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The Herb-IT-Forward Foundation FY2022 filing

Tax-deductible

Bryn Mawr, PA501(c)(3)Since 2017EducationEIN 81-3846469Revenue $302K in FY2022

On file with the IRSherbie.com1149 W Lancaster Avenue Suite U-3, 19010-2722 · Bryn Mawr, PATax-exempt since Feb 2017Publicly supported — 509(a)(2)

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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.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $24K a year · 8% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
14 mo
of spending, in cash
Looks good: 13.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $100K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$49K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 10 voting members
Looks good: 6 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$302K
+29% vs prior year
Spent
$276K
To programs
90%
Net assets
$290K
By yearFY2020–FY2025
Revenue
$302K
FY2022▲ +29%
Tap a bar for its year
Revenue by fiscal year
FY2020$306K
FY2021$235K
FY2022$302K
FY2023$281K
FY2024$318K
FY2025$301K
Expenses
$276K
FY2022▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$138K
FY2021$246K
FY2022$276K
FY2023$329K
FY2024$290K
FY2025$322K
Net assets
$290K
FY2022▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$279K
FY2021$271K
FY2022$290K
FY2023$245K
FY2024$278K
FY2025$258K

From the FY2022 Form 990 (year ending September 2022) · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $247K Management & general 5% · $12K Fundraising 6% · $16K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Scot a Fisher
Chairman of
$0Pt VII · Sec A
Hal Rosenbluth
Vice Chairma
$0Pt VII · Sec A
$0Pt VII · Sec A
Karen Lotman
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Nafis Smith
Director
$0Pt VII · Sec A
See The Herb-IT-Forward Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers scholarships and programs like leadership camps and mentorship to students.

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Provided by the organization

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1 program · $247K · in their own filed words · FY2021
01

During the fiscal year ending september 30, 2022, the foundation, as well as private donors, provided funding totaling 157,000 for the herb-it- forward scholarships disbursed through the philadelphia foundation.

$247Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
National Philanthropic TrustFY2024$100K
Total grants receivedfrom 1 funder$100K

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$302K
Ln 12
Gifts and grantsLn 1h$294K
Other incomeLn 4–11$6K
Investment incomeLn 3$2K
Money outPt IX
$276K
Ln 25
Programscol B$247K
Managementcol C$12K
Fundraisingcol D$16K
Owns and owesPt X
$290K
net assets · Ln 32
Cash and savingsLn 1–2$315K
Total assetsLn 16$339K
LiabilitiesLn 26$49K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$294K
Noncash giftsLn 1g$10K
Investment incomeLn 3$2K
Other incomeLn 4–11$6K
Total revenueLn 12$302K
Assets in detailPt X, end of year
CashLn 1$315K
Cash and savings togetherLn 1–2$315K
InvestmentsLn 11–13$24K
Total assetsLn 16$339K
LiabilitiesLn 26$49K
Net assetsLn 32$290K
OperationsPt I, VI
EmployeesI 50
VolunteersI 642
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$287K$315K
InvestmentsLn 11–13$29K$24K
Total assetsLn 16$318K$339K
LiabilitiesLn 26$47K$49K
Net assetsLn 32$271K$290K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$25K$12K$6K$6K
Accounting feesLn 11c$1K$1K
Other fees for servicesLn 11g$38K$37K$1K
Office expensesLn 13$2K$217$781$1K
Information technologyLn 14$8K$4K$595$4K
TravelLn 17$9K$9K$452
Conferences, conventions and meetingsLn 19$139K$139K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$52K$47K$124$5K
All other expensesLn 24e$485$39$446
Total functional expensesLn 25$276K$247K$12K$16K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $301K$322K−$21K$258K 990 PDF
FY2024 $318K$290K$28K$278K 990 PDF
FY2023 $281K$329K−$48K$245K 990 PDF
FY2022 Viewing $302K$276K$25K$290K 990 PDF
FY2021 $235K$246K−$11K$271K 990 PDF
FY2020 $306K$138K$169K$279K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $301,626 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $233,080$293,702
I-9 Program service revenue$0
I-10 Investment incomePrior year $1,126$1,617
I-11 Other revenuePrior year $377$6,307
I-12 Total revenuePrior year $234,583$301,626
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $246,042$276,128
I-18 Total expensesPrior year $246,042$276,128
I-19 Revenue less expensesPrior year −$11,459$25,498
Part VI · Governance 6 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $301,626 across 6 lines filed
VIII-1f All other contributions, gifts and grants$293,702
VIII-1g Noncash contributions (included above)$9,971
VIII-1h Total contributions, gifts and grants$293,702
VIII-3 Investment incomeRelated to mission $1,617$1,617
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $6,307$6,307
VIII-12 Total revenueRelated to mission $7,924$301,626
Part IX · Statement of functional expenses $276,128 across 10 lines filed
IX-11a Management feesPrograms $12,500 · Management $6,250 · Fundraising $6,250$25,000
IX-11c Accounting feesManagement $1,335$1,335
IX-11g Other fees for servicesPrograms $36,577 · Management $1,043$37,620
IX-13 Office expensesPrograms $217 · Management $781 · Fundraising $1,152$2,150
IX-14 Information technologyPrograms $3,826 · Management $595 · Fundraising $3,500$7,921
IX-17 TravelPrograms $8,767 · Management $452$9,219
IX-19 Conferences, conventions and meetingsPrograms $138,688$138,688
IX-23 InsuranceManagement $1,881$1,881
IX-24 Other expenses (24a–d)Programs $46,825 · Management $124 · Fundraising $4,880$51,829
IX-24e All other expensesManagement $39 · Fundraising $446$485
IX-25 Total functional expensesPrograms $247,400 · Management $12,500 · Fundraising $16,228$276,128
Part X · Balance sheet $338,866 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $286,798$314,765
X-11 Publicly traded securitiesStart of year $29,450$24,101
X-16 Total assetsStart of year $317,648$338,866
X-17 Accounts payable and accrued expensesStart of year $700$1,054
X-25 Other liabilitiesStart of year $46,300$47,600
X-26 Total liabilitiesStart of year $47,000$48,654
X-27 Net assets without donor restrictionsStart of year $270,648$290,212
X-32 Total net assets or fund balancesStart of year $270,648$290,212
X-33 Total liabilities and net assetsStart of year $317,648$338,866
Part XI · Reconciliation of net assets $290,212 net assets at year end
XI-1 Total revenue$301,626
XI-2 Total expenses$276,128
XI-3 Revenue less expenses$25,498
XI-4 Net assets at start of year$270,648
XI-5 Net unrealized gains (losses) on investments−$5,934
XI-10 Net assets at end of year$290,212

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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