THE HERB-IT-FORWARD FOUNDATION

EIN: 813846469 501(c)(3) Education

BRYN MAWR, PA

Total Revenue
$300,845
Total Expenses
$322,129
Total Assets
$281,530
Net Assets
$258,324
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
DE
Principal Officer
SHELLY LOTMAN FISHER
Phone
8557661446
Tax Period
2024-10-01 to 2025-09-30

THE HERB-IT-FORWARD FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $301K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

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.

Program Service Accomplishments

Program 1
Expenses: $308,212

DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, THE FOUNDATION, AS WELL AS PRIVATE DONORS, PROVIDED FUNDING TOTALING 165,500 FOR THE HERB-IT- FORWARD SCHOLARSHIPS DISBURSED THROUGH THE PHILADELPHIA...

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DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, THE FOUNDATION, AS WELL AS PRIVATE DONORS, PROVIDED FUNDING TOTALING 165,500 FOR THE HERB-IT- FORWARD SCHOLARSHIPS DISBURSED THROUGH THE PHILADELPHIA FOUNDATION. IN ADDITION, THE HERB-IT-FORWARD FOUNDATION FUNDED WEEKEND RETREATS AND SEVERAL EDUCATIONAL/NETWORKING EVENTS FOR THE SCHOLARSHIP RECIPIENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $287,829
Program Service Revenue $0
Investment Income $11,250
Other Revenue $1,766
TOTAL REVENUE $300,845

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $8,243
Program Expenses $308,212
Other Expenses $322,129
TOTAL EXPENSES $322,129

Year-over-Year Comparison

2024 2023 Change
Revenue $300,845 $317,524 -0.1%
Expenses $322,129 $289,783 +0.1%
Net Income $-21,284 $27,741 -1.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
6
Employees
N/A
Volunteers
42

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOT A FISHER CHAIRMAN OF 5.00
Officer Director
$0 $0 $0
HAL ROSENBLUTH VICE CHAIRMA 3.00
Officer Director
$0 $0 $0
SHELLY LOTMAN FISHER PRESIDENT 20.00
Officer Director
$0 $0 $0
KAREN LOTMAN DIRECTOR 3.00
Director
$0 $0 $0
JEFFREY LOTMAN DIRECTOR 3.00
Director
$0 $0 $0
STEPHEN J IZZI DIRECTOR 3.00
Director
$0 $0 $0
CHARLES MURRAY DIRECTOR 3.00
Director
$0 $0 $0
NAFIS SMITH DIRECTOR 3.00
Director
$0 $0 $0
STEPHANIE HOFFMAN DIRECTOR 3.00
Director
$0 $0 $0
ANITA HINSON DIRECTOR 3.00
Director
$0 $0 $0
EDWARD LACK TREASURER 5.00
Officer
$0 $0 $0
JENNIFER JONES EXEC. DIR. / 16.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $300,845 $322,129 $281,530 $-21,284
2024 $317,524 $289,783 $330,556 $27,741
2023 $281,016 $328,590 $295,245 $-47,574
2022 $301,626 $276,128 $338,866 $25,498
2021 $234,583 $246,042 $317,648 $-11,459
2020 $306,420 $137,832 $323,927 $168,588
2019 $231,234 $258,385 $149,191 $-27,151
2018 $223,941 $120,450 $137,350 $103,491
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