Civic Intelligence

Ernest H & Helen D Bailey Memorial Tr

EIN 04-6731306 • 501(c)3 • Norwell, MA

Pub. 78 Eligible

Profile

Support of the Beth Israel Deaconess Hospital- Plymouth MA 02360

P O Box 161Norwell, MA 02061
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

46th percentile

2.8%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

1.8%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,625,790

Up $151,363 (+2.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,625,790

Up $151,363 (+2.8%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin83rd percentile

Revenue

Up

$428,910

Up $7,789 (+1.8%) from 2024

Expenses

Down

$277,547

Down $149,655 (-35%) from 2024

Net Income

Up

$151,363

Up $157,444 (+2589%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,229,275Liabilities 2011: $0Net Assets 2011: $4,229,2752011Assets 2012: $5,665,622Liabilities 2012: $0Net Assets 2012: $5,665,6222012Assets 2013: $5,669,530Liabilities 2013: $0Net Assets 2013: $5,669,5302013Assets 2014: $6,080,309Liabilities 2014: $0Net Assets 2014: $6,080,3092014Assets 2015: $6,112,250Liabilities 2015: $0Net Assets 2015: $6,112,2502015Assets 2016: $5,495,459Liabilities 2016: $0Net Assets 2016: $5,495,4592016Assets 2017: $5,626,610Liabilities 2017: $0Net Assets 2017: $5,626,6102017Assets 2018: $5,679,637Liabilities 2018: $0Net Assets 2018: $5,679,6372018Assets 2019: $5,528,706Liabilities 2019: $0Net Assets 2019: $5,528,7062019Assets 2020: $5,339,331Liabilities 2020: $0Net Assets 2020: $5,339,3312020Assets 2021: $5,263,787Liabilities 2021: $0Net Assets 2021: $5,263,7872021Assets 2022: $5,613,155Liabilities 2022: $0Net Assets 2022: $5,613,1552022Assets 2023: $5,480,508Liabilities 2023: $0Net Assets 2023: $5,480,5082023Assets 2024: $5,474,427Liabilities 2024: $0Net Assets 2024: $5,474,4272024Assets 2025: $5,625,790Liabilities 2025: $0Net Assets 2025: $5,625,7902025

Highlighted filing

2025

Assets$5,625,790
Liabilities$0
Net Assets$5,625,790
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $352,204Expenses 2011: $369,207Net Income 2011: -$17,0032011Revenue 2012: $1,707,695Expenses 2012: $347,494Net Income 2012: $1,360,2012012Revenue 2013: $388,105Expenses 2013: $346,181Net Income 2013: $41,9242013Revenue 2014: $639,577Expenses 2014: $356,773Net Income 2014: $282,8042014Revenue 2015: $375,490Expenses 2015: $215,574Net Income 2015: $159,9162015Revenue 2016: -$158,022Expenses 2016: $514,293Net Income 2016: -$672,3152016Revenue 2017: $490,975Expenses 2017: $359,827Net Income 2017: $131,1482017Revenue 2018: $385,631Expenses 2018: $358,926Net Income 2018: $26,7052018Revenue 2019: $134,252Expenses 2019: $285,183Net Income 2019: -$150,9312019Revenue 2020: $280,520Expenses 2020: $430,478Net Income 2020: -$149,9582020Revenue 2021: $898,673Expenses 2021: $293,038Net Income 2021: $605,6352021Revenue 2022: $825,657Expenses 2022: $459,434Net Income 2022: $366,2232022Revenue 2023: $281,693Expenses 2023: $414,340Net Income 2023: -$132,6472023Revenue 2024: $421,121Expenses 2024: $427,202Net Income 2024: -$6,0812024Revenue 2025: $428,910Expenses 2025: $277,547Net Income 2025: $151,3632025

Highlighted filing

2025

Revenue$428,910
Expenses$277,547
Net Income$151,363
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$5,625,790
Liabilities
$0
Net assets
$5,625,790
Revenue
$428,910
Expenses
$277,547
Net income
$151,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.43$0.28$0.15
2024Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.42$0.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.28$0.41$0.13
2022Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.83$0.46$0.37
2021Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.90$0.29$0.61
2020Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.28$0.43$0.15
2019Summary only. Only limited summary data is available for this year.$5.53$0.00$5.53$0.13$0.29$0.15
2018Summary only. Only limited summary data is available for this year.$5.68$0.00$5.68$0.39$0.36$0.03
2017Summary only. Only limited summary data is available for this year.$5.63$0.00$5.63$0.49$0.36$0.13
2016Summary only. Only limited summary data is available for this year.$5.50$0.00$5.50$0.16$0.51$0.67
2015Summary only. Only limited summary data is available for this year.$6.11$0.00$6.11$0.38$0.22$0.16
2014Summary only. Only limited summary data is available for this year.$6.08$0.00$6.08$0.64$0.36$0.28
2013Summary only. Only limited summary data is available for this year.$5.67$0.00$5.67$0.39$0.35$0.04
2012Summary only. Only limited summary data is available for this year.$5.67$0.00$5.67$1.71$0.35$1.36
2011Summary only. Only limited summary data is available for this year.$4.23$0.00$4.23$0.35$0.37$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 24, 2026
Return Version
2025v4.0
Gross Receipts
$1,546,285
Mission and Program Overview

Mission

Support of the Beth Israel Deaconess Hospital- Plymouth MA 02360

Support of Beth Israel Deaconess Hospital - Plymouth, MA 02360 Formerly Jordan Hospital Plymouth, MA Hospital is 100 beneficiary of the trust

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,474,427$5,625,790▲ $151,363
Investments in Publicly Traded Securities$5,323,009$5,461,479▲ $138,470
Savings and Temporary Cash Investments$151,418$164,311▲ $12,893
Total Assets$5,474,427$5,625,790▲ $151,363
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,474,427$5,625,790▲ $151,363
Total Liabilities and Net Assets / Fund Balance$5,474,427$5,625,790▲ $151,363
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
John T Reynolds as of 1-1-17Trustee
Joseph J GrantTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$310,633
Other Revenue
$118,277
Change in Net Assets
$151,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$161,709
Other Expenses$103,838
Salaries, Compensation, and Employee Benefits$12,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$161,709--$161,709
Fees for Services Management$67,946$67,946-$67,946
Other Expenses$35,820$35,820-$35,820
Current Officers, Directors, Trustees, and Key Employees$12,000$12,000-$12,000
Total Functional Expenses$277,547$115,838$0$277,547
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beth Isreal Deaconess HospitalPlymouth, MA--$161,709
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“the 2 Trustees, Grant Reynolds are the governing body. One trustee who is a Mass. Attorney, prepares the form 990 which is reviewed and signed by both Trustees”

Form 990, Part VI, Section C, Line 19N

“Governing documents, and financial statements are filed annually with the Public Charities Division of the Massachusetts Attorney General Form PC and other information upon request”

Filing and Contact Details

Filer

Filer Name
E H & H D Bailey Memorial Trust
EIN
04-6731306
Phone
7816597913
Address
P O Box 161, Norwell, MA 02061

Signing Officer

Name
John T Reynolds III
Title
Co Trustee
Phone
7816597913
Signed
2026-03-24
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
John T Reynolds
Address
P O Box 161, Norwell, MA 02061
Preparer
John T Reynolds III
Phone
3397888987
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Section 2, Line 1

“Trust assets are held in the custody of and finacial records, and statements are prepared by Bank of America, Private Bank, 101 East River Drive, East Hartford, CT 06108 ph 860-244-4871”

Form 990, Part IV, Section D, Line 1

“The supported organization maintains a close and continuous working relationship with the Trustees by means of monthly, quarterly and annual statements of account which contain complete descriptions of all trust transactions, income, expense, distributions to the supported organization, investment activities and book and market value of trust assets. The supported organixzations representaives and independent advisors meet periodically with the trustees and representatives of Bank of America to review invetment policy, results, review distribution levels and long and short term goals As a result of changing business practices as a result of the pandemic, meetings haverecently held vis tele-conference”

Form 990, Part IX, Section 24, Line B

“entry reflects increase additional accumulated income on schedule F of the accounting which is not reflected in the principal book value of the trust”

Raw XML Appendix324 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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IRS990/BooksInCareOfDetail/USAddress/ZIPCd002061
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IRS990/CYTotalRevenueAmt0428910
IRS990/DAFExcessBusinessHoldingsInd0false
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1003.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0Joseph J Grant
IRS990/Form990PartVIISectionAGrp/PersonNm1John T Reynolds as of 1-1-17
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0184423
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0161739
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0161709
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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01301798
IRS990/GrossReceiptsAmt01546285
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0126210
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05323009
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05461479
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01117375
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleI/RecipientTable/RecipientEIN0222667374
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IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the 2 Trustees, Grant Reynolds are the governing body. One trustee who is a Mass. Attorney, prepares the form 990 which is reviewed and signed by both Trustees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents, and financial statements are filed annually with the Public Charities Division of the Massachusetts Attorney General Form PC and other information upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trust assets are held in the custody of and finacial records, and statements are prepared by Bank of America, Private Bank, 101 East River Drive, East Hartford, CT 06108 ph 860-244-4871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The supported organization maintains a close and continuous working relationship with the Trustees by means of monthly, quarterly and annual statements of account which contain complete descriptions of all trust transactions, income, expense, distributions to the supported organization, investment activities and book and market value of trust assets. The supported organixzations representaives and independent advisors meet periodically with the trustees and representatives of Bank of America to review invetment policy, results, review distribution levels and long and short term goals As a result of changing business practices as a result of the pandemic, meetings haverecently held vis tele-conference
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4entry reflects increase additional accumulated income on schedule F of the accounting which is not reflected in the principal book value of the trust
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section b, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section c, Line 19n
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Section 2, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IV, Section D, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Section 24, Line b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05474427
IRS990/TotalAssetsEOYAmt05625790
IRS990/TotalAssetsGrp/BOYAmt05474427
IRS990/TotalAssetsGrp/EOYAmt05625790
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0115838
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0277547
IRS990/TotalFunctionalExpensesGrp/TotalAmt0277547
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05474427
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05625790
IRS990/TotalProgramServiceExpensesAmt0277547
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0428910
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05474427
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05625790
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0P O Box 161
IRS990/USAddress/CityNm0Norwell
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002061
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John T Reynolds III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07816597913
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E H & H D Bailey Memorial Trust
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
ReturnHeader/Filer/EIN0046731306
ReturnHeader/Filer/PhoneNum07816597913
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 161
ReturnHeader/Filer/USAddress/CityNm0Norwell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002061
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0026440075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John T Reynolds
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 161
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norwell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002061
ReturnHeader/PreparerPersonGrp/PhoneNum03397888987
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John T Reynolds III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-24T11:18:02-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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