Civic Intelligence

Milton H Erickson Foundation Inc.

990 • Fiscal year 2015 • EIN 95-3560037

Apr 01, 2014 to Mar 31, 2015 • Filed on Feb 10, 2016

Organization ProfileWWW.ERICKSON-FOUNDATION.ORG

View Organization Page

2632 E Thomas Road Suite 200Phoenix, AZ 85016-8220

(602) 956-6196

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

12th percentile

-19%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$30,432

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

34th percentile

-2.2%

Faster asset growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$5,565,521

Down $127,190 (-2.2%) from 2014

Net Assets

Down

$5,552,296

Down $131,653 (-2.3%) from 2014

Liabilities

Up

$13,225

Up $4,463 (+51%) from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin12th percentile

Revenue

Down

$801,213

Down $1,564,433 (-66%) from 2014

Expenses

Down

$949,734

Down $958,466 (-50%) from 2014

Net Income

Down

-$148,521

Down $605,967 (-132%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2015

Assets$5,565,521
Liabilities$13,225
Net Assets$5,552,296
Open 2015 Filing

Operations Trend

Revenue Growth3rd 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

2015

Revenue$801,213
Expenses$949,734
Net Income-$148,521
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$1,174,680
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$3,046,857$3,105,574▲ $58,717
Land, Buildings, and Equipment, Net$1,631,459$1,724,425▲ $92,966
Savings and Temporary Cash Investments$930,516$664,682▼ $265,834
Cash and Non-Interest-Bearing Accounts$50,489$37,450▼ $13,039
Prepaid Expenses and Deferred Charges$4,349$4,349→ $0
Total Assets$5,692,711$5,565,521▼ $127,190
Other Assets Total$29,041$29,041→ $0
Liabilities
Accounts Payable and Accrued Expenses$8,762$13,225▲ $4,463
Total Liabilities$8,762$13,225▲ $4,463
Net Assets / Fund Balance
Unrestricted Net Assets$5,683,949$5,552,296▼ $131,653
Total Net Assets Fund Balance$5,683,949$5,552,296▼ $131,653
Total Liabilities and Net Assets / Fund Balance$5,692,711$5,565,521▼ $127,190

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,662,370$761,901$2,424,271
Equipment$24,604$143,048$167,652
Other Land Buildings$37,451-$37,451
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
$50,000
Program Service Revenue
$658,591
Investment Income
$60,492
Other Revenue
$32,130
All Other Contributions
$50,000
Change in Net Assets
$-148,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$544,230
Salaries, Compensation, and Employee Benefits$405,504
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$253,545$63,386-$316,931
Advertising$172,702--$172,702
Conferences and Meetings$160,633--$160,633
Office Expenses$28,584$28,584-$57,168
Depreciation Depletion$37,125$9,281-$46,406
Current Officers, Directors, Trustees, and Key Employees$25,000$5,432-$30,432
Payroll Taxes$23,006$5,752-$28,758
Other Employee Benefits$21,205$5,301-$26,506
Insurance$9,984$2,496-$12,480
All Other Expenses$7,320$1,830-$9,150
Fees for Services Accounting-$6,035-$6,035
Pension Plan Contributions-$2,877-$2,877
Other Expenses$1,767--$1,767
Royalties$925--$925
Total Functional Expenses$818,760$130,974$0$949,734
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

Filer Name
Milton H Erickson Foundation
EIN
95-3560037
Address
2632 E THOMAS ROAD SUITE 200, PHOENIX, AZ 85016-8220

Signing Officer

Name
Jeffrey K Zeig Phd
Title
President
Phone
6029566196
Signed
2016-02-10
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
13

Preparer

Firm
Francis Company LLC
Address
3116 S Mill Ave Box 406, Tempe, AZ 85282
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.”

Raw XML AppendixShowing 400 of 406 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08762
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013225
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/ProgramServicesAmt0172702
IRS990/AdvertisingGrp/TotalAmt0172702
IRS990/AllOtherContributionsAmt050000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01830
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07320
IRS990/AllOtherExpensesGrp/TotalAmt09150
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JEFFREY K ZEIG PHD
IRS990/BooksInCareOfDetail/PhoneNum06029566196
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02632 E THOMAS ROAD SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0850168220
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt050489
IRS990/CashNonInterestBearingGrp/EOYAmt037450
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05432
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt025000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt030432
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0160633
IRS990/ConferencesMeetingsGrp/TotalAmt0160633
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0104383
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt050000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt060492
IRS990/CYOtherExpensesAmt0544230
IRS990/CYOtherRevenueAmt032130
IRS990/CYProgramServiceRevenueAmt0658591
IRS990/CYRevenuesLessExpensesAmt0-148521
IRS990/CYSalariesCompEmpBnftPaidAmt0405504
IRS990/CYTotalExpensesAmt0949734
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0801213
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt09281
IRS990/DepreciationDepletionGrp/ProgramServicesAmt037125
IRS990/DepreciationDepletionGrp/TotalAmt046406
IRS990/Desc0WORKSHOPS AND SEMINARS DISSEMINATE THE ERICKSONIAN APPROACH TO HYPNOSIS AND PSYCHOANALYSIS TO PROFESSIONALS IN THE FIELD. THE ORGANIZATION SPONSORS INTENSIVE SEMINARS FOCUSING ON SPECIFIC MENTAL HEALTH ISSUES AND EVERY THREE YEARS SPONSORS AN INTERNATIONAL SEMINAR AND BRINGS TOGETHER THE MOST DISTINGUISHED PROFESSIONALS IN THE FIELD OF ERICKSONIAN PSYCHOLOGY. THE MOST RECENT INTERNATIONAL SEMINAR WAS HELD IN 2012.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0728696
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06035
IRS990/FeesForServicesAccountingGrp/TotalAmt06035
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY K ZEIG PHD
IRS990/Form990PartVIISectionAGrp/PersonNm1J CHARLES THEISEN
IRS990/Form990PartVIISectionAGrp/PersonNm2ROXANNA ERICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm3CAMILLO LORIEDO MD
IRS990/Form990PartVIISectionAGrp/PersonNm4BERNARD TRENKLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt030432
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-7864
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0108908
IRS990/GrossReceiptsAmt01174680
IRS990/GrossRentsGrp/RealAmt0159796
IRS990/GrossSalesOfInventoryAmt043945
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02496
IRS990/InsuranceGrp/ProgramServicesAmt09984
IRS990/InsuranceGrp/TotalAmt012480
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt068356
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068356
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03046857
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03105574
IRS990/IRPDocumentCnt058
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0904949
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01631459
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01724425
IRS990/LandBldgEquipCostOrOtherBssAmt02629374
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0116772
IRS990/LessRentalExpensesGrp/RealAmt0152312
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05683949
IRS990/NetAssetsOrFundBalancesEOYAmt05552296
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-7864
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7864
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-60438
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-60438
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt07484
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07484
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028584
IRS990/OfficeExpensesGrp/ProgramServicesAmt028584
IRS990/OfficeExpensesGrp/TotalAmt057168
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt029041
IRS990/OtherAssetsTotalGrp/EOYAmt029041
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05301
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021205
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026506
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1DUES & FEES
IRS990/OtherExpensesGrp/Desc2CONTRACTORS
IRS990/OtherExpensesGrp/Desc3SALES TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt026248
IRS990/OtherExpensesGrp/ProgramServicesAmt17884
IRS990/OtherExpensesGrp/ProgramServicesAmt242832
IRS990/OtherExpensesGrp/ProgramServicesAmt31767
IRS990/OtherExpensesGrp/TotalAmt026248
IRS990/OtherExpensesGrp/TotalAmt17884
IRS990/OtherExpensesGrp/TotalAmt242832
IRS990/OtherExpensesGrp/TotalAmt31767
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt063386
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0253545
IRS990/OtherSalariesAndWagesGrp/TotalAmt0316931
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05752
IRS990/PayrollTaxesGrp/ProgramServicesAmt023006
IRS990/PayrollTaxesGrp/TotalAmt028758
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02877
IRS990/PensionPlanContributionsGrp/TotalAmt02877
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04349
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04349
IRS990/PrincipalOfficerNm0JEFFREY K ZEIG PHD
IRS990/PriorPeriodAdjustmentsAmt016868
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS & WORKSHOPS
IRS990/ProgramServiceRevenueGrp/Desc1ARCHIVES & NEWSLETTERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0586875
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt171716
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0586875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt171716
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/ExpenseAmt090064
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt071716
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt060408
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-35975
IRS990/PYOtherRevenueAmt0-99224
IRS990/PYProgramServiceRevenueAmt02440437
IRS990/PYRevenuesLessExpensesAmt01952424
IRS990/PYSalariesCompEmpBnftPaidAmt0413222
IRS990/PYTotalExpensesAmt0413222
IRS990/PYTotalRevenueAmt02365646
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-148521
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt07484
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0586875
IRS990/RoyaltiesGrp/ProgramServicesAmt0925
IRS990/RoyaltiesGrp/TotalAmt0925
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt085084
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt085084
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0930516
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0664682
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/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt029041
IRS990ScheduleD/BuildingsGrp/BookValueAmt01662370
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0761901
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02424271
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt024604
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0143048
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0167652
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt029041
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ARCHIVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt037451
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037451
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01724425
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 ORGANIZATIONS 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/TotalAssetsBOYAmt05692711
IRS990/TotalAssetsEOYAmt05565521
IRS990/TotalAssetsGrp/BOYAmt05692711
IRS990/TotalAssetsGrp/EOYAmt05565521
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt050000
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0130974
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0818760
IRS990/TotalFunctionalExpensesGrp/TotalAmt0949734
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08762
IRS990/TotalLiabilitiesEOYAmt013225
IRS990/TotalLiabilitiesGrp/BOYAmt08762
IRS990/TotalLiabilitiesGrp/EOYAmt013225
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05683949
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05552296
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0818760
IRS990/TotalProgramServiceRevenueAmt0658591
IRS990/TotalReportableCompFromOrgAmt030432
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0751213
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0801213
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05692711
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05565521
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05683949
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05552296
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ERICKSON-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY K ZEIG PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029566196
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON H ERICKSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0953560037
ReturnHeader/Filer/USAddress/AddressLine1Txt02632 E THOMAS ROAD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0850168220
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0451631324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Francis Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03116 S Mill Ave Box 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tempe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085282
ReturnHeader/PreparerPersonGrp/PhoneNum06029972559
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-16

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,565,521
Liabilities
$13,225
Net assets
$5,552,296
Revenue
$801,213
Expenses
$949,734
Net income
-$148,521
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