Civic Intelligence

John J & Mildred M Michalski Charitable Trust

990 • Fiscal year 2012 • EIN 27-6737091

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 16, 2013

213 School Street Room 20101440
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

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

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

54th percentile

2.4%

Faster asset growth than 54% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$880,762

Up $20,961 (+2.4%) from 2011

Net Assets

Up

$880,762

Up $20,961 (+2.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$15,462

Up $6,004 (+63%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $859,801Liabilities 2011: $0Net Assets 2011: $859,8012011Assets 2012: $880,762Liabilities 2012: $0Net Assets 2012: $880,7622012Assets 2013: $884,396Liabilities 2013: $0Net Assets 2013: $884,3962013Assets 2014: $875,764Liabilities 2014: $0Net Assets 2014: $875,7642014Assets 2015: $882,894Liabilities 2015: $0Net Assets 2015: $882,8942015Assets 2016: $883,766Liabilities 2016: $0Net Assets 2016: $883,7662016Assets 2017: $893,811Liabilities 2017: $0Net Assets 2017: $893,8112017Assets 2018: $904,276Liabilities 2018: $0Net Assets 2018: $904,2762018Assets 2019: $914,946Liabilities 2019: $0Net Assets 2019: $914,9462019Assets 2020: $904,687Liabilities 2020: $0Net Assets 2020: $904,6872020Assets 2021: $1,343,513Liabilities 2021: $0Net Assets 2021: $1,343,5132021Assets 2022: $968,320Liabilities 2022: $0Net Assets 2022: $968,3202022Assets 2023: $960,918Liabilities 2023: $0Net Assets 2023: $960,9182023Assets 2024: $965,789Liabilities 2024: $0Net Assets 2024: $965,7892024

Highlighted filing

2012

Assets$880,762
Liabilities$0
Net Assets$880,762

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2011: $9,4582011Expenses 2012: $15,4622012Revenue 2013: $24,454Expenses 2013: $20,820Net Income 2013: $3,6342013Revenue 2014: $30,221Expenses 2014: $38,853Net Income 2014: -$8,6322014Revenue 2015: $30,003Expenses 2015: $22,873Net Income 2015: $7,1302015Revenue 2016: $26,974Expenses 2016: $26,102Net Income 2016: $8722016Revenue 2017: $40,580Expenses 2017: $30,535Net Income 2017: $10,0452017Revenue 2018: $44,566Expenses 2018: $34,101Net Income 2018: $10,4652018Revenue 2019: $43,010Expenses 2019: $32,340Net Income 2019: $10,6702019Revenue 2020: $30,799Expenses 2020: $41,058Net Income 2020: -$10,2592020Revenue 2021: $52,429Expenses 2021: $29,237Net Income 2021: $23,1922021Revenue 2022: $74,531Expenses 2022: $34,086Net Income 2022: $40,4452022Revenue 2023: $31,059Expenses 2023: $38,461Net Income 2023: -$7,4022023Revenue 2024: $51,482Expenses 2024: $46,613Net Income 2024: $4,8692024

Highlighted filing

2012

Revenue-
Expenses$15,462
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 16, 2013
Return Version
2012v2.2
Gross Receipts
$238,238
Mission and Program Overview

Mission

To provide scholarships for the post-secondary education of boys and girls who are graduates of Gardner High School, whether they be residents of the City of Gardner, Massachusetts or or any other town served by Gardner High School.

Filing and Contact Details

Filer

EIN
27-6737091
Raw XML Appendix306 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
IRS990/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0The organization supports the functions of Gardner High School in Gardner, Massachusetts, by providing scholarships for the post-secondary education of boys and girls who are graduates of Gardner High School, whether they be residents of the City of Gardner, Massachusetts or or any other town.
IRS990/AddressPrincipalOfficerUS/AddressLine10213 School Street
IRS990/AddressPrincipalOfficerUS/City0Gardner
IRS990/AddressPrincipalOfficerUS/State0MA
IRS990/AddressPrincipalOfficerUS/ZIPCode001440
IRS990/Advertising/Total00
IRS990/AllOtherContributions016984
IRS990/AllOtherExpenses/Total00
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsToMembers/Total00
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IRS990/CapStckTrstPrinCurrentFunds/BOY0800000
IRS990/CapStckTrstPrinCurrentFunds/EOY0800000
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IRS990/CompCurrentOfficersDirectors/ProgramServices02540
IRS990/CompCurrentOfficersDirectors/Total02540
IRS990/CompDisqualPersons/Total00
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IRS990/CompensationProcessCEO0true
IRS990/CompensationProcessOther0true
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConferencesMeetings/Total00
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IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear016984
IRS990/ContributionsGrantsPriorYear050000
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30true
IRS990/Description0The organization has commenced and extended its scholarship activities. During 2012 it awarded seven scholarships in the amount of 1,700 each for a total amount of 11,900.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
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IRS990/DoNotFollowSFAS1170X
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IRS990/ExcessBusinessHoldings0false
IRS990/Expense015462
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IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Total00
IRS990/FeesForServicesInvstMgmntFees/Total00
IRS990/FeesForServicesLegal/ProgramServices0875
IRS990/FeesForServicesLegal/Total0875
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Total00
IRS990/ForeignActivities0false
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IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
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IRS990/Form8886TFiled0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek0001.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/NamePerson0Henri L Sans Jr
IRS990/Form990PartVIISectionA/OtherCompensation02540
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0Trustee
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Other0-1676
IRS990/GainOrLoss/Securities0-4139
IRS990/Gaming0false
IRS990/Grants011900
IRS990/GrantsAndSimilarAmntsCY011900
IRS990/GrantsAndSimilarAmntsPriorYear01700
IRS990/GrantsToDomesticIndividuals/ProgramServices011900
IRS990/GrantsToDomesticIndividuals/Total011900
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0true
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Other075000
IRS990/GrossAmountSalesAssets/Securities0121000
IRS990/GrossReceipts0238238
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/Interest/Total00
IRS990/InvestmentIncomeCurrentYear019439
IRS990/InvestmentIncomePriorYear019120
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome025254
IRS990/InvestmentIncome/TotalRevenueColumn025254
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0312100
IRS990/InvestmentsPubTradedSecurities/EOY0750289
IRS990/LessCostOthBasisSalesExpenses/Other076676
IRS990/LessCostOthBasisSalesExpenses/Securities0125139
IRS990/LicensedMoreThanOneState0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0To provide scholarships for the post-secondary education of boys and girls who are graduates of Gardner High School, whether they be residents of the City of Gardner, Massachusetts or or any other town served by Gardner High School.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0Henri L Sans Jr
IRS990/NbrIndependentVotingMembers01
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0859801
IRS990/NetAssetsOrFundBalancesEOY0880762
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-5815
IRS990/NonDeductibleContributions0false
IRS990/NonDeductibleDisclosure0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers01
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/ProgramServices0112
IRS990/OfficeExpenses/Total0112
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear07758
IRS990/OtherExpensesCurrentYear01022
IRS990/OtherExpenses/Description0Commonwealth of Mass., filing fee Form PC
IRS990/OtherExpenses/ProgramServices035
IRS990/OtherExpenses/Total035
IRS990/OtherRevenueCurrentYear00
IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/QuidProQuoDisclosure0false
IRS990/ReconcilationRevenueExpenses020961
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY059801
IRS990/RetainedEarningsEndowmentEtc/EOY080762
IRS990/Revenue025254
IRS990/RevenuesLessExpensesCY020961
IRS990/RevenuesLessExpensesPriorYear059662
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear02540
IRS990/SavingsAndTempCashInvestments/BOY0547701
IRS990/SavingsAndTempCashInvestments/EOY0130473
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PublicSupportPercentage50900.00000
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0046001389
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10Gardner High School
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization02
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleA/WrittenIRSDetermination0X
IRS990/ScheduleBRequired0false
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant011900
IRS990ScheduleI/Form990ScheduleIPartIII/DescriptionOfNonCashAssistance0None
IRS990ScheduleI/Form990ScheduleIPartIII/MethodOfValuation0Cash
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients07
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0Scholarships to college students
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0The trust provides scholarships to students who are graduates of Gardner High School in Gardner, Massachusetts. The trust requires a scholarship application and obtains transcripts and financial information from the scholarship recipients. Selections are based on academic promise, grades and class rank, extracurricular activities, financial need and other factors.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0III
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference01
IRS990ScheduleI/RecordsMaintained0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0The Form 990 is prepared by the Trustee and reviewed by the Trustee prior to signing and filing.
IRS990ScheduleO/GeneralExplanation/Explanation1The organization inquires about conflicts of interest and reviews scholarship applications for conflicts of interest before making scholarship awards.
IRS990ScheduleO/GeneralExplanation/Explanation2The organization has provided a copy of its governing document and conflict of interest policy to Gardner High School in Gardner, Massachusetts.
IRS990ScheduleO/GeneralExplanation/Explanation3The Trustee receives comparable compensation and prevailing practices before determining compensation of the Trustee.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990 Part VI
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990 Part VI
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990 Part VI
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990 Part VI
IRS990ScheduleO/GeneralExplanation/ReturnReference0B 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference1B 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference2C 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3B 15b
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0MA
IRS990/StatesWhereCopyOfReturnIsFiled0MA
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10213 School Street
IRS990/TheBooksAreInCareOf/AddressUS/City0Gardner
IRS990/TheBooksAreInCareOf/AddressUS/State0MA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode001440
IRS990/TheBooksAreInCareOf/NamePerson0Henri L Sans Jr
IRS990/TheBooksAreInCareOf/TelephoneNumber09786320011
IRS990/TotalAssets/BOY0859801
IRS990/TotalAssetsBOY0859801
IRS990/TotalAssets/EOY0880762
IRS990/TotalAssetsEOY0880762
IRS990/TotalCompGT150K0false
IRS990/TotalContributions016984
IRS990/TotalExpensesCurrentYear015462
IRS990/TotalExpensesPriorYear09458
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices015462
IRS990/TotalFunctionalExpenses/Total015462
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0859801
IRS990/TotalLiabNetAssetsFundBalances/EOY0880762
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0859801
IRS990/TotalNetAssetsFundBalances/EOY0880762
IRS990/TotalOtherCompensation02540
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense015462
IRS990/TotalRevenueCurrentYear036423
IRS990/TotalRevenuePriorYear069120
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome025254
IRS990/TotalRevenue/TotalRevenueColumn036423
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02010
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0276737091
ReturnHeader/Filer/Name/BusinessNameLine10John J & Mildred M Michalski Charitable Trust
ReturnHeader/Filer/NameControl0JOHN
ReturnHeader/Filer/Phone09786320011
ReturnHeader/Filer/USAddress/AddressLine10213 School Street Room 201
ReturnHeader/Filer/USAddress/City0Gardner
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001440
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-16
ReturnHeader/Officer/Name0Henri L Sans Jr
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02013-04-16
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LeBlanc and Sans
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10213 School Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Gardner
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001440
ReturnHeader/Preparer/Name0Henri L Sans Jr
ReturnHeader/Preparer/Phone09786320011
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-16T10:14:19-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.03$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.03$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.03$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.02$0.02$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.01