Civic Intelligence

John J & Mildred M Michalski Charitable Trust

990 • Fiscal year 2021 • EIN 27-6737091

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization ProfileN/A
213 School StGardner, MA 01440

(978) 632-0011

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

44%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$3,402

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

86th percentile

49%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

70%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,343,513

Up $438,826 (+49%) from 2020

Net Assets

Up

$1,343,513

Up $438,826 (+49%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$52,429

Up $21,630 (+70%) from 2020

Expenses

Down

$29,237

Down $11,821 (-29%) from 2020

Net Income

Up

$23,192

Up $33,451 (+326%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2021

Assets$1,343,513
Liabilities$0
Net Assets$1,343,513
Open 2021 Filing

Operations Trend

Revenue Growth82nd 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

2021

Revenue$52,429
Expenses$29,237
Net Income$23,192
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Gross Receipts
$78,439
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.

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 any other town served by Gardner High School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$805,928$1,292,384▲ $486,456
Cap Stk Tr Prin Current Funds$800,000$800,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$104,687$543,513▲ $438,826
Savings and Temporary Cash Investments$98,759$51,129▼ $47,630
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$904,687$1,343,513▲ $438,826
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$904,687$1,343,513▲ $438,826
Total Liabilities and Net Assets / Fund Balance$904,687$1,343,513▲ $438,826
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleOtherTotal
Henri SansTrustee$3,402$3,402
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$51,915
Other Revenue
$514
Change in Net Assets
$23,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,800
Salaries, Compensation, and Employee Benefits$3,402
Other Expenses$35
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,800--$25,800
Current Officers, Directors, Trustees, and Key Employees$3,402--$3,402
Other Expenses$35--$35
Total Functional Expenses$29,237$0$0$29,237
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
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, Line 11B: Form 990 Review Process

“The form 990 is prepared by a CPA and reviewed by the Trustee prior to signingand filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Henri Sans
Title
Trustee
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Marina M Raher CPA
Address
8 Malvern Hill Rd, Sterling, MA 01564
Preparer
Marina Raher
Phone
9784228180
Raw XML Appendix332 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To 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 any other town served by Gardner High School.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Henri Sans
IRS990/BooksInCareOfDetail/PhoneNum09786320011
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0213 School St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Gardner
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001440
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0800000
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0800000
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt03402
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03402
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt025800
IRS990/CYInvestmentIncomeAmt051915
IRS990/CYOtherExpensesAmt035
IRS990/CYOtherRevenueAmt0514
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt023192
IRS990/CYSalariesCompEmpBnftPaidAmt03402
IRS990/CYTotalExpensesAmt029237
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt052429
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The organization paid total scholarships in the amount of $25,800 which represents newly awarded scholarships for the 2021-2022 school year plus payments on scholarships awarded for the prior academic school year which were partially paid in 2021.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt029237
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt03402
IRS990/Form990PartVIISectionAGrp/PersonNm0Henri Sans
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt021118
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt025800
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025800
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025800
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt047128
IRS990/GrossReceiptsAmt078439
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt030797
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030797
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0805928
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01292384
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt026010
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To 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 any other town served by Gardner High School.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0904687
IRS990/NetAssetsOrFundBalancesEOYAmt01343513
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt021118
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021118
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0415634
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MA PC Filing Fee
IRS990/OtherExpensesGrp/ProgramServicesAmt035
IRS990/OtherExpensesGrp/TotalAmt035
IRS990/OtherRevenueTotalAmt0514
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt0104687
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt0543513
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt035375
IRS990/PYInvestmentIncomeAmt030696
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01135
IRS990/PYOtherRevenueAmt0103
IRS990/PYRevenuesLessExpensesAmt0-10259
IRS990/PYSalariesCompEmpBnftPaidAmt04548
IRS990/PYTotalExpensesAmt041058
IRS990/PYTotalRevenueAmt030799
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt023192
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt052429
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098759
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051129
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The supported organization was the recipient of an irrevocable trust that was established for students of the Gardner High School to provide scholarships for secondary education. The secondary educational institutions are all accredited colleges.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Scholarship payments are made directly to the college the student will be attending to ensure the scholarship is used for their secondary educational costs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046001389
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Gardner High School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is prepared by a CPA and reviewed by the Trustee prior to signingand filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization inquires about conflicts of interest and reviews scholarshipapplications for conflicts of interest before making scholarship awards.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustee receives comparable compensation and prevailing practicesbefore determining compensation by the Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has provided a copy of its governing document and conflict of interest policy to Gardner High School in Gardner, Massachusetts.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0904687
IRS990/TotalAssetsEOYAmt01343513
IRS990/TotalAssetsGrp/BOYAmt0904687
IRS990/TotalAssetsGrp/EOYAmt01343513
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029237
IRS990/TotalFunctionalExpensesGrp/TotalAmt029237
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0904687
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01343513
IRS990/TotalOtherCompensationAmt03402
IRS990/TotalProgramServiceExpensesAmt029237
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0514
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt051915
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052429
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0904687
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01343513
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0213 School St
IRS990/USAddress/CityNm0Gardner
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001440
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Henri Sans
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Michalski Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0276737091
ReturnHeader/Filer/PhoneNum09786320011
ReturnHeader/Filer/USAddress/AddressLine1Txt0213 School St
ReturnHeader/Filer/USAddress/CityNm0Gardner
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001440
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043312965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marina M Raher CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 Malvern Hill Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001564
ReturnHeader/PreparerPersonGrp/PhoneNum09784228180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marina Raher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-12T10:19:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Henri
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sans
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,343,513
Liabilities
$0
Net assets
$1,343,513
Revenue
$52,429
Expenses
$29,237
Net income
$23,192
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