Civic Intelligence

The Herb-IT-Forward Foundation

990 • Fiscal year 2020 • EIN 81-3846469

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 15, 2021

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

77th percentile

0.14x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.15x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

89th percentile

117%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$323,927

Up $174,736 (+117%) from 2019

Net Assets

Up

$278,927

Up $168,728 (+153%) from 2019

Liabilities

Up

$45,000

Up $6,008 (+15%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin90th percentile

Revenue

Up

$306,420

Up $75,186 (+33%) from 2019

Expenses

Down

$137,832

Down $120,553 (-47%) from 2019

Net Income

Up

$168,588

Up $195,739 (+721%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2020

Assets$323,927
Liabilities$45,000
Net Assets$278,927
Open 2020 Filing

Operations Trend

Revenue Growth84th 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

2020

Revenue$306,420
Expenses$137,832
Net Income$168,588
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 15, 2021
Return Version
2019v5.0
Gross Receipts
$306,420
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$140,331$209,993▲ $69,662
Prepaid Expenses and Deferred Charges$8,860$88,600▲ $79,740
Investments in Publicly Traded Securities-$25,334-
Total Assets$149,191$323,927▲ $174,736
Liabilities
Accounts Payable and Accrued Expenses$38,992$45,000▲ $6,008
Total Liabilities$38,992$45,000▲ $6,008
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$110,199$278,927▲ $168,728
Total Net Assets Fund Balance$110,199$278,927▲ $168,728
Total Liabilities and Net Assets / Fund Balance$149,191$323,927▲ $174,736
Compensation and Service Providers
Top Officer Pay76th percentile

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
$302,765
Program Service Revenue
$0
Investment Income
$3,287
Other Revenue
$368
All Other Contributions
$302,765
Change in Net Assets
$168,588

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 Traded1,012$101,182Fair Market Value
Total Noncash Contributions1,012$101,182-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,832
Total Fundraising Expense$15,170
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$12,500$6,250$6,250$25,000
Conferences and Meetings$11,958--$11,958
Information Technology$1,057$1,035$3,503$5,595
Other Expenses$11,603$228$5,044$5,272
Insurance-$1,891-$1,891
Fees for Services Other-$1,061-$1,061
Fees for Services Accounting-$725-$725
Office Expenses-$258$113$371
All Other Expenses$27$44$260$331
Total Functional Expenses$111,170$11,492$15,170$137,832
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 ExpenseNo$25,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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”

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
6102342076
Signed
2021-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelly Lotman Fisher
Formed
2017
Legal Domicile
De
Voting Board Members
11
Independent Board Members
7
Employees
0
Volunteers
15

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 students such as the annual leadership camp, speaking seminars, mentorship and networking activities.”

Form 990, Page 1, Part I, Line 6

“Volunteers assist with various office duties, review of scholarship applications, attending seminars and camps with the award recipients.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 700 PROGRAM SERVICE FEES 3,275
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt03975
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IRS990ScheduleA/PublicSupportTotal170Amt0409961
IRS990ScheduleA/SubstantialContributorsTotAmt0377032
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0227697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0220131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0786993
IRS990ScheduleA/TotalSupportAmt0797994
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
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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 EXPENSE
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCOTT FISHER, SHELLY LOTMAN-FISHER, KAREN LOTMAN & JEFFREY LOTMAN ARE ALL RELATED FAMILY MEMBERS. ALL ARE KEY BOARD MEMBERS.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
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IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS ASSIST WITH VARIOUS OFFICE DUTIES, REVIEW OF SCHOLARSHIP APPLICATIONS, ATTENDING SEMINARS AND CAMPS WITH THE AWARD RECIPIENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART 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/ExplanationTxt3SCOT A FISHER SHELLY LOTMAN-FISHER CHAIRMAN PRESIDENT KAREN LOTMAN DIRECTOR JEFFREY LOTMAN DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL 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/ExplanationTxt5EACH YEAR, ALL OFFICERS, DIRECTORS AND TOP MANAGEMENT ARE REQUIRED TO SUBMIT DECLARATIONS OF ANY CONFLICTS ARISING FROM ANY CONTACTS WITHIN THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ANOTHER'S WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 2
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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IRS990/StatesWhereCopyOfReturnIsFldCd5FL
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IRS990/TotalProgramServiceExpensesAmt0111170
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03655
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0323927
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WEST CONSHOHOCKEN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019428
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IRS990/WebsiteAddressTxt0WWW.HERBIE.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY LOTMAN FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06102342076
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-15
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,927
Liabilities
$45,000
Net assets
$278,927
Revenue
$306,420
Expenses
$137,832
Net income
$168,588
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