Civic Intelligence

The Erickson Foundation

990PF • Fiscal year 2023 • EIN 46-4367549

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

Organization Profile
197 Woodland Parkway 104-502San Marcos, CA 92069

(760) 801-4291

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

30th percentile

-2.6%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

289%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,272,000

Down $86,860 (-2.6%) from 2022

Net Assets

Down

$3,272,000

Down $86,860 (-2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin13th percentile

Revenue

Up

$171,491

Up $127,450 (+289%) from 2022

Expenses

Down

$258,351

Down $9,687 (-3.6%) from 2022

Net Income

Up

-$86,860

Up $137,137 (+61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $900,962Liabilities 2015: $02015Assets 2018: $3,359,207Liabilities 2018: $0Net Assets 2018: $3,359,2072018Assets 2019: $3,481,585Liabilities 2019: $0Net Assets 2019: $3,481,5852019Assets 2020: $3,626,592Liabilities 2020: $0Net Assets 2020: $3,626,5922020Assets 2021: $3,582,857Liabilities 2021: $0Net Assets 2021: $3,582,8572021Assets 2022: $3,358,860Liabilities 2022: $0Net Assets 2022: $3,358,8602022Assets 2023: $3,272,000Liabilities 2023: $0Net Assets 2023: $3,272,0002023Assets 2024: $3,727,125Liabilities 2024: $0Net Assets 2024: $3,727,1252024

Highlighted filing

2023

Assets$3,272,000
Liabilities$0
Net Assets$3,272,000
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $600,612Expenses 2015: $42,928Net Income 2015: $557,6842015Revenue 2018: $1,173,099Expenses 2018: $73,235Net Income 2018: $1,099,8642018Revenue 2019: $263,316Expenses 2019: $140,938Net Income 2019: $122,3782019Revenue 2020: $398,562Expenses 2020: $253,555Net Income 2020: $145,0072020Revenue 2021: $64,805Expenses 2021: $108,540Net Income 2021: -$43,7352021Revenue 2022: $44,041Expenses 2022: $268,038Net Income 2022: -$223,9972022Revenue 2023: $171,491Expenses 2023: $258,351Net Income 2023: -$86,8602023Revenue 2024: $414,779Expenses 2024: $144,763Net Income 2024: $270,0162024

Highlighted filing

2023

Revenue$171,491
Expenses$258,351
Net Income-$86,860
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ERICKSONPresident/Di-$0--
CARRIE R ERICKSONSecretary/Cf-$0--
KAITLYN ERICKSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Erickson Foundation
EIN
46-4367549
Phone
7608014291
Address
197 WOODLAND PARKWAY 104-502, SAN MARCOS, CA 92069

Signing Officer

Name
David Erickson
Title
President/director
Phone
7608014291
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Roorda Piquet & Bessee Inc
Address
3550 VINE ST SUITE 110, RIVERSIDE, CA 92507-4175
Preparer
Fernando G Ayala Jr
Phone
9516847781
Raw XML AppendixShowing 400 of 467 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/RecipientBusinessName/BusinessNameLine1Txt1CHILD EVANGELISM FELLOWSHIP OF SOCA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OUTDOOR MINISTRY SUPPLY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt564111 HUME LAKE RD
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IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1307983
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1VARIOUS SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-05-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-11-13
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ACCOUNTING/LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07295
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07295
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02206
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02206
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AL NEYER INDUSTRIAL FUND II
OtherIncomeSchedule2/OtherIncomeDetail/Desc1AMB RENO LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc2AMF FUNDS II LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3CAPALINA SMA LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc4FIDELIS PRIVATE FUND LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc5IDEAL INVESTORS 4 LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc6LAKEHOUSE EQUITY FUND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc7OCEAN DRIVE
OtherIncomeSchedule2/OtherIncomeDetail/Desc8RIGHETTI R MANAGER LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc9SIERRA PARK EQUITY FUND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc10CENTER PARK EQUITY FUND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc11FIDELIS PRIVATE FUND LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc12IDEAL INVESTORS 4 LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc13LAKEHOUSE EQUITY FUND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc14OCEAN DRIVE
OtherIncomeSchedule2/OtherIncomeDetail/Desc15RIGHETTI R MANAGER LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc16SHAWDOWBROOK INVESTORS LLC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,272,000
Liabilities
$0
Net assets
$3,272,000
Revenue
$171,491
Expenses
$258,351
Net income
-$86,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.41$0.14$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.17$0.26$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.04$0.27$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.06$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.40$0.25$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.26$0.14$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$1.17$0.07$1.10
2015Summary only. Only limited summary data is available for this year.$0.90$0.00$0.60$0.04$0.56