Civic Intelligence

Erickson Foundation Inc.

990PF • Fiscal year 2024 • EIN 42-6068309

Sep 01, 2023 to Aug 31, 2024 • Filed on Nov 05, 2024

Organization Profile
2420 East University AveDes Moines, IA 50317

(515) 974-7226

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

26%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$582,419

Up $9,482 (+1.7%) from 2023

Net Assets

Up

$582,419

Up $9,482 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin83rd percentile

Revenue

Up

$27,016

Up $5,650 (+26%) from 2023

Expenses

Down

$17,534

Down $1,005,345 (-98%) from 2023

Net Income

Up

$9,482

Up $1,010,995 (+101%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $728,758Liabilities 2011: $02011Assets 2012: $680,457Liabilities 2012: $02012Assets 2013: $665,689Liabilities 2013: $02013Assets 2014: $637,402Liabilities 2014: $02014Assets 2015: $624,653Liabilities 2015: $0Net Assets 2015: $624,6532015Assets 2016: $630,532Liabilities 2016: $0Net Assets 2016: $630,5322016Assets 2017: $649,385Liabilities 2017: $0Net Assets 2017: $649,3852017Assets 2019: $654,201Liabilities 2019: $0Net Assets 2019: $654,2012019Assets 2020: $643,289Liabilities 2020: $0Net Assets 2020: $643,2892020Assets 2021: $626,017Liabilities 2021: $0Net Assets 2021: $626,0172021Assets 2022: $1,574,450Liabilities 2022: $0Net Assets 2022: $1,574,4502022Assets 2023: $572,937Liabilities 2023: $0Net Assets 2023: $572,9372023Assets 2024: $582,419Liabilities 2024: $0Net Assets 2024: $582,4192024Assets 2025: $590,904Liabilities 2025: $0Net Assets 2025: $590,9042025

Highlighted filing

2024

Assets$582,419
Liabilities$0
Net Assets$582,419
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $23,881Expenses 2011: $34,314Net Income 2011: -$10,4332011Revenue 2012: $23,512Expenses 2012: $71,813Net Income 2012: -$48,3012012Revenue 2013: $15,708Expenses 2013: $30,478Net Income 2013: -$14,7702013Revenue 2014: $4,090Expenses 2014: $32,377Net Income 2014: -$28,2872014Revenue 2015: $6,758Expenses 2015: $19,507Net Income 2015: -$12,7492015Revenue 2016: $22,032Expenses 2016: $16,153Net Income 2016: $5,8792016Revenue 2017: $34,410Expenses 2017: $15,557Net Income 2017: $18,8532017Revenue 2019: $13,760Expenses 2019: $24,563Net Income 2019: -$10,8032019Revenue 2020: $22,045Expenses 2020: $32,957Net Income 2020: -$10,9122020Revenue 2021: $51,539Expenses 2021: $68,811Net Income 2021: -$17,2722021Revenue 2022: $2,503,246Expenses 2022: $1,554,813Net Income 2022: $948,4332022Revenue 2023: $21,366Expenses 2023: $1,022,879Net Income 2023: -$1,001,5132023Revenue 2024: $27,016Expenses 2024: $17,534Net Income 2024: $9,4822024Revenue 2025: $31,639Expenses 2025: $23,154Net Income 2025: $8,4852025

Highlighted filing

2024

Revenue$27,016
Expenses$17,534
Net Income$9,482
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE R ERICKSONDirector-$0--
THOMAS WARREN ERICKSONVice President-$0--
MIRIAM E BROWNTreasurer-$0--
ELIZABETH BUSHPresidentPT$0--
AARON BUSHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Erickson Foundation Inc
EIN
42-6068309
Phone
5159747226
Address
2420 EAST UNIVERSITY AVE, DES MOINES, IA 50317

Signing Officer

Name
Elizabeth Bush
Title
President
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Tarbell & Co Plc
Address
1466 28TH STREET SUITE 100, WEST DES MOINES, IA 50266
Preparer
David Wall CPA
Phone
5152820200
Raw XML Appendix361 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.

Path#Value
CashDeemedCharitableExplnStmt/ShortExplanationTxt0ERICKSON FOUNDATION RETAINS A SMALL AMOUNT OF CASH TO COVER ADMINISTRATIVE EXPENSES CONNECTED WITH THEIR CHARITABLE ACTIVITY.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt132791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt269873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49015
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt64094
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SCHWAB INTL INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SCHWAB SMALL CAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SCHWAB TOTAL STOCK MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BERKSHIRE HATHAWAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MICRON TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES GOLD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD ENERGY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD FTSE DEVELOPED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD FTSE EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD INTERMEDIATE TERM BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD LONG TERM BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD MATERIALS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD SHORT INF PROT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGAURD SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD TOTAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD TOTAL CORPORATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18META PLATFORMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ABRDN PHYSICAL GOLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FIDELITY WISE ORIGIN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CATHERINE R ERICKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS WARREN ERICKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MIRIAM E BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH BUSH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DES MOINES
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ELIZABETH BUSH
IRS990PF/StatementsRegardingActyGrp/PhoneNum05159747226
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ELIZABETH BUSH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALHS ALUMNI FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11701 E 33rd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22600 SW 9TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3106 W BOSTON AVE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03330
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03330
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03330
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012649
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROF FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01500
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH BUSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERICKSON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ERIC
ReturnHeader/Filer/EIN0426068309
ReturnHeader/Filer/PhoneNum05159747226
ReturnHeader/Filer/USAddress/AddressLine1Txt02420 EAST UNIVERSITY AVE
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050317
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421443361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TARBELL & CO PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01466 28TH STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05152820200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Wall CPA
ReturnHeader/ReturnTs02024-11-05T07:12:07-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$582,419
Liabilities
$0
Net assets
$582,419
Revenue
$27,016
Expenses
$17,534
Net income
$9,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.03$0.02$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.03$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.02$1.02$1.00
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$2.50$1.55$0.95
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.05$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.02$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.01$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.03$0.02$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.01$0.02$0.01
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$0.00$0.03$0.03
2013Summary only. Only limited summary data is available for this year.$0.67$0.00$0.02$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$0.02$0.07$0.05
2011Summary only. Only limited summary data is available for this year.$0.73$0.00$0.02$0.03$0.01