Civic Intelligence

Milton H Erickson Foundation Inc.

990 • Fiscal year 2018 • EIN 95-3560037

Apr 01, 2017 to Mar 31, 2018 • Filed on Jan 21, 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.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$80,166

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

283%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets11th percentile

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
Liabilities / Revenue10th percentileNet Margin74th percentile

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

Asset Growth88th 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: $6,350,567Liabilities 2018: $13,520Net Assets 2018: $6,337,0472018Assets 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
Open 2018 Filing

Operations Trend

Revenue Growth98th 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: $3,183,213Expenses 2018: $2,662,075Net Income 2018: $521,1382018Revenue 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
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jan 21, 2020
Return Version
2017v2.3
Gross Receipts
$3,435,330
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$3,289,851$3,521,935▲ $232,084
Land, Buildings, and Equipment, Net$1,918,109$1,892,461▼ $25,648
Savings and Temporary Cash Investments$172,715$1,269,931▲ $1,097,216
Cash and Non-Interest-Bearing Accounts$655,780$118,321▼ $537,459
Prepaid Expenses and Deferred Charges$4,349$4,349→ $0
Total Assets$6,069,845$6,836,038▲ $766,193
Other Assets Total$29,041$29,041→ $0
Liabilities
Accounts Payable and Accrued Expenses$15,922$13,521▼ $2,401
Total Liabilities$15,922$13,521▼ $2,401
Net Assets / Fund Balance
Unrestricted Net Assets$6,053,923$6,822,517▲ $768,594
Total Net Assets Fund Balance$6,053,923$6,822,517▲ $768,594
Total Liabilities and Net Assets / Fund Balance$6,069,845$6,836,038▲ $766,193

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,477,964$768,078$2,246,042
Leasehold Improvements$374,024-$374,024
Equipment$35,137$114,527$149,664
Other Land Buildings$5,336$33,174$38,510
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey K ZeigPresidentPT$80,166$80,166

Board Members and Trustees

NameTitle
Charles TheisenVice President
Roxanna EricksonSecretary
Helen EricksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,108
Program Service Revenue
$2,925,785
Investment Income
$99,499
Other Revenue
$190,048
All Other Contributions
$43,108
Change in Net Assets
$609,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,040,450
Salaries, Compensation, and Employee Benefits$608,697
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$729,192--$729,192
Other Salaries and Wages$425,317--$425,317
Advertising$372,640--$372,640
Current Officers, Directors, Trustees, and Key Employees-$90,717-$90,717
Fees for Services Other$76,328--$76,328
Other Employee Benefits$44,204--$44,204
Depreciation Depletion$42,581--$42,581
Payroll Taxes$32,273$6,883-$39,156
Office Expenses$39,019--$39,019
Fees for Service Investment Mgmnt Fees-$26,000-$26,000
Occupancy$24,625--$24,625
Insurance$21,389$2,004-$23,393
Other Expenses$14,203--$14,203
Information Technology$11,819--$11,819
Pension Plan Contributions$9,303--$9,303
All Other Expenses$7,200--$7,200
Royalties$3,351--$3,351
Total Functional Expenses$2,523,543$125,604$0$2,649,147
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 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.”

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
2020-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey K Zeig
Formed
1980
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
3
Employees
14
Volunteers
3

Preparer

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

Additional Explanations

Form 990- Amendment

“The 2017 originally filed form 990 was amended to correct for the misstatements of revenue and expenses. The originally filed form did not include the complete financial information for the year.”

Financial Statement Notes

PART III, LINE 4:

“The foundation's collection includes archives.”

Raw XML Appendix387 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/BOYAmt015922
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013521
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/ProgramServicesAmt0372640
IRS990/AdvertisingGrp/TotalAmt0372640
IRS990/AllOtherContributionsAmt043108
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07200
IRS990/AllOtherExpensesGrp/TotalAmt07200
IRS990/AmendedReturnInd0X
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/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0655780
IRS990/CashNonInterestBearingGrp/EOYAmt0118321
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt090717
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt090717
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0729192
IRS990/ConferencesMeetingsGrp/TotalAmt0729192
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt043108
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt099499
IRS990/CYOtherExpensesAmt02040450
IRS990/CYOtherRevenueAmt0190048
IRS990/CYProgramServiceRevenueAmt02925785
IRS990/CYRevenuesLessExpensesAmt0609293
IRS990/CYSalariesCompEmpBnftPaidAmt0608697
IRS990/CYTotalExpensesAmt02649147
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03258440
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt042581
IRS990/DepreciationDepletionGrp/TotalAmt042581
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/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02523543
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt076328
IRS990/FeesForServicesOtherGrp/TotalAmt076328
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt026000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt026000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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/PersonNm0JEFFREY K ZEIG
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES THEISEN
IRS990/Form990PartVIISectionAGrp/PersonNm2ROXANNA ERICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm3HELEN ERICKSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt080166
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03435330
IRS990/GrossRentsGrp/RealAmt0228341
IRS990/GrossSalesOfInventoryAmt019920
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt011819
IRS990/InformationTechnologyGrp/TotalAmt011819
IRS990/InsuranceGrp/ManagementAndGeneralAmt02004
IRS990/InsuranceGrp/ProgramServicesAmt021389
IRS990/InsuranceGrp/TotalAmt023393
IRS990/InvestmentIncomeGrp/ExclusionAmt099499
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt099499
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03289851
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03521935
IRS990/IRPDocumentCnt045
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0915779
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01918109
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01892461
IRS990/LandBldgEquipCostOrOtherBssAmt02808240
IRS990/LegalDomicileStateCd0AZ
IRS990/LessRentalExpensesGrp/RealAmt0176890
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/NetAssetsOrFundBalancesBOYAmt06053923
IRS990/NetAssetsOrFundBalancesEOYAmt06822517
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt019920
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt019920
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt051451
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt051451
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0159301
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt024625
IRS990/OccupancyGrp/TotalAmt024625
IRS990/OfficeExpensesGrp/ProgramServicesAmt039019
IRS990/OfficeExpensesGrp/TotalAmt039019
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt029041
IRS990/OtherAssetsTotalGrp/EOYAmt029041
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt044204
IRS990/OtherEmployeeBenefitsGrp/TotalAmt044204
IRS990/OtherExpensesGrp/Desc0FACULTY
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0502773
IRS990/OtherExpensesGrp/ProgramServicesAmt1128495
IRS990/OtherExpensesGrp/ProgramServicesAmt238831
IRS990/OtherExpensesGrp/ProgramServicesAmt314203
IRS990/OtherExpensesGrp/TotalAmt0502773
IRS990/OtherExpensesGrp/TotalAmt1128495
IRS990/OtherExpensesGrp/TotalAmt238831
IRS990/OtherExpensesGrp/TotalAmt314203
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0425317
IRS990/OtherSalariesAndWagesGrp/TotalAmt0425317
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06883
IRS990/PayrollTaxesGrp/ProgramServicesAmt032273
IRS990/PayrollTaxesGrp/TotalAmt039156
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09303
IRS990/PensionPlanContributionsGrp/TotalAmt09303
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04349
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04349
IRS990/PrincipalOfficerNm0JEFFREY K ZEIG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS AND WORKSHOPS
IRS990/ProgramServiceRevenueGrp/Desc1ARCHIVES AND NEWSLETTE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02920787
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14998
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02920787
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14998
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt016658
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt083531
IRS990/PYOtherExpensesAmt0747725
IRS990/PYOtherRevenueAmt0152845
IRS990/PYProgramServiceRevenueAmt01616145
IRS990/PYRevenuesLessExpensesAmt0650220
IRS990/PYSalariesCompEmpBnftPaidAmt0471234
IRS990/PYTotalExpensesAmt01218959
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01869179
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0609293
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt051451
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03064382
IRS990/RoyaltiesGrp/ProgramServicesAmt03351
IRS990/RoyaltiesGrp/TotalAmt03351
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0118677
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0118677
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0172715
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01269931
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt029041
IRS990ScheduleD/BuildingsGrp/BookValueAmt01477964
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0768078
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02246042
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt035137
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0114527
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0149664
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0374024
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0374024
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05336
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt033174
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038510
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S COLLECTION INCLUDES ARCHIVES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01892461
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE RACIALLY NONDISCRIMINATORY POLICY IS AVAILABLE THROUGH THE ORGANIZATION'S PAMPHLETS, SEMINAR MATERIALS AND ALL INFORMATION THAT IS DISSEMINATED TO THE PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
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/ExplanationTxt4THE 2017 ORIGINALLY FILED FORM 990 WAS AMENDED TO CORRECT FOR THE MISSTATEMENTS OF REVENUE AND EXPENSES. THE ORIGINALLY FILED FORM DID NOT INCLUDE THE COMPLETE FINANCIAL INFORMATION FOR THE YEAR.
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/FormAndLineReferenceDesc4FORM 990- AMENDMENT
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06069845
IRS990/TotalAssetsEOYAmt06836038
IRS990/TotalAssetsGrp/BOYAmt06069845
IRS990/TotalAssetsGrp/EOYAmt06836038
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt043108
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0125604
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02523543
IRS990/TotalFunctionalExpensesGrp/TotalAmt02649147
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015922
IRS990/TotalLiabilitiesEOYAmt013521
IRS990/TotalLiabilitiesGrp/BOYAmt015922
IRS990/TotalLiabilitiesGrp/EOYAmt013521
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06053923
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06822517
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02523543
IRS990/TotalProgramServiceRevenueAmt02925785
IRS990/TotalReportableCompFromOrgAmt080166
IRS990/TotalRevenueGrp/ExclusionAmt0150950
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03064382
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03258440
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06069845
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06836038
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06053923
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06822517
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02632 E THOMAS ROAD NO 200
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0850168220
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.ERICKSON-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY K ZEIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029566196
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MILTON H ERICKSON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0953560037
ReturnHeader/Filer/PhoneNum06029566196
ReturnHeader/Filer/USAddress/AddressLine1Txt02632 E THOMAS ROAD NO 200
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0850168220
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.44.192.92
ReturnHeader/FilingSecurityInformation/IPDt02020-01-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm012:15:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860133881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & HORNE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02055 E WARNER ROAD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085284
ReturnHeader/PreparerPersonGrp/PhoneNum04808394900
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLETTE KAMPS CPA
ReturnHeader/ReturnTs02020-01-31T20:17:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,350,567
Liabilities
$13,520
Net assets
$6,337,047
Revenue
$3,183,213
Expenses
$2,662,075
Net income
$521,138
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.$6.35$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