Civic Intelligence

Milton H Erickson Foundation Inc.

990 • Fiscal year 2020 • EIN 95-3560037

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 13, 2020

Organization ProfileWWW.ERICKSON-FOUNDATION.ORG

View Organization Page

2632 E Thomas Road No 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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

30th percentile

$74,742

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

83rd percentile

34%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

238%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$8,863,310

Up $2,265,337 (+34%) from 2019

Net Assets

Up

$8,850,376

Up $2,264,891 (+34%) from 2019

Liabilities

Up

$12,934

Up $446 (+3.6%) from 2019

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin94th percentile

Revenue

Up

$3,781,108

Up $2,662,362 (+238%) from 2019

Expenses

Down

$1,244,367

Down $193,554 (-13%) from 2019

Net Income

Up

$2,536,741

Up $2,855,916 (+895%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2020

Assets$8,863,310
Liabilities$12,934
Net Assets$8,850,376
Open 2020 Filing

Operations Trend

Revenue Growth97th 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

2020

Revenue$3,781,108
Expenses$1,244,367
Net Income$2,536,741
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 13, 2020
Return Version
2019v5.1
Gross Receipts
$4,395,687
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$3,684,312$5,665,672▲ $1,981,360
Land, Buildings, and Equipment, Net$1,907,698$2,065,128▲ $157,430
Savings and Temporary Cash Investments$916,575$696,631▼ $219,944
Cash and Non-Interest-Bearing Accounts$55,998$401,008▲ $345,010
Prepaid Expenses and Deferred Charges$4,349$4,349→ $0
Accounts Receivable-$1,481-
Total Assets$6,597,973$8,863,310▲ $2,265,337
Other Assets Total$29,041$29,041→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,488$12,934▲ $446
Total Liabilities$12,488$12,934▲ $446
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,585,485$8,850,376▲ $2,264,891
Total Net Assets Fund Balance$6,585,485$8,850,376▲ $2,264,891
Total Liabilities and Net Assets / Fund Balance$6,597,973$8,863,310▲ $2,265,337

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,825,345$768,076$2,593,421
Leasehold Improvements$239,848$169,284$409,132
Equipment$-5,402$236,061$230,659
Other Land Buildings$5,337$33,174$38,511
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey K ZeigPresidentPT$74,742$74,742

Board Members and Trustees

NameTitle
Bernhard TrenkleDirector
Camillo LoriedoDirector
Helen EricksonDirector
Roxanna Erickson-kleinDirector
Chuck TheisenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$13,365
Program Service Revenue
$399,335
Investment Income
$178,615
Other Revenue
$3,189,793
All Other Contributions
$13,365
Change in Net Assets
$2,536,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$634,004
Salaries, Compensation, and Employee Benefits$610,363
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$438,399--$438,399
Advertising$107,710--$107,710
Depreciation Depletion$101,662--$101,662
Conferences and Meetings$79,842--$79,842
Current Officers, Directors, Trustees, and Key Employees-$75,000-$75,000
Fees for Services Other$55,511--$55,511
Office Expenses$46,346--$46,346
Other Employee Benefits$38,507$6,588-$45,095
Payroll Taxes$34,287$5,866-$40,153
Fees for Service Investment Mgmnt Fees-$27,067-$27,067
Occupancy$25,580--$25,580
Fees for Services Legal-$22,500-$22,500
All Other Expenses$15,401--$15,401
Pension Plan Contributions$11,716--$11,716
Other Expenses$11,215--$11,215
Information Technology$8,475--$8,475
Insurance$4,254$1,931-$6,185
Fees for Services Accounting-$3,500-$3,500
Royalties$2,441--$2,441
Total Functional Expenses$1,101,915$142,452$0$1,244,367
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
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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

Form 990, Part VI, Section A, Line 2

“Two of the board members have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed and approved by the organization's management prior to filing.”

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are made available upon request.”

Part VIII, Line 11A

“During the year ended 3/31/20, the organization sold one of its conferences. This conference had been a related program activity prior to its sale. The organization did not advertise or solicit offers for the sale of the conference.”

Filing and Contact Details

Filer

Filer Name
The Milton H Erickson Foundation Inc
EIN
95-3560037
Phone
6029566196
Address
2632 E THOMAS ROAD NO 200, PHOENIX, AZ 85016-8220

Signing Officer

Name
Jeffrey K Zeig
Title
President
Phone
6029566196
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey K Zeig
Formed
1980
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
5
Employees
15
Volunteers
5

Preparer

Firm
Henry & Horne Llp
Address
2055 E WARNER ROAD SUITE 101, TEMPE, AZ 85284
Preparer
Colette Kamps CPA
Phone
4808394900
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“The foundation's collection includes archives.”

Raw XML AppendixShowing 400 of 448 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012488
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012934
IRS990/AccountsReceivableGrp/EOYAmt01481
IRS990/ActivitiesConductedPrtshpInd00
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/ProgramServicesAmt0107710
IRS990/AdvertisingGrp/TotalAmt0107710
IRS990/AllOtherContributionsAmt013365
IRS990/AllOtherExpensesGrp/ProgramServicesAmt015401
IRS990/AllOtherExpensesGrp/TotalAmt015401
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06029566196
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02632 E THOMAS ROAD NO 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0850168220
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt055998
IRS990/CashNonInterestBearingGrp/EOYAmt0401008
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt075000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt075000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt079842
IRS990/ConferencesMeetingsGrp/TotalAmt079842
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt013365
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0178615
IRS990/CYOtherExpensesAmt0634004
IRS990/CYOtherRevenueAmt03189793
IRS990/CYProgramServiceRevenueAmt0399335
IRS990/CYRevenuesLessExpensesAmt02536741
IRS990/CYSalariesCompEmpBnftPaidAmt0610363
IRS990/CYTotalExpensesAmt01244367
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03781108
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0101662
IRS990/DepreciationDepletionGrp/TotalAmt0101662
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 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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01101915
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03500
IRS990/FeesForServicesAccountingGrp/TotalAmt03500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt022500
IRS990/FeesForServicesLegalGrp/TotalAmt022500
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt055511
IRS990/FeesForServicesOtherGrp/TotalAmt055511
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt027067
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt027067
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ROXANNA ERICKSON-KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1HELEN ERICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm2BERNHARD TRENKLE
IRS990/Form990PartVIISectionAGrp/PersonNm3CAMILLO LORIEDO
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFFREY K ZEIG
IRS990/Form990PartVIISectionAGrp/PersonNm5CHUCK THEISEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt474742
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt082669
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0541985
IRS990/GrossReceiptsAmt04395687
IRS990/GrossRentsGrp/RealAmt0269402
IRS990/GrossSalesOfInventoryAmt011478
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt08475
IRS990/InformationTechnologyGrp/TotalAmt08475
IRS990/InsuranceGrp/ManagementAndGeneralAmt01931
IRS990/InsuranceGrp/ProgramServicesAmt04254
IRS990/InsuranceGrp/TotalAmt06185
IRS990/InvestmentIncomeGrp/ExclusionAmt095946
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095946
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03684312
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05665672
IRS990/IRPDocumentCnt037
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01206595
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01907698
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02065128
IRS990/LandBldgEquipCostOrOtherBssAmt03271723
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0459316
IRS990/LessRentalExpensesGrp/RealAmt0155263
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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 AND HEALTH PROFESSIONALS WORLD-WIDE THROUGH SEMINARS AND MAINTAINING AN ARCHIVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06585485
IRS990/NetAssetsOrFundBalancesEOYAmt08850376
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt082669
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt082669
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt011478
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt011478
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0114139
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0114139
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-170188
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06585485
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08850376
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt025580
IRS990/OccupancyGrp/TotalAmt025580
IRS990/OfficeExpensesGrp/ProgramServicesAmt046346
IRS990/OfficeExpensesGrp/TotalAmt046346
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt029041
IRS990/OtherAssetsTotalGrp/EOYAmt029041
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06588
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt038507
IRS990/OtherEmployeeBenefitsGrp/TotalAmt045095
IRS990/OtherExpensesGrp/Desc0FACULTY
IRS990/OtherExpensesGrp/Desc1A/V EXPENSE
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt053829
IRS990/OtherExpensesGrp/ProgramServicesAmt144495
IRS990/OtherExpensesGrp/ProgramServicesAmt222245
IRS990/OtherExpensesGrp/ProgramServicesAmt311215
IRS990/OtherExpensesGrp/TotalAmt053829
IRS990/OtherExpensesGrp/TotalAmt144495
IRS990/OtherExpensesGrp/TotalAmt222245
IRS990/OtherExpensesGrp/TotalAmt311215
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0GAIN ON SALE OF CONFERENCE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt03000000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03000000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt115
IRS990/OtherRevenueTotalAmt03000015
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0438399
IRS990/OtherSalariesAndWagesGrp/TotalAmt0438399
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05866
IRS990/PayrollTaxesGrp/ProgramServicesAmt034287
IRS990/PayrollTaxesGrp/TotalAmt040153
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011716
IRS990/PensionPlanContributionsGrp/TotalAmt011716
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04349
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04349
IRS990/PrincipalOfficerNm0JEFFREY K ZEIG
IRS990/PriorPeriodAdjustmentsAmt0-101662
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS AND WORKSHOPS
IRS990/ProgramServiceRevenueGrp/Desc1ARCHIVES AND NEWSLETTERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0393945
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0393945
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15390
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt038414
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0109810
IRS990/PYOtherExpensesAmt0780339
IRS990/PYOtherRevenueAmt0184704
IRS990/PYProgramServiceRevenueAmt0785818
IRS990/PYRevenuesLessExpensesAmt0-319175
IRS990/PYSalariesCompEmpBnftPaidAmt0657582
IRS990/PYTotalExpensesAmt01437921
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01118746
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02536741
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0114139
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0474989
IRS990/RoyaltiesGrp/ProgramServicesAmt02441
IRS990/RoyaltiesGrp/TotalAmt02441
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt064161
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt064161
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0916575
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0696631
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0159443
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0429509
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0109810
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt099499
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt082596
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0102230
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0823644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0410813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0797193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02945705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01638114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0694086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06485911
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0429509
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0109810
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt099499
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt082596
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0102230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0823644
IRS990ScheduleA/InvestmentIncomeCYPct00.11030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88970
IRS990ScheduleA/PublicSupportPY509Pct00.78710
IRS990ScheduleA/PublicSupportTotal509Amt06645354
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0424178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0835607
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02988813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01654772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0741984
IRS990ScheduleA/Total509Grp/TotalAmt06645354
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0853702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0945417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03088312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01737368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0844214
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07469013
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt029041
IRS990ScheduleD/BuildingsGrp/BookValueAmt01825345
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0768076
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02593421
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0-5402
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0236061
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0230659
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0239848
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0169284
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0409132
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05337
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt033174
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038511
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S COLLECTION INCLUDES ARCHIVES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02065128
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE BOARD MEMBERS HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S MANAGEMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD ON AN ANNUAL BASIS. THE BOARD MEMBERS SIGN AN ACKNOWLEDGEMENT OF THIS REVIEW AND AN AGREEMENT TO ABIDE BY THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DURING THE YEAR ENDED 3/31/20, THE ORGANIZATION SOLD ONE OF ITS CONFERENCES. THIS CONFERENCE HAD BEEN A RELATED PROGRAM ACTIVITY PRIOR TO ITS SALE. THE ORGANIZATION DID NOT ADVERTISE OR SOLICIT OFFERS FOR THE SALE OF THE CONFERENCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VIII, LINE 11A
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06597973
IRS990/TotalAssetsEOYAmt08863310
IRS990/TotalAssetsGrp/BOYAmt06597973
IRS990/TotalAssetsGrp/EOYAmt08863310
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt013365
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0142452
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01101915
IRS990/TotalFunctionalExpensesGrp/TotalAmt01244367
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012488
IRS990/TotalLiabilitiesEOYAmt012934
IRS990/TotalLiabilitiesGrp/BOYAmt012488
IRS990/TotalLiabilitiesGrp/EOYAmt012934
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06585485
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08850376
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01101915
IRS990/TotalProgramServiceRevenueAmt0399335
IRS990/TotalReportableCompFromOrgAmt074742
IRS990/TotalRevenueGrp/ExclusionAmt03292754
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0474989
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03781108
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06597973
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08863310

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,863,310
Liabilities
$12,934
Net assets
$8,850,376
Revenue
$3,781,108
Expenses
$1,244,367
Net income
$2,536,741
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $5M-$10M nonprofits