Civic Intelligence

Erion Family Foundation

990PF • Fiscal year 2019 • EIN 84-1358074

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization Profile
PO Box 732Loveland, CO 80539

(970) 669-9525

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

51%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$11,493,988

Up $513,600 (+4.7%) from 2018

Net Assets

Up

$11,484,101

Up $512,426 (+4.7%) from 2018

Liabilities

Up

$9,887

Up $1,174 (+13%) from 2018

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin95th percentile

Revenue

Up

$1,420,866

Up $479,667 (+51%) from 2018

Expenses

Up

$334,543

Up $49,463 (+17%) from 2018

Net Income

Up

$1,086,323

Up $430,204 (+66%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,223,769Liabilities 2011: $494,7552011Assets 2012: $9,849,000Liabilities 2012: $679,2302012Assets 2013: $10,363,205Liabilities 2013: $693,8382013Assets 2014: $10,040,794Liabilities 2014: $292,2932014Assets 2015: $10,822,684Liabilities 2015: $1,058,2612015Assets 2018: $10,980,388Liabilities 2018: $8,713Net Assets 2018: $10,971,6752018Assets 2019: $11,493,988Liabilities 2019: $9,887Net Assets 2019: $11,484,1012019Assets 2020: $11,450,501Liabilities 2020: $10,125Net Assets 2020: $11,440,3762020Assets 2021: $12,048,279Liabilities 2021: $11,459Net Assets 2021: $12,036,8202021Assets 2022: $12,030,039Liabilities 2022: $7,194Net Assets 2022: $12,022,8452022Assets 2023: $11,133,636Liabilities 2023: $7,198Net Assets 2023: $11,126,4382023Assets 2024: $13,907,638Liabilities 2024: $1,221,295Net Assets 2024: $12,686,3432024

Highlighted filing

2019

Assets$11,493,988
Liabilities$9,887
Net Assets$11,484,101
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $279,865Expenses 2011: $478,437Net Income 2011: -$198,5722011Revenue 2012: $1,240,317Expenses 2012: $701,432Net Income 2012: $538,8852012Revenue 2013: $962,608Expenses 2013: $510,369Net Income 2013: $452,2392013Revenue 2014: $587,916Expenses 2014: $440,854Net Income 2014: $147,0622014Revenue 2015: $422,864Expenses 2015: $458,848Net Income 2015: -$35,9842015Revenue 2018: $941,199Expenses 2018: $285,080Net Income 2018: $656,1192018Revenue 2019: $1,420,866Expenses 2019: $334,543Net Income 2019: $1,086,3232019Revenue 2020: $500,132Expenses 2020: $499,837Net Income 2020: $2952020Revenue 2021: $946,894Expenses 2021: $350,450Net Income 2021: $596,4442021Revenue 2022: $1,066,125Expenses 2022: $1,080,100Net Income 2022: -$13,9752022Revenue 2023: $36,886Expenses 2023: $933,292Net Income 2023: -$896,4062023Revenue 2024: $2,109,350Expenses 2024: $549,445Net Income 2024: $1,559,9052024

Highlighted filing

2019

Revenue$1,420,866
Expenses$334,543
Net Income$1,086,323
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS J ERIONPresident-$0--
JAN PIERCE ATNIPBoard Member-$0--
ELI SCOTTTreasurer-$0--
ROGER E CLARKVice President-$0--
JUSTIN ERIONBoard Member-$0--
TRAVIS ERIONBoard Member-$0--
SUMMER ERION SCOTTBoard Member-$0--
AMY ERIONBoard Member-$0--
STEFANIE ERIONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Erion Foundation
EIN
84-1358074
In Care Of
% THE ORGANIZATION
Phone
9706699525
Address
PO BOX 732, LOVELAND, CO 80539

Signing Officer

Name
Doug Erion
Title
President
Phone
9706699525
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
1801 California St Ste 2900, Denver, CO 80202
Preparer
Brian L Beiser CPA
Phone
3038614545
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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/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0695370
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.022333
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.132796
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09572635
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.299509
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IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0167771
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
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Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,493,988
Liabilities
$9,887
Net assets
$11,484,101
Revenue
$1,420,866
Expenses
$334,543
Net income
$1,086,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$1.22$12.7$2.11$0.55$1.56
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.01$11.1$0.04$0.93$0.90
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.01$12.0$1.07$1.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.01$12.0$0.95$0.35$0.60
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.01$11.4$0.50$0.50$0.00
2019Detailed filing. Detailed filing data is available for this year.$11.5$0.01$11.5$1.42$0.33$1.09
2018Detailed filing. Detailed filing data is available for this year.$11.0$0.01$11.0$0.94$0.29$0.66
2015Summary only. Only limited summary data is available for this year.$10.8$1.06$0.42$0.46$0.04
2014Summary only. Only limited summary data is available for this year.$10.0$0.29$0.59$0.44$0.15
2013Summary only. Only limited summary data is available for this year.$10.4$0.69$0.96$0.51$0.45
2012Summary only. Only limited summary data is available for this year.$9.85$0.68$1.24$0.70$0.54
2011Summary only. Only limited summary data is available for this year.$9.22$0.49$0.28$0.48$0.20