Erikson Institute FY2020 filing

Tax-deductible

Chicago, IL501(c)(3)Since 1966EducationEIN 36-2593545Revenue $23.7M in FY2020

On file with the IRSerikson.edu451 N La Salle Dr, 60654-4510 · Chicago, ILTax-exempt since Oct 1966School — 170(b)(1)(A)(ii)

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Erikson is a leading institution of higher education that prepares professionals to address the urgent challenges facing young children, their families and communities. Our innovative programs, transformative research and impactful advocacy empower early childhood professionals to drive lasting change. Erikson strives to build a future where every child thrives.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$2.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $2.1M a year · 7% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.0M
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$38.9M
49% of total assets
Looks good: liabilities are 49% of assets; 50% or less.
Pt X · Ln 26
Independent board members
32
of 33 voting members
Looks good: 32 of 33 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$23.7M
Spent
$27.6M
To programs
79%
Net assets
$41.1M
By yearFY2020–FY2025
Revenue
$23.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$23.7M
FY2021$33.1M
FY2022$29.4M
FY2023$36.7M
FY2024$22.7M
FY2025$33.4M
Expenses
$27.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$27.6M
FY2021$26.2M
FY2022$25.5M
FY2023$26.1M
FY2024$30.5M
FY2025$30.7M
Net assets
$41.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$41.1M
FY2021$60.3M
FY2022$56.9M
FY2023$69.6M
FY2024$67.3M
FY2025$76.5M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1966.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $21.7M Management & general 17% · $4.7M Fundraising 4% · $1.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

43 people listed on the 990; $2.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$398,648Pt VII · Sec A
SR VP & Dean of Faculty
$223,530Pt VII · Sec A
VP for Finance & Operations, Chief Financial Officer
$208,245Pt VII · Sec A
Chief External Affairs Officer
$175,503Pt VII · Sec A
VP of Institutional Effectiveness and Planning
$154,255Pt VII · Sec A
Chief Information Officer
$153,834Pt VII · Sec A
$150,994Pt VII · Sec A
$140,900Pt VII · Sec A

Mariana Souto-Manning’s $645K as President is at the 95th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Mariana Souto-Manning$644,731$455,162$478,680$131,130——
Geoffrey Nagle——$187,092$240,554$373,943$398,648
Maura Daly$279,351$271,215$263,316$274,424$248,613$175,503
Patricia Lawson$234,432$227,761$221,250$261,208$219,709$208,245
Jie-Qi Chen$194,770$189,282$182,656$229,373$219,215$223,530
Pamela Epley$215,005$203,370$187,937$176,485——
Marcy Safyer————$185,654$134,671
Charles Chang———$145,236$165,972$154,255

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Equips professionals to ensure all children have fair chances to succeed.

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Provided by the organization

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3 programs · $21.7M · in their own filed words · FY2019
01

Academics

Through contemporary master's degree, doctoral degree, and graduate certificate programs, Erikson Institute prepares leaders in child development, social work, and early childhood education. We offer the most comprehensive, interdisciplinary understanding of children and families through classes on campus and online.

$11.3Mprogram expense
02

Direct Services

Erikson provides services directly to children and families, as well as consulting and training for the professionals who serve them. Erikson's Center for Children and Families provided intensive mental health services for nearly 640 children and families in the Chicagoland area in 2020 for 6442 hours of treatment-1540 of which were…

$7.5Mprogram expense
03

Research, Policy & Leadership

Erikson conducts research that bridges theory and practice, generating new knowledge that invigorates our academic courses, services, and programs, and improves life for children and families in Chicago and throughout the nation.

$2.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$2K
Grants paid · 33 grants · $15.9M · 2019–2024
Unitemized GrantFY2024$2,324,643
Sri InternationalFY2024$88,279
American Academy of PediatricsFY2024$57,905
University of IllinoisFY2024$55,000
University of DelawareFY2024$53,040
Illinois Action for ChildrenFY2024$52,770
Indigo Cultural Center INCFY2024$45,547
University of ChicagoFY2024$43,598
National Association for Family ChildcareFY2024$31,240
Unitemized GrantFY2023$2,633,347
ChaddockIL · FY2023$240,860
University of ChicagoIL · FY2023$136,011
Illinois Action for ChildrenIL · FY2023$134,313
Sri InternationalCA · FY2023$75,089
University of DelawareDE · FY2023$22,569
Unitemized GrantFY2022$1,284,438
Sri InternationalCA · FY2022$242,245
See all 33 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$23.7M
Ln 12
Gifts and grantsLn 1h$12.0M
Fees for servicesLn 2g$10.5M
Investment incomeLn 3$1.1M
Money outPt IX
$27.6M
Ln 25
Programscol B$21.7M
Managementcol C$4.7M
Fundraisingcol D$1.2M
Owns and owesPt X
$41.1M
net assets · Ln 32
Cash and savingsLn 1–2$7.4M
Total assetsLn 16$79.9M
LiabilitiesLn 26$38.9M
PeoplePt VI, VII
43
listed · VII A
PaidVII A11
Voting boardVI 1a33
IndependentVI 1b32
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$12.0M
Government grantsLn 1e$6.0M
Noncash giftsLn 1g$323K
Fundraising eventsLn 1c$1.3M
Fees for servicesLn 2g$10.5M
Investment incomeLn 3$1.1M
Other incomeLn 4–11$10K
Gains on assetsLn 7$480K
Total revenueLn 12$23.7M
Assets in detailPt X, end of year
CashLn 1$5.3M
SavingsLn 2$2.1M
Cash and savings togetherLn 1–2$7.4M
InvestmentsLn 11–13$43.4M
Land, buildings, equipmentLn 10c$21.9M
Other assetsLn 15$905K
Total assetsLn 16$79.9M
LiabilitiesLn 26$38.9M
Net assetsLn 32$41.1M
OperationsPt I, VI
EmployeesI 5258
VolunteersI 6199
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$5.0M$7.4M
InvestmentsLn 11–13$46.7M$43.4M
Land, buildings, equipmentLn 10c$22.8M$21.9M
Total assetsLn 16$81.8M$79.9M
LiabilitiesLn 26$33.4M$38.9M
Net assetsLn 32$48.4M$41.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$294K$294K
Grants to domestic individualsLn 2$2.6M$2.6M
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$1.5M$777K$530K$183K
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$12.4M$10.4M$1.5M$426K
Pension plan contributionsLn 8$682K$551K$101K$30K
Other employee benefitsLn 9$1.4M$1.1M$206K$61K
Payroll taxesLn 10$986K$796K$146K$43K
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$297K$9K$252K$36K
Accounting feesLn 11c$59K$0$59K$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$73K$73K
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$1.6M$766K$733K$132K
Advertising and promotionLn 12$255K$187K$51K$16K
Office expensesLn 13$444K$254K$178K$13K
Information technologyLn 14$531K$304K$208K$19K
RoyaltiesLn 15$5K$5K$0$0
OccupancyLn 16$790K$578K$201K$11K
TravelLn 17$296K$286K$8K$3K
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$438K$305K$34K$98K
InterestLn 20$1.3M$1.2M$162K$27K
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$939K$807K$113K$19K
InsuranceLn 23$187K$137K$48K$3K
Other expenses (24a–d)Ln 24$109K$108K$1K$160
All other expensesLn 24e$331K$215K$116K$125
Total functional expensesLn 25$27.6M$21.7M$4.7M$1.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $33.4M$30.7M$2.7M$76.5M 990 PDF
FY2024 $22.7M$30.5M−$7.8M$67.3M 990 PDF
FY2023 $36.7M$26.1M$10.6M$69.6M 990 PDF
FY2022 $29.4M$25.5M$3.9M$56.9M 990 PDF
FY2021 $33.1M$26.2M$6.9M$60.3M 990 PDF
FY2020 Viewing $23.7M$27.6M−$3.9M$41.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $23,706,409 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $14,214,178$12,038,095
I-9 Program service revenuePrior year $8,896,140$10,521,440
I-10 Investment incomePrior year $3,120,194$1,136,376
I-11 Other revenuePrior year $17,257$10,498
I-12 Total revenuePrior year $26,247,769$23,706,409
I-13 Grants and similar amounts paidPrior year $2,330,144$2,917,316
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $15,778,626$16,913,174
I-16a Professional fundraising feesPrior year $0$72,523
I-17 Other expensesPrior year $8,120,314$7,659,412
I-18 Total expensesPrior year $26,229,084$27,562,425
I-19 Revenue less expensesPrior year $18,685−$3,856,016
Part VI · Governance 32 of 33 board members independent, 1 to look at
VI-1a Voting members of the governing body33
VI-1b Independent voting members32
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $23,706,409 across 15 lines filed
Lines not itemized here account for $77,756 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$1,278,958
VIII-1d Related organizations$0
VIII-1e Government grants$5,981,200
VIII-1f All other contributions, gifts and grants$4,777,937
VIII-1g Noncash contributions (included above)$322,729
VIII-1h Total contributions, gifts and grants$12,038,095
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,521,440 · Unrelated business $0 · Excluded from tax $0$10,521,440
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $655,885$655,885
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $17,109$17,109
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $40,000$40,000
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $480,491$480,491
VIII-8 Net income from fundraising eventsExcluded from tax −$124,367−$124,367
VIII-12 Total revenueRelated to mission $10,599,196 · Unrelated business $0 · Excluded from tax $1,069,118$23,706,409
Part IX · Statement of functional expenses $27,562,425 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $294,476$294,476
IX-2 Grants to domestic individualsPrograms $2,622,840$2,622,840
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $777,064 · Management $529,975 · Fundraising $182,863$1,489,902
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $10,416,081 · Management $1,526,327 · Fundraising $426,162$12,368,570
IX-8 Pension plan contributionsPrograms $550,857 · Management $101,198 · Fundraising $29,972$682,027
IX-9 Other employee benefitsPrograms $1,119,961 · Management $205,749 · Fundraising $60,938$1,386,648
IX-10 Payroll taxesPrograms $796,390 · Management $146,305 · Fundraising $43,332$986,027
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $9,480 · Management $251,870 · Fundraising $36,125$297,475
IX-11c Accounting feesPrograms $0 · Management $58,823 · Fundraising $0$58,823
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $72,523$72,523
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $765,844 · Management $732,834 · Fundraising $132,031$1,630,709
IX-12 Advertising and promotionPrograms $187,468 · Management $51,358 · Fundraising $16,114$254,940
IX-13 Office expensesPrograms $253,951 · Management $177,633 · Fundraising $12,879$444,463
IX-14 Information technologyPrograms $304,065 · Management $207,777 · Fundraising $19,074$530,916
IX-15 RoyaltiesPrograms $5,489 · Management $0 · Fundraising $0$5,489
IX-16 OccupancyPrograms $577,916 · Management $200,578 · Fundraising $11,285$789,779
IX-17 TravelPrograms $285,624 · Management $7,800 · Fundraising $2,533$295,957
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $305,456 · Management $34,135 · Fundraising $98,308$437,899
IX-20 InterestPrograms $1,158,729 · Management $161,683 · Fundraising $26,947$1,347,359
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $807,127 · Management $112,622 · Fundraising $18,770$938,519
IX-23 InsurancePrograms $136,863 · Management $47,502 · Fundraising $2,673$187,038
IX-24 Other expenses (24a–d)Programs $107,742 · Management $1,085 · Fundraising $160$108,987
IX-24e All other expensesPrograms $214,616 · Management $116,318 · Fundraising $125$331,059
IX-25 Total functional expensesPrograms $21,698,039 · Management $4,671,572 · Fundraising $1,192,814$27,562,425
Part X · Balance sheet $79,908,682 assets, 23 lines filed
X-1 Cash, non-interest-bearingStart of year $2,618,088$5,305,227
X-2 Savings and temporary cash investmentsStart of year $2,419,097$2,112,639
X-3 Pledges and grants receivableStart of year $5,766,809$5,508,501
X-4 Accounts receivableStart of year $260,509$402,501
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $455,508$321,333
X-10c Land, buildings and equipment, netStart of year $22,802,858$21,945,665
X-11 Publicly traded securitiesStart of year $33,296,610$28,942,333
X-12 Other securitiesStart of year $13,359,184$14,465,620
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $831,767$904,863
X-16 Total assetsStart of year $81,810,430$79,908,682
X-17 Accounts payable and accrued expensesStart of year $1,503,071$1,515,460
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $533,920$224,409
X-20 Tax-exempt bond liabilitiesStart of year $25,020,119$25,035,417
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $6,331,997$12,078,216
X-26 Total liabilitiesStart of year $33,389,107$38,853,502
X-27 Net assets without donor restrictionsStart of year $14,831,118$10,400,533
X-28 Net assets with donor restrictionsStart of year $12,050,889$9,115,331
X-32 Total net assets or fund balancesStart of year $48,421,323$41,055,180
X-33 Total liabilities and net assetsStart of year $81,810,430$79,908,682
Part XI · Reconciliation of net assets $41,055,180 net assets at year end
XI-1 Total revenue$23,706,409
XI-2 Total expenses$27,562,425
XI-3 Revenue less expenses−$3,856,016
XI-4 Net assets at start of year$48,421,323
XI-5 Net unrealized gains (losses) on investments−$399,706
XI-7 Investment expenses−$479,359
XI-9 Other changes in net assets−$2,631,062
XI-10 Net assets at end of year$41,055,180

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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