Civic Intelligence

The Erickson Foundation

990PF • Fiscal year 2022 • EIN 55-0722731

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
PO Box 1094Parkersburg, WV 26102

(304) 428-8091

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

47th percentile

4.2%

Higher net margin than 47% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

52nd percentile

0.5%

Faster asset growth than 52% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

21%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$1,622,223

Flat from 2022

Net Assets

$1,622,223

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin47th percentile

Revenue

Flat

$195,811

Flat from 2022

Expenses

Flat

$187,631

Flat from 2022

Net Income

Flat

$8,180

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,624,894Liabilities 2011: $4382011Assets 2012: $3,423,717Liabilities 2012: $4932012Assets 2013: $3,417,491Liabilities 2013: $2862013Assets 2014: $3,397,753Liabilities 2014: $2732014Assets 2015: $3,262,858Liabilities 2015: $2002015Assets 2016: $3,193,792Liabilities 2016: $180Net Assets 2016: $3,193,6122016Assets 2017: $2,079,631Liabilities 2017: $565Net Assets 2017: $2,079,0662017Assets 2018: $1,967,186Liabilities 2018: $282Net Assets 2018: $1,966,9042018Assets 2019: $1,923,320Liabilities 2019: $228Net Assets 2019: $1,923,0922019Assets 2020: $1,612,230Liabilities 2020: $139Net Assets 2020: $1,612,0912020Assets 2021: $1,614,128Liabilities 2021: $85Net Assets 2021: $1,614,0432021Assets 2022: $1,622,223Liabilities 2022: $0Net Assets 2022: $1,622,2232022Assets 2022: $1,622,223Liabilities 2022: $12022Assets 2023: $1,520,782Liabilities 2023: $12023Assets 2024: $1,545,000Liabilities 2024: $0Net Assets 2024: $1,545,0002024

Highlighted filing

2022

Assets$1,622,223
Liabilities$0
Net Assets$1,622,223
Open 2022 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.0M$500K$0-$500K-$1.0M-$1.5MRevenue 2011: $275,000Expenses 2011: $356,619Net Income 2011: -$81,6192011Revenue 2012: $341,364Expenses 2012: $737,338Net Income 2012: -$395,9742012Revenue 2013: $290,830Expenses 2013: $296,849Net Income 2013: -$6,0192013Revenue 2014: $329,663Expenses 2014: $349,388Net Income 2014: -$19,7252014Revenue 2015: $320,979Expenses 2015: $455,801Net Income 2015: -$134,8222015Revenue 2016: $338,137Expenses 2016: $407,183Net Income 2016: -$69,0462016Revenue 2017: -$702,668Expenses 2017: $411,878Net Income 2017: -$1,114,5462017Revenue 2018: $309,826Expenses 2018: $421,988Net Income 2018: -$112,1622018Revenue 2019: $344,122Expenses 2019: $387,934Net Income 2019: -$43,8122019Revenue 2020: -$68,156Expenses 2020: $242,845Net Income 2020: -$311,0012020Revenue 2021: $161,327Expenses 2021: $159,375Net Income 2021: $1,9522021Revenue 2022: $195,811Expenses 2022: $187,631Net Income 2022: $8,1802022Revenue 2022: $195,811Expenses 2022: $187,631Net Income 2022: $8,1802022Revenue 2023: $82,871Expenses 2023: $184,312Net Income 2023: -$101,4412023Revenue 2024: $131,539Expenses 2024: $177,321Net Income 2024: -$45,7822024

Highlighted filing

2022

Revenue$195,811
Expenses$187,631
Net Income$8,180
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY G EDDYTrustee-$0--
LAURIE A ERICKSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Erickson Foundation
EIN
55-0722731
Phone
3044288091
Address
PO BOX 1094, PARKERSBURG, WV 26102

Signing Officer

Name
Kathy G Eddy
Title
Trustee
Phone
3044288091
Signed
2023-05-15

Preparer

Firm
Mcdonough Eddy Poling & Baylous Ac
Address
PO BOX 184, PARKERSBURG, WV 26102-0184
Preparer
Benjamin M Poling CPA
Phone
3044288091
Raw XML Appendix349 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/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KATHY G EDDY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0412 MARKET STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARKERSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd026101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03044288091
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UG EXPERIENTIAL LEARNING & RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CANCER INSTITUTE MUSIC THERAPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DISTINGUISHED FACULTY CHAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MARSHALL UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WVU FOUNDATION - WEST VIRGINIA UNIV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WVUP AT PARKERSBURG FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0519 JOHN MARSHALL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ONE WATERFRONT PLACE 7TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HUNTINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MORGANTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PARKERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd025703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd126507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd226104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt043444
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt076556
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083734
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040290
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt076556
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-2778
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OIL & GAS MINERAL RIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-2480
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0-2480
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REAL ESTATE RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BUILDING REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016506
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14606
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2549
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3196
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt43285
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5349
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt68981
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016506
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14606
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2549
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43285
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5349
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt68981
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST INCOME- RVP PROPERTY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OIL & GAS INVESTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012000
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1698
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2411
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1698
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2411
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018852
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011777
TaxesSchedule/TaxesDetail/Amt01099
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY G EDDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03044288091
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ERICKSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ERIC
ReturnHeader/Filer/EIN0550722731
ReturnHeader/Filer/PhoneNum03044288091
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1094
ReturnHeader/Filer/USAddress/CityNm0PARKERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550603535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDONOUGH EDDY POLING & BAYLOUS AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 184
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARKERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0261020184
ReturnHeader/PreparerPersonGrp/PhoneNum03044288091
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN M POLING CPA
ReturnHeader/ReturnTs02023-05-15T14:42:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EDDY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,622,223
Liabilities
$0
Net assets
$1,622,223
Revenue
$195,811
Expenses
$187,631
Net income
$8,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.13$0.18$0.05
2023Summary only. Only limited summary data is available for this year.$1.52$0.00$0.08$0.18$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.20$0.19$0.01
2022Summary only. Only limited summary data is available for this year.$1.62$0.00$0.20$0.19$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.16$0.16$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.07$0.24$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.34$0.39$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.31$0.42$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.70$0.41$1.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.19$0.34$0.41$0.07
2015Summary only. Only limited summary data is available for this year.$3.26$0.00$0.32$0.46$0.13
2014Summary only. Only limited summary data is available for this year.$3.40$0.00$0.33$0.35$0.02
2013Summary only. Only limited summary data is available for this year.$3.42$0.00$0.29$0.30$0.01
2012Summary only. Only limited summary data is available for this year.$3.42$0.00$0.34$0.74$0.40
2011Summary only. Only limited summary data is available for this year.$3.62$0.00$0.28$0.36$0.08