Overlook Auxiliary EIN 22-6034033 Form 990 (PDF) Claim this org

Overlook Auxiliary

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Volunteers create a compassionate environment and raise funds for the medical center community. For fiscal year 2025 it reported $205K in revenue, $198K in expenses, and $360K in net assets.Pt I

Type
Supporting organization · Hospitals
Location
Summit, NJ
Website
www.oaux.org
Filings
5 on file (2020–2025)
Revenue
$205KFY2025
Expenses
$198K
Net assets
$360K
People
20
Filings
5
Updates
0
More identity details & actions ⌄
EIN  22-6034033 Supporting organization Summit, NJ
Form 990 (PDF)
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Size
$100K–1M
What they do
Volunteers create a compassionate environment and raise funds for the medical center community.
Leadership
Sally Allen · VP Marketing
Money in and out
$205K revenue, $198K expenses
Bottom line
+3% net inflow
Money in and out · FY2025
Total revenue
$205K
Pt VIII · Ln 12
Total expenses
$198K
Pt IX · Ln 25
Net assets
$360K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $7K
Where spending went · Part IX cols B–D
Program services $0.74 Management & general $0.26
Net inflow
+3%
revenue over expenses, this year▼ -90% vs prior filing year
Pass-through gifts
29%
of revenue from contributions▲ +41% vs prior filing year
Program spending
74%
of expenses reach stated programs▲ +166% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$205K
FY2025▲ +29%
Expenses
$198K
FY2025▲ +92%
Total assets
$400K
FY2025▼ -4%
Total liabilities
$40K
FY2025▼ -36%
Total revenue
$205K
Pt VIII · Ln 12
Total expenses
$198K
Pt IX · Ln 25
Net assets
$360K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$7K
Total assetsPt X · Ln 16$400K
Program-expense ratioPt IX · col B74%
Voting members of governing bodyPt I · Ln 315
Independent voting membersPt I · Ln 415

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item COverlook Auxiliary
EINHdr · item D22-6034033
Principal addressHdr · item CSummit, NJ
WebsiteHdr · item Jwww.oaux.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MNJ
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHospitals (E22I)
Ruling yearIRS BMFNov 1926

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a15
Independent voting membersPt VI · Ln 1b15
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
VP Marketing
$0Pt VII · Sec A
Art Overlook
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Serv Events
$0Pt VII · Sec A
Asst Treasur
$0Pt VII · Sec A
$0Pt VII · Sec A
JR Twigs Cha
$0Pt VII · Sec A
Fund Event C
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service account for $147K of program spending, described in the organization's own filed words · FY2024.
01

Support of overlook medical center community for initiative to benefit patients in pediatrics, medical education, social services and womens health

$147Kprogram expense

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Statement of Revenue

Part VIII
Other revenue$146K · 71%
Contributions & grants$59K · 29%
Other revenue71%$146K
Contributions & grants29%$59K
Investment income$4
Total revenueLn 12$205K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.74 Management & general $0.26
Program services74%$147K
Management & general26%$52K
Total functional expensesLn 25$198K

Balance Sheet

Part X · end of year
CashLn 1$326K
Total assetsLn 16$400K
Total liabilitiesLn 26$40K
Total net assetsLn 32$360K
Months of cash on handcomputed19.7

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $326K · Operating expenses/yr $198K
19.7 months
Where the money goes
Program services
Program services $147K · Total expenses $198K
74%
Management & General
Management & general $52K · Total expenses $198K
26%
Fundraising
Fundraising $0 · Total expenses $198K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $31K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $59K · Total revenue $205K
29%
Government reliance
Government grants — · Total revenue $205K
Earned-income share
Program service revenue $0 · Total revenue $205K
0%
Investment reliance
Investment income $4 · Total revenue $205K
<0.01%
Program self-sufficiency
Program service revenue $0 · Total expenses $198K
0%
Growth & trend
Revenue growth (YoY)
This year $205K · Prior year $159K
+29%
Revenue CAGR
FY2020 $207K · FY2024 $205K
-0.3%
Net-asset trend (YoY)
End of year $360K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $205K · Expenses $198K
+3%
Liabilities-to-Assets
Total liabilities — · Total assets $400K
Net-asset ratio
Net assets $360K · Total assets $400K
90%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $400K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Sally Allen · Reported title VP MARKETING · Highest reported compensation $0 · Total expenses $198K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $36K · Total expenses $198K
18%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 74%
Overhead ratio 26%
Fundraising cost ratio 0%
Revenue growth 29%
Accounting fee ratio 3%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $409K · 2020–2024
Overlook Medical Cntr & FoundationFY2024$129,745
Overlool Medical CenterFY2023$28,712
Overlook Medical Center CommunityNJ · FY2022$47,295
Overlook Medical Center CommunityNJ · FY2022$12,595
Overlook Medical Center CommunityNJ · FY2021$32,410
Overlook Medical Center CommunityNJ · FY2020$158,207

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$205K revenue · viewing · ⤓ 990 PDF
FY2024$159K revenue · ⤓ 990 PDF
FY2023$103K revenue · ⤓ 990 PDF
FY2022not on file
FY2021$191K revenue · ⤓ 990 PDF
FY2020$207K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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