M J Surgala Tr
M J Surgala Tr consistently distributes more than its annual revenue with zero officer compensation, growing assets to over $19 million.
EIN: 116556638 · Erie, PA · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $881K |
| Total Expenses | $816K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $19 |
| Net Assets | $19.2M |
| Transparency Score | 90/100 |
Is M J Surgala Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
M J Surgala Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About M J Surgala Tr
M J Surgala Tr (EIN: 116556638) is a nonprofit organization based in Erie, PA, classified under NTEE code T20. The organization reported total revenue of $881K and total assets of $23.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of M J Surgala Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
M J Surgala Tr is a small nonprofit that has been operating for 23 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $407K |
| Total Expenses | $816K |
| Surplus / Deficit | $-409,634 |
| Total Assets | $19.2M |
| Total Liabilities | $1 |
| Net Assets | $19.2M |
| Operating Margin | -100.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 281.6 months |
Financial Health Grade: B
In 2023, M J Surgala Tr reported a deficit of $410K with expenses exceeding revenue, holds 281.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), M J Surgala Tr's revenue has declined at a compound annual growth rate (CAGR) of -1.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -41.3% | -10.5% | +14.4% |
| 2022 | +28.1% | +27.9% | -11.0% |
| 2021 | -0.8% | -3.2% | +13.8% |
| 2020 | +3.1% | +4.6% | +51.5% |
| 2019 | +38.8% | -34.2% | -2.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2003 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates M J Surgala Tr with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, M J Surgala Tr allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $410K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no officers or key employees receive salaries from the organization, which is highly efficient for a foundation of its size with assets exceeding $19 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of M J Surgala Tr's IRS 990 filings:
- Lack of detailed expense breakdown in provided data
Strengths
The following positive indicators were identified for M J Surgala Tr:
- Zero officer compensation across all filings
- Consistent distribution of funds (expenses often exceed revenue, typical for a foundation)
- Significant asset growth over the past five years (from $10.9M to $19.1M)
- Minimal liabilities reported, indicating strong financial health
- Long filing history (10 filings) demonstrating consistent operation
Frequently Asked Questions about M J Surgala Tr
Is M J Surgala Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, M J Surgala Tr (EIN: 116556638) some concerns. Mission Score: 90/100. 1 red flag identified, 5 strengths noted.
How does M J Surgala Tr spend its money?
M J Surgala Tr directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to M J Surgala Tr tax-deductible?
M J Surgala Tr is registered as a tax-exempt nonprofit (EIN: 116556638). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the M J Surgala Tr CEO make?
M J Surgala Tr's highest-compensated officer earns $19 annually. The organization reported $881K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does M J Surgala Tr compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), M J Surgala Tr is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is M J Surgala Tr located?
M J Surgala Tr is headquartered in Erie, Pennsylvania and files with the IRS under EIN 116556638. It is classified under NTEE code T20.
How many years of IRS 990 filings does M J Surgala Tr have?
M J Surgala Tr has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $881K in total revenue.
What is the primary purpose of M J Surgala Tr?
Based on its NTEE code T20 (Private Grantmaking Foundations) and financial pattern of expenses exceeding revenue, its primary purpose is likely to make grants to other charitable organizations or individuals, rather than directly operating programs.
How has the organization's asset base changed over time?
The organization's assets have shown significant growth, increasing from $10,911,401 in 2019 to $19,150,904 in 2023, demonstrating strong financial stewardship or investment performance.
Does M J Surgala Tr pay its executives?
No, M J Surgala Tr consistently reports 0% officer compensation across all available IRS 990 filings, indicating no salaries are paid to its executives.
Is the organization financially stable given its expenses often exceed revenue?
Yes, for a private grantmaking foundation, expenses exceeding revenue is expected as it signifies the distribution of grants from its endowment. The consistent growth in assets, from $10.9M in 2019 to $19.1M in 2023, further confirms its financial stability and capacity to continue its mission.
Filing History
IRS 990 filing history for M J Surgala Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), M J Surgala Tr's revenue has declined by 11.8%, moving from $461K to $407K. Total assets increased by 48.9% over the same period, from $12.9M to $19.2M. Total functional expenses rose by 48.6%, from $549K to $816K. In its most recent filing year (2023), M J Surgala Tr reported a deficit of $410K, with expenses exceeding revenue. The organization holds $1 in liabilities against $19.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $19.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $407K | $816K | $19.2M | $1 | — | — |
| 2022 | $693K | $912K | $16.7M | $1 | — | View 990 |
| 2021 | $541K | $713K | $18.8M | $1 | — | View 990 |
| 2020 | $545K | $736K | $16.5M | $1 | — | View 990 |
| 2019 | $528K | $704K | $10.9M | $230K | — | — |
| 2015 | $381K | $1.1M | $11.1M | $1 | — | View 990 |
| 2014 | $454K | $914K | $11.8M | $1 | — | View 990 |
| 2013 | $365K | $631K | $12.3M | $1 | — | View 990 |
| 2012 | $478K | $779K | $12.6M | $1 | — | View 990 |
| 2011 | $461K | $549K | $12.9M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $407K, expenses of $816K, and assets of $19.2M (revenue -41.3% year-over-year).
- 2022: Revenue of $693K, expenses of $912K, and assets of $16.7M (revenue +28.1% year-over-year).
- 2021: Revenue of $541K, expenses of $713K, and assets of $18.8M (revenue -0.8% year-over-year).
- 2020: Revenue of $545K, expenses of $736K, and assets of $16.5M (revenue +3.1% year-over-year).
- 2019: Revenue of $528K, expenses of $704K, and assets of $10.9M (revenue +38.8% year-over-year).
- 2015: Revenue of $381K, expenses of $1.1M, and assets of $11.1M (revenue -16.1% year-over-year).
- 2014: Revenue of $454K, expenses of $914K, and assets of $11.8M (revenue +24.4% year-over-year).
- 2013: Revenue of $365K, expenses of $631K, and assets of $12.3M (revenue -23.7% year-over-year).
- 2012: Revenue of $478K, expenses of $779K, and assets of $12.6M (revenue +3.6% year-over-year).
- 2011: Revenue of $461K, expenses of $549K, and assets of $12.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for M J Surgala Tr:
Data Sources and Methodology
This transparency report for M J Surgala Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.