Civic Intelligence

Sun Foundation for Advancement in the Enviromental Sciences and Art

990 • Fiscal year 2021 • EIN 23-7367667

Sep 01, 2020 to Aug 31, 2021 • Filed on Mar 09, 2022

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

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.04x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

51st percentile

9.0%

Higher net margin than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

18th percentile

-20%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

65%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$131,515

Down $33,159 (-20%) from 2020

Net Assets

Up

$119,404

Up $30,177 (+34%) from 2020

Liabilities

Down

$12,111

Down $63,336 (-84%) from 2020

Revenue

Up

$335,497

Up $131,866 (+65%) from 2020

Expenses

Up

$305,320

Up $118,509 (+63%) from 2020

Net Income

Up

$30,177

Up $13,357 (+79%) from 2020

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

2021

Assets$131,515
Liabilities$12,111
Net Assets$119,404

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

2021

Revenue$335,497
Expenses$305,320
Net Income$30,177
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Mar 9, 2022
Return Version
2020v4.2
Gross Receipts
$342,130
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$92,112$54,620▼ $37,492
Investments in Publicly Traded Securities$34,183$40,772▲ $6,589
Prepaid Expenses and Deferred Charges$27,509$27,920▲ $411
Land, Buildings, and Equipment, Net$10,870$8,203▼ $2,667
Total Assets$164,674$131,515▼ $33,159
Liabilities
Unsecured Notes Loans Payable$16,400$0▼ $16,400
Deferred Revenue$55,727$6,500▼ $49,227
Accounts Payable and Accrued Expenses$3,320$5,611▲ $2,291
Total Liabilities$75,447$12,111▼ $63,336
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$89,227$119,404▲ $30,177
Total Net Assets Fund Balance$89,227$119,404▲ $30,177
Total Liabilities and Net Assets / Fund Balance$164,674$131,515▼ $33,159

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,203$70,733$78,936
Leasehold Improvements$0$10,788$10,788

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$20,421---$20,421
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert C EricksenExecutive DirectorPT$36,240$36,240
Joan Root EricksenDev/artist DirectorPT$31,665$31,665

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$218,220
Program Service Revenue
$71,049
Investment Income
$6,966
Other Revenue
$39,262
All Other Contributions
$187,038
Change in Net Assets
$30,177

Audited Revenue Reconciliation

Revenue per Audited Statements
$335,497
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$75,037
Total Revenue per Audited Statements
$410,534
Total Revenue per Form 990
$335,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,474
Salaries, Compensation, and Employee Benefits$139,346
Total Fundraising Expense$28,662
Grants and Similar Amounts Paid$13,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$77,820$3,796$13,286$94,902
Fees for Services Other$68,789$446$1,449$70,684
Other Salaries and Wages$28,346$2,104$4,314$34,764
Grants to Domestic Orgs$13,500--$13,500
Occupancy$6,360$4,640-$11,000
Payroll Taxes$5,702$3,292$686$9,680
Insurance$5,560-$830$6,390
Fees for Services Accounting$3,253$1,395$895$5,543
All Other Expenses$3,200$1,228$395$4,823
Travel$3,945--$3,945
Other Expenses$3,618$198$118$3,934
Office Expenses$1,625$1,811$495$3,931
Depreciation Depletion$1,362$1,305-$2,667
Advertising--$313$313
Total Functional Expenses$249,737$26,921$28,662$305,320

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$380,357
Expenses per Audited Statements$305,320
Total Expenses per Form 990$305,320
Expenses Not Reported on Form 990$75,037
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$13,038
Fundraising Direct Expenses$6,633
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Warming$9,585$8,085$6,633$1,452
Mailers$9,235$4,953-$4,953
Total Events$18,820$13,038$6,633$6,405
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
2022-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert C Ericksen
Formed
1974
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
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
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

OUTSIDE SERVICES: Program service expenses 68,789. Management and general expenses 446. Fundraising expenses 1,449. Total expenses 70,684.

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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRINTING & REPRODUCTION
IRS990/OtherExpensesGrp/Desc1EQUIPMENT AND MAINTENAN
IRS990/OtherExpensesGrp/Desc2PROGRAM MATERIALS & SUP
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt0121
IRS990/OtherExpensesGrp/FundraisingAmt15760
IRS990/OtherExpensesGrp/FundraisingAmt2118
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05389
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11317
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2198
IRS990/OtherExpensesGrp/ProgramServicesAmt022799
IRS990/OtherExpensesGrp/ProgramServicesAmt13796
IRS990/OtherExpensesGrp/ProgramServicesAmt262
IRS990/OtherExpensesGrp/ProgramServicesAmt33618
IRS990/OtherExpensesGrp/TotalAmt022799
IRS990/OtherExpensesGrp/TotalAmt19306
IRS990/OtherExpensesGrp/TotalAmt27139
IRS990/OtherExpensesGrp/TotalAmt33934
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0PPP Loan Forgiveness
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt032857
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt032857
IRS990/OtherRevenueTotalAmt032857
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04314
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02104
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt028346
IRS990/OtherSalariesAndWagesGrp/TotalAmt034764
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0686
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03292
IRS990/PayrollTaxesGrp/ProgramServicesAmt05702
IRS990/PayrollTaxesGrp/TotalAmt09680
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027509
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027920
IRS990/PrincipalOfficerNm0ROBERT C ERICKSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt071049
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt071049
IRS990/ProgSrvcAccomActy2Grp/Desc0CLEAN WATER CELEBRATION-SPEAKERS AND PROGRAMS PRESENTED FOR SCHOOL CHILDREN TO EDUCATE ABOUT ENVIRONMENTAL ISSUES AND AWARENESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt064369
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt037745
IRS990/ProgSrvcAccomActy3Grp/Desc0SEASONAL PROGRAMS-PROVIDE SPECIALIZED EDUCATIONAL PROGRAMS FOR CHILDREN
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04703
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/ExpenseAmt036768
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt013500
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt015341
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0162127
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt012500
IRS990/PYInvestmentIncomeAmt03734
IRS990/PYOtherExpensesAmt081667
IRS990/PYOtherRevenueAmt01900
IRS990/PYProgramServiceRevenueAmt035870
IRS990/PYRevenuesLessExpensesAmt016820
IRS990/PYSalariesCompEmpBnftPaidAmt092644
IRS990/PYTotalExpensesAmt0186811
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0203631
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt030177
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0121142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0224625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0164687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0210316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0222948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0209895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01032471
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06966
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03734
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0876
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03274
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017326
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0308599
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98350
IRS990ScheduleA/PublicSupportPY170Pct00.98790
IRS990ScheduleA/PublicSupportTotal170Amt01032471
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0224625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0164687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0210316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0222948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0209895
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01032471
IRS990ScheduleA/TotalSupportAmt01049797
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/CYEndwmtFundGrp/BeginningYearBalanceAmt020421
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt020421
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt020421
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt020421
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03734
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03734
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt020421
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt020421
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0876
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0876
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt020421
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt020421
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02476
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02476
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt021138
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt020421
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03274
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03991
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt075037
IRS990ScheduleD/DonatedServicesUseFcltsAmt075037
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt08203
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070733
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt078936
IRS990ScheduleD/ExpensesNotReportedAmt075037
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0305320
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010788
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010788
IRS990ScheduleD/RevenueNotReportedAmt075037
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0335497
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08203
IRS990ScheduleD/TotalExpensesPerForm990Amt0305320
IRS990ScheduleD/TotalRevenuePerForm990Amt0335497
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0410534
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0380357
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt05782
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01500

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