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Governance Register
US nonprofit · EIN 953560037 · Phoenix, AZiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 953560037) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 March 2024: assets, liabilities, staff, website, telephone, pay.Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PF), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Milton H Erickson Foundation Inc's network

6 peoplei6 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.

The board

6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.
NameRole as filedSinceOn the board
Bernard TrenkleDirector2025
1 yr
Camillo LoriedoDirector2019
7 yrs
Helen EricksonDirector2018
8 yrs
J Charles TheisenCompany secretary2018
8 yrs
Jeffrey K ZeigPresident2018
8 yrs
Roxanna Erickson-KleinDirector2019
7 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 31 March 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Jeffrey K ZeigPresident5$84k
Helen EricksonDirector5$0
Roxanna Erickson-KleinDirector5$0
Camillo LoriedoDirector5$0
J Charles TheisenSecretary5$0
Bernhard TrenkleDirector5$0

About

Legal name
Milton H Erickson Foundation Inc
EIN
953560037
Address
2632 E Thomas Rd Ste 200, Phoenix, AZ, 85016-8220
State
Arizona
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. (as filed on the Form 990)
Activity (NTEE)
F800 Mental health and crisis intervention
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Mental Health & Crisis Intervention
Size band
8 (IRS master file code)
Formed
1980
Principal officer
Jeffrey K Zeig (as named on the Form 990)
IRS ruling date
1 June 1983
Status
Code 01 (unconditional exemption)
Form 990 filings on record
8, latest 2025
IRS Publication 78
PF (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsHelen Erickson
≥8years on the filingsJ Charles Theisen
≥8years on the filingsJeffrey K Zeig
≥7years on the filingsCamillo Loriedo

Latest return

year to 31 March 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 March 2024. US dollars, as filed.
Total assets
$11.4m
Total liabilities
$119k
Net assets or fund balances
$11.3m
Contributions and grants received
$17k
Program service revenue
$326k
Employees
9
Volunteers
5

Filed finances

2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$0$1.1mDeficit $1.1m
2023$1.2m$1m$184k

As filed on the IRS Form 990. US dollars.