Michalski Charitable Trust (EIN 276737091) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

Henri L Sans Jr

Phone

9786320011

Tax Period

2024-01-01 to 2024-12-31

Michalski Charitable Trust, founded in 2010, is a micro nonprofit that reported $51K in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. Expenses of $47K left a modest 9% surplus.

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 any other town served by Gardner High School.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $51,434

Other Revenue $48

TOTAL REVENUE $51,482

Expense Breakdown

Grants Paid $33,300

Salaries & Benefits $5,189

Fundraising Expenses $0

Program Expenses $46,613

Other Expenses $8,124

TOTAL EXPENSES $46,613

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,482	$31,059	+0.7%
Expenses	$46,613	$38,461	+0.2%
Net Income	$4,869	$-7,402	-1.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Henri L Sans Jr	Trustee	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$51,482	$46,613	$965,789	$4,869
2023	$31,059	$38,461	$960,918	$-7,402
2022	$74,531	$34,086	$968,320	$40,445
2021	$52,429	$29,237	$1,343,513	$23,192
2020	$30,799	$41,058	$904,687	$-10,259
2019	$43,010	$32,340	$914,946	$10,670
2018	$44,566	$34,101	$904,276	$10,465

Michalski Charitable Trust