Civic Intelligence

Milton H Erickson Foundation Inc.

990 • Fiscal year 2018 • EIN 95-3560037

Apr 01, 2017 to Mar 31, 2018 • Filed on Feb 15, 2019

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

(602) 956-6196

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

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 And Expenses

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

Historical Trend

Balance Sheet Trend

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: $6,350,567Liabilities 2018: $13,520Net Assets 2018: $6,337,0472018Assets 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

2018

Assets$6,350,567
Liabilities$13,520
Net Assets$6,337,047

Operations Trend

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: $3,183,213Expenses 2018: $2,662,075Net Income 2018: $521,1382018Revenue 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

2018

Revenue$3,183,213
Expenses$2,662,075
Net Income$521,138
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Feb 15, 2019
Return Version
2017v2.2
Gross Receipts
$3,426,265
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$3,240,535$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 Categories

AssetBook ValueDepreciationBasis
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey K ZeigDirectorPT$90,717$90,717

Board Members and Trustees

NameTitle
J Charles TheisenVice President
Roxanne EricksonSecretary
Helen EricksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,813,718
Investment Income
$90,436
Other Revenue
$279,059
Change in Net Assets
$521,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
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
2019-02-15
Discuss with paid preparer
No

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
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.

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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0119800
IRS990/RoyaltiesGrp/ProgramServicesAmt03351
IRS990/RoyaltiesGrp/TotalAmt03351
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0118677
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0118677
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01241412
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0758264
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0632622
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/TotalBookValueLandBuildingsAmt01629018
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
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/TotalAssetsBOYAmt05046887
IRS990/TotalAssetsEOYAmt06350567
IRS990/TotalAssetsGrp/BOYAmt05046887
IRS990/TotalAssetsGrp/EOYAmt06350567
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0203282
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02458793
IRS990/TotalFunctionalExpensesGrp/TotalAmt02662075
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015922
IRS990/TotalLiabilitiesEOYAmt013520
IRS990/TotalLiabilitiesGrp/BOYAmt015922
IRS990/TotalLiabilitiesGrp/EOYAmt013520
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05030965
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06337047
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02458793
IRS990/TotalProgramServiceRevenueAmt02813718
IRS990/TotalReportableCompFromOrgAmt090717
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03183213
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03183213
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05046887
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06350567
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05030965
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06337047
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ERICKSON-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY K ZEIG PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029566196
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DFAAF4D15703F280656CCE2E7567CA70D2180E1C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DFAAF4D15703F280656CCE2E7567CA70D2180E1C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08689212019050ayzmae1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.165.30.60
ReturnHeader/FilingSecurityInformation/IPDt02019-02-19
ReturnHeader/FilingSecurityInformation/IPTm014:52:57
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/PreparationDt02019-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cecilia G Francis CPA
ReturnHeader/ReturnTs02019-02-19T14:40:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-04-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$6.35$0.01$6.34$3.18$2.66$0.52
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