Civic Intelligence

Nancy a and Richard P Erickson Foundation

990PF • Fiscal year 2020 • EIN 27-4797156

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

Organization Profile
Box 31Curtis, MI 49820

(612) 826-4205

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-35%

Higher net margin than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$50,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 36.2% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

24th percentile

-3.0%

Faster asset growth than 24% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-40%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,557,171

Down $47,727 (-3.0%) from 2019

Net Assets

Down

$1,557,171

Down $47,727 (-3.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Down

$138,047

Down $91,107 (-40%) from 2019

Expenses

Down

$185,774

Down $968,546 (-84%) from 2019

Net Income

Up

-$47,727

Up $877,439 (+95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2020

Assets$1,557,171
Liabilities$0
Net Assets$1,557,171
Open 2020 Filing

Operations Trend

Revenue Growth14th 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

2020

Revenue$138,047
Expenses$185,774
Net Income-$47,727
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay60th 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
BOX 31, CURTIS, MI 49820

Signing Officer

Name
Stuart Erickson
Title
Director
Phone
6128264205
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Boulay Pllp
Address
7500 FLYING CLOUD DR-STE 800, MINNEAPOLIS, MN 55344
Preparer
Thomas B Johnson
Phone
9528939320
Raw XML Appendix367 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/RecipientUSAddress/AddressLine1Txt1BOX 255
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2W17540 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3W17455 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4N6129 MIKAKOKIA LAKE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CURTIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CURTIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CURTIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349820
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0113770
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0113770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt069250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt047178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012291
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01122218
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020265
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0973234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt069250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt047178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012291
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0134035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020265
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01122218
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01101953
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01459
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BOOK TO TAX TIMING DIFFERENCES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-4322
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0556
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0556
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt045
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021001
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021001
TaxesSchedule/TaxesDetail/Amt0382
TaxesSchedule/TaxesDetail/Amt161
TaxesSchedule/TaxesDetail/Amt21300
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FL ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt161
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0382
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06128264205
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NANCY A AND RICHARD P ERICKSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0274797156
ReturnHeader/Filer/PhoneNum06128264205
ReturnHeader/Filer/USAddress/AddressLine1Txt0BOX 31
ReturnHeader/Filer/USAddress/CityNm0CURTIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049820
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410887288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOULAY PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07500 FLYING CLOUD DR-STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055344
ReturnHeader/PreparerPersonGrp/PhoneNum09528939320
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS B JOHNSON
ReturnHeader/ReturnTs02021-11-01T16:25:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STUART
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ERICKSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,557,171
Liabilities
$0
Net assets
$1,557,171
Revenue
$138,047
Expenses
$185,774
Net income
-$47,727
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