Nonprofit · EIN 51-0194054
OVERLOOK FOUNDATION
Tax-exempt · SUMMIT, NJ 07901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,480,021 | $17,236,459 | -$756,438 | $139,874,424 | $3,353,916 | $136,520,508 |
| June 30, 2024 | 990 | $13,936,622 | $15,284,401 | -$1,347,779 | $133,877,372 | $3,298,464 | $130,578,908 |
| June 30, 2023 | 990 | $14,781,962 | $13,358,037 | $1,423,925 | $128,364,524 | $3,706,632 | $124,657,892 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,477,690
- Program service revenue
- $0
- Investment income
- $6,061,802
- Net gain from sales of assets
- $2,690,805
- Net income from fundraising events
- -$59,471
- Other revenue
- -$59,471
Expenses
- Grants and similar amounts paid
- $14,078,112
- Compensation of officers, directors and key employees
- $828,483
- Other salaries and wages
- $1,136,580
- Salaries, compensation and benefits (total)
- $2,349,728
- Professional fundraising fees
- $0
- Accounting fees
- $155,784
- Travel
- $28,036
- Program services (functional)
- $14,784,181
- Management and general (functional)
- $1,794,563
- Fundraising (functional)
- $657,715
Balance sheet and other
- Total assets, start of year
- $133,877,372
- Total assets, end of year
- $139,874,424
- Total liabilities, end of year
- $3,353,916
- Net assets, end of year
- $136,520,508
- Publicly traded securities
- $98,827,298
- Net assets without donor restrictions
- $19,005,382
- Net assets with donor restrictions
- $117,515,126
- Gross unrelated business income
- -$53,979
- Gross receipts
- $36,183,481
- Employees
- 0
- Volunteers
- 31
- Year formed
- 1976
- State of legal domicile
- NJ
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CLELIA BIAMONTI PHD | EXECUTIVE DIRECTOR Officer | 40 | $406,495 | $35,322 |
| KIMBERLY MYLER | ASSIST. SECRETARY/DIR. FINANCE Officer | 40 | $218,333 | $30,830 |
| MARIANNE F DEVLIN | DIRECTOR Highest-paid employee | 40 | $199,786 | $33,152 |
| EILEEN S WEISS | DIRECTOR Highest-paid employee | 40 | $170,188 | $23,484 |
| KERRY MOWRY | DIRECTOR Highest-paid employee | 40 | $172,100 | $21,314 |
| LORIE MCDONALD | DIRECTOR Highest-paid employee | 40 | $147,278 | $0 |
| ELIZABETH PECK | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC J SHICK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| FRANCIS I PERIER JR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KARINA CALZADILLA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AKSHAY KAPOOR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEV LUEHS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CANDICE STELLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEAN SERRATELLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DINA SANTORO | TRUSTEE Trustee or director | 1 | $0 | $0 |
22 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GINA CHIARELLO | TRUSTEE Trustee or director | 1 | $0 |
| HAKAN ERDAMAR | TRUSTEE Trustee or director | 1 | $0 |
| HUMA MIRZA DDS | TRUSTEE Trustee or director | 1 | $0 |
| JACK MANN | TRUSTEE Trustee or director | 1 | $0 |
| KISHORE BALLAL | TRUSTEE Trustee or director | 1 | $0 |
| LINDA WALKER | TRUSTEE Trustee or director | 1 | $0 |
| MAGGIE HARIRI | TRUSTEE Trustee or director | 1 | $0 |
| MARC MANDEL MD | TRUSTEE Trustee or director | 1 | $0 |
| MERI BARER | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL A KATZ ESQ | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL WEINRAUCH MD | TRUSTEE Trustee or director | 1 | $0 |
| MUHAMMAD FETEIHA MD | TRUSTEE Trustee or director | 1 | $0 |
| NEIL WEIDNER | TRUSTEE Trustee or director | 1 | $0 |
| PRADIPTO BAGCHI | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD ROSEN | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD SCHRADER | TRUSTEE Trustee or director | 1 | $0 |
| S COLIN NEILL | TRUSTEE Trustee or director | 1 | $0 |
| SAMANTHA POZNER MD | TRUSTEE Trustee or director | 1 | $0 |
| SIEN AVALOS | TRUSTEE Trustee or director | 1 | $0 |
| STEPHANIE SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS VARKEY | TRUSTEE Trustee or director | 1 | $0 |
| VINCENT URSINO JR | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CLELIA BIAMONTI PHD | EXECUTIVE DIRECTOR Officer | 40 | $382,672 | $32,291 |
| KIMBERLY MYLER | ASSIST. SECRETARY/DIR. FINANCE Officer | 40 | $206,197 | $29,115 |
| LORIE MCDONALD | DIRECTOR Highest-paid employee | 40 | $190,510 | $32,064 |
| MARIANNE F DEVLIN | DIRECTOR Highest-paid employee | 40 | $188,019 | $32,873 |
| KERRY MOWRY | DIRECTOR Highest-paid employee | 40 | $164,256 | $21,252 |
| EILEEN S WEISS | DIRECTOR Highest-paid employee | 40 | $162,146 | $22,653 |
| JESSALYN CHANG | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH PECK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC J SHICK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KARINA CALZADILLA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AKSHAY KAPOOR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AL LORD III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEV LUEHS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CANDICE STELLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CANDY GREIG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER SULLIVAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEAN SERRATELLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DINA SANTORO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FEDORA BALOIU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANCIS I PERIER JR | TRUSTEE (ELECTED TREASURER) Trustee or director | 1 | $0 | $0 |
| HAKAN ERDAMAR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HUMA MIRZA DDS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK MANN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES N GARDNER MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KISHORE BALLAL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINDA WALKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAGGIE HARIRI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MERI BARER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MUHAMMAD FETEIHA MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NEIL WEIDNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PRADIPTO BAGCHI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICH ROSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD SCHRADER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RONALD BENITEZ MD | OUTGOING TRUSTEE (3/2024) Trustee or director | 1 | $0 | $0 |
| SAMANTHA POZNER MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHANIE SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS VARKEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CLELIA BIAMONTI PHD | EXECUTIVE DIRECTOR Officer | 40 | $371,593 | $50,748 |
| KIMBERLY MYLER | ASSIST. SECRETARY/DIR. FIN Officer | 40 | $186,030 | $46,942 |
| LORIE MCDONALD | DIRECTOR Highest-paid employee | 40 | $173,167 | $51,291 |
| MARIANNE F DEVLIN | DIRECTOR Highest-paid employee | 40 | $163,834 | $48,535 |
| KERRY MOWRY | DIRECTOR Highest-paid employee | 40 | $145,315 | $37,284 |
| EILEEN S WEISS | DIRECTOR Highest-paid employee | 40 | $132,758 | $36,188 |
| JESSALYN CHANG | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH PECK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC J SHICK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KARINA CALZADILLA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AKSHAY KAPOOR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AL LORD III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEV LUEHS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CANDICE STELLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CANDY GREIG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER SULLIVAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEAN SERRATELLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DINA SANTORO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FEDORA BALOIU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANCIS I PERIER JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HAKAN ERDAMAR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HUMA MIRZA DDS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK MANN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES N GARDNER MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KISHORE BALLAL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAGGIE HARIRI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MERI BARER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MUHAMMAD FETEIHA MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NEIL WEIDNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PRADIPTO BAGCHI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICH ROSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD SCHRADER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RONALD BENITEZ MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAMANTHA POZNER MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHANIE SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS VARKEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 46 BEAUVOIR AVE, SUMMIT, NJ 07901-3568
- Principal officer (990 for 2024)
- ELIZABETH PECK, 46 BEAUVOIR AVENUE, SUMMIT, NJ 07901
- Signed the 990
- FRANCIS I PERIER, TREASURER
- Phone
- (908) 522-2840
- Website
- WWW.OVERLOOKFOUNDATION.ORG
- Return prepared by
- WISS & COMPANY LLP
Mission
THE MISSION OF THE OVERLOOK FOUNDATION IS TO DEVELOP, MANAGE, AND DISTRIBUTE RESOURCES TO ADVANCE THE DELIVERY OF HIGH-QUALITY HEALTH CARE BY OVERLOOK MEDICAL CENTER.
Program accomplishments
- OVERLOOK FOUNDATION PROVIDES CRITICAL FUNDING TO ATLANTIC HEALTH OVERLOOK MEDICAL CENTER TO ENSURE THAT IT REMAINS AT THE FOREFRONT OF MEDICAL CARE. WE SUPPORT THE PURCHASE OF STATE-OF-THE-ART EQUIPMENT, THE CONSTRUCTION OF NEW FACILITIES, ENDOWMENTS FOR MEDICAL LEADERSHIP, NURSING SCHOLARSHIPS, PROFESSIONAL DEVELOPMENT, TRAINING AND EDUCATION, AS WELL AS INNOVATIVE PROGRAMS TO ENHANCE THE PATIENT AND CAREGIVER EXPERIENCE.AS THE FOUNDATION SUCCESSFULLY REACHED ITS $82.5 MILLION OVERLOOK AHEAD CAMPAIGN GOAL IN 2025, THE COMPREHENSIVE, MULTI-PHASE EXPANSION AND MODERNIZATION OF ATLANTIC HEALTH OVERLOOK'S CAMPUS CONTINUES. CONTINUED IN SCHEDULE O.TODAY'S FULLY OPTIMIZED HOSPITAL OF THE FUTURE FEATURES NEW MEDICAL INFRASTRUCTURE IN EVERY ROOM, DOUBLE THE NUMBER OF PRIVATE PATIENT ROOMS, AND AN ALIGNMENT OF CLINICAL PROGRAMS DESIGNED TO MAKE CARE MORE PATIENT CENTRIC. SERVICES THROUGHOUT THE HOSPITAL HAVE BEEN RELOCATED AND UNITS BUILT, EXPANDED OR RENOVATED, INCLUDING THE NEW EAST BUILDING, ALL WHILE PATIENTS CONTINUED TO RECEIVE THE WORLD-CLASS CARE THEY EXPECT.Expenses $14,431,432 · grants $13,725,363
- DURING THE CURRENT YEAR, THE ORGANIZATION AWARDED $75,290 IN GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS IN SUPPORT OF PROJECTS THAT ALIGN WITH THE FOUNDATION'S MISSION, GEOGRAPHIC FOCUS, AND ESTABLISHED GRANTMAKING GUIDELINES.EACH YEAR, THROUGH THE RECOMMENDATION OF ITS TRUSTEES, THE FOUNDATION PROVIDES GRANT FUNDING TO ELIGIBLE NONPROFIT ORGANIZATIONS. ALL GRANT RECIPIENTS ARE SELECTED THROUGH A FORMAL REVIEW PROCESS TO ENSURE ALIGNMENT WITH THE FOUNDATION'S CHARITABLE OBJECTIVES AND COMMUNITY IMPACT PRIORITIES.CONTINUED IN SCHEDULE O.THE GRANTS AWARDED DURING THE CURRENT YEAR SUPPORTED A BROAD RANGE OF CHARITABLE INITIATIVES ALIGNED WITH THE FOUNDATION'S MISSION AND COMMUNITY NEEDS. FUNDING WAS DIRECTED TOWARD PROGRAMS ADDRESSING SEVERAL KEY AREAS, INCLUDING HEALTH AND WELLNESS, MENTAL HEALTH SERVICES, HOMELESSNESS PREVENTION, YOUTH DEVELOPMENT, EDUCATION, AND COMMUNITY SAFETY.Expenses $75,290 · grants $75,290
- DURING THE CURRENT YEAR, THE ORGANIZATION PROVIDED DIRECT FINANCIAL ASSISTANCE AND EDUCATIONAL SUPPORT TO INDIVIDUALS AND FAMILIES FACING MEDICAL AND CAREGIVING CHALLENGES.THE ASSISTANCE TO FAMILIES OF CANCER PATIENTS PROGRAM AND THE CAREGIVER'S CENTER PROVIDED FINANCIAL SUPPORT TO 295 INDIVIDUALS, WITH TOTAL EXPENDITURES OF $114,459. EMERGENCY SUPPORT SERVICES ASSISTED 294 INDIVIDUALS FACING URGENT NEEDS, WITH PAYMENTS TOTALING $29,509.THROUGH ITS INTERNATIONAL MEDICAL MISSIONS PROGRAM, THE ORGANIZATION FUNDED MEDICAL ASSISTANCE FOR 35 INDIVIDUALS, EXPENDING $35,602. CONTINUED IN SCHEDULE O.ADDITIONALLY, THE ORGANIZATION ADVANCED HEALTHCARE EDUCATION AND WORKFORCE DEVELOPMENT BY SUPPORTING 108 INDIVIDUALS THROUGH NURSING SCHOLARSHIPS, NURSING EDUCATION, AND CERTIFICATION PROGRAMS, WITH TOTAL AWARDS OF $97,889.TOTAL PROGRAM GRANTS DISTRIBUTED DURING THE YEAR AMOUNTED TO $277,459.Expenses $277,459 · grants $277,459
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0194054
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $139,874,424
- Income (IRS master file)
- $36,183,481
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,480,021 | $17,236,459 | $139,874,424 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $13,936,622 | $15,284,401 | $133,877,372 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $14,781,962 | $13,358,037 | $128,364,524 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $22,064,217 | $16,953,754 | $124,262,093 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 51-0194054).
Questions about OVERLOOK FOUNDATION
- What is the EIN of OVERLOOK FOUNDATION?
- The employer identification number (EIN) of OVERLOOK FOUNDATION is 51-0194054.
- Is OVERLOOK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to OVERLOOK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OVERLOOK 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 OVERLOOK FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OVERLOOK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OVERLOOK FOUNDATION?
- The 990 for the year ended June 30, 2025 names ELIZABETH PECK.
- Who are the officers and directors of OVERLOOK FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 37 people; 6 received compensation from the organization, the highest $406,495 (CLELIA BIAMONTI PHD, EXECUTIVE DIRECTOR).
- How much revenue does OVERLOOK FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,480,021, expenses of $17,236,459 and total assets of $139,874,424 at year end.
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