Civic Intelligence

William G Ericson Foundation

990PF • Fiscal year 2020 • EIN 82-2703362

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 20, 2022

Organization Profile
PO Box 310South Pasadena, CA 91031

(626) 501-3900

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

99th percentile

112%

Higher net margin than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

13th percentile

-6.4%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,935,730

Down $336,222 (-6.4%) from 2019

Net Assets

$4,935,730

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$71,415

Down $5,330,003 (-101%) from 2019

Expenses

Down

$8,811

Down $5,114 (-37%) from 2019

Net Income

Down

-$80,226

Down $5,324,889 (-102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2020

Assets$4,935,730
Liabilities$0
Net Assets$4,935,730
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue-$71,415
Expenses$8,811
Net Income-$80,226
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 20, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY LEMPresident-$0--
CAROLE WALKERCFO-$0--
NAN SANDFORDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
William G Ericson Foundation
EIN
82-2703362
Phone
6265013900
Address
PO BOX 310, SOUTH PASADENA, CA 91031

Signing Officer

Name
Nancy Lem
Title
President
Phone
6265013900
Signed
2022-11-20

Preparer

Firm
Blue Ribbon CPA Pc
Address
5920 TEMPLE CITY BLVD, TEMPLE CITY, CA 91780
Preparer
Julie Trinh CPA
Phone
6264580528
Raw XML Appendix303 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/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08811
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0181104
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0221691
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0189915
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WILLIAM G ERICSON IRREVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0325-1401 MISSION ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SOUTH PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091030
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt080000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PO BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0224
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2364
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0224
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2364
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0856
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0856
OtherIncreasesSchedule/OtherIncreasesDetail/Amt029792
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INVESTMENT EXPENSE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY LEM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06265013900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM G ERICSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0822703362
ReturnHeader/Filer/PhoneNum06265013900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 310
ReturnHeader/Filer/USAddress/CityNm0SOUTH PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091031
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872697492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE RIBBON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05920 TEMPLE CITY BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPLE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091780
ReturnHeader/PreparerPersonGrp/PhoneNum06264580528
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE TRINH CPA
ReturnHeader/ReturnTs02022-11-20T11:06:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEM
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,935,730
Liabilities
$0
Net assets
$4,935,730
Revenue
-$71,415
Expenses
$8,811
Net income
-$80,226
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