2024-04-26T10:58:01-04:00 2023-09-30 202115106 VERNA & ASSOCIATES 105 JESSUP RD STE 100 THOROFARE NJ 080869354 990 2022-10-01 813846469 THE HERB-IT-FORWARD FOUNDATION HERB 8557661446 1149 W LANCASTER AVENUE SUITE U-3 BRYN MAWR PA 19010 SHELLY LOTMAN FISHER PRESIDENT 6105138192 2023-01-15 true SHELLY LOTMAN-FISHER 999009999 false SCOTT C JENKINS CPA P00040012 8563848400 2024-04-26 2022 2023-04-26 12:10:37Z SHELLY LOTMAN FISHER 1149 W LANCASTER AVENUE SUITE U-3 BRYN MAWR PA 190102722 281016 false X WWW.HERBIE.COM X 2017 DE 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. 10 6 0 25 0 293702 267354 0 1617 12383 6307 1279 301626 281016 0 0 0 0 12246 276128 328590 276128 328590 25498 -47574 338866 295245 48654 50350 290212 244895 X 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. false false 304316 267354 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. IN ADDITION, THE HERB-IT-FORWARD FOUNDATION FUNDED WEEKEND RETREATS AND SEVERAL EDUCATIONAL/NETWORKING EVENTS FOR THE SCHOLARSHIP RECIPIENTS. 304316 true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false true 6 0 false 0 false false false false false true true false false false false false false false false X 10 6 true false false false false false false true true false false true true true true false true false false false PA CA CT NH NJ FL X X THE-HERB-IT-FORWARD FOUNDATION 8557661446 1149 W LANCASTER AVENUE STE U-3 BRYN MAWR PA 190102722 X SCOT A FISHER CHAIRMAN OF 5.00 X X 0 0 0 HAL ROSENBLUTH VICE CHAIRMA 3.00 X X 0 0 0 SHELLY LOTMAN FISHER PRESIDENT 10.00 X X 0 0 0 KAREN LOTMAN DIRECTOR 3.00 X 0 0 0 JEFFREY LOTMAN DIRECTOR 3.00 X 0 0 0 STEPHEN J IZZI DIRECTOR 3.00 X 0 0 0 CHARLES MURRAY DIRECTOR 3.00 X 0 0 0 NAFIS SMITH DIRECTOR 3.00 X 0 0 0 STEPHANIE HOFFMAN DIRECTOR 3.00 X 0 0 0 ANITA HINSON DIRECTOR 3.00 X 0 0 0 EDWARD LACK TREASURER 5.00 X 0 0 0 JENNIFER JONES EXEC. DIR. / 20.00 X 0 0 0 false false false 267354 10000 267354 12383 12383 MISCELLANEOUS 1279 1279 1279 281016 13662 X 25000 15000 5000 5000 43053 42225 828 6382 246 3365 2771 21453 17009 944 3500 13316 13316 159960 159960 1881 1881 STUDENT ENHANCEMENT 31310 31310 CONTRIBUTIONS 20000 20000 MEDIA FEES 5250 5250 BANK AND CREDIT CARD FEES 825 10 815 160 160 328590 304316 12028 12246 314765 241549 9475 17138 24101 27083 338866 295245 1054 1550 47600 48800 48654 50350 X 290212 244895 290212 244895 338866 295245 X -47574 2257 120985 -120985 X true X false true false X 227697 302765 233080 293702 267354 1324598 227697 302765 233080 293702 267354 1324598 647381 677217 3304 3287 1126 1618 12383 21718 232 368 1804 4880 1279 8563 1354879 21586 0.49980 0.49110 X PART II, LINE 10 OTHER INCOME 3,523 BOOK SALES 5,040 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED ACCRUED EXPENSES 48800 48800 404258 2257 120985 123242 281016 281016 449575 120985 120985 328590 328590 LOTMAN MANAGEMENT LLC LOTMAN MANAGEMENT LLC DIRECTOR 25000 OPERATING EXPENSE false SCHEDULE L, PART V SCOT FISHER, SHELLY LOTMAN-FISHER, KAREN LOTMAN & JEFFREY LOTMAN ARE ALL RELATED FAMILY MEMBERS. ALL ARE KEY BOARD MEMBERS. 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, 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 FORM 990, PART IX, LINE 11G BUSINESS REGISTRATION FEES 0 828 0 CONSULTING 14,400 0 0 EVENT EXPENSES 27,825 0 0 TOTAL 42,225 828 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 OCCUPANCY COSTS - IN KIND -33,780 STAFFING COSTS - IN KIND -87,205 TOTAL -120,985