Civic Intelligence

The Michelson Foundation Charitable Trust (C/O Richard Michelson Jr)

990T • Fiscal year 2020 • EIN 34-6616858

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 02, 2021

705 Merriman RoadAkron, OH 44303

(330) 864-2198

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$600K$400K$200K$0Assets 2010: $370,839Liabilities 2010: $0Net Assets 2010: $370,8392010Assets 2011: $340,694Liabilities 2011: $0Net Assets 2011: $340,6942011Assets 2012: $340,814Liabilities 2012: $0Net Assets 2012: $340,8142012Assets 2013: $369,888Liabilities 2013: $0Net Assets 2013: $369,8882013Assets 2014: $366,117Liabilities 2014: $0Net Assets 2014: $366,1172014Assets 2015: $329,559Liabilities 2015: $0Net Assets 2015: $329,5592015Assets 2016: $348,195Liabilities 2016: $0Net Assets 2016: $348,1952016Assets 2017: $389,162Liabilities 2017: $0Net Assets 2017: $389,1622017Assets 2018: $329,003Liabilities 2018: $0Net Assets 2018: $329,0032018Assets 2019: $385,494Liabilities 2019: $0Net Assets 2019: $385,4942019Assets 2020: $369,746Liabilities 2020: $0Net Assets 2020: $369,7462020Assets 2021: $455,396Liabilities 2021: $0Net Assets 2021: $455,3962021Assets 2022: $369,380Liabilities 2022: $0Net Assets 2022: $369,3802022Assets 2023: $415,186Liabilities 2023: $0Net Assets 2023: $415,1862023Assets 2024: $453,724Liabilities 2024: $0Net Assets 2024: $453,7242024

Latest loaded filing

2024

Assets$453,724
Liabilities$0
Net Assets$453,724

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $34,6252010Expenses 2011: $34,4212011Expenses 2012: $30,7802012Revenue 2013: $13,096Expenses 2013: $32,629Net Income 2013: -$19,5332013Revenue 2014: $14,605Expenses 2014: $33,186Net Income 2014: -$18,5812014Revenue 2015: $6,935Expenses 2015: $33,598Net Income 2015: -$26,6632015Revenue 2016: $20,365Expenses 2016: $31,745Net Income 2016: -$11,3802016Revenue 2017: $29,367Expenses 2017: $22,134Net Income 2017: $7,2332017Revenue 2018: $27,977Expenses 2018: $40,320Net Income 2018: -$12,3432018Revenue 2019: $26,805Expenses 2019: $32,866Net Income 2019: -$6,0612019Revenue 2020: $4,273Expenses 2020: $35,361Net Income 2020: -$31,0882020Revenue 2021: $23,606Expenses 2021: $32,904Net Income 2021: -$9,2982021Revenue 2022: $19,743Expenses 2022: $32,774Net Income 2022: -$13,0312022Revenue 2023: $17,143Expenses 2023: $30,959Net Income 2023: -$13,8162023Revenue 2024: $32,259Expenses 2024: $31,283Net Income 2024: $9762024

Latest loaded filing

2024

Revenue$32,259
Expenses$31,283
Net Income$976
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 2, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Michelson Foundation Charitable
EIN
34-6616858
Phone
3308642198
Address
705 MERRIMAN ROAD, AKRON, OH 44303

Signing Officer

Name
Richard Michelson
Title
Trustee
Phone
3308642198
Signed
2021-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
274 WHITE POND DRIVE, AKRON, OH 44320-1118
Preparer
James B Boutelle CPA
Phone
3308646661
Raw XML Appendix74 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
IRS990T/BooksInCareOfDetail/PersonNm0DOUGLAS H MATHEY CPA
IRS990T/BooksInCareOfDetail/PhoneNum03308646661
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0274 WHITE POND DR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0AKRON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd044313
IRS990T/BookValueAssetsEOYAmt0369746
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-1
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-389
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-390
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-390
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-390
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-390
IRS990T/SpecificDeductionAmt01000
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-390
IRS990T/TotalUBTIBeforeSection199AAmt0-390
IRS990T/TotalUBTIComputedAmt0-390
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MICHELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03308642198
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MICHELSON FOUNDATION CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST (C/O RICHARD MICHELSON JR)
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0346616858
ReturnHeader/Filer/PhoneNum03308642198
ReturnHeader/Filer/USAddress/AddressLine1Txt0705 MERRIMAN ROAD
ReturnHeader/Filer/USAddress/CityNm0AKRON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044303
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0274 WHITE POND DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AKRON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0443201118
ReturnHeader/PreparerPersonGrp/PhoneNum03308646661
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B BOUTELLE CPA
ReturnHeader/ReturnTs02021-08-02T13:24:52-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MICHELSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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.$4.54$0.00$4.54$0.32$0.31$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.17$0.31$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.20$0.33$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.24$0.33$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.04$0.35$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.27$0.33$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.28$0.40$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.29$0.22$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.20$0.32$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.07$0.34$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.15$0.33$0.19
2013Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.13$0.33$0.20
2012Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.31
2011Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.34
2010Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.35