Civic Intelligence

Lennert Erickson Foundation

EIN 94-6069379 • San Jose, CA

181 Devine StreetSan Jose, CA 95110
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

3rd percentile

-199%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

25th percentile

-3.6%

Faster asset growth than 25% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-60%

Faster revenue growth than 5% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,116,525

Down $78,431 (-3.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,116,525

Down $78,431 (-3.6%) from 2024

Revenue

Down

$25,622

Down $37,768 (-60%) from 2024

Expenses

Down

$76,703

Down $104,403 (-58%) from 2024

Net Income

Up

-$51,081

Up $66,635 (+57%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $934,968Liabilities 2012: $02012Assets 2013: $891,369Liabilities 2013: $02013Assets 2014: $693,244Liabilities 2014: $02014Assets 2015: $629,889Liabilities 2015: $0Net Assets 2015: $629,8892015Assets 2016: $542,230Liabilities 2016: $0Net Assets 2016: $542,2302016Assets 2017: $444,435Liabilities 2017: $0Net Assets 2017: $444,4352017Assets 2018: $361,344Liabilities 2018: $0Net Assets 2018: $361,3442018Assets 2019: $1,927,328Liabilities 2019: $0Net Assets 2019: $1,927,3282019Assets 2020: $1,925,767Liabilities 2020: $0Net Assets 2020: $1,925,7672020Assets 2021: $2,294,776Liabilities 2021: $02021Assets 2022: $2,269,985Liabilities 2022: $0Net Assets 2022: $2,269,9852022Assets 2024: $2,194,956Liabilities 2024: $0Net Assets 2024: $2,194,9562024Assets 2025: $2,116,525Liabilities 2025: $0Net Assets 2025: $2,116,5252025

Highlighted filing

2025

Assets$2,116,525
Liabilities$0
Net Assets$2,116,525

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $2,208Expenses 2012: $184,350Net Income 2012: -$182,1422012Revenue 2013: $5,945Expenses 2013: $49,544Net Income 2013: -$43,5992013Revenue 2014: $2,304Expenses 2014: $142,658Net Income 2014: -$140,3542014Revenue 2015: $1,918Expenses 2015: $65,273Net Income 2015: -$63,3552015Revenue 2016: $2,517Expenses 2016: $88,280Net Income 2016: -$85,7632016Revenue 2017: $1,248Expenses 2017: $99,044Net Income 2017: -$97,7962017Revenue 2018: $2,702Expenses 2018: $82,293Net Income 2018: -$79,5912018Revenue 2019: $28,202Expenses 2019: $53,569Net Income 2019: -$25,3672019Revenue 2020: $35,254Expenses 2020: $36,815Net Income 2020: -$1,5612020Revenue 2021: $525,425Expenses 2021: $105,116Net Income 2021: $420,3092021Revenue 2022: $25,197Expenses 2022: $50,015Net Income 2022: -$24,8182022Revenue 2024: $63,390Expenses 2024: $181,106Net Income 2024: -$117,7162024Revenue 2025: $25,622Expenses 2025: $76,703Net Income 2025: -$51,0812025

Highlighted filing

2025

Revenue$25,622
Expenses$76,703
Net Income-$51,081

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 2, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas R KortenPresident-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Lennert Erickson Foundation
EIN
94-6069379
Phone
4082758000
Address
181 Devine Street, San Jose, CA 95110

Signing Officer

Name
Douglas R Korten
Title
President/trustee
Phone
4082758000
Signed
2025-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Richard F Luker CPA
Address
2005 De La Cruz Boulevard, Santa Clara, CA 95050
Preparer
Richard Luker
Phone
4084966741
Raw XML Appendix296 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/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0167340
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0167340
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034813
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055891
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0167340
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0344230
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Due from Erickson Trust
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0444853
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0444853
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Management fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt067000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11500
TaxesSchedule/TaxesDetail/Amt0853
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0Internal Revenue Service
TaxesSchedule/TaxesDetail/CategoryTxt1RRF-1
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas R Korten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04082758000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lennert Erickson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LENN
ReturnHeader/Filer/EIN0946069379
ReturnHeader/Filer/PhoneNum04082758000
ReturnHeader/Filer/USAddress/AddressLine1Txt0181 Devine Street
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942594313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard F Luker CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02005 De La Cruz Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Clara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095050
ReturnHeader/PreparerPersonGrp/PhoneNum04084966741
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Luker
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-15T17:08:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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