Officer directors etc family relationship Part VI line 2
“Two board members are related.”
990 • Fiscal year 2018 • EIN 95-3560037
Scores are not available for this record yet.
Assets
Up$6,350,567
Up $1,393,796 (+28%) from 2017
Net Assets
Up$6,337,047
Up $1,395,686 (+28%) from 2017
Liabilities
Down$13,520
Down $1,890 (-12%) from 2017
Revenue
Up$3,183,213
Up $2,352,277 (+283%) from 2017
Expenses
Up$2,662,075
Up $1,648,365 (+163%) from 2017
Net Income
Up$521,138
Up $703,912 (+385%) from 2017
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $3,240,535 | $3,304,256 | ▲ $63,721 |
| Land, Buildings, and Equipment, Net | $1,714,180 | $1,629,018 | ▼ $85,162 |
| Savings and Temporary Cash Investments | - | $1,241,412 | - |
| Cash and Non-Interest-Bearing Accounts | $63,131 | $146,840 | ▲ $83,709 |
| Total Assets | $5,046,887 | $6,350,567 | ▲ $1,303,680 |
| Other Assets Total | $29,041 | $29,041 | → $0 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $15,922 | $13,520 | ▼ $2,402 |
| Total Liabilities | $15,922 | $13,520 | ▼ $2,402 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $5,030,965 | $6,337,047 | ▲ $1,306,082 |
| Total Net Assets Fund Balance | $5,030,965 | $6,337,047 | ▲ $1,306,082 |
| Total Liabilities and Net Assets / Fund Balance | $5,046,887 | $6,350,567 | ▲ $1,303,680 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $758,264 | $632,622 | $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 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Jeffrey K Zeig | Director | PT | $90,717 | $90,717 |
| Name | Title |
|---|---|
| J Charles Theisen | Vice President |
| Roxanne Erickson | Secretary |
| Helen Erickson | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $2,023,869 |
| Salaries, Compensation, and Employee Benefits | $638,206 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | $1,229,964 | - | - | $1,229,964 |
| Other Salaries and Wages | $340,254 | $85,064 | - | $425,318 |
| Advertising | $314,568 | - | - | $314,568 |
| Payroll Taxes | $84,847 | $21,212 | - | $106,059 |
| Other Expenses | $97,231 | $2,431 | - | $99,662 |
| Current Officers, Directors, Trustees, and Key Employees | $72,574 | $18,143 | - | $90,717 |
| Insurance | $54,078 | $13,519 | - | $67,597 |
| Depreciation Depletion | $34,065 | $8,516 | - | $42,581 |
| Office Expenses | $31,773 | $7,943 | - | $39,716 |
| Fees for Service Investment Mgmnt Fees | - | $26,000 | - | $26,000 |
| Information Technology | $15,215 | $3,804 | - | $19,019 |
| Pension Plan Contributions | $7,442 | $1,861 | - | $9,303 |
| Other Employee Benefits | $5,447 | $1,362 | - | $6,809 |
| Royalties | $3,351 | - | - | $3,351 |
| Fees for Services Management | - | $3,144 | - | $3,144 |
| Total Functional Expenses | $2,458,793 | $203,282 | $0 | $2,662,075 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Two board members are related.”
“The financial statements are reviewed by the board on a regular basis.”
“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.”
“The documents are available upon request.”
“All income derived by the organization is related to the activities of the mission of the organization.”
“NO CHANGE IN SERVICES.”
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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|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 13520 |
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| IRS990/ActivityOrMissionDesc | 0 | 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. |
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| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 146840 |
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| IRS990/Desc | 0 | WORKSHOPS 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 2018. THE 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. |
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| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 29041 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | ARCHIVE |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 104684 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 104684 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 1629018 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 29041 |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | true |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ALL INCOME DERIVED BY THE ORGANIZATION IS RELATED TO THE ACTIVITIES OF THE MISSION OF THE ORGANIZATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | TWO BOARD MEMBERS ARE RELATED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE FINANCIAL STATEMENTS ARE REVIEWED BY THE BOARD ON A REGULAR BASIS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | NO CHANGE IN SERVICES. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Unrelated business income explanation Part V line 3b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Officer directors etc family relationship Part VI line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Conflict of interest policy compliance Part VI line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Governing documents etc available to public Part VI line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Cessation of or significant change to any program service Part III line 3 |
| IRS990/SchoolOperatingInd | 0 | true |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | AZ |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 5046887 |
| IRS990/TotalAssetsEOYAmt | 0 | 6350567 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 5046887 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 6350567 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 13 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 203282 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 2458793 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 2662075 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 15922 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 13520 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 15922 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 13520 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 5030965 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 6337047 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 2458793 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 2813718 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 90717 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3183213 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 3183213 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 5046887 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 6350567 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 5030965 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 6337047 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 4 |
| IRS990/WebsiteAddressTxt | 0 | WWW.ERICKSON-FOUNDATION.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEFFREY K ZEIG PHD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6029566196 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-02-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MILTON H ERICKSON FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MILT |
| ReturnHeader/Filer/EIN | 0 | 953560037 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2632 E THOMAS ROAD SUITE 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PHOENIX |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 850168220 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DFAAF4D15703F280656CCE2E7567CA70D2180E1C |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | DFAAF4D15703F280656CCE2E7567CA70D2180E1C |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 8689212019050ayzmae1 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2019-02-19 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 98.165.30.60 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-02-19 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:52:57 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 451631324 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Francis Company LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3116 S Mill Ave Box 406 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Tempe |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 85282 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6029972559 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-02-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Cecilia G Francis CPA |
| ReturnHeader/ReturnTs | 0 | 2019-02-19T14:40:45-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-04-01 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.