Nonprofit · EIN 81-3846469
HERB-IT-FORWARD-FOUNDATION
Tax-exempt · BRYN MAWR, PA 19010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $300,845 | $322,129 | -$21,284 | $281,530 | $23,206 | $258,324 |
| September 30, 2024 | 990 | $317,524 | $289,783 | $27,741 | $330,556 | $52,571 | $277,985 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $287,829
- Program service revenue
- $0
- Investment income
- $11,250
- Other revenue
- $1,766
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $250
- Travel
- $9,115
- Program services (functional)
- $308,212
- Management and general (functional)
- $5,674
- Fundraising (functional)
- $8,243
Balance sheet and other
- Total assets, start of year
- $330,556
- Total assets, end of year
- $281,530
- Total liabilities, end of year
- $23,206
- Net assets, end of year
- $258,324
- Publicly traded securities
- $37,128
- Net assets without donor restrictions
- $258,324
- Gross receipts
- $300,845
- Employees
- 0
- Volunteers
- 42
- Year formed
- 2017
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOT A FISHER | CHAIRMAN OF Trustee or director, Officer | 5 | $0 |
| HAL ROSENBLUTH | VICE CHAIRMA Trustee or director, Officer | 3 | $0 |
| SHELLY LOTMAN FISHER | PRESIDENT Trustee or director, Officer | 20 | $0 |
| KAREN LOTMAN | DIRECTOR Trustee or director | 3 | $0 |
| JEFFREY LOTMAN | DIRECTOR Trustee or director | 3 | $0 |
| STEPHEN J IZZI | DIRECTOR Trustee or director | 3 | $0 |
| CHARLES MURRAY | DIRECTOR Trustee or director | 3 | $0 |
| NAFIS SMITH | DIRECTOR Trustee or director | 3 | $0 |
| STEPHANIE HOFFMAN | DIRECTOR Trustee or director | 3 | $0 |
| ANITA HINSON | DIRECTOR Trustee or director | 3 | $0 |
| EDWARD LACK | TREASURER Officer | 5 | $0 |
| JENNIFER JONES | EXEC. DIR. / Officer | 16 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOT A FISHER | CHAIRMAN OF Trustee or director, Officer | 5 | $0 |
| HAL ROSENBLUTH | VICE CHAIRMA Trustee or director, Officer | 3 | $0 |
| SHELLY LOTMAN FISHER | PRESIDENT Trustee or director, Officer | 10 | $0 |
| KAREN LOTMAN | DIRECTOR Trustee or director | 3 | $0 |
| JEFFREY LOTMAN | DIRECTOR Trustee or director | 3 | $0 |
| STEPHEN J IZZI | DIRECTOR Trustee or director | 3 | $0 |
| CHARLES MURRAY | DIRECTOR Trustee or director | 3 | $0 |
| NAFIS SMITH | DIRECTOR Trustee or director | 3 | $0 |
| STEPHANIE HOFFMAN | DIRECTOR Trustee or director | 3 | $0 |
| ANITA HINSON | DIRECTOR Trustee or director | 3 | $0 |
| EDWARD LACK | TREASURER Officer | 5 | $0 |
| JENNIFER JONES | EXEC. DIR. / Officer | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 1149 W LANCASTER AVENUE SUITE U-3, BRYN MAWR, PA 19010-2722
- In care of
- % LINDA L ANGELLO
- Principal officer (990 for 2024)
- SHELLY LOTMAN FISHER, 1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 190102722
- Signed the 990
- SHELLY LOTMAN FISHER, PRESIDENT
- Phone
- (855) 766-1446
- Website
- WWW.HERBIE.COM
- Return prepared by
- VERNA & ASSOCIATES
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 accomplishments
- 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.Expenses $308,212
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 81-3846469
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $281,530
- Income (IRS master file)
- $300,845
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $300,845 | $322,129 | $281,530 | XML |
| 990 | September 2024 | $317,524 | $289,783 | $330,556 | XML |
| 990 | September 2023 | $281,016 | $328,590 | $295,245 | IRS |
| 990 | September 2022 | $301,626 | $276,128 | $338,866 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-3846469).
Questions about HERB-IT-FORWARD-FOUNDATION
- What is the EIN of HERB-IT-FORWARD-FOUNDATION?
- The employer identification number (EIN) of HERB-IT-FORWARD-FOUNDATION is 81-3846469.
- Is HERB-IT-FORWARD-FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to HERB-IT-FORWARD-FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERB-IT-FORWARD-FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERB-IT-FORWARD-FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERB-IT-FORWARD-FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HERB-IT-FORWARD-FOUNDATION?
- The 990 for the year ended September 30, 2025 names SHELLY LOTMAN FISHER.
- Who are the officers and directors of HERB-IT-FORWARD-FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does HERB-IT-FORWARD-FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $300,845, expenses of $322,129 and total assets of $281,530 at year end.
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