ROAD FORWARD SCHOLARSHIP FUND Charity Report

Public IRS 990 nonprofit record

ROAD FORWARD SCHOLARSHIP FUND

EIN 93-3317172 · Scholarships & Student Financial Aid (B82)

What they do

THE ROAD FORWARD SCHOLARSHIP FUND, A NOT for PROFIT SECTION 501(C)(3), WAS ESTABLISHED to FULFILL THE DREAM of HIGHER EDUCATION for LOCAL EAST END HIGH SCHOOL SENIORS WHO EXHIBIT FINANCIAL NEED and ARE ENGAGED IN THEIR COMMUNITY. THE ORGANIZATION WILL FULFILL THIS DREAM BY PROVIDING SCHOLARSHIPS and RUNNING AN ACTIVE MENTORING PROGRAM.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders9 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

36.89%of revenue went to mission work88.4% of expenses · Program services

$41.72spent for every $100 of revenueRevenue covered expenses this year.

4.83%of revenue went to management and office costs11.6% of expenses

$3.59in assets for every $1 spent this yearSome assets cannot be spent right away.

93.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$280,094

Mission workProgram services$103,31936.89% of revenue88.4% of expenses

ManagementOffice and general costs$13,5324.83% of revenue11.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$163,24358.28% of revenueShown in gray on the chart

Total expenses$116,85141.72% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 88.4% mission · 11.6% management · 0.0% fundraisingTotal expenses: 41.72% of revenue

2024Expense mix: 88.5% mission · 11.5% management · 0.0% fundraisingTotal expenses: 24.61% of revenue

2023Expense mix: 79.7% mission · 0.0% management · 0.0% fundraisingTotal expenses: 7.02% of revenue

Money in and money out

Revenue$280,094

Expenses$116,851

Annual surplus $163,243 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$103,319 · 88.4% of expenses

Management and office costs$13,532 · 11.6% of expenses

See all reported dollar amounts

Revenue$280,094

Expenses$116,851

Assets$418,970

Income$300,947

Contributions$263,064

Mission work (program services)$103,319

Management and general$13,532

Stocks and bonds$165,853

Accounting fees$5,169

Investing fees$230

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

See everyone listed on the board or leadership roster (9)

HAROLD ZUCKERMANDIRECTOR

HEIDI SIEGELDIRECTOR

HOWARD LIPPMANTREASURER AND DIRECTOR

JANE EPSTEINTREASURER AND DIRECTOR

RIVALYN ZWEIGDIRECTOR

ROXY ZAJACDIRECTOR

SHERRI LIPPMANPRESIDENT AND DIRECTOR

STEVEN SHEPSMANDIRECTOR

VIVIAN SHAPIRODIRECTOR

About this charity

Recognized since: January 2023
Location: PO BOX 434, BRIDGEHAMPTON, NY 11932
County: Suffolk
In care of: SHERRI LIPPMAN
Primary officer: SHERRI LIPPMAN, PRESIDENT AND DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailhello@roadforwardscholarship.org Phone(201) 838-6391

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: MOSES AND SCHREIBER LLP
NTEE classification: Scholarships & Student Financial Aid (B82)
IRS tax category: Scholarships & Student Financial Aid