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Hertog Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.79M (2024)

Expenses
$2.54M (2024)

Total Assets
$13.2M (2024)

Total Liabilities
$18.7k (2024)

Years with missing data
Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Feb.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,787,048
Expenses
$2,539,629
Net Income
$6,247,419
Net Assets
$13,157,940
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,632,706
52.7%
Interest Revenue $54
0.0%
Dividends $290,262
3.3%
Sales of Assets $3,864,026
44.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,381,426
93.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,176,686
Total Liabilities $18,746
Net Assets $13,157,940
Compensation
Key Employees and Officers Compensation Other
Cheryl Miller (Program Director) $201,667 $0
Melanie Chakmakjian (Executive Assistant) $145,833 $13,942
Jillian Raquet (Executive Assistant) $80,833 $13,942
Mcgovern James (Driver) $75,000 $0
Shurtz Jessica Montgomery (Program Manager) $60,833 $11,856
Roger Hertog (Director, President & Treasurer) $0 $0
Susan Hertog (Director, Secretary) $0 $0

Document Links

Fiscal Year Ending Feb.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$718,496
Expenses
$2,317,713
Net Income
-$1,599,217
Net Assets
$9,821,831
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $54
0.0%
Dividends $200,447
27.9%
Sales of Assets $517,995
72.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,197,147
94.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,830,677
Total Liabilities $8,846
Net Assets $9,821,831
Compensation
Key Employees and Officers Compensation Other
Cheryl Miller (Program Director) $190,833 $10
Melanie Chakmakjian (Executive Assistant) $140,833 $14,473
Mcgovern James (Driver) $88,333 $10
Jillian Raquet (Executive Assistant) $75,810 $13,321
Ann Clara Artz (Associate Director) $33,000 $10
Roger Hertog (Director, President & Treasurer) $0 $0
Susan Hertog (Director, Secretary) $0 $0

Document Links

Fiscal Year Ending Feb.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,693,125
Expenses
$3,667,424
Net Income
-$1,974,299
Net Assets
$12,191,201
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000,000
59.1%
Interest Revenue $119
0.0%
Dividends $202,914
12.0%
Sales of Assets $490,092
28.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,562,957
97.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,197,936
Total Liabilities $6,735
Net Assets $12,191,201
Compensation
Key Employees and Officers Compensation Other
Cheryl Miller (Program Director) $181,410 $39
Melanie Chakmakjian (Executive Assistant) $136,872 $13,274
James Mcgovern (Assistant) $96,835 $39
Anna Bareika (Executive Assistant) $72,835 $11,165
Mary Elizabeth Halper (Associate Director) $48,542 $14,346
Roger Hertog (Director, President & Trea) $0 $0
Susan Hertog (Director, Secretary) $0 $0

Document Links

Fiscal Year Ending Feb.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,614,739
Expenses
$4,047,712
Net Income
-$2,432,973
Net Assets
$14,072,656
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000,000
61.9%
Interest Revenue $156
0.0%
Dividends $295,768
18.3%
Sales of Assets $318,815
19.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,888,622
96.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $14,079,969
Total Liabilities $7,313
Net Assets $14,072,656
Compensation
Key Employees and Officers Compensation Other
Cheryl Miller (Program Manager) $213,125 $39
Melanie Chakmakjian (Executive Assistant) $145,375 $11,261
Mary Elizabeth Halper (Associate Director) $114,167 $28,123
James Mcgovern (Assistant) $95,496 $39
Anna Bareika (Executive Assistant) $92,500 $10,772
Roger Hertog (Director, President & Trea) $0 $0
Susan Hertog (Director, Secretary) $0 $0

Document Links

Fiscal Year Ending Feb.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,333,710
Expenses
$2,767,562
Net Income
-$433,852
Net Assets
$15,391,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $562
0.0%
Dividends $381,316
16.3%
Sales of Assets $1,951,832
83.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,608,491
94.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,402,291
Total Liabilities $10,388
Net Assets $15,391,903

Document Links

Fiscal Year Ending Feb.
2019

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,338,878
Expenses
$9,700,669
Net Income
-$8,361,791
Net Assets
$22,099,824
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $526
0.0%
Dividends $480,066
35.9%
Sales of Assets $858,286
64.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,335,748
96.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,109,546
Total Liabilities $9,722
Net Assets $22,099,824

Document Links

Fiscal Year Ending Feb.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,033,821
Expenses
$12,591,375
Net Income
$3,442,446
Net Assets
$32,412,433
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,133,561
75.7%
Interest Revenue $1,309
0.0%
Dividends $471,595
2.9%
Sales of Assets $3,427,356
21.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,124,033
96.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $32,416,791
Total Liabilities $4,358
Net Assets $32,412,433

Document Links

Fiscal Year Ending Feb.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,201,356
Expenses
$12,704,825
Net Income
$4,496,531
Net Assets
$31,145,910
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000,000
58.1%
Interest Revenue $2,509
0.0%
Dividends $472,854
2.7%
Sales of Assets $6,725,993
39.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,254,751
96.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $31,147,333
Total Liabilities $1,423
Net Assets $31,145,910

Document Links

Fiscal Year Ending Feb.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,118,407
Expenses
$11,314,385
Net Income
-$3,195,978
Net Assets
$30,386,495
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,000,000
61.6%
Interest Revenue $3,403
0.0%
Dividends $722,565
8.9%
Sales of Assets $2,392,439
29.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,956,959
96.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $30,386,928
Total Liabilities $433
Net Assets $30,386,495

Document Links

Fiscal Year Ending Feb.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,564,467
Expenses
$13,276,979
Net Income
-$1,712,512
Net Assets
$33,808,462
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,499,200
82.1%
Interest Revenue $4,583
0.0%
Dividends $807,431
7.0%
Sales of Assets $1,231,843
10.7%
Other Income $21,410
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,848,972
96.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $34,165,714
Total Liabilities $357,252
Net Assets $33,808,462

Document Links

Fiscal Year Ending Feb.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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