Civic Intelligence

Moorestown Education Foundation C/O James Heiser

EIN 22-2699954 • Moorestown, NJ

803 North Stanwick RoadMoorestown, NJ 08057-2147
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.15x

Higher debt load relative to revenue than 68% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-6.6%

Higher net margin than 28% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,069,064

Up $16,196 (+1.5%) from 2023

Liabilities

Up

$24,823

Up $9,296 (+60%) from 2023

Net Assets

Up

$1,044,241

Up $6,900 (+0.7%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin28th percentile

Revenue

Down

$162,335

Down $37,102 (-19%) from 2023

Expenses

Down

$172,995

Down $8,858 (-4.9%) from 2023

Net Income

Down

-$10,660

Down $28,244 (-161%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $917,723Liabilities 2011: $10,0502011Assets 2012: $935,551Liabilities 2012: $11,0502012Assets 2013: $971,883Liabilities 2013: $8,0002013Assets 2014: $917,613Liabilities 2014: $21,0262014Assets 2019: $1,019,037Liabilities 2019: $15,475Net Assets 2019: $1,003,5622019Assets 2020: $1,052,143Liabilities 2020: $4,549Net Assets 2020: $1,047,5942020Assets 2021: $1,017,169Liabilities 2021: $6,800Net Assets 2021: $1,010,3692021Assets 2022: $1,014,810Liabilities 2022: $13,070Net Assets 2022: $1,001,7402022Assets 2023: $1,052,868Liabilities 2023: $15,527Net Assets 2023: $1,037,3412023Assets 2024: $1,069,064Liabilities 2024: $24,823Net Assets 2024: $1,044,2412024

Highlighted filing

2024

Assets$1,069,064
Liabilities$24,823
Net Assets$1,044,241
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $181,881Expenses 2011: $141,387Net Income 2011: $40,4942011Revenue 2012: $172,930Expenses 2012: $163,707Net Income 2012: $9,2232012Revenue 2013: $226,161Expenses 2013: $198,547Net Income 2013: $27,6142013Revenue 2014: $202,793Expenses 2014: $271,639Net Income 2014: -$68,8462014Revenue 2019: $232,003Expenses 2019: $215,387Net Income 2019: $16,6162019Revenue 2020: $188,365Expenses 2020: $159,289Net Income 2020: $29,0762020Revenue 2021: $161,985Expenses 2021: $216,899Net Income 2021: -$54,9142021Revenue 2022: $167,881Expenses 2022: $144,407Net Income 2022: $23,4742022Revenue 2023: $199,437Expenses 2023: $181,853Net Income 2023: $17,5842023Revenue 2024: $162,335Expenses 2024: $172,995Net Income 2024: -$10,6602024

Highlighted filing

2024

Revenue$162,335
Expenses$172,995
Net Income-$10,660
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,069,064
Liabilities
$24,823
Net assets
$1,044,241
Revenue
$162,335
Expenses
$172,995
Net income
-$10,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.04$0.16$0.17$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.02$1.04$0.20$0.18$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.01$1.00$0.17$0.14$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.16$0.22$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.19$0.16$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.02$1.00$0.23$0.22$0.02
2014Summary only. Only limited summary data is available for this year.$0.92$0.02$0.20$0.27$0.07
2013Summary only. Only limited summary data is available for this year.$0.97$0.01$0.23$0.20$0.03
2012Summary only. Only limited summary data is available for this year.$0.94$0.01$0.17$0.16$0.01
2011Summary only. Only limited summary data is available for this year.$0.92$0.01$0.18$0.14$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBTOSH CHAKRABARTIPresident/At Large Trustee-$0--
GEORGEAN WARDZINSKIVice President/At Large Tr-$0--
CHRISTINA BUCKLEYTreasurer-$0--
IAN HINKEAt Large Trustee-$0--
REBECCA LOPACINSKIAt Large Trustee-$0--
JENNIFER MALINOWSKIAt Large Trustee-$0--
DEB ROCKELLAt Large Trustee-$0--
DAVID WEINSTEINSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ROTARY BREAKFAST CLUB SCHOLARSHIPIMOORESTOWN, NJ, US$6,600
Paid Grant-ROTARY BREAKFAST CLUB SCHOLARSHIPIMOORESTOWN, NJ, US$4,400
Paid Grant-COSTELLO SCHOLARSHIPIMOORESTOWN, NJ, US$2,000
Paid Grant-EVAN WELCH MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$1,200
Paid Grant-EVAN WELCH MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$1,200
Paid Grant-MYLES L.BASS MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$1,000
Paid Grant-E. DONALD CONGO AND RONALD CONGO MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$1,000
Paid Grant-EDNA D. GREENSPAN MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$750
Paid Grant-DR. MARY E. ROBERTS SCHOLARSHIPIMOORESTOWN, NJ, US$650
Paid Grant-VIRGINIA AUSTERMUHL SCHOLARSHIPIMOORESTOWN, NJ, US$500
Paid Grant-MARY A. BETANCOURT SCHOLARSHIPIMOORESTOWN, NJ, US$500
Paid Grant-DOUGLAS BURRIS MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$500
Paid Grant-DR. HAROLD PAUL COXSON - CLASS OF 1921 SCHOLARSHIPIMOORESTOWN, NJ, US$500
Paid Grant-E. GORDON MCKINNON MEM SCHOLARSHIP/MAPLE SHADE-MOORESTOWN LODGE #281IMOORESTOWN, NJ, US$500
Paid Grant-CHRISTOPHER NICKLEN MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$500
Paid Grant-PAUL RESNICK MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$500
Paid Grant-BRIAN C. SHAPIRO MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$500
Paid Grant-VIRGINIA SOBOLEWSKI MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$500
Paid Grant-ANDREW STOWELL MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$500
Paid Grant-KATIE ZIENIUK MEMORIAL SCHOLARSHIPIMOORESTOWN, NJ, US$500
Paid Grant-FIRST PRESBYTERIAN CHURCH SCHOLARSHIPIMOORESTOWN, NJ, US$300
Paid Grant-FIRST PRES CHURCH SCHOLARSHIPIMOORESTOWN, NJ, US$300
Paid Grant-FIRST PRESBYTERIAN CHURCH SCHOLARSHIPIMOORESTOWN, NJ, US$300
Paid Grant-FIRST PRESBYTERIAN CHURCH SCHOLARSHIPIMOORESTOWN, NJ, US$300
Paid Grant-FIRST PRESBYTERIAN CHURCH SCHOLARSHIPIMOORESTOWN, NJ, US$300
Paid Grant-FIRST PRESBYTERIAN CHURCH SCHOLARSHIPIMOORESTOWN, NJ, US$300
Paid Grant-BARBARA J. MARKS SCHOLARSHIPIMOORESTOWN, NJ, US$200
Paid Grant-BARBARA J. MARKS SCHOLARSHIPIMOORESTOWN, NJ, US$200
Paid Grant-BARBARA J. MARKS SCHOLARSHIPIMOORESTOWN, NJ, US$200
Paid Grant-PACE - PARTNERSHIP FOR ACCELERATION CHALLENGE & ENRICHMENTIMOORESTOWN, NJ, US$100
Paid Grant-PACE - PARTNERSHIP FOR ACCELERATION CHALLENGE & ENRICHMENTIMOORESTOWN, NJ, US$100
Paid Grant-PACE - PARTNERSHIP FOR ACCELERATION CHALLENGE & ENRICHMENTIMOORESTOWN, NJ, US$100
Paid Grant-PACE - PARTNERSHIP FOR ACCELERATION CHALLENGE & ENRICHMENTIMOORESTOWN, NJ, US$100
Filing and Contact Details

Filer

Filer Name
Moorestown Education Foundation
EIN
22-2699954
Phone
8567786600
Address
803 NORTH STANWICK ROAD, MOORESTOWN, NJ 08057-2147

Signing Officer

Name
James M Heiser CPA
Title
Treasurer
Phone
8567786600
Signed
2025-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Holman Frenia Allison Pc
Address
1985 CEDAR BRIDGE AVENUE SUITE 3, LAKEWOOD, NJ 08701
Preparer
Craig R Johnson
Phone
7327971333
Raw XML AppendixShowing 400 of 679 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5AT LARGE TRUSTEE
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION IS ESTABLISHED TO RECEIVE AND ACCEPT PROPERTY, WHETHER REAL, PERSONAL OR MIXED BY WAY OF GIFT, BEQUEST OR DEVISE FROM ANY PERSON, FIRM, TRUST, CORPORATION, OR THE PUBLIC-AT-LARGE IN EITHER AN INDIVIDUAL OR FIDUCIARY CAPACITY, TO BE USED TO AWARD SCHOLARSHIPS TO THE GRADUATES OF THE MOORESTOWN PUBLIC SCHOOL DISTRICT OR GRANTS TO THE MOORESTOWN BOARD OF EDUCATION.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32KATIE ZIENIUK MEMORIAL SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17MEERA SHOLEVAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18BHAVIKA VERMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm19MACKENZIE TAYLOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm20NICHOLAS GURAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm21HARI BEZWADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm22MEERA SHOLEVAR

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