Civic Intelligence

Nancy a and Richard P Erickson Foundation

990PF • Fiscal year 2018 • EIN 27-4797156

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization Profile
1800 Second Street No 780Sarasota, FL 34236

(612) 826-4205

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-101%

Higher net margin than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$50,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 34.3% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-5.6%

Faster asset growth than 21% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,530,064

Down $149,423 (-5.6%) from 2017

Net Assets

Down

$2,530,064

Down $147,891 (-5.5%) from 2017

Liabilities

Down

$0

Down $1,532 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

Up

$145,759

Up $19,803 (+16%) from 2017

Expenses

Up

$293,650

Up $1,949 (+0.7%) from 2017

Net Income

Up

-$147,891

Up $17,854 (+11%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $2,878,925Liabilities 2016: $35,225Net Assets 2016: $2,843,7002016Assets 2017: $2,679,487Liabilities 2017: $1,532Net Assets 2017: $2,677,9552017Assets 2018: $2,530,064Liabilities 2018: $0Net Assets 2018: $2,530,0642018Assets 2019: $1,604,898Liabilities 2019: $0Net Assets 2019: $1,604,8982019Assets 2020: $1,557,171Liabilities 2020: $0Net Assets 2020: $1,557,1712020Assets 2021: $1,561,163Liabilities 2021: $0Net Assets 2021: $1,561,1632021Assets 2022: $1,417,220Liabilities 2022: $0Net Assets 2022: $1,417,2202022Assets 2023: $1,284,034Liabilities 2023: $0Net Assets 2023: $1,284,0342023Assets 2024: $1,076,328Liabilities 2024: $0Net Assets 2024: $1,076,3282024

Highlighted filing

2018

Assets$2,530,064
Liabilities$0
Net Assets$2,530,064
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $2,063,569Expenses 2016: $84,094Net Income 2016: $1,979,4752016Revenue 2017: $125,956Expenses 2017: $291,701Net Income 2017: -$165,7452017Revenue 2018: $145,759Expenses 2018: $293,650Net Income 2018: -$147,8912018Revenue 2019: $229,154Expenses 2019: $1,154,320Net Income 2019: -$925,1662019Revenue 2020: $138,047Expenses 2020: $185,774Net Income 2020: -$47,7272020Revenue 2021: $284,724Expenses 2021: $280,732Net Income 2021: $3,9922021Revenue 2022: $102,973Expenses 2022: $246,916Net Income 2022: -$143,9432022Revenue 2023: $143,279Expenses 2023: $276,465Net Income 2023: -$133,1862023Revenue 2024: $284,296Expenses 2024: $493,414Net Income 2024: -$209,1182024

Highlighted filing

2018

Revenue$145,759
Expenses$293,650
Net Income-$147,891
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART H ERICKSONDirector-$50,000-$50,000
Filing and Contact Details

Filer

Filer Name
Nancy a and Richard P Erickson
EIN
27-4797156
Phone
6128264205
Address
1800 SECOND STREET NO 780, SARASOTA, FL 34236

Signing Officer

Name
Stuart Erickson
Title
Director
Phone
6128264205
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Boulay Pllp
Address
7500 FLYING CLOUD DRIVE SUITE 800, MINNEAPOLIS, MN 55344
Preparer
Thomas B Johnson
Phone
9528939320
Raw XML AppendixShowing 400 of 432 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/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt156079
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THREE LAKES ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LUCE COUNTY COMMUNITY RESOURCE AND RECREATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SUPERIOR DISTRICT LIBRARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1BOX 255
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2W17540 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3103 W HELEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4541 LIBRARY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CURTIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CURTIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEWBERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAULT STE MARIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349868
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449783
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0207079
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/AppliedToCurrentYearAmt0162890
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0162890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039010
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0167729
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt069250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012291
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039010
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0232140
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt069250
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0167729
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098479
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMORTIZATION OF BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT INTEREST EXPENSE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt121
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2132
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt015
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt146
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2361
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3327
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OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORDINARY BUSINESS INCOME FROM PTP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OTHER INCOME (LOSS) FROM PTP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ORDINARY GAIN FROM PTP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt015
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt112
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2348
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt390
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt146
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2361
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3327
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01532
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BOOK TO TAX TIMING DIFFERENCES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028164
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028164
TaxesSchedule/TaxesDetail/Amt01293
TaxesSchedule/TaxesDetail/Amt161
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FL ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt161
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01293
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,530,064
Liabilities
$0
Net assets
$2,530,064
Revenue
$145,759
Expenses
$293,650
Net income
-$147,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.28$0.49$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.14$0.28$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.10$0.25$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.28$0.28$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.14$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.23$1.15$0.93
2018Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.15$0.29$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.13$0.29$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.88$0.04$2.84$2.06$0.08$1.98