Civic Intelligence

The Herget Foundation

990PF • Fiscal year 2023 • EIN 52-1578621

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization Profile
95 Mineral LaneDahlonega, GA 30533

(904) 891-9182

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

100th percentile

1519%

Faster asset growth than 100% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

2490%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,967,129

Up $5,598,562 (+1519%) from 2022

Net Assets

Up

$5,967,129

Up $5,598,562 (+1519%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin98th percentile

Revenue

Up

$5,194,563

Up $4,994,001 (+2490%) from 2022

Expenses

Down

$64,981

Down $143,669 (-69%) from 2022

Net Income

Up

$5,129,582

Up $5,137,670 (+63522%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $157,100Liabilities 2011: $02011Assets 2012: $167,650Liabilities 2012: $02012Assets 2013: $183,050Liabilities 2013: $0Net Assets 2013: $183,0502013Assets 2014: $205,950Liabilities 2014: $02014Assets 2015: $273,481Liabilities 2015: $02015Assets 2016: $212,224Liabilities 2016: $0Net Assets 2016: $212,2242016Assets 2018: $277,322Liabilities 2018: $0Net Assets 2018: $277,3222018Assets 2019: $257,247Liabilities 2019: $0Net Assets 2019: $257,2472019Assets 2020: $290,678Liabilities 2020: $0Net Assets 2020: $290,6782020Assets 2021: $376,656Liabilities 2021: $0Net Assets 2021: $376,6562021Assets 2022: $368,567Liabilities 2022: $0Net Assets 2022: $368,5672022Assets 2023: $5,967,129Liabilities 2023: $0Net Assets 2023: $5,967,1292023Assets 2024: $9,594,223Liabilities 2024: $0Net Assets 2024: $9,594,2232024

Highlighted filing

2023

Assets$5,967,129
Liabilities$0
Net Assets$5,967,129
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $37,050Expenses 2011: $20,800Net Income 2011: $16,2502011Revenue 2012: $24,500Expenses 2012: $13,950Net Income 2012: $10,5502012Revenue 2013: $24,550Expenses 2013: $9,150Net Income 2013: $15,4002013Revenue 2014: $99,250Expenses 2014: $76,350Net Income 2014: $22,9002014Revenue 2015: $120,000Expenses 2015: $50,970Net Income 2015: $69,0302015Revenue 2016: $106,067Expenses 2016: $167,324Net Income 2016: -$61,2572016Revenue 2018: $100,000Expenses 2018: $58,100Net Income 2018: $41,9002018Revenue 2019: $100,000Expenses 2019: $122,308Net Income 2019: -$22,3082019Revenue 2020: $100,000Expenses 2020: $66,793Net Income 2020: $33,2072020Revenue 2021: $112,770Expenses 2021: $26,796Net Income 2021: $85,9742021Revenue 2022: $200,562Expenses 2022: $208,650Net Income 2022: -$8,0882022Revenue 2023: $5,194,563Expenses 2023: $64,981Net Income 2023: $5,129,5822023Revenue 2024: $159,223Expenses 2024: $348,947Net Income 2024: -$189,7242024

Highlighted filing

2023

Revenue$5,194,563
Expenses$64,981
Net Income$5,129,582
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA NIQUETTEPresident-$0--
STACEY TAYLORVice President-$0--
KELLY SPILMANTrustee-$0--
SHEILA HERGETTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHOLARSHIP FOUNDATION OF INDIAN RIVER COUNTY INCGEN FUNDPCVERO BEACH, FL, US$25,000
Paid GrantHIGH POINT UNIVERSITYGEN FUNDPCHIGH POINT, NC, US$20,000
Paid GrantGILCHRIST HOSPICE CARE INCGEN FUNDPCHUNT VALLEY, MD, US$5,000
Filing and Contact Details

Filer

Filer Name
The Herget Foundation
EIN
52-1578621
Phone
9048919182
Address
95 MINERAL LANE, DAHLONEGA, GA 30533

Signing Officer

Name
Melissa Niquette
Title
President
Phone
9048919182
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
4004 SUMMIT BLVD NE SUITE 800, ATLANTA, GA 30319
Preparer
Robert a Steinhardt
Phone
7703948000
Raw XML Appendix346 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03118047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1375144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0RBC WEALTH MANAGEMENT MARKETABLE SECURITIES - ACCT #6214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1RBC WEALTH MANAGEMENT MARKETABLE SECURITIES - ACCT #6212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03118047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1375144
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030068
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-416217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-5517
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RBC #6214 LT
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0468980
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0226162
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0226162
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0226162
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0226580
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02013369
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MELISSA NIQUETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STACEY TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KELLY SPILMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHEILA HERGET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt195 MINERAL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt295 MINERAL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt395 MINERAL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DAHLONEGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DAHLONEGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DAHLONEGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DAHLONEGA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2GA
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MELISSA NIQUETTE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt095 MINERAL LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DAHLONEGA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ONE UNIVERSITY PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1820
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HIGH POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VERO BEACH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0226162
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt061340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0118874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt050569
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0279056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0202928
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021507
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054621
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0455218
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DAHLONEGA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030533
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MARKETABLE SECURITIES
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS OR LOSSES ON MARKETABLE SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012581
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012581
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA NIQUETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09048919182
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HERGET FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERG
ReturnHeader/Filer/EIN0521578621
ReturnHeader/Filer/PhoneNum09048919182
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ReturnHeader/Filer/USAddress/CityNm0DAHLONEGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030533
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04004 SUMMIT BLVD NE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030319
ReturnHeader/PreparerPersonGrp/PhoneNum07703948000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A STEINHARDT
ReturnHeader/ReturnTs02024-11-12T11:27:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,967,129
Liabilities
$0
Net assets
$5,967,129
Revenue
$5,194,563
Expenses
$64,981
Net income
$5,129,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.16$0.35$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$5.19$0.06$5.13
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.20$0.21$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.11$0.03$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.10$0.07$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.10$0.12$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.10$0.06$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.11$0.17$0.06
2015Summary only. Only limited summary data is available for this year.$0.27$0.00$0.12$0.05$0.07
2014Summary only. Only limited summary data is available for this year.$0.21$0.00$0.10$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02$0.01$0.02
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.02$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.04$0.02$0.02