Civic Intelligence

The Herb-IT-Forward Foundation

990 • Fiscal year 2019 • EIN 81-3846469

Oct 01, 2018 to Sep 30, 2019 • Filed on Mar 10, 2019

Organization ProfileWWW.HERBIE.COM
100 Front St Suite 300West Conshohocken, PA 19428-2894

(855) 766-1446

Siviq Scores

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

Liabilities / Assets

85th percentile

0.26x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

60th percentile

8.6%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

3.3%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$149,191

Up $11,841 (+8.6%) from 2018

Net Assets

Down

$110,199

Down $27,151 (-20%) from 2018

Liabilities

Up

$38,992

Up $38,992 from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin22nd percentile

Revenue

Up

$231,234

Up $7,293 (+3.3%) from 2018

Expenses

Up

$258,385

Up $137,935 (+115%) from 2018

Net Income

Down

-$27,151

Down $130,642 (-126%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$400K$300K$200K$100K$0Assets 2017: $33,859Liabilities 2017: $0Net Assets 2017: $33,8592017Assets 2018: $137,350Liabilities 2018: $0Net Assets 2018: $137,3502018Assets 2019: $149,191Liabilities 2019: $38,992Net Assets 2019: $110,1992019Assets 2020: $323,927Liabilities 2020: $45,000Net Assets 2020: $278,9272020Assets 2021: $317,648Liabilities 2021: $47,000Net Assets 2021: $270,6482021Assets 2022: $338,866Liabilities 2022: $48,654Net Assets 2022: $290,2122022Assets 2023: $295,245Liabilities 2023: $50,350Net Assets 2023: $244,8952023Assets 2024: $330,556Liabilities 2024: $52,571Net Assets 2024: $277,9852024

Highlighted filing

2019

Assets$149,191
Liabilities$38,992
Net Assets$110,199
Open 2019 Filing

Operations Trend

Revenue Growth54th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2017: $36,400Expenses 2017: $2,541Net Income 2017: $33,8592017Revenue 2018: $223,941Expenses 2018: $120,450Net Income 2018: $103,4912018Revenue 2019: $231,234Expenses 2019: $258,385Net Income 2019: -$27,1512019Revenue 2020: $306,420Expenses 2020: $137,832Net Income 2020: $168,5882020Revenue 2021: $234,583Expenses 2021: $246,042Net Income 2021: -$11,4592021Revenue 2022: $301,626Expenses 2022: $276,128Net Income 2022: $25,4982022Revenue 2023: $281,016Expenses 2023: $328,590Net Income 2023: -$47,5742023Revenue 2024: $317,524Expenses 2024: $289,783Net Income 2024: $27,7412024

Highlighted filing

2019

Revenue$231,234
Expenses$258,385
Net Income-$27,151
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Mar 10, 2019
Return Version
2018v3.2
Gross Receipts
$231,234
Mission and Program Overview

Mission

The organization's purpose is to provide scholarships for higher education (via the philadelphia foundation) and programming to students such as the annual leadership camp, speaking seminars, mentorship and networking activities.

The organization's purpose is to provide scholarships for higher education (via the philadelphia foundation) and programming to scholarship recipients such as the annual leadership camp, speaking seminars, mentorship, and networking activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$120,702$140,331▲ $19,629
Prepaid Expenses and Deferred Charges$16,648$8,860▼ $7,788
Total Assets$137,350$149,191▲ $11,841
Liabilities
Accounts Payable and Accrued Expenses-$38,992-
Total Liabilities$0$38,992▲ $38,992
Net Assets / Fund Balance
Unrestricted Net Assets$137,350$110,199▼ $27,151
Total Net Assets Fund Balance$137,350$110,199▼ $27,151
Total Liabilities and Net Assets / Fund Balance$137,350$149,191▲ $11,841
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Scot a FisherChairman of
Shelly Lotman FisherPresident
Hal RosenbluthVice Chairma
Anita HinsonDirector
Charles MurrayDirector
Jeffrey LotmanDirector
Karen LotmanDirector
Nafis SmithDirector
Stephanie HoffmanDirector
Stephen J IzziDirector
Thomas GravinaDirector
Jennifer JonesExec. Director /
Edward LackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$227,697
Program Service Revenue
$0
Investment Income
$3,304
Other Revenue
$233
All Other Contributions
$227,697
Change in Net Assets
$-27,151

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded505$98,243Fair Market Value
Total Noncash Contributions505$98,243-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$258,385
Total Fundraising Expense$11,644
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$95,718$154-$95,872
Fees for Services Management$12,500$6,250$6,250$25,000
Travel$9,063--$9,063
Information Technology$2,575$673$2,121$5,369
Office Expenses$136$1,445$3,273$4,854
Insurance$436$1,391-$1,827
Fees for Services Accounting-$725-$725
Other Expenses$703--$703
Total Functional Expenses$236,103$10,638$11,644$258,385
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-DirectorOperating ExpensesNo$25,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Part VI

“Part vi, line 2 related party information among officers president shelly lotman-fisher and director jeffrey lotman are siblings. Director karen lotman is the mother of shelly lotman-fisher and jeffrey lotman. Board chair scot fisher is spouse of shelly lotman-fisher.”

Form 990, Page 6, Part VI, Line 2

“Scot a fisher shelly lotman-fisher chairman president karen lotman director jeffrey lotman director”

Form 990, Page 6, Part VI, Line 11B

“All board members are provided with a copy of the form 990 prior to release to review and propose changes. Final drafts are approved prior to release and filing.”

Form 990, Page 6, Part VI, Line 12C

“Each year, all officers, directors and top management are required to submit declarations of any conflicts arising from any contacts within the organization.”

Form 990, Page 6, Part VI, Line 19

“Another's website (charity navigator, and guidestar)”

Filing and Contact Details

Filer

Filer Name
The Herb-it-forward Foundation
EIN
81-3846469
Phone
8557661446
Address
100 FRONT ST SUITE 300, WEST CONSHOHOCKEN, PA 19428-2894

Signing Officer

Name
Shelly Lotman Fisher
Title
President
Phone
6102340090
Signed
2019-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelly Lotman Fisher
Formed
2016
Legal Domicile
De
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
1

Preparer

Firm
Verna & Associates
Address
105 JESSUP RD STE 100, THOROFARE, NJ 08086-9354
Preparer
Scott C Jenkins CPA
Phone
8563848400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's purpose is to provide scholarships for higher education (via the philadelphia foundation) and programming to scholarship recipients such as the annual leadership camp, speaking seminars, mentorship, and networking activities.”

Raw XML AppendixShowing 400 of 416 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt038992
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION (VIA THE PHILADELPHIA FOUNDATION) AND PROGRAMMING TO SCHOLARSHIP RECIPIENTS SUCH AS THE ANNUAL LEADERSHIP CAMP, SPEAKING SEMINARS, MENTORSHIP, AND NETWORKING ACTIVITIES.
IRS990/AllOtherContributionsAmt0227697
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ED LACK
IRS990/BooksInCareOfDetail/PhoneNum08557661446
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 FRONT STREET SUITE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST CONSHOHOCKEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019428
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0120702
IRS990/CashNonInterestBearingGrp/EOYAmt0140331
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0154
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt095718
IRS990/ConferencesMeetingsGrp/TotalAmt095872
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0227697
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03304
IRS990/CYOtherExpensesAmt0258385
IRS990/CYOtherRevenueAmt0233
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-27151
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0258385
IRS990/CYTotalFundraisingExpenseAmt011644
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0231234
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, THE FOUNDATION, AS WELL AS OUTSIDE PRIVATE DONORS, PROVIDED FUNDING TOTALING 196,000 FOR THE HERB- IT-FORWARD SCHOLARSHIPS AWARDED BY THE PHILADELPHIA FOUNDATION. IN ADDITION, THE HERB-IT-FORWARD FOUNDATION FUNDED WEEKEND RETREATS AND SEVERAL EDUCATIONAL/NETWORKING EVENTS FOR THE SCHOLARSHIP RECIPIENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0236103
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0725
IRS990/FeesForServicesAccountingGrp/TotalAmt0725
IRS990/FeesForServicesManagementGrp/FundraisingAmt06250
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt06250
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt012500
IRS990/FeesForServicesManagementGrp/TotalAmt025000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1215.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOT A FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm1HAL ROSENBLUTH
IRS990/Form990PartVIISectionAGrp/PersonNm2SHELLY LOTMAN FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm3KAREN LOTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFFREY LOTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS GRAVINA
IRS990/Form990PartVIISectionAGrp/PersonNm6STEPHEN J IZZI
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLES MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm8NAFIS SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9STEPHANIE HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10ANITA HINSON
IRS990/Form990PartVIISectionAGrp/PersonNm11EDWARD LACK
IRS990/Form990PartVIISectionAGrp/PersonNm12JENNIFER JONES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXEC. DIR. /
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0231234
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02121
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0673
IRS990/InformationTechnologyGrp/ProgramServicesAmt02575
IRS990/InformationTechnologyGrp/TotalAmt05369
IRS990/InsuranceGrp/ManagementAndGeneralAmt01391
IRS990/InsuranceGrp/ProgramServicesAmt0436
IRS990/InsuranceGrp/TotalAmt01827
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03304
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03304
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION (VIA THE PHILADELPHIA FOUNDATION) AND PROGRAMMING TO SCHOLARSHIP RECIPIENTS SUCH AS THE ANNUAL LEADERSHIP CAMP, SPEAKING SEMINARS, MENTORSHIP, AND NETWORKING ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0137350
IRS990/NetAssetsOrFundBalancesEOYAmt0110199
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt098243
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt03273
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01445
IRS990/OfficeExpensesGrp/ProgramServicesAmt0136
IRS990/OfficeExpensesGrp/TotalAmt04854
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1MEDIA FEES
IRS990/OtherExpensesGrp/Desc2STUDENT ENHANCEMENT
IRS990/OtherExpensesGrp/Desc3MISC EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt080000
IRS990/OtherExpensesGrp/ProgramServicesAmt125086
IRS990/OtherExpensesGrp/ProgramServicesAmt29886
IRS990/OtherExpensesGrp/ProgramServicesAmt3703
IRS990/OtherExpensesGrp/TotalAmt080000
IRS990/OtherExpensesGrp/TotalAmt125086
IRS990/OtherExpensesGrp/TotalAmt29886
IRS990/OtherExpensesGrp/TotalAmt3703
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0233
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0233
IRS990/OtherRevenueTotalAmt0233
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016648
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08860
IRS990/PrincipalOfficerNm0SHELLY LOTMAN FISHER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0220131
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0435
IRS990/PYOtherExpensesAmt0120450
IRS990/PYOtherRevenueAmt0100
IRS990/PYProgramServiceRevenueAmt03275
IRS990/PYRevenuesLessExpensesAmt0103491
IRS990/PYTotalExpensesAmt0120450
IRS990/PYTotalRevenueAmt0223941
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-27151
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0227697
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 332 PROGRAM SERVICE FEES 3,275
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0227697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0220131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0484228
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0435
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03739
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07346
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0232
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03375
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03607
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0369185
IRS990ScheduleA/SubstantialContributorsTotAmt0115043
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0227697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0220131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0484228
IRS990ScheduleA/TotalSupportAmt0491574
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
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0LOTMAN MANAGEMENT LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine2Txt0LOTMAN MANAGEMENT LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt025000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0OPERATING EXPENSES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCOT FISHER, SHELLY LOTMAN-FISHER, KAREN LOTMAN & JEFFREY LOTMAN ARE ALL RELATED FAMILY MEMBERS. ALL ARE KEY BOARD MEMBERS.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt0505
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt098243
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION (VIA THE PHILADELPHIA FOUNDATION) AND PROGRAMMING TO SCHOLARSHIP RECIPIENTS SUCH AS THE ANNUAL LEADERSHIP CAMP, SPEAKING SEMINARS, MENTORSHIP, AND NETWORKING ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART VI, LINE 2 RELATED PARTY INFORMATION AMONG OFFICERS PRESIDENT SHELLY LOTMAN-FISHER AND DIRECTOR JEFFREY LOTMAN ARE SIBLINGS. DIRECTOR KAREN LOTMAN IS THE MOTHER OF SHELLY LOTMAN-FISHER AND JEFFREY LOTMAN. BOARD CHAIR SCOT FISHER IS SPOUSE OF SHELLY LOTMAN-FISHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCOT A FISHER SHELLY LOTMAN-FISHER CHAIRMAN PRESIDENT KAREN LOTMAN DIRECTOR JEFFREY LOTMAN DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO RELEASE TO REVIEW AND PROPOSE CHANGES. FINAL DRAFTS ARE APPROVED PRIOR TO RELEASE AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH YEAR, ALL OFFICERS, DIRECTORS AND TOP MANAGEMENT ARE REQUIRED TO SUBMIT DECLARATIONS OF ANY CONFLICTS ARISING FROM ANY CONTACTS WITHIN THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANOTHER'S WEBSITE (CHARITY NAVIGATOR, AND GUIDESTAR)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/StatesWhereCopyOfReturnIsFldCd1CT
IRS990/StatesWhereCopyOfReturnIsFldCd2NJ
IRS990/StatesWhereCopyOfReturnIsFldCd3CA
IRS990/StatesWhereCopyOfReturnIsFldCd4FL
IRS990/StatesWhereCopyOfReturnIsFldCd5NH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0137350
IRS990/TotalAssetsEOYAmt0149191
IRS990/TotalAssetsGrp/BOYAmt0137350
IRS990/TotalAssetsGrp/EOYAmt0149191
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0227697
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011644
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010638
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0236103
IRS990/TotalFunctionalExpensesGrp/TotalAmt0258385
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt038992
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt038992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0137350
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0110199
IRS990/TotalProgramServiceExpensesAmt0236103
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03537
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0231234
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0137350
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0149191
IRS990/TravelGrp/ProgramServicesAmt09063
IRS990/TravelGrp/TotalAmt09063
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0137350
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0110199
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 FRONT ST
IRS990/USAddress/AddressLine2Txt0SUITE 300
IRS990/USAddress/CityNm0WEST CONSHOHOCKEN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019428
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.HERBIE.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY LOTMAN FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06102340090
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HERB-IT-FORWARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0813846469
ReturnHeader/Filer/PhoneNum08557661446
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 FRONT ST SUITE 300
ReturnHeader/Filer/USAddress/CityNm0WEST CONSHOHOCKEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0194282894
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04C1DE9697F1E81DC34781263B5657872A2A24408
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId095BCB96A01D411FC84AC73EB33F92B35CB638B54
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.161.194.6
ReturnHeader/FilingSecurityInformation/IPDt02020-03-18

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,191
Liabilities
$38,992
Net assets
$110,199
Revenue
$231,234
Expenses
$258,385
Net income
-$27,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.53$2.78$3.18$2.90$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.50$2.45$2.81$3.29$0.48
2022Detailed filing. Detailed filing data is available for this year.$3.39$0.49$2.90$3.02$2.76$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.47$2.71$2.35$2.46$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.24$0.45$2.79$3.06$1.38$1.69
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.39$1.10$2.31$2.58$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$2.24$1.20$1.03
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.36$0.03$0.34