Civic Intelligence

Milton H Erickson Foundation Inc.

990 • Fiscal year 2014 • EIN 95-3560037

Apr 01, 2013 to Mar 31, 2014 • Filed on Feb 16, 2015

Organization ProfileWWW.ERICKSON-FOUNDATION.ORG

View Organization Page

2632 E Thomas RoadPhoenix, AZ 85016-8220

(602) 956-6196

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$30,432

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

68th percentile

8.7%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

51%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$5,692,711

Up $457,700 (+8.7%) from 2013

Net Assets

Up

$5,683,949

Up $457,446 (+8.8%) from 2013

Liabilities

Up

$8,762

Up $254 (+3.0%) from 2013

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin78th percentile

Revenue

Up

$2,365,646

Up $794,532 (+51%) from 2013

Expenses

Up

$1,908,200

Up $693,381 (+57%) from 2013

Net Income

Up

$457,446

Up $101,151 (+28%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$15M$10M$5.0M$0Assets 2010: $5,195,294Liabilities 2010: $36,618Net Assets 2010: $5,158,6762010Assets 2011: $5,046,480Liabilities 2011: $28,961Net Assets 2011: $5,017,5192011Assets 2012: $4,906,809Liabilities 2012: $36,601Net Assets 2012: $4,870,2082012Assets 2013: $5,235,011Liabilities 2013: $8,508Net Assets 2013: $5,226,5032013Assets 2014: $5,692,711Liabilities 2014: $8,762Net Assets 2014: $5,683,9492014Assets 2015: $5,565,521Liabilities 2015: $13,225Net Assets 2015: $5,552,2962015Assets 2016: $5,369,033Liabilities 2016: $13,283Net Assets 2016: $5,355,7502016Assets 2017: $4,956,771Liabilities 2017: $15,410Net Assets 2017: $4,941,3612017Assets 2018: $6,836,038Liabilities 2018: $13,521Net Assets 2018: $6,822,5172018Assets 2019: $6,597,973Liabilities 2019: $12,488Net Assets 2019: $6,585,4852019Assets 2020: $8,863,310Liabilities 2020: $12,934Net Assets 2020: $8,850,3762020Assets 2021: $10,312,620Liabilities 2021: $414,871Net Assets 2021: $9,897,7492021Assets 2022: $10,654,904Liabilities 2022: $181,601Net Assets 2022: $10,473,3032022Assets 2023: $10,577,280Liabilities 2023: $190,841Net Assets 2023: $10,386,4392023Assets 2024: $11,371,183Liabilities 2024: $118,593Net Assets 2024: $11,252,5902024Assets 2025: $10,002,391Liabilities 2025: $102,298Net Assets 2025: $9,900,0932025

Highlighted filing

2014

Assets$5,692,711
Liabilities$8,762
Net Assets$5,683,949
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,242,1442010Revenue 2011: $892,407Expenses 2011: $1,033,565Net Income 2011: -$141,1582011Revenue 2012: $859,018Expenses 2012: $1,006,329Net Income 2012: -$147,3112012Revenue 2013: $1,571,114Expenses 2013: $1,214,819Net Income 2013: $356,2952013Revenue 2014: $2,365,646Expenses 2014: $1,908,200Net Income 2014: $457,4462014Revenue 2015: $801,213Expenses 2015: $949,734Net Income 2015: -$148,5212015Revenue 2016: $839,196Expenses 2016: $1,035,744Net Income 2016: -$196,5482016Revenue 2017: $830,936Expenses 2017: $1,013,710Net Income 2017: -$182,7742017Revenue 2018: $3,258,440Expenses 2018: $2,649,147Net Income 2018: $609,2932018Revenue 2019: $1,118,746Expenses 2019: $1,437,921Net Income 2019: -$319,1752019Revenue 2020: $3,781,108Expenses 2020: $1,244,367Net Income 2020: $2,536,7412020Revenue 2021: $1,826,142Expenses 2021: $994,131Net Income 2021: $832,0112021Revenue 2022: $1,537,870Expenses 2022: $1,169,905Net Income 2022: $367,9652022Revenue 2023: $862,871Expenses 2023: $1,041,417Net Income 2023: -$178,5462023Revenue 2024: $1,211,219Expenses 2024: $1,027,509Net Income 2024: $183,7102024Revenue 2025: $1,411,576Expenses 2025: $1,117,729Net Income 2025: $293,8472025

Highlighted filing

2014

Revenue$2,365,646
Expenses$1,908,200
Net Income$457,446
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Feb 16, 2015
Return Version
2013v4.0
Gross Receipts
$5,532,189
Mission and Program Overview

Mission

The organization is dedicated to promoting and advancing the contributions made to the health sciences by the late milton h. Erickson, m.d., through training mental health and health professionals world-wide through seminars and maintaining an archive.

The organization is dedicated to promoting and advancing the contributions made to the health sciences by the late milton h. Erickson, m.d., through training mental health professionals and health professionals world wide through seminars and maintaining an archive.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,096,670$3,046,857▼ $49,813
Land, Buildings, and Equipment, Net$1,611,577$1,631,459▲ $19,882
Savings and Temporary Cash Investments-$930,516-
Cash and Non-Interest-Bearing Accounts$497,723$50,489▼ $447,234
Prepaid Expenses and Deferred Charges-$4,349-
Total Assets$5,235,011$5,692,711▲ $457,700
Other Assets Total$29,041$29,041→ $0
Liabilities
Accounts Payable and Accrued Expenses$8,508$8,762▲ $254
Total Liabilities$8,508$8,762▲ $254
Net Assets / Fund Balance
Unrestricted Net Assets$5,226,503$5,683,949▲ $457,446
Total Net Assets Fund Balance$5,226,503$5,683,949▲ $457,446
Total Liabilities and Net Assets / Fund Balance$5,235,011$5,692,711▲ $457,700

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,215,895$662,488$1,878,383
Land$358,840-$358,840
Equipment$56,724$158,604$215,328
Other Assets Org$29,041--
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey K Zeig PhdPresidentPT$30,432$30,432

Board Members and Trustees

NameTitle
Roxanna EricksonVice President
Bernard TrenkleDirector
Camillo Loriedo MdSecretary
J Charles TheisenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,408
Program Service Revenue
$2,440,437
Investment Income
$-35,975
Other Revenue
$-99,224
All Other Contributions
$60,408
Change in Net Assets
$457,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,494,978
Salaries, Compensation, and Employee Benefits$413,222
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$871,524--$871,524
Advertising$354,731--$354,731
Other Salaries and Wages$259,233$64,808-$324,041
Depreciation Depletion$48,156$12,039-$60,195
Current Officers, Directors, Trustees, and Key Employees$25,000$5,432-$30,432
Other Employee Benefits$23,590$5,897-$29,487
Payroll Taxes$23,410$5,852-$29,262
Office Expenses$15,000$12,141-$27,141
All Other Expenses$19,246$2,164-$21,410
Fees for Service Investment Mgmnt Fees$13,072--$13,072
Occupancy$6,721--$6,721
Insurance$5,347$1,337-$6,684
Fees for Services Accounting$2,250--$2,250
Travel$771--$771
Other Expenses$283--$283
Royalties$84--$84
Total Functional Expenses$1,798,530$109,670$0$1,908,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Two board members are related.”

Form 990 governing body review Part VI line 11

“The financial statements are reviewed by the board on a regular basis.”

Conflict of interest policy compliance Part VI line 12C

“The conflict of interest policy is reviewed with the board on an annual basis. The board signs the acknowledement of this review and an agreement to abide by the policy.”

Governing documents etc available to public Part VI line 19

“The documents are available upon request.”

Filing and Contact Details

Filer

EIN
95-3560037

Signing Officer

Name
Jeffrey K Zeig
Title
President
Phone
6029566196
Signed
2015-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey K Zeig Phd
Formed
1980
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
4
Employees
11

Preparer

Preparer
Cecilia G Francis CPA CFE
Phone
6029972559
Supplemental Narrative

Additional Explanations

Unrelated business income explanation Part V line 3B

“All income derived by the organization is related to the activities of the mission of the organization.”

Cessation of or significant change to any program service Part III line 3

“NO CHANGE IN SERVICES.”

Financial Statement Notes

Collections descriptions (Part III, line 4)

“SEE EXPLANATIONS BELOW.”

Other expenses not included on Form 990 (Part XII, line 2D)

“The finance committee oversees the bookkeeping.”

Raw XML AppendixShowing 400 of 411 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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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02378525
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt151994
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION IS RESPONSIBLE FOR CIRCULATING A NEWSLETTER WITH THE MOST RECENT LITERATURE IN THE ERICKSONIAN APPROACHES TO HYPNOTHERAPY. THIS ACTIVITY ALSO INCLUDES THE MAINTENANCE OF THE ARCHIVES OF THE MEMOIRS OF DR ERICKSON AND ALL SEMINARS PRODUCED BY THE ORGANIZATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt031756
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06112
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0131374
IRS990/PYOtherExpensesAmt0839139
IRS990/PYOtherRevenueAmt042226
IRS990/PYProgramServiceRevenueAmt01397514
IRS990/PYRevenuesLessExpensesAmt0356295
IRS990/PYSalariesCompEmpBnftPaidAmt0375680
IRS990/PYTotalExpensesAmt01214819
IRS990/PYTotalRevenueAmt01571114
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0457446
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-16733
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02378525
IRS990/RoyaltiesGrp/ProgramServicesAmt084
IRS990/RoyaltiesGrp/TotalAmt084
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt024189
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt024189
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0930516
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01215895
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0662488
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01878383
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt056724
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0158604
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0215328
IRS990ScheduleD/LandGrp/BookValueAmt0358840
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0358840
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt029041
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ARCHIVE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SEE EXPLANATIONS BELOW.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FINANCE COMMITTEE OVERSEES THE BOOKKEEPING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Collections descriptions (Part III, line 4)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Other expenses not included on Form 990 (Part XII, line 2d)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01631459
IRS990ScheduleD/TotalBookValueOtherAssetsAmt029041
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE RACIALLY NONDISCRIMINATORY POLICY IS AVAILABLE THROUGH THE ORGANIZATION'S PAMPHLETS, SEMINAR MATERIALS AND ALL INFORMATION THAT IS DISSEMINATED TO THE PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL INCOME DERIVED BY THE ORGANIZATION IS RELATED TO THE ACTIVITIES OF THE MISSION OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TWO BOARD MEMBERS ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS ARE REVIEWED BY THE BOARD ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD ON AN ANNUAL BASIS. THE BOARD SIGNS THE ACKNOWLEDEMENT OF THIS REVIEW AND AN AGREEMENT TO ABIDE BY THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGE IN SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Unrelated business income explanation Part V line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Cessation of or significant change to any program service Part III line 3
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05235011
IRS990/TotalAssetsEOYAmt05692711
IRS990/TotalAssetsGrp/BOYAmt05235011
IRS990/TotalAssetsGrp/EOYAmt05692711
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt060408
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0109670
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01798530
IRS990/TotalFunctionalExpensesGrp/TotalAmt01908200
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08508
IRS990/TotalLiabilitiesEOYAmt08762
IRS990/TotalLiabilitiesGrp/BOYAmt08508
IRS990/TotalLiabilitiesGrp/EOYAmt08762
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05226503
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05683949
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt09918
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt09918
IRS990/TotalProgramServiceExpensesAmt01798530
IRS990/TotalProgramServiceRevenueAmt02440437
IRS990/TotalReportableCompFromOrgAmt030432
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02305238
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02365646
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05235011
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05692711
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0771
IRS990/TravelGrp/TotalAmt0771
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05226503
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05683949
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ERICKSON-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY K ZEIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029566196
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10MILTON H ERICKSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0953560037
ReturnHeader/Filer/USAddress/AddressLine102632 E THOMAS ROAD
ReturnHeader/Filer/USAddress/City0PHOENIX
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode0850168220
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0451631324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Francis Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104500 N 32 St Suite 201 E

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,692,711
Liabilities
$8,762
Net assets
$5,683,949
Revenue
$2,365,646
Expenses
$1,908,200
Net income
$457,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.0$0.10$9.90$1.41$1.12$0.29
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.12$11.3$1.21$1.03$0.18
2023Detailed filing. Detailed filing data is available for this year.$10.6$0.19$10.4$0.86$1.04$0.18
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.18$10.5$1.54$1.17$0.37
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.41$9.90$1.83$0.99$0.83
2020Detailed filing. Detailed filing data is available for this year.$8.86$0.01$8.85$3.78$1.24$2.54
2019Detailed filing. Detailed filing data is available for this year.$6.60$0.01$6.59$1.12$1.44$0.32
2018Detailed filing. Detailed filing data is available for this year.$6.84$0.01$6.82$3.26$2.65$0.61
2017Detailed filing. Detailed filing data is available for this year.$4.96$0.02$4.94$0.83$1.01$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.37$0.01$5.36$0.84$1.04$0.20
2015Detailed filing. Detailed filing data is available for this year.$5.57$0.01$5.55$0.80$0.95$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.69$0.01$5.68$2.37$1.91$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.01$5.23$1.57$1.21$0.36
2012Summary only. Only limited summary data is available for this year.$4.91$0.04$4.87$0.86$1.01$0.15
2011Summary only. Only limited summary data is available for this year.$5.05$0.03$5.02$0.89$1.03$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.04$5.16$2.24