Civic Intelligence

Gary and Jeanette Herbert Foundation

990 • Fiscal year 2021 • EIN 84-3400544

Jan 01, 2021 to Dec 31, 2021 • Filed on May 14, 2022

Organization Profile
5842 Fontaine Bleu CircleSalt Lake City, UT 84121

(801) 318-5598

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-148%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

7th percentile

-60%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-16%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$236,807

Down $348,822 (-60%) from 2020

Net Assets

Down

$236,807

Down $348,822 (-60%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin6th percentile

Revenue

Down

$235,999

Down $45,326 (-16%) from 2020

Expenses

Up

$584,821

Up $571,722 (+4365%) from 2020

Net Income

Down

-$348,822

Down $617,048 (-230%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $317,403Liabilities 2019: $0Net Assets 2019: $317,4032019Assets 2020: $585,629Liabilities 2020: $0Net Assets 2020: $585,6292020Assets 2021: $236,807Liabilities 2021: $0Net Assets 2021: $236,8072021Assets 2022: $2,512,004Liabilities 2022: $0Net Assets 2022: $2,512,0042022Assets 2023: $1,276,710Liabilities 2023: $0Net Assets 2023: $1,276,7102023Assets 2024: $1,518,131Liabilities 2024: $0Net Assets 2024: $1,518,1312024

Highlighted filing

2021

Assets$236,807
Liabilities$0
Net Assets$236,807
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: $321,239Expenses 2019: $3,836Net Income 2019: $317,4032019Revenue 2020: $281,325Expenses 2020: $13,099Net Income 2020: $268,2262020Revenue 2021: $235,999Expenses 2021: $584,821Net Income 2021: -$348,8222021Revenue 2022: $2,471,000Expenses 2022: $195,802Net Income 2022: $2,275,1982022Revenue 2023: $473,500Expenses 2023: $1,708,794Net Income 2023: -$1,235,2942023Revenue 2024: $360,376Expenses 2024: $118,955Net Income 2024: $241,4212024

Highlighted filing

2021

Revenue$235,999
Expenses$584,821
Net Income-$348,822
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 14, 2022
Return Version
2021v4.0
Gross Receipts
$235,999
Mission and Program Overview

Mission

The mission of the gary and jeanette herbert foundation is to educate, raise awareness, and promote understanding of the fundamental governing principles of our democratic republic. The foundation will perform its mission by: - sponsoring educational efforts to expand public understanding of individual liberties, civic engagement, free market principles, and appropriate government functions - promoting meaningful discourse of the roles of federal and state governments without regard to political affiliations - supporting the efforts of the herbert center for public policy at utah valley university

The mission of the gary and jeanette herbert foundation is to educate, raise awareness, and promote understanding of the fundamental governing principles of our democratic republic. The foundation will perform its mission by: - sponsoring educational efforts to expand public understanding of individual liberties, civic engagement, free market principles, and appropriate government functions - promoting meaningful discourse of the roles of federal and state governments without regard to political affiliations - supporting the efforts of the herbert institute for public policy at utah valley university

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$585,629$236,807▼ $348,822
Rtn Earn Endowment Incm Other Fnds$585,629$236,807▼ $348,822
Total Assets$585,629$236,807▼ $348,822
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$585,629$236,807▼ $348,822
Total Liabilities and Net Assets / Fund Balance$585,629$236,807▼ $348,822
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Gary R HerbertBoard Chair,
Amy Rees AndersonBoard Member
Gregory S BellBoard Member
Jeanette HerbertBoard Member
Ronald K HawkinsBoard Member
Laura MillerCorp Secreta
Revenue and Support

Revenue Composition

Contributions and Grants
$235,999
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$235,999
Change in Net Assets
$-348,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$584,821
Total Fundraising Expense$70,406
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$509,578$692$70,406$580,676
Fees for Services Legal-$4,145-$4,145
Total Functional Expenses$509,578$4,837$70,406$584,821
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
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, Page 6, Part VI, Line 2

“Gary r. Herbert jeanette s herbert board chair board member spouse”

Form 990, Page 6, Part VI, Line 11B

“Form 990 reviewed and discussed in board meeting”

Form 990, Page 6, Part VI, Line 12C

“Annual discussion and review”

Form 990, Page 6, Part VI, Line 19

“Copies made available in response to mailed requests”

Filing and Contact Details

Filer

Filer Name
Gary & Jeanette Herbert Foundation
EIN
84-3400544
Phone
8013185598
Address
5842 FONTAINE BLEU CIRCLE, SALT LAKE CITY, UT 84121

Signing Officer

Name
Ronald K Hawkins
Title
Board Member, Treas
Phone
8013185598
Signed
2022-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary R Herbert
Formed
2019
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Mycpa Accounting & Advisory Services LLC
Address
5252 EDGEWOOD DR STE 100, PROVO, UT 84604
Preparer
Ronald K Hawkins
Phone
8017546301
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the gary and jeanette herbert foundation is to educate, raise awareness, and promote understanding of the fundamental governing principles of our democratic republic. The foundation will perform its mission by: - sponsoring educational efforts to expand public understanding of individual liberties, civic engagement, free market principles, and appropriate government functions - promoting meaningful discourse of the roles of federal and state governments without regard to political affiliations - supporting the efforts of the herbert institute for public policy at utah valley university”

Form 990, Page 1, Part I, Line 6

“Services to board and organizing events without compensation”

Form 990, Part IX, Line 11G

“Governor tribute video 8,000 0 0 contract services 0 0 70,406 insurance 0 650 0 sponsored event 1,578 0 0 miscellaneous 0 42 0 herbert institute at uvu 500,000 0 0 total 509,578 692 70,406”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE GARY AND JEANETTE HERBERT FOUNDATION IS TO EDUCATE, RAISE AWARENESS, AND PROMOTE UNDERSTANDING OF THE FUNDAMENTAL GOVERNING PRINCIPLES OF OUR DEMOCRATIC REPUBLIC. THE FOUNDATION WILL PERFORM ITS MISSION BY: - SPONSORING EDUCATIONAL EFFORTS TO EXPAND PUBLIC UNDERSTANDING OF INDIVIDUAL LIBERTIES, CIVIC ENGAGEMENT, FREE MARKET PRINCIPLES, AND APPROPRIATE GOVERNMENT FUNCTIONS - PROMOTING MEANINGFUL DISCOURSE OF THE ROLES OF FEDERAL AND STATE GOVERNMENTS WITHOUT REGARD TO POLITICAL AFFILIATIONS - SUPPORTING THE EFFORTS OF THE HERBERT INSTITUTE FOR PUBLIC POLICY AT UTAH VALLEY UNIVERSITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SERVICES TO BOARD AND ORGANIZING EVENTS WITHOUT COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GARY R. HERBERT JEANETTE S HERBERT BOARD CHAIR BOARD MEMBER SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 REVIEWED AND DISCUSSED IN BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL DISCUSSION AND REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES MADE AVAILABLE IN RESPONSE TO MAILED REQUESTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNOR TRIBUTE VIDEO 8,000 0 0 CONTRACT SERVICES 0 0 70,406 INSURANCE 0 650 0 SPONSORED EVENT 1,578 0 0 MISCELLANEOUS 0 42 0 HERBERT INSTITUTE AT UVU 500,000 0 0 TOTAL 509,578 692 70,406
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD K HAWKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER, TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum08013185598
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARY & JEANETTE HERBERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GARY
ReturnHeader/Filer/EIN0843400544
ReturnHeader/Filer/PhoneNum08013185598
ReturnHeader/Filer/USAddress/AddressLine1Txt05842 FONTAINE BLEU CIRCLE
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084121
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832237794
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MYCPA ACCOUNTING & ADVISORY SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05252 EDGEWOOD DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084604
ReturnHeader/PreparerPersonGrp/PhoneNum08017546301
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD K HAWKINS
ReturnHeader/ReturnTs02022-05-12T12:57:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAWKINS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$236,807
Liabilities
$0
Net assets
$236,807
Revenue
$235,999
Expenses
$584,821
Net income
-$348,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.36$0.12$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.47$1.71$1.24
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$2.47$0.20$2.28
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.24$0.58$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.28$0.01$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.32$0.00$0.32