Civic Intelligence

Jem Charitable Foundation

990PF • Fiscal year 2019 • EIN 47-2054575

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

Organization Profile
120 West 10th StreetErie, PA 16501

(814) 459-1445

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

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

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

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

Net Margin

4th percentile

-142%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

29th percentile

$78,000

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

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

Asset Growth

42nd percentile

1.7%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$18,990,256

Up $313,451 (+1.7%) from 2018

Net Assets

Up

$18,989,750

Up $326,739 (+1.8%) from 2018

Liabilities

Down

$506

Down $13,288 (-96%) from 2018

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin4th percentile

Revenue

Down

$525,204

Down $16,290,765 (-97%) from 2018

Expenses

Up

$1,269,922

Up $111,378 (+9.6%) from 2018

Net Income

Down

-$744,718

Down $16,402,143 (-105%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$30M$20M$10M$0Assets 2014: $1,613Liabilities 2014: $02014Assets 2015: $1,997Liabilities 2015: $1Net Assets 2015: $1,9972015Assets 2016: $122Liabilities 2016: $0Net Assets 2016: $1222016Assets 2017: $3,005,586Liabilities 2017: $0Net Assets 2017: $3,005,5862017Assets 2018: $18,676,805Liabilities 2018: $13,794Net Assets 2018: $18,663,0112018Assets 2019: $18,990,256Liabilities 2019: $506Net Assets 2019: $18,989,7502019Assets 2020: $24,040,473Liabilities 2020: $585Net Assets 2020: $24,039,8882020Assets 2021: $25,884,853Liabilities 2021: $1,880Net Assets 2021: $25,882,9732021Assets 2022: $21,840,010Liabilities 2022: $383Net Assets 2022: $21,839,6272022Assets 2023: $23,834,548Liabilities 2023: $1,355Net Assets 2023: $23,833,1932023Assets 2024: $26,133,498Liabilities 2024: $695Net Assets 2024: $26,132,8032024

Highlighted filing

2019

Assets$18,990,256
Liabilities$506
Net Assets$18,989,750
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2014: $24,000Expenses 2014: $22,387Net Income 2014: $1,6132014Revenue 2015: $6,000Expenses 2015: $5,616Net Income 2015: $3842015Revenue 2016: $0Expenses 2016: $1,875Net Income 2016: -$1,8752016Revenue 2017: $2,846,732Expenses 2017: $1,091,268Net Income 2017: $1,755,4642017Revenue 2018: $16,815,969Expenses 2018: $1,158,544Net Income 2018: $15,657,4252018Revenue 2019: $525,204Expenses 2019: $1,269,922Net Income 2019: -$744,7182019Revenue 2020: $3,960,512Expenses 2020: $1,283,602Net Income 2020: $2,676,9102020Revenue 2021: $2,231,722Expenses 2021: $1,237,104Net Income 2021: $994,6182021Revenue 2022: $1,431,342Expenses 2022: $1,174,774Net Income 2022: $256,5682022Revenue 2023: $462,222Expenses 2023: $1,138,168Net Income 2023: -$675,9462023Revenue 2024: $1,235,559Expenses 2024: $766,551Net Income 2024: $469,0082024

Highlighted filing

2019

Revenue$525,204
Expenses$1,269,922
Net Income-$744,718
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MANTYLAPresidentPT$78,000-$78,000
MICHAEL J LUBOWICKITreasurerPT$24,750-$24,750
JOHN PAGANIEDirectorPT$24,750-$24,750
Filing and Contact Details

Filer

Filer Name
Jem Charitable Foundation
EIN
47-2054575
Phone
8144591445
Address
120 WEST 10TH STREET, ERIE, PA 16501

Signing Officer

Name
Michael J Lubowicki
Title
Treasurer
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Michael J Lubowicki dba K2S
Address
3910 Caughey Road Suite 210, Erie, PA 16506
Preparer
Michael J Lubowicki
Phone
8144591445
Raw XML Appendix357 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/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1KNOX MCLAUGHLIN GORNALL & SENNETT PC
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03910 CAUGHEY ROAD SUITE 210
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ERIE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd016506
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL J LUBOWICKI
IRS990PF/StatementsRegardingActyGrp/PhoneNum08144591445
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JEM CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08144591445
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0120 WEST 10TH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ERIE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0165011461
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARD ONLY TO PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3400000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2For property and plant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3For benevolent care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Cathedral Preparatory School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Gannon University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2St Peter Cathedral Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Saint Mary's Home of Erie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 West 9th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1109 University Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2230 West 10th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3607 East 26th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Erie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Erie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Erie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Erie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd016501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd116541
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd216501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd316504
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0916851
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0916851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0968660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01053200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022264
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022264
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02212172
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0182970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0968660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01053200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05523
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01099821
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0182970
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02234436
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02051466
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0KNOX MCLAUGHLIN GORNALL & SENNETT, PC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt070708
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt070708
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CP 5048
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DIVIDEND PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3E & O INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PA REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0256
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2340
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt336744
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0256
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31769
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt436744
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05474
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Decision Associates
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05474
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt02631
TaxesSchedule/TaxesDetail/Amt1836
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX EXPENSE
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J LUBOWICKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEM CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% MICHAEL J LUBOWICKI
ReturnHeader/Filer/BusinessNameControlTxt0JEMC
ReturnHeader/Filer/EIN0472054575
ReturnHeader/Filer/PhoneNum08144591445
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 WEST 10TH STREET
ReturnHeader/Filer/USAddress/CityNm0ERIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823521158
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael J Lubowicki dba K2S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03910 Caughey Road Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Erie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016506
ReturnHeader/PreparerPersonGrp/PhoneNum08144591445
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Lubowicki
ReturnHeader/ReturnTs02020-10-30T05:57:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,990,256
Liabilities
$506
Net assets
$18,989,750
Revenue
$525,204
Expenses
$1,269,922
Net income
-$744,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$1.24$0.77$0.47
2023Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$0.46$1.14$0.68
2022Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$1.43$1.17$0.26
2021Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$2.23$1.24$0.99
2020Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$3.96$1.28$2.68
2019Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.53$1.27$0.74
2018Detailed filing. Detailed filing data is available for this year.$18.7$0.01$18.7$16.8$1.16$15.7
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$2.85$1.09$1.76
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.02$0.02$0.00