Civic Intelligence

John J & Mildred M Michalski Charitable Trust

990 • Fiscal year 2023 • EIN 27-6737091

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 08, 2024

Organization ProfileN/A
57 Falcone CircleHampton, NH 03842

(978) 632-0011

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$4,758

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

37th percentile

-0.8%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$960,918

Down $7,402 (-0.8%) from 2022

Net Assets

Down

$960,918

Down $7,402 (-0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin14th percentile

Revenue

Down

$31,059

Down $43,472 (-58%) from 2022

Expenses

Up

$38,461

Up $4,375 (+13%) from 2022

Net Income

Down

-$7,402

Down $47,847 (-118%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2023

Assets$960,918
Liabilities$0
Net Assets$960,918
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$31,059
Expenses$38,461
Net Income-$7,402
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 8, 2024
Return Version
2023v5.0
Gross Receipts
$31,087
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$934,127$928,203▼ $5,924
Cap Stk Tr Prin Current Funds$800,000$800,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$168,320$160,918▼ $7,402
Savings and Temporary Cash Investments$34,193$32,715▼ $1,478
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$968,320$960,918▼ $7,402
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$968,320$960,918▼ $7,402
Total Liabilities and Net Assets / Fund Balance$968,320$960,918▼ $7,402
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
Henri L Sans JrTrustee$4,758$4,758
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$31,059
Other Revenue
$0
Change in Net Assets
$-7,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,200
Salaries, Compensation, and Employee Benefits$4,758
Other Expenses$1,503
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$32,200--$32,200
Current Officers, Directors, Trustees, and Key Employees$4,758--$4,758
Fees for Services Accounting$1,250--$1,250
Other Expenses$35--$35
Total Functional Expenses$38,461$0$0$38,461
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, Section B, Line 11B

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

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

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

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

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

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.”

Filing and Contact Details

Filer

Filer Name
Michalski Charitable Trust
EIN
27-6737091
Phone
9786320011
Address
57 Falcone Circle, Hampton, NH 03842

Signing Officer

Name
Henri Sans
Title
Trustee
Signed
2024-04-08
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
Marina M Raher CPA
Address
8 Malvern Hill Rd, Sterling, MA 01564
Preparer
Marina Raher
Phone
9784228180
Raw XML Appendix344 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/SecuritiesAmt0340
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt032200
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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0368
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt030719
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IRS990/InvestmentInJointVentureInd0false
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0934127
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/OtherExpensesGrp/Desc0Miscellaneous Expenses
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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 post 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 post 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
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/TotalAssetsBOYAmt0968320
IRS990/TotalAssetsEOYAmt0960918
IRS990/TotalAssetsGrp/BOYAmt0968320
IRS990/TotalAssetsGrp/EOYAmt0960918
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt038461
IRS990/TotalFunctionalExpensesGrp/TotalAmt038461
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0960918
IRS990/TotalProgramServiceExpensesAmt038461
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt04758
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031059
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031059
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0968320
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0960918
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt057 Falcone Circle
IRS990/USAddress/CityNm0Hampton
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003842
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Henri Sans
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Michalski Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0276737091
ReturnHeader/Filer/PhoneNum09786320011
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ReturnHeader/Filer/USAddress/CityNm0Hampton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003842
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043321965
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/ReturnTs02024-04-08T13:00:45-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Henri
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$960,918
Liabilities
$0
Net assets
$960,918
Revenue
$31,059
Expenses
$38,461
Net income
-$7,402
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