Civic Intelligence

Milton H Erickson Foundation Inc.

990 • Fiscal year 2016 • EIN 95-3560037

Apr 01, 2015 to Mar 31, 2016 • Filed on Aug 15, 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.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.02x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

21st percentile

$30,432

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

24th percentile

-3.5%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

4.7%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$5,369,033

Down $196,488 (-3.5%) from 2015

Net Assets

Down

$5,355,750

Down $196,546 (-3.5%) from 2015

Liabilities

Up

$13,283

Up $58 (+0.4%) from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin12th percentile

Revenue

Up

$839,196

Up $37,983 (+4.7%) from 2015

Expenses

Up

$1,035,744

Up $86,010 (+9.1%) from 2015

Net Income

Down

-$196,548

Down $48,027 (-32%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2016

Assets$5,369,033
Liabilities$13,283
Net Assets$5,355,750
Open 2016 Filing

Operations Trend

Revenue Growth56th 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

2016

Revenue$839,196
Expenses$1,035,744
Net Income-$196,548
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$2,069,839
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$3,105,574$3,180,914▲ $75,340
Land, Buildings, and Equipment, Net$1,724,425$1,714,180▼ $10,245
Savings and Temporary Cash Investments$664,682$396,002▼ $268,680
Cash and Non-Interest-Bearing Accounts$37,450$44,547▲ $7,097
Prepaid Expenses and Deferred Charges$4,349$4,349→ $0
Total Assets$5,565,521$5,369,033▼ $196,488
Other Assets Total$29,041$29,041→ $0
Liabilities
Accounts Payable and Accrued Expenses$13,225$13,283▲ $58
Total Liabilities$13,225$13,283▲ $58
Net Assets / Fund Balance
Unrestricted Net Assets$5,552,296$5,355,750▼ $196,546
Total Net Assets Fund Balance$5,552,296$5,355,750▼ $196,546
Total Liabilities and Net Assets / Fund Balance$5,565,521$5,369,033▼ $196,488

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$843,426$547,460$1,390,886
Leasehold Improvements$330,296$225,183$555,479
Land$432,862-$432,862
Other Land Buildings$104,684-$104,684
Equipment$2,912$71,360$74,272
Other Assets Org$29,041--
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey K ZeigPresidentPT$30,432$30,432

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$47,898
Program Service Revenue
$651,897
Investment Income
$99,452
Other Revenue
$39,949
All Other Contributions
$47,898
Change in Net Assets
$-196,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$573,976
Salaries, Compensation, and Employee Benefits$461,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$285,622$71,406-$357,028
Conferences and Meetings$180,994--$180,994
Advertising$151,969--$151,969
Office Expenses$49,493$12,373-$61,866
Depreciation Depletion$38,507$9,774-$48,281
Other Employee Benefits$26,206$6,551-$32,757
Payroll Taxes$24,810$6,203-$31,013
Current Officers, Directors, Trustees, and Key Employees$25,000$5,432-$30,432
Fees for Service Investment Mgmnt Fees$23,793--$23,793
Insurance$16,519$4,130-$20,649
Pension Plan Contributions$2,955$7,583-$10,538
Occupancy$6,858$1,715-$8,573
Other Expenses$2,918--$2,918
Fees for Services Accounting$2,185$546-$2,731
Royalties$2,481--$2,481
Information Technology-$2,287-$2,287
Travel$726--$726
Total Functional Expenses$907,744$128,000$0$1,035,744
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
Title
President
Phone
6029566196
Signed
2016-08-15
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 419 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/PrepaidExpensesDefrdChargesGrp/EOYAmt04349
IRS990/PrincipalOfficerNm0JEFFREY K ZEIG PHD
IRS990/PriorPeriodAdjustmentsAmt02
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS & WORKSHOPS
IRS990/ProgramServiceRevenueGrp/Desc1ARCHIVES & NEWSLETTERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0599798
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt152099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0599798
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt152099
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/ExpenseAmt051969
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt052099
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt050000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt060492
IRS990/PYOtherExpensesAmt0544230
IRS990/PYOtherRevenueAmt032130
IRS990/PYProgramServiceRevenueAmt0658591
IRS990/PYRevenuesLessExpensesAmt0-148521
IRS990/PYSalariesCompEmpBnftPaidAmt0405504
IRS990/PYTotalExpensesAmt0949734
IRS990/PYTotalRevenueAmt0801213
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-196548
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt011238
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0787097
IRS990/RoyaltiesGrp/ProgramServicesAmt02481
IRS990/RoyaltiesGrp/TotalAmt02481
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt039983
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt039983
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0664682
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0396002
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/BookValueAmt0843426
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0547460
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01390886
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt02912
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071360
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt074272
IRS990ScheduleD/LandGrp/BookValueAmt0432862
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0432862
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0330296
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0225183
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0555479
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt029041
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ARCHIVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0104684
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0104684
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01714180
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/TotalAssetsBOYAmt05565521
IRS990/TotalAssetsEOYAmt05369033
IRS990/TotalAssetsGrp/BOYAmt05565521
IRS990/TotalAssetsGrp/EOYAmt05369033
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt047898
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0128000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0907744
IRS990/TotalFunctionalExpensesGrp/TotalAmt01035744
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013225
IRS990/TotalLiabilitiesEOYAmt013283
IRS990/TotalLiabilitiesGrp/BOYAmt013225
IRS990/TotalLiabilitiesGrp/EOYAmt013283
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05552296
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05355750
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0907744
IRS990/TotalProgramServiceRevenueAmt0651897
IRS990/TotalReportableCompFromOrgAmt030432
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0791298
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0839196
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05565521
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05369033
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0726
IRS990/TravelGrp/TotalAmt0726
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05552296
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05355750
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ERICKSON-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY K ZEIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029566196
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON H ERICKSON FOUNDATION

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,369,033
Liabilities
$13,283
Net assets
$5,355,750
Revenue
$839,196
Expenses
$1,035,744
Net income
-$196,548
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