Nonprofit · EIN 95-3560037
MILTON H ERICKSON FOUNDATION INC
Tax-exempt · PHOENIX, AZ 85016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $1,283,864 | $1,190,879 | $92,985 | $10,122,329 | $88,517 | $10,033,812 |
| March 31, 2025 | 990-PF | $1,411,576 | $1,117,729 | $293,847 | $10,002,391 | $102,298 | $9,900,093 |
| March 31, 2024 | 990 | $1,211,219 | $1,027,509 | $183,710 | $11,371,183 | $118,593 | $11,252,590 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $8,214
- Dividends
- $259,897
- Interest
- $3
- Net rental income
- $324,277
- Net gain from sales of assets
- $216,273
- Other income
- $419,862
Expenses
- Grants and similar amounts paid
- $2,000
- Compensation of officers, directors and key employees
- $93,860
- Salaries, compensation and benefits (total)
- $393,839
- Disbursements for charitable purposes
- $711,468
- Excise tax on investment income
- $7,585
Balance sheet and other
- Total assets, start of year
- $10,002,391
- Total assets, end of year
- $10,122,329
- Total liabilities, end of year
- $88,517
- Net assets, end of year
- $10,033,812
- Fair market value of assets
- $14,783,365
- Qualifying distributions
- $711,468
- Net investment income
- $800,450
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACEY MOORE 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | BUSINESS/FINANCE MAN Highest-paid employee | 40 | $95,377 | $2,966 |
| JEFFREY K ZEIG 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | PRESIDENT | 40 | $84,873 | $2,555 |
| SAMANTHA JAROS 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | MKTG SPEC./OPERATION Highest-paid employee | 40 | $70,826 | $1,379 |
| JOSEPH CIARAMITARO 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | VIDEO PRODUCTION MAN Highest-paid employee | 40 | $67,068 | $1,006 |
| SARAH CLINEBELL 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | ARCHIVIST Highest-paid employee | 40 | $61,486 | $718 |
| CHASE HARPER 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | AV SPECIALIST Highest-paid employee | 40 | $58,090 | $0 |
| HELEN ERICKSON 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | CHAIRMAN | 5 | $0 | $0 |
| CAMILLO LORIEDO 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | VICE CHAIR | 5 | $0 | $0 |
| BERNARD TRENKLE 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | DIRECTOR | 5 | $0 | $0 |
| ROXANNA ERICKSON-KLEIN 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | SECRETARY/TREASURER | 5 | $0 | $0 |
| J CHARLES THEISEN 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | SECRETARY (THRU APRIL 2025) | 5 | $0 | $0 |
990-PF for the year ended March 31, 2025: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACEY MOORE 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | BUSINESS/FINANCE MAN Highest-paid employee | 40 | $89,466 | $0 |
| JEFFREY K ZEIG 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | PRESIDENT | 40 | $85,168 | $1,416 |
| SAMANTHA JAROS 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | MKTG SPEC./OPERATION Highest-paid employee | 40 | $65,862 | $0 |
| JOSEPH CIARAMITARO 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | VIDEO PRODUCTION MAN Highest-paid employee | 40 | $62,682 | $0 |
| MARY MCGANN 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | EDITOR/PROJECT SPECI Highest-paid employee | 40 | $58,181 | $0 |
| SARAH CLINEBELL 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | ARCHIVIST Highest-paid employee | 40 | $56,834 | $0 |
| HELEN ERICKSON 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | DIRECTOR | 5 | $0 | $0 |
| ROXANNA ERICKSON-KLEIN 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | DIRECTOR | 5 | $0 | $0 |
| CAMILLO LORIEDO 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | DIRECTOR | 5 | $0 | $0 |
| BERNARD TRENKLE 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | DIRECTOR | 5 | $0 | $0 |
| J CHARLES THEISEN 2632 E THOMAS RD SUITE 200, PHOENIX, AZ 85016 | SECRETARY | 5 | $0 | $0 |
990 for the year ended March 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY K ZEIG | PRESIDENT Trustee or director, Officer | 5 | $83,642 |
| HELEN ERICKSON | DIRECTOR Trustee or director | 5 | $0 |
| ROXANNA ERICKSON-KLEIN | DIRECTOR Trustee or director | 5 | $0 |
| CAMILLO LORIEDO | DIRECTOR Trustee or director | 5 | $0 |
| J CHARLES THEISEN | SECRETARY Trustee or director, Officer | 5 | $0 |
| BERNHARD TRENKLE | DIRECTOR Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 2632 E THOMAS RD STE 200, PHOENIX, AZ 85016-8220
- Signed the 990-PF
- JEFFREY K ZEIG, PRESIDENT
- Phone
- (602) 956-6196
- Website
- WWW.ERICKSON-FOUNDATION.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3560037
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1983
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Mental health and crisis intervention (F800)
- Assets (IRS master file)
- $10,122,329
- Income (IRS master file)
- $3,606,063
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $1,283,864 | $1,190,879 | $10,122,329 | XML |
| 990-PF | March 2025 | $1,411,576 | $1,117,729 | $10,002,391 | XML |
| 990 | March 2024 | $1,211,219 | $1,027,509 | $11,371,183 | XML |
| 990 | March 2023 | $862,871 | $1,041,417 | $10,577,280 | IRS |
| 990 | March 2022 | $1,537,870 | $1,169,905 | $10,654,904 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3560037).
Questions about MILTON H ERICKSON FOUNDATION INC
- What is the EIN of MILTON H ERICKSON FOUNDATION INC?
- The employer identification number (EIN) of MILTON H ERICKSON FOUNDATION INC is 95-3560037.
- Is MILTON H ERICKSON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to MILTON H ERICKSON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILTON H ERICKSON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILTON H ERICKSON FOUNDATION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILTON H ERICKSON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of MILTON H ERICKSON FOUNDATION INC?
- The 990-PF for the year ended March 31, 2026 lists 11 people; 6 received compensation from the organization, the highest $95,377 (STACEY MOORE, BUSINESS/FINANCE MAN).
- How much revenue does MILTON H ERICKSON FOUNDATION INC have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $1,283,864, expenses of $1,190,879 and total assets of $10,122,329 at year end.
Other nonprofits in PHOENIX
- SOUTHWEST BEHAVIORAL HEALTH SERVICES INC EIN 86-0290033 · last filed 990 for 2025
- CROSSROADS INC EIN 86-0182987 · last filed 990 for 2024
- VALLE DEL SOL INC EIN 86-0251255 · last filed 990 for 2025
- NATIVE AMERICAN CONNECTIONS INC EIN 86-0293585 · last filed 990 for 2025
- CENTER FOR HEALTH AND RECOVERY EIN 86-0667217 · last filed 990 for 2025
- OPEN SKIES HEALTHCARE INC EIN 46-3192208 · last filed 990 for 2025
- TOLOVEONEANOTHER EIN 83-4378968 · last filed 990 for 2025
- GRACE SOBER LIVING EIN 85-3680658 · last filed 990 for 2024
All nonprofits in PHOENIX · Arizona · Mental health and crisis intervention