Civic Intelligence

M J Surgala Trust

990PF • Fiscal year 2019 • EIN 11-6556638

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 19, 2020

5966 Wyndemere DriveErie, PA 16505

(814) 838-4921

Siviq Scores

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

Liabilities / Assets

34th percentile

0.02x

Higher debt load relative to assets than 34% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.44x

Higher debt load relative to revenue than 69% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$80,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

27th percentile

-1.3%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

6.7%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$10,911,401

Down $145,056 (-1.3%) from 2018

Net Assets

Down

$10,681,401

Down $175,056 (-1.6%) from 2018

Liabilities

Up

$230,000

Up $30,000 (+15%) from 2018

Revenue

Up

$528,486

Up $33,018 (+6.7%) from 2018

Expenses

Up

$703,542

Up $180,204 (+34%) from 2018

Net Income

Down

-$175,056

Down $147,186 (-528%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $12,857,570Liabilities 2011: $02011Assets 2012: $12,556,298Liabilities 2012: $0Net Assets 2012: $12,556,2982012Assets 2013: $12,289,744Liabilities 2013: $0Net Assets 2013: $12,289,7442013Assets 2014: $11,829,075Liabilities 2014: $1Net Assets 2014: $11,829,0752014Assets 2015: $11,140,803Liabilities 2015: $1Net Assets 2015: $11,140,8032015Assets 2016: $11,069,275Liabilities 2016: $0Net Assets 2016: $11,069,2752016Assets 2017: $10,884,327Liabilities 2017: $0Net Assets 2017: $10,884,3272017Assets 2018: $11,056,457Liabilities 2018: $200,000Net Assets 2018: $10,856,4572018Assets 2019: $10,911,401Liabilities 2019: $230,000Net Assets 2019: $10,681,4012019Assets 2020: $16,532,282Liabilities 2020: $1Net Assets 2020: $16,532,2822020Assets 2021: $18,809,282Liabilities 2021: $0Net Assets 2021: $18,809,2822021Assets 2022: $16,742,130Liabilities 2022: $0Net Assets 2022: $16,742,1302022Assets 2023: $19,150,904Liabilities 2023: $12023Assets 2024: $23,051,169Liabilities 2024: $0Net Assets 2024: $23,051,1692024

Highlighted filing

2019

Assets$10,911,401
Liabilities$230,000
Net Assets$10,681,401

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $461,061Expenses 2011: $549,284Net Income 2011: -$88,2232011Expenses 2012: $778,8142012Revenue 2013: $364,600Expenses 2013: $631,154Net Income 2013: -$266,5542013Revenue 2014: $453,687Expenses 2014: $914,356Net Income 2014: -$460,6692014Revenue 2015: $380,662Expenses 2015: $1,068,934Net Income 2015: -$688,2722015Revenue 2016: $509,405Expenses 2016: $580,933Net Income 2016: -$71,5282016Revenue 2017: $502,723Expenses 2017: $687,671Net Income 2017: -$184,9482017Revenue 2018: $495,468Expenses 2018: $523,338Net Income 2018: -$27,8702018Revenue 2019: $528,486Expenses 2019: $703,542Net Income 2019: -$175,0562019Revenue 2020: $545,118Expenses 2020: $736,068Net Income 2020: -$190,9502020Revenue 2021: $540,581Expenses 2021: $712,717Net Income 2021: -$172,1362021Revenue 2022: $692,727Expenses 2022: $911,574Net Income 2022: -$218,8472022Revenue 2023: $406,592Expenses 2023: $816,226Net Income 2023: -$409,6342023Revenue 2024: $648,982Expenses 2024: $926,810Net Income 2024: -$277,8282024

Highlighted filing

2019

Revenue$528,486
Expenses$703,542
Net Income-$175,056
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 19, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY LINCOLNExecutive DirectorPT$80,000-$80,000
Filing and Contact Details

Filer

Filer Name
M J Surgala Trust
EIN
11-6556638
Phone
8148384921
Address
5966 WYNDEMERE DRIVE, ERIE, PA 16505

Signing Officer

Name
Mary Lincoln
Title
Trustee / Exec Director
Phone
8148384921
Signed
2020-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Felix & Gloekler Pc
Address
2306 PENINSULA DRIVE, ERIE, PA 16506
Preparer
David M Lastowski CPA
Phone
8148386095
Raw XML AppendixShowing 400 of 833 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JEFFERIES FINANCIAL
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014363545
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0232161
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0762262
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05966 WYNDEMERE DRIVE
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARY LINCOLN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05699 WYNDEMERE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ERIE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd016505
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT THE TRUSTEE FOR INFORMATION ON SUBMITTING APPLICATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARY LINCOLN TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08148684921
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05966 WYNDEMERE DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ERIE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd016505
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt080000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0ESTABLISHMENT OF A BIO RESEARCH CENTER ON CAMPUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0PENN STATE ERIE - THE BEHREND COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt04701 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0ERIE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd016510
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt76275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1810000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2016050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2353620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2530450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt265000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt282000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3251000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt331000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt341000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt363056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3870000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4011000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt442000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt465000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt481000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt505000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Serving more than 3,100 children each year, the Achievement Center helps children and young adults to maximize their potential.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDES ASSISTANCE TO INDIVIDUALS WITH CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RESEARCH AND TREATMENT OF HEART DISEASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROMOTES FREE ENTERPRISE ECONOMIC SYSTEM TO STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Erie Maritime Foundation DBA Bayfront Maritime Center is a 501 (c)(3) community based nonprofit organization which focuses on maritime education. Sailing, boat building, rowing, paddling, adaptive sailing, STEM (Science, Technology, Engineering and Math) curriculum, and maritime career.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Bethesda Lutheran Services, works to provide promising futures for children, youth, and families through individualized mental and behavioral health services provided in a residential, school or community setting.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6A RELIGIOUS COMMUNITY OF WOMEN THAT WORKS IN CREATIVE WAYS TO MEET THE SOCIAL NEEDS AROUND THEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7MAINTAINS ART EXHIBITIONS AND PROVIDES EDUCATIONAL PROGRAMS IN ALL ASPECTS OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8HOSPITAL PROVIDING COMMUNITY HEALTH CARE SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Assists victims of crimes with counseling and legal assistance to seek recovery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10The Children's Advocacy Center's every action is focused on the well-being of each child we serve. Now, perhaps more than ever, we must all play a role in keeping our children safe in our homes, in our neighborhoods, in our communities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11EDUCATED CHILDREN IN GRADES 1 THROUGH 12 WITH GUIDANCE AND SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Community Health Net offers a range of healthcare services for newborn through geriatric patients, regardless of your ability to pay. We are all part of this community. And we all deserve quality healthcare. No matter our age, race or income. That is why Community Health Net is here. To provide everyday people with extraordinary care.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13EDUCATIONAL SUPPORT TO CHILDREN WITH DISABILITIES AND MENTAL HEALTH NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14PROVIDES MEALS AND SHELTER TO THE HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15PROVIDES A MUSEUM FOR ART EXHIBITION AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16ASSISTS THE HOMELESS AND THOSE STRUGGLING WITH ADDITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17The Erie County Historical Society/Hagen History Center engages and inspires a diverse audience by exhibiting links to the past, understanding the present and guidance for the future, while preserving he history of Erie County, Northwestern Pennsylvania and our national heritage.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18ASSISTS HOMELESS WOMEN WITH COUNSELING AND SUPPORTIVE SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19PROVIDES HOUSING AND SUPPORTIVE CARE TO INDIVIDUALS WITH DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SUPPORTS AND OPERATES A SYMPHONIC ORCHESTRA IN THE REGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21PROVIDES A COMMUNITY THEATRE AND EDUCATION IN THE THEATRE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22The Erie Regional Library Foundation supports the needs of the Erie County Public Library. We provide funding for dynamic new projects that keep our libraries creative, flexible, and ready to serve. We also help build and refurbish our library buildings.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23OPERATES A ZOOLOGICAL PARK THAT PROVIDES EDUCATIONAL AND RECREATIONAL ACTIVITIES THAT FOSTER A GREATER SENSE OF AWARENESS, STEWARDSHIP AND CONSERVATION OF ANIMALS AND PLANTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Provides a safe, family-centered educational experience that inspires creativity, exploration and imagination through play, interactive exhibits and innovative programming.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25WORKS TO PROMOTE PRESERVATION OF THE FLAGSHIP NIAGARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26The Greater Erie Area Habitat for Humanity provides the opportunity for families to partner with us to make their dream of safe, decent homeownership come true.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$0.65$0.93$0.28
2023Detailed filing. Detailed filing data is available for this year.$19.2$0.00$0.41$0.82$0.41
2022Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.69$0.91$0.22
2021Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.54$0.71$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.55$0.74$0.19
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.23$10.7$0.53$0.70$0.18
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$11.1$0.20$10.9$0.50$0.52$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$0.50$0.69$0.18
2016Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.51$0.58$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$0.38$1.07$0.69
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$11.8$0.00$11.8$0.45$0.91$0.46
2013Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.36$0.63$0.27
2012Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.78
2011Summary only. Only limited summary data is available for this year.$12.9$0.00$0.46$0.55$0.09