Civic Intelligence

The Erickson Foundation Inc

EIN 84-2192203 • 501(c)3 • Madison, WI

Pub. 78 Eligible990-N Coverage

Profile

The mission of the erickson foundation is raising funds for charitable contribution to community-involved associations, other not-for-profit corporations, and individuals within the communities they serve.

9129 Settlers RdMadison, WI 53717

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

100th percentile

1693%

Higher net margin than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

31st percentile

-21%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

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

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$35,844

Down $9,703 (-21%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$35,844

Down $9,703 (-21%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$573

Up $1,548 (+73%) from 2024

Expenses

Up

$9,130

Up $3,180 (+53%) from 2024

Net Income

Down

-$9,703

Down $1,632 (-20%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$80K$60K$40K$20K$0Assets 2021: $66,295Liabilities 2021: $0Net Assets 2021: $66,2952021Assets 2022: $69,561Liabilities 2022: $0Net Assets 2022: $69,5612022Assets 2023: $53,618Liabilities 2023: $0Net Assets 2023: $53,6182023Assets 2024: $45,547Liabilities 2024: $0Net Assets 2024: $45,5472024Assets 2025: $35,844Liabilities 2025: $0Net Assets 2025: $35,8442025

Highlighted filing

2025

Assets$35,844
Liabilities$0
Net Assets$35,844
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2021: $97,545Expenses 2021: $31,250Net Income 2021: $66,2952021Revenue 2022: $131,057Expenses 2022: $127,791Net Income 2022: $3,2662022Revenue 2023: $2,167Expenses 2023: $18,110Net Income 2023: -$15,9432023Revenue 2024: -$2,121Expenses 2024: $5,950Net Income 2024: -$8,0712024Revenue 2025: -$573Expenses 2025: $9,130Net Income 2025: -$9,7032025

Highlighted filing

2025

Revenue-$573
Expenses$9,130
Net Income-$9,703
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,844
Liabilities
$0
Net assets
$35,844
Revenue
-$573
Expenses
$9,130
Net income
-$9,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.01$0.09$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.02$0.06$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.02$0.18$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.31$1.28$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.98$0.31$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 18, 2026
Return Version
2025v4.0
Gross Receipts
$5,300
Mission and Program Overview

Mission

The mission of the erickson foundation is raising funds for charitable contribution to community-involved associations, other not-for-profit corporations, and individuals within the communities they serve.

Primary mission is raising funds for contributing to other not-for-profit corporations in the state of wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$45,547$35,844▼ $9,703
Rtn Earn Endowment Incm Other Fnds$45,547$35,844▼ $9,703
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$45,547$35,844▼ $9,703
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,547$35,844▼ $9,703
Total Liabilities and Net Assets / Fund Balance$45,547$35,844▼ $9,703
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Kelsi EricksonPresident
Alex EricksonVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$5,300
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-5,873
Change in Net Assets
$-9,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,390
Other Expenses$740
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,000--$5,000
Grants to Domestic Individuals$3,390--$3,390
Fees for Services Accounting$715--$715
Fees for Services Other$25--$25
Total Functional Expenses$9,130$0$0$9,130
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,873
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The officers of the organization are married.”

Form 990, Part VI, Section A, Line 8B

“Foundation does not have any committees at this time.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is given to and reviewed by each board member prior to being filed.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Erickson Foundation Inc
EIN
84-2192203
Phone
6084821741
Address
9129 SETTLERS RD, MADISON, WI 53717

Signing Officer

Name
Kelsi Erickson
Title
President
Phone
6084821741
Signed
2026-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelsi Erickson
Formed
2019
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Dja Cpas Sc
Address
W233 N2080 RIDGEVIEW PARKWAY STE, 301, WAUKESHA, WI 53188
Preparer
Rick C Steiner CPA
Phone
2625444899
Raw XML Appendix271 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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ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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