Civic Intelligence

Bruce and Mary Ann Erickson Foundation

990PF • Fiscal year 2018 • EIN 39-1878571

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 26, 2019

Organization Profile
P O Box 149Grantsburg, WI 54840

(715) 463-5483

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

35th percentile

-3.0%

Higher net margin than 35% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

4.7%

Faster asset growth than 59% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$144,729

Up $6,526 (+4.7%) from 2017

Net Assets

Up

$144,729

Up $6,525 (+4.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin35th percentile

Revenue

Up

$4,915

Up $679 (+16%) from 2017

Expenses

Up

$5,060

Up $1,165 (+30%) from 2017

Net Income

Down

-$145

Down $486 (-143%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$200K$150K$100K$50K$0Assets 2011: $180,743Liabilities 2011: $0Net Assets 2011: $180,7432011Assets 2012: $176,825Liabilities 2012: $02012Assets 2013: $143,526Liabilities 2013: $1Net Assets 2013: $143,5262013Assets 2014: $138,363Liabilities 2014: $1Net Assets 2014: $138,3632014Assets 2015: $138,543Liabilities 2015: $1Net Assets 2015: $138,5432015Assets 2016: $137,863Liabilities 2016: $0Net Assets 2016: $137,8632016Assets 2017: $138,203Liabilities 2017: $0Net Assets 2017: $138,2042017Assets 2018: $144,729Liabilities 2018: $0Net Assets 2018: $144,7292018Assets 2019: $139,994Liabilities 2019: $1Net Assets 2019: $139,9942019Assets 2020: $137,667Liabilities 2020: $1Net Assets 2020: $137,6672020Assets 2021: $141,601Liabilities 2021: $1Net Assets 2021: $141,6012021Assets 2022: $130,975Liabilities 2022: $1Net Assets 2022: $130,9752022Assets 2023: $143,392Liabilities 2023: $1Net Assets 2023: $143,3922023Assets 2024: $137,802Liabilities 2024: $0Net Assets 2024: $137,8022024

Highlighted filing

2018

Assets$144,729
Liabilities$0
Net Assets$144,729
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

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

$50K$0-$50KExpenses 2011: $12,0052011Revenue 2012: $6,948Expenses 2012: $10,866Net Income 2012: -$3,9182012Revenue 2013: $14,124Expenses 2013: $47,423Net Income 2013: -$33,2992013Revenue 2014: $4,186Expenses 2014: $9,349Net Income 2014: -$5,1632014Revenue 2015: $3,683Expenses 2015: $3,503Net Income 2015: $1802015Revenue 2016: $4,004Expenses 2016: $4,684Net Income 2016: -$6802016Revenue 2017: $4,236Expenses 2017: $3,895Net Income 2017: $3412017Revenue 2018: $4,915Expenses 2018: $5,060Net Income 2018: -$1452018Revenue 2019: $5,837Expenses 2019: $10,572Net Income 2019: -$4,7352019Revenue 2020: $5,478Expenses 2020: $7,805Net Income 2020: -$2,3272020Revenue 2021: $5,380Expenses 2021: $10,733Net Income 2021: -$5,3532021Revenue 2022: $5,707Expenses 2022: $16,333Net Income 2022: -$10,6262022Revenue 2023: $6,511Expenses 2023: $17,760Net Income 2023: -$11,2492023Revenue 2024: $7,417Expenses 2024: $33,888Net Income 2024: -$26,4712024

Highlighted filing

2018

Revenue$4,915
Expenses$5,060
Net Income-$145
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 26, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE E ERICKSONDirector-$0--
SCOTT F ERICKSONDirector-$0--
BRENT W ERICKSONDirector-$0--
MARK B ERICKSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bruce and Mary Ann Erickson Fdn
EIN
39-1878571
Phone
7154635483
Address
P O BOX 149, GRANTSBURG, WI 54840

Signing Officer

Name
Bruce E Erickson
Title
Director
Signed
2019-09-26

Preparer

Firm
Stotz & Company
Address
210 S OAK STREET, GRANTSBURG, WI 54840
Preparer
Larry O Stotz
Phone
7154635483
Raw XML Appendix254 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/TotalGrantOrContriPdDurYrAmt03000
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05060
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03475
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03475
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05060
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03475
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04056
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02060
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK AND TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02060
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE E ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUCE AND MARY ANN ERICKSON FDN
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0391878571
ReturnHeader/Filer/PhoneNum07154635483
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 149
ReturnHeader/Filer/USAddress/CityNm0GRANTSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054840
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D59FD5FCDF52C5709FF6EF4C69C0B16DE3A70FE9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BBE0A8898F8831C4438006989E26D8264988034D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03923212019133i001004
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.65.59.122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOTZ & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 S OAK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANTSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054840
ReturnHeader/PreparerPersonGrp/PhoneNum07154635483
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY O STOTZ
ReturnHeader/ReturnTs02019-10-01T11:47:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$144,729
Liabilities
$0
Net assets
$144,729
Revenue
$4,915
Expenses
$5,060
Net income
-$145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.34$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.18$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.16$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.05$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.06$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.05$0.05$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.14$0.47$0.33
2012Summary only. Only limited summary data is available for this year.$1.77$0.00$0.07$0.11$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.12