Civic Intelligence

John J & Mildred M Michalski Charitable Trust

990 • Fiscal year 2020 • EIN 27-6737091

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization ProfileN/A
213 School Street Room 201Gardner, MA 01440

(978) 632-0011

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$5,648

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

30th percentile

-1.1%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-28%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$904,687

Down $10,259 (-1.1%) from 2019

Net Assets

Down

$904,687

Down $10,259 (-1.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin11th percentile

Revenue

Down

$30,799

Down $12,211 (-28%) from 2019

Expenses

Up

$41,058

Up $8,718 (+27%) from 2019

Net Income

Down

-$10,259

Down $20,929 (-196%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2020

Assets$904,687
Liabilities$0
Net Assets$904,687
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

2020

Revenue$30,799
Expenses$41,058
Net Income-$10,259
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.1
Gross Receipts
$30,806
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.

The 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$805,934$805,928▼ $6
Cap Stk Tr Prin Current Funds$800,000$800,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$114,946$104,687▼ $10,259
Savings and Temporary Cash Investments$109,012$98,759▼ $10,253
Total Assets$914,946$904,687▼ $10,259
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$914,946$904,687▼ $10,259
Total Liabilities and Net Assets / Fund Balance$914,946$904,687▼ $10,259
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleOtherTotal
Henri L Sans JrTrustee$5,648$5,648
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$30,696
Other Revenue
$103
Change in Net Assets
$-10,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,375
Salaries, Compensation, and Employee Benefits$4,548
Other Expenses$1,135
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,375--$35,375
Current Officers, Directors, Trustees, and Key Employees$4,548--$4,548
Fees for Services Legal$1,100--$1,100
Other Expenses$35--$35
Total Functional Expenses$41,058$0$0$41,058
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 Form 990 is prepared by the Trustee and reviewed by the Trustee prior to signing and filing.”

Form 990, Part VI, Section B, Line 12C

“The organization inquires about conflicts of interest and reviews scholarship applications for conflicts of interest before making scholarship awards.”

Form 990, Part VI, Section C, Line 19

“The organization has provided a copy of its governing document and conflict of interest policy to Gardner High School in Gardner, Massachusetts.”

Form 990, Part VI, Section B, Line 15B

“The Trustee receives comparable compensation and prevailing practices before determining compensation by the Trustee.”

Filing and Contact Details

Filer

Filer Name
Michalski Charitable Trust
EIN
27-6737091
Phone
9786320011
Address
213 School Street Room 201, Gardner, MA 01440

Signing Officer

Name
Henri L Sans Jr
Title
Trustee
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henri L Sans Jr
Formed
2010
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
LeBlanc & Sans Attys
Address
213 School Street Suite 201, Gardner, MA 01440
Preparer
Henri L Sans Jr
Phone
9786320011
Raw XML Appendix317 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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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt01
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt035375
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/IndependentVotingMemberCnt01
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IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0805934
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0103
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0914946
IRS990/NetAssetsOrFundBalancesEOYAmt0904687
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01
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IRS990/NondeductibleContributionsInd0false
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Commonwealth of Mass., filing fee Form PC
IRS990/OtherExpensesGrp/ProgramServicesAmt035
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships to College Students
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is prepared by the Trustee and reviewed by the Trustee prior to signing and filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization inquires about conflicts of interest and reviews scholarship applications for conflicts of interest before making scholarship awards.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization has provided a copy of its governing document and conflict of interest policy to Gardner High School in Gardner, Massachusetts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Trustee receives comparable compensation and prevailing practices before determining compensation by the Trustee.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
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ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0276737091
ReturnHeader/Filer/PhoneNum09786320011
ReturnHeader/Filer/USAddress/AddressLine1Txt0213 School Street Room 201
ReturnHeader/Filer/USAddress/CityNm0Gardner
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LeBlanc & Sans Attys
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0213 School Street Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gardner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001440
ReturnHeader/PreparerPersonGrp/PhoneNum09786320011
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henri L Sans Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-14T10:13:09-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Henri L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sans Jr
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$904,687
Liabilities
$0
Net assets
$904,687
Revenue
$30,799
Expenses
$41,058
Net income
-$10,259
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