Civic Intelligence

The Herb-IT-Forward Foundation

990 • Fiscal year 2024 • EIN 81-3846469

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 27, 2025

Organization ProfileWWW.HERBIE.COM
1149 W Lancaster Avenue Suite U-3Bryn Mawr, PA 19010

(855) 766-1446

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.16x

Higher debt load relative to assets than 82% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.17x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

8.7%

Higher net margin than 60% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

13%

Faster revenue growth than 62% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$330,556

Up $35,311 (+12%) from 2023

Net Assets

Up

$277,985

Up $33,090 (+14%) from 2023

Liabilities

Up

$52,571

Up $2,221 (+4.4%) from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin60th percentile

Revenue

Up

$317,524

Up $36,508 (+13%) from 2023

Expenses

Down

$289,783

Down $38,807 (-12%) from 2023

Net Income

Up

$27,741

Up $75,315 (+158%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2024

Assets$330,556
Liabilities$52,571
Net Assets$277,985
Open 2024 Filing

Operations Trend

Revenue Growth62nd 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

2024

Revenue$317,524
Expenses$289,783
Net Income$27,741
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 27, 2025
Return Version
2023v6.0
Gross Receipts
$317,524
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$241,549$255,733▲ $14,184
Prepaid Expenses and Deferred Charges$17,138$41,560▲ $24,422
Investments in Publicly Traded Securities$27,083$33,263▲ $6,180
Other Notes and Loans Receivable, Net$9,475--
Total Assets$295,245$330,556▲ $35,311
Liabilities
Other Liabilities$48,800$47,350▼ $1,450
Accounts Payable and Accrued Expenses$1,550$5,221▲ $3,671
Total Liabilities$50,350$52,571▲ $2,221
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$244,895$277,985▲ $33,090
Total Net Assets Fund Balance$244,895$277,985▲ $33,090
Total Liabilities and Net Assets / Fund Balance$295,245$330,556▲ $35,311
Compensation and Service Providers
Top Officer Pay79th 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
Jennifer JonesExec. Director /
Edward LackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$304,773
Program Service Revenue
$0
Investment Income
$11,760
Other Revenue
$991
All Other Contributions
$304,773
Change in Net Assets
$27,741

Audited Revenue Reconciliation

Revenue per Audited Statements
$317,524
Revenue Not Reported on Form 990
$119,090
Total Revenue per Audited Statements
$436,614
Total Revenue per Form 990
$317,524
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,783
Total Fundraising Expense$2,995
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$156,217--$156,217
Fees for Services Other$35,895$1,358-$37,253
Fees for Services Management$18,750$5,000$1,250$25,000
Travel$9,292--$9,292
Information Technology$3,668$1,173$1,367$6,208
Insurance-$1,912-$1,912
Office Expenses$550$323-$873
Other Expenses$5,250$8$378$386
All Other Expenses-$25-$25
Total Functional Expenses$276,954$9,834$2,995$289,783

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$403,523
Expenses per Audited Statements$289,783
Total Expenses per Form 990$289,783
Expenses Not Reported on Form 990$113,740
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$47,350
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, 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
1149 W LANCASTER AVENUE SUITE U-3, BRYN MAWR, PA 19010

Signing Officer

Name
Shelly Lotman Fisher
Title
President
Phone
6105138192
Signed
2025-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelly Lotman Fisher
Formed
2017
Legal Domicile
De
Voting Board Members
10
Independent Board Members
6
Employees
0
Volunteers
35

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.”

Form 990, Part IX, Line 11G

“Business registration fees 0 1,358 0 consulting 16,850 0 0 event expenses 19,045 0 0 total 35,895 1,358 0”

Form 990, Part XI

“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, part xi, line 9 - other changes in net assets explanation donated services - in kind -76,627 donated facilities - in kind -37,114 total -113,741”

Form 990, Part XI, Line 9

“In-kind -113,740 rounding -1 total -113,741”

Raw XML AppendixShowing 400 of 443 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.

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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RevenueAmt0304773
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 4,242 BOOK SALES 5,080
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0267354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0293702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0233080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0302765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01401674
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011760
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012383
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01618
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03454
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt039663
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0991
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0377
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0368
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/DonatedServicesUseFcltsAmt0113740
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt05350
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047350
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
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IRS990ScheduleD/RevenueSubtotalAmt0317524
IRS990ScheduleD/TotalExpensesPerForm990Amt0289783
IRS990ScheduleD/TotalLiabilityAmt047350
IRS990ScheduleD/TotalRevenuePerForm990Amt0317524
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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/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
IRS990/ScheduleORequiredInd0true
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/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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BUSINESS REGISTRATION FEES 0 1,358 0 CONSULTING 16,850 0 0 EVENT EXPENSES 19,045 0 0 TOTAL 35,895 1,358 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PART 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, PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS EXPLANATION DONATED SERVICES - IN KIND -76,627 DONATED FACILITIES - IN KIND -37,114 TOTAL -113,741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8IN-KIND -113,740 ROUNDING -1 TOTAL -113,741
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalLiabilitiesGrp/BOYAmt050350
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0330556
IRS990/TravelGrp/ProgramServicesAmt09292

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$330,556
Liabilities
$52,571
Net assets
$277,985
Revenue
$317,524
Expenses
$289,783
Net income
$27,741
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