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Herbert B Jones Foundation

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.5M (2024)

Expenses
$836k (2024)

Total Assets
$17.2M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 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 Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,499,266
Expenses
$835,922
Net Income
$3,663,344
Net Assets
$17,154,948
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $110,024
2.4%
Dividends $201,503
4.5%
Sales of Assets $4,187,660
93.1%
Other Income $79
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $760,140
90.9%
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 $17,154,948
Total Liabilities $0
Net Assets $17,154,948
Compensation
Key Employees and Officers Compensation Other
Terry Smith (Trustee) $0 $0
Tom Crha (Trustee) $0 $0
Tammy Miller (Trustee) $0 $0
Kaylee Jaech (Trustee) $0 $0
Mandy Ho (Trustee) $0 $0
Rene Wagner (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,278,641
Expenses
$994,279
Net Income
$284,362
Net Assets
$13,491,604
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $114,275
8.9%
Dividends $217,266
17.0%
Sales of Assets $932,639
72.9%
Other Income $14,461
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $911,811
91.7%
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 $13,491,604
Total Liabilities $0
Net Assets $13,491,604
Compensation
Key Employees and Officers Compensation Other
Terry Smith (Trustee) $0 $0
Tom Crha (Trustee) $0 $0
Tammy Miller (Trustee) $0 $0
Kaylee Jaech (Trustee) $0 $0
Mandy Ho (Trustee) $0 $0
Rene Wagner (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,615,066
Expenses
$821,824
Net Income
$1,793,242
Net Assets
$13,207,242
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $70,305
2.7%
Dividends $226,907
8.7%
Sales of Assets $2,300,388
88.0%
Other Income $17,466
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $733,485
89.3%
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 $13,207,242
Total Liabilities $0
Net Assets $13,207,242
Compensation
Key Employees and Officers Compensation Other
Michael Bauer (Trustee) $0 $0
Terry Smith (Trustee) $0 $0
Tom Crha (Trustee) $0 $0
Tammy Miller (Trustee) $0 $0
Kaylee Jaech (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,056,153
Expenses
$774,336
Net Income
$1,281,817
Net Assets
$11,414,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $90,057
4.4%
Dividends $170,035
8.3%
Sales of Assets $1,796,024
87.3%
Other Income $37
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $693,765
89.6%
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 $11,414,000
Total Liabilities $0
Net Assets $11,414,000
Compensation
Key Employees and Officers Compensation Other
Michael Bauer (Trustee) $0 $0
Terry Smith (Trustee) $0 $0
Tom Crha (Trustee) $0 $0
Tammy Miller (Trustee) $0 $0
Rene Wagner (Trustee) $0 $0
Kaylee Jaech (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$887,755
Expenses
$906,056
Net Income
-$18,301
Net Assets
$10,121,041
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $98,901
11.1%
Dividends $174,321
19.6%
Sales of Assets $614,533
69.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $824,647
91.0%
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 $10,121,042
Total Liabilities $1
Net Assets $10,121,041
Compensation
Key Employees and Officers Compensation Other
Michael Bauer (Trustee) $0 $0
Terry Smith (Trustee) $0 $0
Tom Crha (Trustee) $0 $0
Tammy Miller (Trustee) $0 $0
Carey Ann Mccarthy (Trustee) $0 $0
Kaylee Jaech (Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$906,398
Expenses
$698,137
Net Income
$208,261
Net Assets
$10,139,343
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $103,023
11.4%
Dividends $187,562
20.7%
Sales of Assets $615,348
67.9%
Other Income $465
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $616,596
88.3%
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 $10,139,343
Total Liabilities $0
Net Assets $10,139,343

Document Links

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
2016

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 Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$675,828
Expenses
$451,331
Net Income
$224,497
Net Assets
$9,520,329
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $86,683
12.8%
Dividends $182,777
27.0%
Sales of Assets $389,540
57.6%
Other Income $16,828
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $360,880
80.0%
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 $9,520,329
Total Liabilities $0
Net Assets $9,520,329

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$782,371
Expenses
$476,983
Net Income
$305,388
Net Assets
$9,295,832
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $80,155
10.2%
Dividends $182,713
23.4%
Sales of Assets $518,224
66.2%
Other Income $1,279
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $398,972
83.6%
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 $9,295,832
Total Liabilities $0
Net Assets $9,295,832

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$429,233
Expenses
$558,566
Net Income
-$129,333
Net Assets
$8,990,444
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $62,071
14.5%
Dividends $224,760
52.4%
Sales of Assets $141,971
33.1%
Other Income $431
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $545,746
97.7%
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 $8,990,444
Total Liabilities $0
Net Assets $8,990,444

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$315,515
Expenses
$535,841
Net Income
-$220,326
Net Assets
$9,119,777
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $86,487
27.4%
Dividends $201,136
63.7%
Sales of Assets $26,623
8.4%
Other Income $1,269
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $526,806
98.3%
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 $9,119,777
Total Liabilities $0
Net Assets $9,119,777

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$494,739
Expenses
$619,880
Net Income
-$125,141
Net Assets
$9,340,103
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $149,875
30.3%
Dividends $115,773
23.4%
Sales of Assets $229,091
46.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $604,585
97.5%
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 $9,340,103
Total Liabilities $0
Net Assets $9,340,103

Document Links

Fiscal Year Ending Aug.
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 Aug.
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

Fiscal Year Ending Aug.
2008

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 Aug.
2007

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 Aug.
2006

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 Aug.
2005

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 Aug.
2004

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 Aug.
2003

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 Aug.
2002

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

What Is 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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