Civic Intelligence

Hert Foundation

990EZ • Fiscal year 2023 • EIN 87-3897551

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 27, 2024

Organization ProfileN/A
PO Box 662Belgrade, MT 59714

(406) 570-9510

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

95th percentile

189%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

202%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$14,154

Up $9,264 (+189%) from 2022

Net Assets

Up

$14,154

Up $9,264 (+189%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Up

$15,400

Up $10,300 (+202%) from 2022

Expenses

Up

$6,136

Up $5,926 (+2822%) from 2022

Net Income

Up

$9,264

Up $4,374 (+89%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$40K$30K$20K$10K$0Assets 2022: $4,890Liabilities 2022: $0Net Assets 2022: $4,8902022Assets 2023: $14,154Liabilities 2023: $0Net Assets 2023: $14,1542023Assets 2024: $37,645Liabilities 2024: $0Net Assets 2024: $37,6452024

Highlighted filing

2023

Assets$14,154
Liabilities$0
Net Assets$14,154
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$30K$20K$10K$0Revenue 2022: $5,100Expenses 2022: $210Net Income 2022: $4,8902022Revenue 2023: $15,400Expenses 2023: $6,136Net Income 2023: $9,2642023Revenue 2024: $27,568Expenses 2024: $4,077Net Income 2024: $23,4912024

Highlighted filing

2023

Revenue$15,400
Expenses$6,136
Net Income$9,264
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 27, 2024
Return Version
2023v4.0
Gross Receipts
$15,400
Mission and Program Overview

Mission

The prupose of the hert foundation is to provide scholarships for training, funding and education of tow truck drivers in a multi-state area.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP FUNDRAISING$0$6,136
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON CEROVSKIExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Hert Foundation
EIN
87-3897551
Phone
4065709510
Address
PO BOX 662, BELGRADE, MT 59714

Signing Officer

Name
Donald Cerovski
Title
Executive Director
Phone
4065709210
Signed
2024-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Wj Kero Cpapc
Address
PO Box 16894, Missoula, MT 59808-6894
Phone
4065492288
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: BUSINESS EXPENSES. Amount: 214. Description: RENTAL. Amount: 109. Description: SOUTH DAKOTA CLASSES. Amount: 5,813. Total to Form 990-EZ, line 16: 6,136.”

Raw XML Appendix129 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DON CEROVSKI
IRS990EZ/BooksInCareOfDetail/PhoneNum04065709510
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 662
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELGRADE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059714
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04890
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014154
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015400
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09264
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04890
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014154
IRS990EZ/GrossReceiptsAmt015400
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04890
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014154
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04890
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014154
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DON CEROVSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06136
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRUPOSE OF THE HERT FOUNDATION IS TO PROVIDE SCHOLARSHIPS FOR TRAINING, FUNDING AND EDUCATION OF TOW TRUCK DRIVERS IN A MULTI-STATE AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP FUNDRAISING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06136
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06136
IRS990EZ/TotalProgramServiceExpensesAmt06136
IRS990EZ/TotalRevenueAmt015400
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020500
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt020500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05100
IRS990ScheduleA/Total509Grp/TotalAmt020500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05100
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020500
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: BUSINESS EXPENSES. Amount: 214. Description: RENTAL. Amount: 109. Description: SOUTH DAKOTA CLASSES. Amount: 5,813. Total to Form 990-EZ, line 16: 6,136.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD CEROVSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04065709210
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERT
ReturnHeader/Filer/EIN0873897551
ReturnHeader/Filer/PhoneNum04065709510
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 662
ReturnHeader/Filer/USAddress/CityNm0BELGRADE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059714
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463055005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WJ KERO CPAPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 16894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Missoula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0598086894
ReturnHeader/PreparerPersonGrp/PhoneNum04065492288
ReturnHeader/ReturnTs02024-02-28T17:26:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CEROVSKI
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,154
Liabilities
$0
Net assets
$14,154
Revenue
$15,400
Expenses
$6,136
Net income
$9,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$27.6$4.08$23.5
2023Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$15.4$6.14$9.26
2022Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$5.10$0.21$4.89