Civic Intelligence

William G Ericson Foundation

EIN 82-2703362 • South Pasadena, CA

PO Box 310South Pasadena, CA 91031
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-401%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$5,333,795

Up $404,718 (+8.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,333,795

Up $404,718 (+8.2%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin2nd percentile

Revenue

Up

$325,884

Up $231,610 (+246%) from 2023

Expenses

Down

$233,828

Down $238,383 (-50%) from 2023

Net Income

Up

$92,056

Up $469,993 (+124%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $4Liabilities 2017: $0Net Assets 2017: $42017Assets 2018: $1,980Liabilities 2018: $02018Assets 2019: $5,271,952Liabilities 2019: $02019Assets 2020: $4,935,730Liabilities 2020: $0Net Assets 2020: $4,935,7302020Assets 2021: $6,011,399Liabilities 2021: $0Net Assets 2021: $6,011,3992021Assets 2022: $5,527,832Liabilities 2022: $0Net Assets 2022: $5,527,8322022Assets 2023: $4,929,077Liabilities 2023: $0Net Assets 2023: $4,929,0772023Assets 2024: $5,333,795Liabilities 2024: $0Net Assets 2024: $5,333,7952024

Highlighted filing

2024

Assets$5,333,795
Liabilities$0
Net Assets$5,333,795
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $4Expenses 2017: $0Net Income 2017: $42017Revenue 2018: $2,000Expenses 2018: $24Net Income 2018: $1,9762018Revenue 2019: $5,258,588Expenses 2019: $13,925Net Income 2019: $5,244,6632019Revenue 2020: -$71,415Expenses 2020: $8,811Net Income 2020: -$80,2262020Revenue 2021: $664,664Expenses 2021: $23,916Net Income 2021: $640,7482021Revenue 2022: $598,913Expenses 2022: $751,433Net Income 2022: -$152,5202022Revenue 2023: $94,274Expenses 2023: $472,211Net Income 2023: -$377,9372023Revenue 2024: $325,884Expenses 2024: $233,828Net Income 2024: $92,0562024

Highlighted filing

2024

Revenue$325,884
Expenses$233,828
Net Income$92,056
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,333,795
Liabilities
$0
Net assets
$5,333,795
Revenue
$325,884
Expenses
$233,828
Net income
$92,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.33$0.23$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.09$0.47$0.38
2022Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.60$0.75$0.15
2021Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.66$0.02$0.64
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.07$0.01$0.08
2019Summary only. Only limited summary data is available for this year.$5.27$0.00$5.26$0.01$5.24
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY LEMPresidentPT$0--
LINDA WAHTreasurerPT$0--
JON TAKASUGISecretaryPT$0--
MARCI THURSTONDirector-$0--
KAREN HAMESDirector-$0--
Filing and Contact Details

Filer

Filer Name
William G Ericson Foundation
EIN
82-2703362
Phone
6265243591
Address
PO BOX 310, SOUTH PASADENA, CA 91031

Signing Officer

Name
Nancy Lem
Title
President
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Exact Tax Inc
Address
1024 E GARVEY AVE, MONTEREY PARK, CA 91755
Preparer
Mary Wong EA
Phone
6265730788
Raw XML Appendix316 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/GrantOrContributionPurposeTxt0GENERAL CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PASADENA CITY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0169000
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/AppliedToCurrentYearAmt024501
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0173402
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0255040
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0197903
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0230539
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0173402
LandEtcSchedule2/LandEtcGrp/BookValueAmt0231800
LandEtcSchedule2/LandEtcGrp/BookValueAmt1538000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0231800
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1538000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ALARM AND SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LICENSE & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0878
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2657
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33016
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt450
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt51116
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt66398
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7451
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8895
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt91380
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0878
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2657
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33106
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt66398
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7451
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8895
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt91380
OtherIncreasesSchedule/OtherIncreasesDetail/Amt030969
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt029066
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt029066
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt029066
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt03469
TaxesSchedule/TaxesDetail/Amt03469
TaxesSchedule/TaxesDetail/Amt15722
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05722
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03469
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY LEM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM G ERICSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0822703362
ReturnHeader/Filer/PhoneNum06265243591
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 310
ReturnHeader/Filer/USAddress/CityNm0SOUTH PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091031
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208343121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EXACT TAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01024 E GARVEY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTEREY PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091755
ReturnHeader/PreparerPersonGrp/PhoneNum06265730788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Wong EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-05T15:39:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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