Civic Intelligence

Milton H Erickson Foundation Inc.

990 • Fiscal year 2022 • EIN 95-3560037

Apr 01, 2021 to Mar 31, 2022 • Filed on Jan 27, 2023

Organization ProfileWWW.ERICKSON-FOUNDATION.ORG

View Organization Page

2632 E Thomas Road 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

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.12x

Higher debt load relative to revenue than 35% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$80,027

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

58th percentile

3.3%

Faster asset growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-16%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,654,904

Up $342,284 (+3.3%) from 2021

Net Assets

Up

$10,473,303

Up $575,554 (+5.8%) from 2021

Liabilities

Down

$181,601

Down $233,270 (-56%) from 2021

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin75th percentile

Revenue

Down

$1,537,870

Down $288,272 (-16%) from 2021

Expenses

Up

$1,169,905

Up $175,774 (+18%) from 2021

Net Income

Down

$367,965

Down $464,046 (-56%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2022

Assets$10,654,904
Liabilities$181,601
Net Assets$10,473,303
Open 2022 Filing

Operations Trend

Revenue Growth21st 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

2022

Revenue$1,537,870
Expenses$1,169,905
Net Income$367,965
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jan 27, 2023
Return Version
2021v4.2
Gross Receipts
$3,753,590
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$7,279,926$7,897,079▲ $617,153
Land, Buildings, and Equipment, Net$2,135,287$2,048,809▼ $86,478
Savings and Temporary Cash Investments$601,925$300,059▼ $301,866
Cash and Non-Interest-Bearing Accounts$195,365$242,842▲ $47,477
Inventories for Sale or Use$62,802$62,802→ $0
Prepaid Expenses and Deferred Charges-$4,779-
Accounts Receivable$750--
Total Assets$10,312,620$10,654,904▲ $342,284
Other Assets Total$36,565$98,534▲ $61,969
Liabilities
Unsecured Notes Loans Payable$218,366--
Deferred Revenue$128,788$125,603▼ $3,185
Other Liabilities$34,995$32,370▼ $2,625
Accounts Payable and Accrued Expenses$32,722$23,628▼ $9,094
Total Liabilities$414,871$181,601▼ $233,270
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,897,749$10,473,303▲ $575,554
Total Net Assets Fund Balance$9,897,749$10,473,303▲ $575,554
Total Liabilities and Net Assets / Fund Balance$10,312,620$10,654,904▲ $342,284

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,835,747$845,166$2,680,913
Leasehold Improvements$185,256$203,187$388,443
Equipment$27,806$158,856$186,662
Other Land Buildings$0$38,511$38,511
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey K ZeigPresidentPT$80,027$80,027

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$342,263
Program Service Revenue
$532,069
Investment Income
$211,808
Other Revenue
$451,730
All Other Contributions
$123,897
Change in Net Assets
$367,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$697,750
Other Expenses$472,155
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$519,186--$519,186
Depreciation Depletion$103,913--$103,913
Current Officers, Directors, Trustees, and Key Employees-$77,811-$77,811
Fees for Service Investment Mgmnt Fees-$52,180-$52,180
Other Employee Benefits$51,661--$51,661
Payroll Taxes$38,602$5,785-$44,387
Office Expenses$43,612--$43,612
Advertising$41,213--$41,213
Occupancy$31,068--$31,068
Fees for Services Other$23,723--$23,723
Fees for Services Accounting-$19,919-$19,919
All Other Expenses$19,770--$19,770
Royalties$17,421--$17,421
Other Expenses$12,142--$12,142
Information Technology$11,282--$11,282
Insurance$6,215$2,067-$8,282
Pension Plan Contributions$4,705--$4,705
Fees for Services Legal-$180-$180
Total Functional Expenses$1,011,963$157,942$0$1,169,905
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$20,184
Deferred Rent Income$12,186
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.”

Filing and Contact Details

Filer

Filer Name
The Milton H Erickson Foundation Inc
EIN
95-3560037
Phone
6029566196
Address
2632 E THOMAS ROAD 200, PHOENIX, AZ 85016-8220

Signing Officer

Name
Jeffrey K Zeig
Title
President
Phone
6029566196
Signed
2023-01-27
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
11
Volunteers
5

Preparer

Firm
Baker Tilly US Llp
Address
2055 E WARNER RD STE 101, TEMPE, AZ 85284
Preparer
Colette Kamps CPA
Phone
4808394900
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 454 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/OtherExpensesGrp/TotalAmt312142
IRS990/OtherLiabilitiesGrp/BOYAmt034995
IRS990/OtherLiabilitiesGrp/EOYAmt032370
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0GAIN ON SALE OF CONFERENCE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0200000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0200000
IRS990/OtherRevenueTotalAmt0200000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0519186
IRS990/OtherSalariesAndWagesGrp/TotalAmt0519186
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05785
IRS990/PayrollTaxesGrp/ProgramServicesAmt038602
IRS990/PayrollTaxesGrp/TotalAmt044387
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04705
IRS990/PensionPlanContributionsGrp/TotalAmt04705
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04779
IRS990/PrincipalOfficerNm0JEFFREY K ZEIG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS AND WORKSHOPS
IRS990/ProgramServiceRevenueGrp/Desc1ARCHIVES AND NEWSLETTERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0529819
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0529819
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09207
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0741083
IRS990/PYOtherExpensesAmt0381339
IRS990/PYOtherRevenueAmt0423905
IRS990/PYProgramServiceRevenueAmt0651947
IRS990/PYRevenuesLessExpensesAmt0832011
IRS990/PYSalariesCompEmpBnftPaidAmt0612792
IRS990/PYTotalExpensesAmt0994131
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01826142
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0367965
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0145186
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0638613
IRS990/RoyaltiesGrp/ProgramServicesAmt017421
IRS990/RoyaltiesGrp/TotalAmt017421
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt040831
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt040831
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0601925
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0300059
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0342263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0446357
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0468930
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0468868
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0429509
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0109810
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt099499
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01576616
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0597782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0689724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0410813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0797193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02945705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05441217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0468930
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0468868
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0429509
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0109810
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt099499
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01576616
IRS990ScheduleA/InvestmentIncomeCYPct00.21120
IRS990ScheduleA/InvestmentIncomePYPct00.15270
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78880
IRS990ScheduleA/PublicSupportPY509Pct00.84730
IRS990ScheduleA/PublicSupportTotal509Amt05887574
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0940045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0698931
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0424178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0835607
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02988813
IRS990ScheduleA/Total509Grp/TotalAmt05887574
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01408975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01167799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0853702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0945417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03088312
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07464205
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01835747
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0845166
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02680913
IRS990ScheduleD/EquipmentGrp/BookValueAmt027806
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0158856
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0186662
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0185256
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0203187
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0388443
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt038511
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038511
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt120184
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02048809
IRS990ScheduleD/TotalLiabilityAmt032370
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 PROCESS HAS NOT CHANGED FROM THE PRIOR 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 PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010312620
IRS990/TotalAssetsEOYAmt010654904
IRS990/TotalAssetsGrp/BOYAmt010312620
IRS990/TotalAssetsGrp/EOYAmt010654904
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0342263
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0157942
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01011963
IRS990/TotalFunctionalExpensesGrp/TotalAmt01169905
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0414871
IRS990/TotalLiabilitiesEOYAmt0181601
IRS990/TotalLiabilitiesGrp/BOYAmt0414871
IRS990/TotalLiabilitiesGrp/EOYAmt0181601
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09897749
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010473303
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01011963
IRS990/TotalProgramServiceRevenueAmt0532069
IRS990/TotalReportableCompFromOrgAmt080027
IRS990/TotalRevenueGrp/ExclusionAmt0556994

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,654,904
Liabilities
$181,601
Net assets
$10,473,303
Revenue
$1,537,870
Expenses
$1,169,905
Net income
$367,965
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
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