Civic Intelligence

William and Martha Erickson Foundation

990PF • Fiscal year 2021 • EIN 20-0438855

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
714 W Galer StreetSeattle, WA 98119

(206) 817-7976

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

96th percentile

131%

Faster asset growth than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

746%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,461,577

Up $828,620 (+131%) from 2020

Net Assets

Up

$1,461,577

Up $828,620 (+131%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Up

$868,315

Up $765,724 (+746%) from 2020

Expenses

Down

$39,695

Down $22,364 (-36%) from 2020

Net Income

Up

$828,620

Up $788,088 (+1944%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

2021

Assets$1,461,577
Liabilities$0
Net Assets$1,461,577
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

2021

Revenue$868,315
Expenses$39,695
Net Income$828,620
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONYA ERICKSONPresident-$0--
TIMOTHY SEIFERTDirector-$0--
JUDI MCALPINESecretary-$0--
GAIL LEE VECCHIETTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
William and Martha Erickson Foundation
EIN
20-0438855
Phone
2068177976
Address
714 W GALER STREET, SEATTLE, WA 98119

Signing Officer

Name
Sonya Erickson
Title
President
Phone
2068177976
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Sweeney Conrad Ps
Address
10210 NE POINTS DRIVE SUITE 300, KIRKLAND, WA 98033
Preparer
Shauna M Hovancsek CPA
Phone
4256291990
Raw XML AppendixShowing 400 of 438 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LAND TRUST ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LUMMI ISLAND HERITAGE TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PANGEA GIVING FOR GLOBAL CHANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RANCHO LA PALOMA MINISTRY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4READING PARTNERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE SAN JUAN PRESERVATION TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE SEADOC SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WOOD RIVER LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8LOPEZ HAMLET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01250 H ST NW SUITE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13560 SUNRISE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2220 2ND AVE S SUITE 215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39008 LINDEN AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43250 AIRPORT WAY S 642
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5BOX 759
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6942 DEER HARBOR RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7119 E BULLION ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 785
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LUMMI ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5FRIDAY HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6EASTSOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HAILEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LOPEZ ISLAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198262
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398103
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd698245
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd783333
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034587
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011811
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018410
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt071491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026828
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05430
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011811
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027422
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034587
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt081691
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt089901
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SONYA ERICKSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0714 W GALER STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SEATTLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098119
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0798329
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0798329
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,453 SHARES OF META PLATFORMS INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04713
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02356

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,461,577
Liabilities
$0
Net assets
$1,461,577
Revenue
$868,315
Expenses
$39,695
Net income
$828,620
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