THE HERB-IT-FORWARD FOUNDATION (EIN 813846469) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

SHELLY LOTMAN FISHER

Phone

8557661446

Tax Period

2023-10-01 to 2024-09-30

THE HERB-IT-FORWARD FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $318K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $290K left a modest 9% surplus.

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.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $304,773

Program Service Revenue $0

Investment Income $11,760

Other Revenue $991

TOTAL REVENUE $317,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,995

Program Expenses $276,954

Other Expenses $289,783

TOTAL EXPENSES $289,783

Year-over-Year Comparison

	2023	2022	Change
Revenue	$317,524	$281,016	+0.1%
Expenses	$289,783	$328,590	-0.1%
Net Income	$27,741	$-47,574	-1.6%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

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	10.00	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. /	20.00	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
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

THE HERB-IT-FORWARD FOUNDATION