Civic Intelligence

William and Martha Erickson Foundation

990PF • Fiscal year 2011 • EIN 20-0438855

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 12, 2012

C/O Wellspring Group 10885 NE 4thSt No 32098004
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$110,848

Down $21,488 (-16%) from 2010

Net Assets

Down

$110,848

Down $21,488 (-16%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$58,222

Up $14,788 (+34%) from 2010

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.

$3.0M$2.0M$1.0M$0Assets 2010: $132,336Liabilities 2010: $0Net Assets 2010: $132,3362010Assets 2011: $110,848Liabilities 2011: $0Net Assets 2011: $110,8482011Assets 2012: $172,843Liabilities 2012: $0Net Assets 2012: $172,8432012Assets 2013: $178,552Liabilities 2013: $0Net Assets 2013: $178,5522013Assets 2014: $209,534Liabilities 2014: $0Net Assets 2014: $209,5342014Assets 2015: $322,661Liabilities 2015: $0Net Assets 2015: $322,6612015Assets 2016: $381,985Liabilities 2016: $0Net Assets 2016: $381,9852016Assets 2017: $483,701Liabilities 2017: $64,174Net Assets 2017: $419,5272017Assets 2018: $498,682Liabilities 2018: $0Net Assets 2018: $498,6822018Assets 2019: $592,425Liabilities 2019: $0Net Assets 2019: $592,4252019Assets 2020: $632,957Liabilities 2020: $0Net Assets 2020: $632,9572020Assets 2021: $1,461,577Liabilities 2021: $0Net Assets 2021: $1,461,5772021Assets 2022: $1,781,479Liabilities 2022: $0Net Assets 2022: $1,781,4792022Assets 2023: $2,269,955Liabilities 2023: $0Net Assets 2023: $2,269,9552023Assets 2024: $2,747,904Liabilities 2024: $0Net Assets 2024: $2,747,9042024

Highlighted filing

2011

Assets$110,848
Liabilities$0
Net Assets$110,848

Operations Trend

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

$1.0M$500K$0Expenses 2010: $43,4342010Expenses 2011: $58,2222011Expenses 2012: $58,8972012Revenue 2013: $61,248Expenses 2013: $55,539Net Income 2013: $5,7092013Revenue 2014: $69,790Expenses 2014: $38,808Net Income 2014: $30,9822014Revenue 2015: $142,702Expenses 2015: $29,575Net Income 2015: $113,1272015Revenue 2016: $100,489Expenses 2016: $41,165Net Income 2016: $59,3242016Revenue 2017: $102,804Expenses 2017: $65,262Net Income 2017: $37,5422017Revenue 2018: $282,459Expenses 2018: $35,933Net Income 2018: $246,5262018Revenue 2019: $233,231Expenses 2019: $37,078Net Income 2019: $196,1532019Revenue 2020: $102,591Expenses 2020: $62,059Net Income 2020: $40,5322020Revenue 2021: $868,315Expenses 2021: $39,695Net Income 2021: $828,6202021Revenue 2022: $372,305Expenses 2022: $52,403Net Income 2022: $319,9022022Revenue 2023: $552,377Expenses 2023: $63,901Net Income 2023: $488,4762023Revenue 2024: $949,464Expenses 2024: $127,269Net Income 2024: $822,1952024

Highlighted filing

2011

Revenue-
Expenses$58,222
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 12, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONYA ERICKSONPresident-$0--
TIMOTHY SEIFERTDirector-$0--
JUDI MCALPINESecretary-$0--
GAIL LEE VIECCHIETTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHAWAKUA (PROJECT JUAF)SEE FOOTNOTES - STATEMENT 6FOREIGN ORGANIZATIONARUSHA, TZ$37,750
Paid GrantSOCIAL VENTURE PARTNERSGENERAL PROGRAM SUPPORTPUBLIC CHARITYSEATTLE, WA, US$6,000
Paid GrantASHOKA SEATTLEGENERAL PROGRAM SUPPORTPUBLIC CHARITYSEATTLE, WA, US$5,000
Paid GrantWORLD PULSEGENERAL PROGRAM SUPPORTPUBLIC CHARITYPORTLAND, OR, US$2,500
Paid GrantPANGEA GIVINGGENERAL PROGRAM SUPPORTPUBLIC CHARITYSEATTLE, WA, US$1,500
Paid GrantSAN JUAN PRESERVATION TRUSTGENERAL PROGRAM SUPPORTPUBLIC CHARITYLOPEZ ISLAND, WA, US$1,000
Filing and Contact Details

Filer

EIN
20-0438855
Raw XML AppendixShowing 400 of 540 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount03090
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01545
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01545
GeneralExplanationAttachment/GeneralExplanation/Explanation0ADDITIONAL INFORMATION RELATING TO THE GRANTS TO CHAWAKUA/PROJECT JUAF: GRANT 1 - 2/9/11 - 15,500. GRANT 2 - 2/9/11 - 7,250 GRANT 3 - 2/25/11 - 15,000 PURPOSE OF THE GRANTS: PRESCHOOL PROPERTY IMPROVEMENTS (SOLAR, WELL,AND BOUNDARY FENCE) EDUCATION PROGRAMS TO SUPPORT PRESCHOOL AND MICROFINANCE SECONDARY EDUCATION SCHOLARSHIPS FOR VILLAGE GIRLSEXPENDITURES IN 2011: PROPERTY IMPROVEMENTS (SOLAR, WELL,AND BOUNDARY FENCE) - 15,835 FARMING/AGRICULTURE ACTIVITIES - 533 EDUCATION PROGRAMS - 8,521 SALARIES AND OVERHEAD - 11,648MONITORED PROJECTS AND BUDGETS AS FOLLOWS: QUARTERLY (OR MORE FREQUENT AS NEEDED) CONFERENCE CALLS WITH PROJECT JUAF STAFF DURING 2011 TO MONITOR PROGRESS. DAILY TO MONTHLY EMAIL CORRESPONDENCE WITH PROJECT STAFF. SITE VISIT FROM JANUARY THROUGH MARCH OF 2011.
GeneralExplanationAttachment/GeneralExplanation/Identifier0ADDITIONAL INFORMATION RELATING TO THE GRANT TO CHAWAKUA/PROJECT JUAF:
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990-PF, PART XV, LINE 3A
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4GOOGLE (VALUE AT TIME OF CONTRIBUTION
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SONYA ERICKSON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3GAIL LEE VIECCHIET
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1210885 NE 4TH STREET STE 320
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1310885 NE 4TH STREET STE 320
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10SHIRLEY MCCULLOCH
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BELLEVUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WA
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors01
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0SONYA ERICKSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount137750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount46000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SEE FOOTNOTES - STATEMENT 6
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ASHOKA SEATTLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CHAWAKUA (PROJECT JUAF)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12WORLD PULSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SAN JUAN PRESERVATION TRUST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14SOCIAL VENTURE PARTNERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15PANGEA GIVING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/AddressLine10PO BOX - 1284
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/City0ARUSHA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/Country0TZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1FOREIGN ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10853 HIAWATHA PLACE S
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11909 NW 19TH AVE SUITE C
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 327
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131601 SECOND AVE STE 615
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 46653
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SEATTLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LOPEZ ISLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SEATTLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SEATTLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode098122
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode197209
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode298261
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3981011539
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode498146
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear053750
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.95$0.13$0.82
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.55$0.06$0.49
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.37$0.05$0.32
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.87$0.04$0.83
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.10$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.23$0.04$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.28$0.04$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.06$0.42$0.10$0.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.10$0.04$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.14$0.03$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.07$0.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.06$0.06$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.06
2010Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.04