Civic Intelligence

Gary and Jeanette Herbert Foundation

990 • Fiscal year 2023 • EIN 84-3400544

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 05, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-261%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

2nd percentile

-49%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-81%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,276,710

Down $1,235,294 (-49%) from 2022

Net Assets

Down

$1,276,710

Down $1,235,294 (-49%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$473,500

Down $1,997,500 (-81%) from 2022

Expenses

Up

$1,708,794

Up $1,512,992 (+773%) from 2022

Net Income

Down

-$1,235,294

Down $3,510,492 (-154%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2023

Assets$1,276,710
Liabilities$0
Net Assets$1,276,710
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$473,500
Expenses$1,708,794
Net Income-$1,235,294
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 5, 2024
Return Version
2023v5.0
Gross Receipts
$473,500
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
Rtn Earn Endowment Incm Other Fnds$2,512,004$1,276,710▼ $1,235,294
Cash and Non-Interest-Bearing Accounts$2,512,004$776,710▼ $1,735,294
Savings and Temporary Cash Investments-$500,000-
Total Assets$2,512,004$1,276,710▼ $1,235,294
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,512,004$1,276,710▼ $1,235,294
Total Liabilities and Net Assets / Fund Balance$2,512,004$1,276,710▼ $1,235,294
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
$473,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$473,500
Change in Net Assets
$-1,235,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,575,000
Professional Fundraising Fees$105,550
Total Fundraising Expense$105,550
Other Expenses$28,244
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,575,000--$1,575,000
Fees for Services Professional Fundraising--$105,550$105,550
Fees for Services Other$15,183$9,061-$24,244
Fees for Services Legal-$4,000-$4,000
Total Functional Expenses$1,590,183$13,061$105,550$1,708,794
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Herbert Inst at Uvu FoundationOrem, UT501(c)Affiliate Agreement$1,575,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$105,550
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
2024-09-05
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”

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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/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
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD K HAWKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER, TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum08013185598
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-05
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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/PreparationDt02024-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD K HAWKINS
ReturnHeader/ReturnTs02024-10-24T11:14:02-04:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,276,710
Liabilities
$0
Net assets
$1,276,710
Revenue
$473,500
Expenses
$1,708,794
Net income
-$1,235,294
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