Civic Intelligence

The Berkeley Heights Education Foundation Inc.

990EZ • Fiscal year 2023 • EIN 22-3341714

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization ProfileN/A
345 Plainfield AveBerkeley Heights, NJ 07922

(908) 464-1601

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

7th percentile

-97%

Higher net margin than 7% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Asset Growth

13th percentile

-34%

Faster asset growth than 13% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-7.9%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$46,018

Down $23,662 (-34%) from 2022

Net Assets

Down

$46,018

Down $23,662 (-34%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$24,465

Down $2,094 (-7.9%) from 2022

Expenses

Up

$48,127

Up $13,366 (+38%) from 2022

Net Income

Down

-$23,662

Down $15,460 (-188%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$100K$50K$0Assets 2011: $69,673Liabilities 2011: $02011Assets 2012: $42,344Liabilities 2012: $02012Assets 2013: $49,841Liabilities 2013: $02013Assets 2014: $42,352Liabilities 2014: $02014Assets 2015: $68,482Liabilities 2015: $02015Assets 2016: $49,388Liabilities 2016: $02016Assets 2017: $76,972Liabilities 2017: $02017Assets 2018: $72,484Liabilities 2018: $02018Assets 2019: $93,587Liabilities 2019: $02019Assets 2020: $97,272Net Assets 2020: $97,2722020Assets 2021: $77,882Net Assets 2021: $77,8822021Assets 2022: $69,680Net Assets 2022: $69,6802022Assets 2023: $46,018Net Assets 2023: $46,0182023Assets 2024: $43,365Liabilities 2024: $02024Assets 2025: $43,186Net Assets 2025: $43,1862025

Highlighted filing

2023

Assets$46,018
Liabilities-
Net Assets$46,018
Open 2023 Filing

Operations Trend

Revenue Growth35th percentile

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

$100K$50K$0-$50KRevenue 2011: $87,164Expenses 2011: $85,943Net Income 2011: $1,2212011Revenue 2012: $44,487Expenses 2012: $71,815Net Income 2012: -$27,3282012Revenue 2013: $45,894Expenses 2013: $38,397Net Income 2013: $7,4972013Revenue 2014: $35,518Expenses 2014: $43,007Net Income 2014: -$7,4892014Revenue 2015: $69,110Expenses 2015: $42,980Net Income 2015: $26,1302015Revenue 2016: $27,109Expenses 2016: $46,203Net Income 2016: -$19,0942016Revenue 2017: $59,918Expenses 2017: $33,964Net Income 2017: $25,9542017Revenue 2018: $31,422Expenses 2018: $33,733Net Income 2018: -$2,3112018Revenue 2019: $58,004Expenses 2019: $36,901Net Income 2019: $21,1032019Revenue 2020: $24,352Expenses 2020: $20,667Net Income 2020: $3,6852020Revenue 2021: $16,613Expenses 2021: $36,003Net Income 2021: -$19,3902021Revenue 2022: $26,559Expenses 2022: $34,761Net Income 2022: -$8,2022022Revenue 2023: $24,465Expenses 2023: $48,127Net Income 2023: -$23,6622023Revenue 2024: $21,044Expenses 2024: $23,697Net Income 2024: -$2,6532024Revenue 2025: $5,753Expenses 2025: $5,932Net Income 2025: -$1792025

Highlighted filing

2023

Revenue$24,465
Expenses$48,127
Net Income-$23,662
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$30,344
Mission and Program Overview

Mission

To support educational programs in berkeley heights

Program Services

DescriptionGrantsExpenses
TO PROVIDE GRANTS FOR MATERIALS, EQUIPMENT AND PROGRAMS TO BENEFIT STUDENTS OF BERKELEY HEIGHTS, NJ, APPROX 2900 STUDENTS IN GRADES K - 12-$42,317
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA CRUZTreasPT$0--
DANIELA MCDONNELLPresPT$0--
KRISTY LOPRESTIVPPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$18,885$18,885$5,879$13,006
Total Events$18,885$18,885$5,879$13,006
Filing and Contact Details

Filer

Filer Name
Berkeley Heights Education
EIN
22-3341714
Phone
9084641601
Address
345 PLAINFIELD AVE, BERKELEY HEIGHTS, NJ 07922

Signing Officer

Name
Sandra Cruz
Title
Treas
Phone
9084641601
Signed
2023-11-15

Preparer

Firm
Barbera & Barbera Cpas
Address
70 FLORAL AVENUE, MURRAY HILL, NJ 07974
Preparer
Arthur Barbera
Phone
9084645747
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 1,206 prof fees 300 website 480 office 1,434 corporate sponsorship 2,390 total 5,810”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SANDRA CRUZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09084641601
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0345 PLAINFIELD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERKELEY HEIGHTS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007922
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069680
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046018
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011386
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23662
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069680
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046018
IRS990EZ/FundraisingGrossIncomeAmt018885
IRS990EZ/GrantsAndSimilarAmountsPaidAmt042317
IRS990EZ/GrossReceiptsAmt030344
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt073
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069680
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046018
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069680
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDRA CRUZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELA MCDONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTY LOPRESTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05810
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATIONAL PROGRAMS IN BERKELEY HEIGHTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GRANTS FOR MATERIALS, EQUIPMENT AND PROGRAMS TO BENEFIT STUDENTS OF BERKELEY HEIGHTS, NJ, APPROX 2900 STUDENTS IN GRADES K - 12
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042317
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05879
IRS990EZ/SpecialEventsNetIncomeLossAmt013006
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048127
IRS990EZ/TotalProgramServiceExpensesAmt042317
IRS990EZ/TotalRevenueAmt024465
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087786
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0249
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09439
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0108041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0249
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0576
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99710
IRS990ScheduleA/PublicSupportPY509Pct00.99680
IRS990ScheduleA/PublicSupportTotal509Amt0195827
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016406
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028346
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094172
IRS990ScheduleA/Total509Grp/TotalAmt0195827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094292
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0196403
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05879
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018885
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013006
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05879
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 1,206 PROF FEES 300 WEBSITE 480 OFFICE 1,434 CORPORATE SPONSORSHIP 2,390 TOTAL 5,810
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA CRUZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum09084641601
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKELEY HEIGHTS EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0223341714
ReturnHeader/Filer/PhoneNum09084641601
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 PLAINFIELD AVE
ReturnHeader/Filer/USAddress/CityNm0BERKELEY HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007922
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223173280
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBERA & BARBERA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 FLORAL AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MURRAY HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007974
ReturnHeader/PreparerPersonGrp/PhoneNum09084645747
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR BARBERA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-15T20:42:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CRUZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,018
Liabilities
-
Net assets
$46,018
Revenue
$24,465
Expenses
$48,127
Net income
-$23,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.2$43.2$5.75$5.93$0.18
2024Summary only. Only limited summary data is available for this year.$43.4$0.00$21.0$23.7$2.65
2023Detailed filing. Detailed filing data is available for this year.$46.0$46.0$24.5$48.1$23.7
2022Detailed filing. Detailed filing data is available for this year.$69.7$69.7$26.6$34.8$8.20
2021Detailed filing. Detailed filing data is available for this year.$77.9$77.9$16.6$36.0$19.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.3$97.3$24.4$20.7$3.69
2019Summary only. Only limited summary data is available for this year.$93.6$0.00$58.0$36.9$21.1
2018Summary only. Only limited summary data is available for this year.$72.5$0.00$31.4$33.7$2.31
2017Summary only. Only limited summary data is available for this year.$77.0$0.00$59.9$34.0$26.0
2016Summary only. Only limited summary data is available for this year.$49.4$0.00$27.1$46.2$19.1
2015Summary only. Only limited summary data is available for this year.$68.5$0.00$69.1$43.0$26.1
2014Summary only. Only limited summary data is available for this year.$42.4$0.00$35.5$43.0$7.49
2013Summary only. Only limited summary data is available for this year.$49.8$0.00$45.9$38.4$7.50
2012Summary only. Only limited summary data is available for this year.$42.3$0.00$44.5$71.8$27.3
2011Summary only. Only limited summary data is available for this year.$69.7$0.00$87.2$85.9$1.22