue$27,732
Expenses$25,882
Net Income$1,850
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,617
Liabilities
-
Net assets
$213,617
Revenue
$27,732
Expenses
$25,882
Net income
$1,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.14$2.14$0.28$0.26$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.11$0.36$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.07$0.20$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.01$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.02$0.60$0.58
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.85$0.03$0.82
2019Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.46$0.26$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.55$0.42$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.61$0.11$0.51
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.15$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.28$0.10$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.25$0.19
2013Summary only. Only limited summary data is available for this year.$1.41$0.00$0.22$0.10$0.12
2012Summary only. Only limited summary data is available for this year.$1.29$0.00$0.08$0.20$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 17, 2026
Return Version
2024v5.2
Gross Receipts
$27,732
Mission and Program Overview

Mission

To provide patient enhanced activities and environment

Program Services

DescriptionGrantsExpenses
TO PROVIDE PATIENT ENHANCED ACTIVITIES AND ENVIRONMENT-$14,837
TO PROVIDE HEALTH CARE PROFESSIONAL SUPPORT-$9,281
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN AMATOVice President-$0--
DR MOON S KIMPresident-$0--
NANCY GALLUGIDirector-$0--
ANDREW GORISecretary-$0--
JOMARIE BUCKLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tewksbury Hospital Trustees Endowment
EIN
04-3350586
Phone
9788517321
Address
365 EAST STREET, TEWKSBURY, MA 01876

Signing Officer

Name
Dr Moon S Kim
Title
President
Signed
2026-02-17
Discuss with paid preparer
Yes

Preparer

Firm
James L Hickey CPA PC
Address
170 Main St Suite 110, Tewksbury, MA 01876
Preparer
James L Hickey CPA
Phone
9788518945
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Patient enrichment $12020”

Other Expenses.2

“Employee educational programs $5203”

Other Expenses.3

“Employee eom program $3658”

Other Expenses.4

“PATIENT SUPPLIES $2817”

Other Expenses.5

“Healthcare professional suppor $420”

Other Expenses.6

“MEETINGS $360”

Other Expenses.7

“FILING FEES $54”

Raw XML Appendix156 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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IRS990EZ/BooksInCareOfDetail/PersonNm0KATHLEEN RICHARD
IRS990EZ/BooksInCareOfDetail/PhoneNum09788517321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0365 EAST STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEWKSBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001876
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0211767
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0213617
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018927
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01850
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0211767
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0213617
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt027732
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08805
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0211767
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0213617
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0211767
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0213617
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN AMATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR MOON S KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY GALLUGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW GORI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOMARIE BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024532
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE PATIENT ENHANCED ACTIVITIES AND ENVIRONMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE PATIENT ENHANCED ACTIVITIES AND ENVIRONMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE HEALTH CARE PROFESSIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014837
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19281
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025882
IRS990EZ/TotalProgramServiceExpensesAmt024118
IRS990EZ/TotalRevenueAmt027732
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018927
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt030323
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08805
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02462
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01417
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01781
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019494
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60870
IRS990ScheduleA/PublicSupportPY170Pct00.88310
IRS990ScheduleA/PublicSupportTotal170Amt030323
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018927
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0210
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030323
IRS990ScheduleA/TotalSupportAmt049817
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PATIENT ENRICHMENT $12020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMPLOYEE EDUCATIONAL PROGRAMS $5203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EMPLOYEE EOM PROGRAM $3658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PATIENT SUPPLIES $2817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HEALTHCARE PROFESSIONAL SUPPOR $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEETINGS $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FILING FEES $54
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DR MOON S KIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEWKSBURY HOSPITAL TRUSTEES ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0TEWK
ReturnHeader/Filer/EIN0043350586
ReturnHeader/Filer/PhoneNum09788517321
ReturnHeader/Filer/USAddress/AddressLine1Txt0365 EAST STREET
ReturnHeader/Filer/USAddress/CityNm0TEWKSBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001876
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201792987
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 Main St Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tewksbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001876
ReturnHeader/PreparerPersonGrp/PhoneNum09788518945
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James L Hickey CPA
ReturnHeader/ReturnTs02026-02-17T08:47:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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