Civic Intelligence

Sun Foundation for Advancement in the Environmental Sciences and Arts

990 • Fiscal year 2020 • EIN 23-7367667

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 30, 2021

1276 Sun RdWashburn, IL 61570-9666

(309) 246-8403

Siviq Scores

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

Liabilities / Assets

87th percentile

0.46x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

0.37x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

55th percentile

8.3%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

88th percentile

91%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-34%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$164,674

Up $78,580 (+91%) from 2019

Net Assets

Up

$89,227

Up $16,820 (+23%) from 2019

Liabilities

Up

$75,447

Up $61,760 (+451%) from 2019

Revenue

Down

$203,631

Down $104,647 (-34%) from 2019

Expenses

Down

$186,811

Down $82,177 (-31%) from 2019

Net Income

Down

$16,820

Down $22,470 (-57%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $95,139Liabilities 2011: $29,652Net Assets 2011: $65,4872011Assets 2012: $71,038Liabilities 2012: $3,483Net Assets 2012: $67,5552012Assets 2013: $88,764Liabilities 2013: $28,857Net Assets 2013: $59,9072013Assets 2015: $80,462Liabilities 2015: $18,041Net Assets 2015: $62,4212015Assets 2016: $67,175Liabilities 2016: $18,652Net Assets 2016: $48,5232016Assets 2017: $56,274Liabilities 2017: $17,061Net Assets 2017: $39,2132017Assets 2019: $86,094Liabilities 2019: $13,687Net Assets 2019: $72,4072019Assets 2020: $164,674Liabilities 2020: $75,447Net Assets 2020: $89,2272020Assets 2021: $131,515Liabilities 2021: $12,111Net Assets 2021: $119,4042021Assets 2022: $75,943Liabilities 2022: $2,642Net Assets 2022: $73,3012022Assets 2025: $101,919Liabilities 2025: $3,808Net Assets 2025: $98,1112025

Highlighted filing

2020

Assets$164,674
Liabilities$75,447
Net Assets$89,227

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $334,4872011Expenses 2012: $336,6702012Expenses 2013: $346,5872013Revenue 2015: $333,720Expenses 2015: $375,747Net Income 2015: -$42,0272015Revenue 2016: $350,421Expenses 2016: $363,201Net Income 2016: -$12,7802016Revenue 2017: $330,995Expenses 2017: $338,737Net Income 2017: -$7,7422017Revenue 2019: $308,278Expenses 2019: $268,988Net Income 2019: $39,2902019Revenue 2020: $203,631Expenses 2020: $186,811Net Income 2020: $16,8202020Revenue 2021: $335,497Expenses 2021: $305,320Net Income 2021: $30,1772021Revenue 2022: $244,238Expenses 2022: $284,374Net Income 2022: -$40,1362022Revenue 2025: $420,486Expenses 2025: $399,821Net Income 2025: $20,6652025

Highlighted filing

2020

Revenue$203,631
Expenses$186,811
Net Income$16,820
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 30, 2021
Return Version
2019v5.1
Gross Receipts
$206,435
Mission and Program Overview

Mission

Promote awareness of arts, integrated arts & sciences serve rural and urban communities, schools, and families by mobilizing local and regional resources to advance and increase access to the arts and sciences.

Promote awareness of arts, integrated arts & sciences serve rural and urban communities , schools, and families by mobilizing local and regional resources to advance and increase access to the arts and sciences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,048$92,112▲ $52,064
Investments in Publicly Traded Securities$32,340$34,183▲ $1,843
Prepaid Expenses and Deferred Charges$2,372$27,509▲ $25,137
Land, Buildings, and Equipment, Net$11,334$10,870▼ $464
Total Assets$86,094$164,674▲ $78,580
Liabilities
Deferred Revenue$10,735$55,727▲ $44,992
Unsecured Notes Loans Payable-$16,400-
Accounts Payable and Accrued Expenses$2,952$3,320▲ $368
Total Liabilities$13,687$75,447▲ $61,760
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$64,473$89,227▲ $24,754
Net Assets With Donor Restrictions$7,934$0▼ $7,934
Total Net Assets Fund Balance$72,407$89,227▲ $16,820
Total Liabilities and Net Assets / Fund Balance$86,094$164,674▲ $78,580

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,870$68,066$78,936
Leasehold Improvements$0$10,788$10,788

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$20,421-▲ $3,734$3,734$20,421
2018$20,421-▲ $876$876$20,421
2017$20,421-▲ $2,476$2,476$20,421
2016$21,138-▲ $3,274$3,991$20,421
2015$21,855-▲ $2,279$2,996$21,138
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert C EricksenExecutive DirectorPT$30,680$30,680
Joan Root EricksenDev/artist DirectorPT$26,807$26,807

Board Members and Trustees

NameTitle
Sally Jo EastmanBoard Chair
Jonathan WrightVice Board Chair
Charles BartonDirector
Doug HolmesDirector
Dr Brad CottonDirector
Kevin DayDirector
Kira SantiagoDirector
Walter R WilinsDirector
Wilson GilkersonDirector
Zachary G FiddesDirector
Stephanie ChaonSecretary/director
Lorraine SchwassTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$162,127
Program Service Revenue
$35,870
Investment Income
$3,734
Other Revenue
$1,900
All Other Contributions
$151,309
Change in Net Assets
$16,820

Audited Revenue Reconciliation

Revenue per Audited Statements
$203,631
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$98,963
Total Revenue per Audited Statements
$302,594
Total Revenue per Form 990
$203,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$92,644
Other Expenses$81,667
Total Fundraising Expense$13,229
Grants and Similar Amounts Paid$12,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$34,382$19,813$4,079$58,274
Other Salaries and Wages$16,310$9,455$2,021$27,786
Fees for Services Other$12,326$69$2,558$14,953
Grants to Domestic Orgs$12,500--$12,500
Occupancy$5,235$5,440$285$10,960
Payroll Taxes$3,885$2,239$460$6,584
Fees for Services Accounting$1,399$4,526$28$5,953
Office Expenses$3,580$986$723$5,289
All Other Expenses$1,643$1,342$507$3,492
Advertising$2,460$565$15$3,040
Depreciation Depletion$1,362$1,570-$2,932
Other Expenses$2,521$1,584$111$2,632
Travel$2,617--$2,617
Insurance$1,061$461$158$1,680
Total Functional Expenses$125,532$48,050$13,229$186,811

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$285,774
Expenses per Audited Statements$186,811
Total Expenses per Form 990$186,811
Expenses Not Reported on Form 990$98,963
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
None--None-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,704
Fundraising Direct Expenses$2,804
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mailers$4,546$3,734$485$3,249
Winter Warming$6,976$970$2,319$-1,349
Total Events$11,522$4,704$2,804$1,900
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The return is provided to the board for review prior to signature and filing.

Form 990, Part VI, Section C, line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Sun Foundation
EIN
23-7367667
Phone
3092468403
Address
1276 Sun Rd, Washburn, IL 61570-9666

Signing Officer

Name
Robert C Ericksen
Title
Executive Director
Phone
3092468403
Signed
2021-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert C Ericksen
Formed
1974
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
0

Preparer

Firm
Ginoli & Company LtdCPA's
Address
7625 N University Ste A, Peoria, IL 61614-8303
Preparer
Andy Saltzman CPA
Phone
3096712350
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IRS990/MissionDesc0PROMOTE AWARENESS OF ARTS, INTEGRATED ARTS & SCIENCES SERVE RURAL AND URBAN COMMUNITIES, SCHOOLS, AND FAMILIES BY MOBILIZING LOCAL AND REGIONAL RESOURCES TO ADVANCE AND INCREASE ACCESS TO THE ARTS AND SCIENCES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt072407
IRS990/NetAssetsOrFundBalancesEOYAmt089227
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01900
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01900
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt064473
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt089227
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0285
IRS990/OccupancyGrp/ManagementAndGeneralAmt05440
IRS990/OccupancyGrp/ProgramServicesAmt05235
IRS990/OccupancyGrp/TotalAmt010960
IRS990/OfficeExpensesGrp/FundraisingAmt0723
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0986
IRS990/OfficeExpensesGrp/ProgramServicesAmt03580
IRS990/OfficeExpensesGrp/TotalAmt05289
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM MATERIALS & SUP
IRS990/OtherExpensesGrp/Desc1EQUIPMENT AND MAINTENAN
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt02066
IRS990/OtherExpensesGrp/FundraisingAmt1218
IRS990/OtherExpensesGrp/FundraisingAmt2111
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01584
IRS990/OtherExpensesGrp/ProgramServicesAmt014868
IRS990/OtherExpensesGrp/ProgramServicesAmt15076
IRS990/OtherExpensesGrp/ProgramServicesAmt24307
IRS990/OtherExpensesGrp/ProgramServicesAmt32521
IRS990/OtherExpensesGrp/TotalAmt018518
IRS990/OtherExpensesGrp/TotalAmt15076
IRS990/OtherExpensesGrp/TotalAmt24525
IRS990/OtherExpensesGrp/TotalAmt32632
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02021
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09455
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016310
IRS990/OtherSalariesAndWagesGrp/TotalAmt027786
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0460
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02239
IRS990/PayrollTaxesGrp/ProgramServicesAmt03885
IRS990/PayrollTaxesGrp/TotalAmt06584
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02372
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027509
IRS990/PrincipalOfficerNm0ROBERT C ERICKSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0ART & SCIENCE IN THE W
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2CLEAN WATER CELEBRATIO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017540
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22530
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22530
IRS990/ProgSrvcAccomActy2Grp/Desc0CLEAN WATER CELEBRATION-SPEAKERS AND PROGRAMS PRESENTED FOR SCHOOL CHILDREN TO EDUCATE ABOUT ENVIRONMENTAL ISSUES AND AWARENESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023378
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02530
IRS990/ProgSrvcAccomActy3Grp/Desc0SEASONAL PROGRAMS-PROVIDE SPECIALIZED EDUCATIONAL PROGRAMS FOR CHILDREN
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04832
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS INCLUDE RE-GRANTING PROGRAM, TO PROVIDE GRANTS TO SCHOOLS AND OTHER NON-PROFIT ORGANIZATIONS FOR PROGRAMS RELATED TO ARTS AND THE ENVIRONMENT, SEASONAL PROGRAMS, AND AN ANNUAL PUBLICATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt036544
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt012500
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt015800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0199404
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt015097
IRS990/PYInvestmentIncomeAmt0876
IRS990/PYOtherExpensesAmt0180783
IRS990/PYOtherRevenueAmt010912
IRS990/PYProgramServiceRevenueAmt097086
IRS990/PYRevenuesLessExpensesAmt039290
IRS990/PYSalariesCompEmpBnftPaidAmt073108
IRS990/PYTotalExpensesAmt0268988
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0308278
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt016820
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt017540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0164687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0210316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0222948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0209895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0225566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01033412
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03734
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0876
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03274
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02279
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012639
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0431218
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98790
IRS990ScheduleA/PublicSupportPY170Pct00.99210
IRS990ScheduleA/PublicSupportTotal170Amt01033412
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0164687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0210316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0222948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0209895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0225566
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01033412
IRS990ScheduleA/TotalSupportAmt01046051
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt020421
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt020421
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03734
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03734
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt020421
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt020421
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0876
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0876
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt020421
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt020421
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02476
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02476
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt021138
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt020421
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03274
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03991
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt021855
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt021138
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02279
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt02996

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