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The Herb-IT-Forward Foundation FY2023 filing

Tax-deductible

Bryn Mawr, PA501(c)(3)Since 2017EducationEIN 81-3846469Revenue $281K in FY2023

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.
93¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 8.8 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
$50K
17% of total assets
Looks good: liabilities are 17% 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
$281K
-7% vs prior year
Spent
$329K
To programs
93%
Net assets
$245K
By yearFY2020–FY2025
Revenue
$281K
FY2023▼ -7%
Tap a bar for its year
Revenue by fiscal year
FY2020$306K
FY2021$235K
FY2022$302K
FY2023$281K
FY2024$318K
FY2025$301K
Expenses
$329K
FY2023▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2020$138K
FY2021$246K
FY2022$276K
FY2023$329K
FY2024$290K
FY2025$322K
Net assets
$245K
FY2023▼ -16%
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 FY2023 Form 990 (year ending September 2023) · see the original

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You’re viewing the FY2023 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

93 cents of each dollar spent went to programs.

Program services 93% · $304K Management & general 4% · $12K Fundraising 4% · $12K

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 (FY2022); the FY2023 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 · $304K · in their own filed words · FY2022
01

During the fiscal year ending september 30, 2023, the foundation, as well as private donors, provided funding totaling 148,500 for the herb-it- forward scholarships disbursed through the philadelphia foundation.

$304Kprogram 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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$281K
Ln 12
Gifts and grantsLn 1h$267K
Investment incomeLn 3$12K
Other incomeLn 4–11$1K
Money outPt IX
$329K
Ln 25
Programscol B$304K
Managementcol C$12K
Fundraisingcol D$12K
Owns and owesPt X
$245K
net assets · Ln 32
Cash and savingsLn 1–2$242K
Total assetsLn 16$295K
LiabilitiesLn 26$50K
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$267K
Noncash giftsLn 1g$10K
Investment incomeLn 3$12K
Other incomeLn 4–11$1K
Total revenueLn 12$281K
Assets in detailPt X, end of year
CashLn 1$242K
Cash and savings togetherLn 1–2$242K
InvestmentsLn 11–13$27K
Total assetsLn 16$295K
LiabilitiesLn 26$50K
Net assetsLn 32$245K
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 FY23End FY23
Cash and savingsLn 1–2$315K$242K
InvestmentsLn 11–13$24K$27K
Total assetsLn 16$339K$295K
LiabilitiesLn 26$49K$50K
Net assetsLn 32$290K$245K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$25K$15K$5K$5K
Other fees for servicesLn 11g$43K$42K$828
Office expensesLn 13$6K$246$3K$3K
Information technologyLn 14$21K$17K$944$4K
TravelLn 17$13K$13K
Conferences, conventions and meetingsLn 19$160K$160K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$57K$57K$10$815
All other expensesLn 24e$160$160
Total functional expensesLn 25$329K$304K$12K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $301K$322K−$21K$258K 990 PDF
FY2024 $318K$290K$28K$278K 990 PDF
FY2023 Viewing $281K$329K−$48K$245K 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $281,016 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $293,702$267,354
I-9 Program service revenue$0
I-10 Investment incomePrior year $1,617$12,383
I-11 Other revenuePrior year $6,307$1,279
I-12 Total revenuePrior year $301,626$281,016
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 $276,128$328,590
I-18 Total expensesPrior year $276,128$328,590
I-19 Revenue less expensesPrior year $25,498−$47,574
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 $281,016 across 6 lines filed
VIII-1f All other contributions, gifts and grants$267,354
VIII-1g Noncash contributions (included above)$10,000
VIII-1h Total contributions, gifts and grants$267,354
VIII-3 Investment incomeRelated to mission $12,383$12,383
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,279$1,279
VIII-12 Total revenueRelated to mission $13,662$281,016
Part IX · Statement of functional expenses $328,590 across 9 lines filed
IX-11a Management feesPrograms $15,000 · Management $5,000 · Fundraising $5,000$25,000
IX-11g Other fees for servicesPrograms $42,225 · Management $828$43,053
IX-13 Office expensesPrograms $246 · Management $3,365 · Fundraising $2,771$6,382
IX-14 Information technologyPrograms $17,009 · Management $944 · Fundraising $3,500$21,453
IX-17 TravelPrograms $13,316$13,316
IX-19 Conferences, conventions and meetingsPrograms $159,960$159,960
IX-23 InsuranceManagement $1,881$1,881
IX-24 Other expenses (24a–d)Programs $56,560 · Management $10 · Fundraising $815$57,385
IX-24e All other expensesFundraising $160$160
IX-25 Total functional expensesPrograms $304,316 · Management $12,028 · Fundraising $12,246$328,590
Part X · Balance sheet $295,245 assets, 10 lines filed
Asset lines not itemized here account for $9,475; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $314,765$241,549
X-9 Prepaid expenses and deferred charges$17,138
X-11 Publicly traded securitiesStart of year $24,101$27,083
X-16 Total assetsStart of year $338,866$295,245
X-17 Accounts payable and accrued expensesStart of year $1,054$1,550
X-25 Other liabilitiesStart of year $47,600$48,800
X-26 Total liabilitiesStart of year $48,654$50,350
X-27 Net assets without donor restrictionsStart of year $290,212$244,895
X-32 Total net assets or fund balancesStart of year $290,212$244,895
X-33 Total liabilities and net assetsStart of year $338,866$295,245
Part XI · Reconciliation of net assets $244,895 net assets at year end
XI-1 Total revenue$281,016
XI-2 Total expenses$328,590
XI-3 Revenue less expenses−$47,574
XI-4 Net assets at start of year$290,212
XI-5 Net unrealized gains (losses) on investments$2,257
XI-6 Donated services and use of facilities$120,985
XI-9 Other changes in net assets−$120,985
XI-10 Net assets at end of year$244,895

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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