Civic Intelligence

Milton H Erickson Foundation Inc.

990 • Fiscal year 2019 • EIN 95-3560037

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 07, 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

12th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

12th percentile

0.01x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$74,755

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

53rd percentile

3.9%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$6,597,973

Down $238,065 (-3.5%) from 2018

Net Assets

Down

$6,585,485

Down $237,032 (-3.5%) from 2018

Liabilities

Down

$12,488

Down $1,033 (-7.6%) from 2018

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin10th percentile

Revenue

Down

$1,118,746

Down $2,139,694 (-66%) from 2018

Expenses

Down

$1,437,921

Down $1,211,226 (-46%) from 2018

Net Income

Down

-$319,175

Down $928,468 (-152%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2019

Assets$6,597,973
Liabilities$12,488
Net Assets$6,585,485
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$1,118,746
Expenses$1,437,921
Net Income-$319,175
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 7, 2020
Return Version
2018v3.1
Gross Receipts
$1,274,709
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$3,521,935$3,684,312▲ $162,377
Land, Buildings, and Equipment, Net$1,892,461$1,907,698▲ $15,237
Savings and Temporary Cash Investments$1,269,931$916,575▼ $353,356
Cash and Non-Interest-Bearing Accounts$118,321$55,998▼ $62,323
Prepaid Expenses and Deferred Charges$4,349$4,349→ $0
Total Assets$6,836,038$6,597,973▼ $238,065
Other Assets Total$29,041$29,041→ $0
Liabilities
Accounts Payable and Accrued Expenses$13,521$12,488▼ $1,033
Total Liabilities$13,521$12,488▼ $1,033
Net Assets / Fund Balance
Unrestricted Net Assets$6,822,517$6,585,485▼ $237,032
Total Net Assets Fund Balance$6,822,517$6,585,485▼ $237,032
Total Liabilities and Net Assets / Fund Balance$6,836,038$6,597,973▼ $238,065

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,477,965$768,077$2,246,042
Leasehold Improvements$384,139-$384,139
Equipment$40,257$114,528$154,785
Other Land Buildings$5,337$33,174$38,511
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey K ZeigPresidentPT$74,755$74,755

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$38,414
Program Service Revenue
$785,818
Investment Income
$109,810
Other Revenue
$184,704
All Other Contributions
$38,414
Change in Net Assets
$-319,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$780,339
Salaries, Compensation, and Employee Benefits$657,582
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$466,599--$466,599
Conferences and Meetings$187,374--$187,374
Advertising$186,027--$186,027
Fees for Services Other$87,720--$87,720
Current Officers, Directors, Trustees, and Key Employees-$75,000-$75,000
Other Employee Benefits$52,119$8,377-$60,496
Payroll Taxes$36,952$5,939-$42,891
Office Expenses$42,380--$42,380
Fees for Service Investment Mgmnt Fees-$28,930-$28,930
Insurance$22,811$2,072-$24,883
Occupancy$24,705--$24,705
Pension Plan Contributions$12,596--$12,596
Other Expenses$11,200--$11,200
Information Technology$10,555--$10,555
All Other Expenses$8,952--$8,952
Royalties$3,260--$3,260
Fees for Services Accounting-$1,200-$1,200
Total Functional Expenses$1,316,403$121,518$0$1,437,921
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
2020-02-07
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
14
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 402 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYContributionsGrantsAmt043108
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt099499
IRS990/PYOtherExpensesAmt02040450
IRS990/PYOtherRevenueAmt0190048
IRS990/PYProgramServiceRevenueAmt02925785
IRS990/PYRevenuesLessExpensesAmt0609293
IRS990/PYSalariesCompEmpBnftPaidAmt0608697
IRS990/PYTotalExpensesAmt02649147
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03258440
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-319175
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt073795
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0896727
IRS990/RoyaltiesGrp/ProgramServicesAmt03260
IRS990/RoyaltiesGrp/TotalAmt03260
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt099534
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt099534
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01269931
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0916575
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt029041
IRS990ScheduleD/BuildingsGrp/BookValueAmt01477965
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0768077
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02246042
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt040257
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0114528
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0154785
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0384139
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0384139
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/TotalBookValueLandBuildingsAmt01907698
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/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
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06836038
IRS990/TotalAssetsEOYAmt06597973
IRS990/TotalAssetsGrp/BOYAmt06836038
IRS990/TotalAssetsGrp/EOYAmt06597973
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt038414
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121518
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01316403
IRS990/TotalFunctionalExpensesGrp/TotalAmt01437921
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013521
IRS990/TotalLiabilitiesEOYAmt012488
IRS990/TotalLiabilitiesGrp/BOYAmt013521
IRS990/TotalLiabilitiesGrp/EOYAmt012488
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06822517
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06585485
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01316403
IRS990/TotalProgramServiceRevenueAmt0785818
IRS990/TotalReportableCompFromOrgAmt074755
IRS990/TotalRevenueGrp/ExclusionAmt0183605
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0896727
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01118746
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06836038
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06597973
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06822517
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06585485
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02632 E THOMAS ROAD NO 200
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0850168220
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.ERICKSON-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY K ZEIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029566196
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-07
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/IPDt02020-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm017:38:44
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/PreparationDt02020-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLETTE KAMPS CPA
ReturnHeader/ReturnTs02020-02-10T20:57:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-04-01

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,597,973
Liabilities
$12,488
Net assets
$6,585,485
Revenue
$1,118,746
Expenses
$1,437,921
Net income
-$319,175
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

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