Civic Intelligence

Gary and Jeanette Herbert Foundation

990 • Fiscal year 2022 • EIN 84-3400544

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 30, 2023

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

99th percentile

961%

Faster asset growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

947%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,512,004

Up $2,275,197 (+961%) from 2021

Net Assets

Up

$2,512,004

Up $2,275,197 (+961%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$2,471,000

Up $2,235,001 (+947%) from 2021

Expenses

Down

$195,802

Down $389,019 (-67%) from 2021

Net Income

Up

$2,275,198

Up $2,624,020 (+752%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2022

Assets$2,512,004
Liabilities$0
Net Assets$2,512,004
Open 2022 Filing

Operations Trend

Revenue Growth99th 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

2022

Revenue$2,471,000
Expenses$195,802
Net Income$2,275,198
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 30, 2023
Return Version
2022v5.0
Gross Receipts
$2,471,000
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$236,806$2,512,004▲ $2,275,198
Rtn Earn Endowment Incm Other Fnds$236,806$2,512,004▲ $2,275,198
Total Assets$236,806$2,512,004▲ $2,275,198
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$236,806$2,512,004▲ $2,275,198
Total Liabilities and Net Assets / Fund Balance$236,806$2,512,004▲ $2,275,198
Compensation and Service Providers
Top Officer Pay39th 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
$2,471,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,471,000
Change in Net Assets
$2,275,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Professional Fundraising Fees$119,350
Total Fundraising Expense$119,350
Other Expenses$76,452
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$119,350$119,350
Fees for Services Other$68,549$15-$68,564
Fees for Services Legal-$3,500-$3,500
Office Expenses-$2,254-$2,254
Travel-$1,059-$1,059
Insurance-$650-$650
Fees for Services Accounting-$425-$425
Total Functional Expenses$68,549$7,903$119,350$195,802
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$119,350
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
Backup withholding compliance
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 7A

“Existing board members may remove current members or elect new members by majority vote”

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
2023-08-30
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
6

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

“Sponsored event 18,549 0 0 miscellaneous 0 15 0 herbert institute at uvu 50,000 0 0 total 68,549 15 0”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/ExplanationTxt3EXISTING BOARD MEMBERS MAY REMOVE CURRENT MEMBERS OR ELECT NEW MEMBERS BY MAJORITY VOTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 REVIEWED AND DISCUSSED IN BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUAL DISCUSSION AND REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COPIES MADE AVAILABLE IN RESPONSE TO MAILED REQUESTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SPONSORED EVENT 18,549 0 0 MISCELLANEOUS 0 15 0 HERBERT INSTITUTE AT UVU 50,000 0 0 TOTAL 68,549 15 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0236806
IRS990/TotalAssetsEOYAmt02512004
IRS990/TotalAssetsGrp/BOYAmt0236806
IRS990/TotalAssetsGrp/EOYAmt02512004
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02471000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0119350
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07903
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068549
IRS990/TotalFunctionalExpensesGrp/TotalAmt0195802
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0236806
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02512004
IRS990/TotalProgramServiceExpensesAmt068549
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02471000
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0236806
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02512004
IRS990/TravelGrp/ManagementAndGeneralAmt01059
IRS990/TravelGrp/TotalAmt01059
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05842 FONTAINE BLEU CIRCLE
IRS990/USAddress/CityNm0SALT LAKE CITY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084121
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD K HAWKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER, TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum08013185598
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-30
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD K HAWKINS
ReturnHeader/ReturnTs02023-10-04T18:31:16-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAWKINS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,512,004
Liabilities
$0
Net assets
$2,512,004
Revenue
$2,471,000
Expenses
$195,802
Net income
$2,275,198
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