Civic Intelligence

Uberoi Foundation

990PF • Fiscal year 2022 • EIN 20-3787141

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
321 Upper Mountain AvenueUpper Montclair, NJ 07043

(212) 773-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Net Margin

63rd percentile

25%

Higher net margin than 63% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Asset Growth

72nd percentile

3.4%

Faster asset growth than 72% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

-2.5%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,965,827

Up $65,088 (+3.4%) from 2021

Net Assets

Up

$1,965,827

Up $65,088 (+3.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin63rd percentile

Revenue

Down

$257,496

Down $6,612 (-2.5%) from 2021

Expenses

Up

$192,408

Up $12,196 (+6.8%) from 2021

Net Income

Down

$65,088

Down $18,808 (-22%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $236,816Liabilities 2011: $02011Assets 2012: $219,952Liabilities 2012: $02012Assets 2013: $227,472Liabilities 2013: $02013Assets 2014: $493,605Liabilities 2014: $02014Assets 2015: $823,878Liabilities 2015: $02015Assets 2019: $1,718,758Liabilities 2019: $0Net Assets 2019: $1,718,7582019Assets 2020: $1,816,843Liabilities 2020: $0Net Assets 2020: $1,816,8432020Assets 2021: $1,900,739Liabilities 2021: $0Net Assets 2021: $1,900,7392021Assets 2022: $1,965,827Liabilities 2022: $0Net Assets 2022: $1,965,8272022Assets 2023: $1,945,509Liabilities 2023: $0Net Assets 2023: $1,945,5092023Assets 2024: $1,771,807Liabilities 2024: $0Net Assets 2024: $1,771,8072024

Highlighted filing

2022

Assets$1,965,827
Liabilities$0
Net Assets$1,965,827
Open 2022 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $100,357Expenses 2011: $82,298Net Income 2011: $18,0592011Revenue 2012: -$66Expenses 2012: $16,797Net Income 2012: -$16,8632012Revenue 2013: $154,507Expenses 2013: $74,789Net Income 2013: $79,7182013Revenue 2014: $958,667Expenses 2014: $26,550Net Income 2014: $932,1172014Revenue 2015: $636,748Expenses 2015: $26,750Net Income 2015: $609,9982015Revenue 2019: $1,028,422Expenses 2019: $53,680Net Income 2019: $974,7422019Revenue 2020: $260,267Expenses 2020: $162,182Net Income 2020: $98,0852020Revenue 2021: $264,108Expenses 2021: $180,212Net Income 2021: $83,8962021Revenue 2022: $257,496Expenses 2022: $192,408Net Income 2022: $65,0882022Revenue 2023: $18,378Expenses 2023: $35,047Net Income 2023: -$16,6692023Revenue 2024: -$109,845Expenses 2024: $61,467Net Income 2024: -$171,3122024

Highlighted filing

2022

Revenue$257,496
Expenses$192,408
Net Income$65,088
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANK UBEROITrustee-$0--
ANGELA BEEKERS-UBEROITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Uberoi Foundation
EIN
20-3787141
In Care Of
% ERNST & YOUNG US LLP
Phone
2127733000
Address
321 UPPER MOUNTAIN AVENUE, UPPER MONTCLAIR, NJ 07043

Signing Officer

Name
Hank Uberoi
Title
Trustee
Phone
9739797307
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
John D Cook
Phone
2127733000
Raw XML Appendix292 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03750
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NEW JERSEY DOES NOT REQUIRE A FILING OF FORM 990-PF. NEW JERSEY REGISTRATION IS NOT REQIRED WHEN THE FOUNDATION DOES NOT RECEIVE MORE THAN $10,000 IN GROSS CONTRIBUTIONS FROM OUTSIDE SOURCES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18245
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2STONEX GROUP INC. CMN
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0252688
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01829019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF MARKETABLE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0254971
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt065088
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01900739
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt080720
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt080720
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt084232
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03512
IRS990PF/DistributableAmountGrp/TotalTaxAmt03512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04991
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0704695
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025655
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0453213
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01684649
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01710304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANGELA BEEKERS-UBEROI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0183850
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt080720
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080720
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt059405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0219732
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0106880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt059405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053447
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0187600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0106880
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0219732
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0112852
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
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ReturnHeader/ReturnTs02023-11-14T10:35:53-06:00
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ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,965,827
Liabilities
$0
Net assets
$1,965,827
Revenue
$257,496
Expenses
$192,408
Net income
$65,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.11$0.06$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.02$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.26$0.19$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.26$0.18$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.26$0.16$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.03$0.05$0.97
2015Summary only. Only limited summary data is available for this year.$0.82$0.00$0.64$0.03$0.61
2014Summary only. Only limited summary data is available for this year.$0.49$0.00$0.96$0.03$0.93
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.15$0.07$0.08
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.00$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.10$0.08$0.02