Civic Intelligence

The Metzenbaum Foundation

990 • Fiscal year 2021 • EIN 26-0265809

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 11, 2022

Organization ProfileWWW.GEAUGADD.ORG

View Organization Page

8200 Cedar RoadChesterland, OH 44026

(440) 759-6689

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.28x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

1.65x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

27th percentile

0.8%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

81st percentile

36%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

17%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$2,924,824

Up $774,413 (+36%) from 2020

Net Assets

Up

$2,108,817

Up $170,777 (+8.8%) from 2020

Liabilities

Up

$816,007

Up $603,636 (+284%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin27th percentile

Revenue

Up

$493,861

Up $73,288 (+17%) from 2020

Expenses

Up

$489,881

Up $95,679 (+24%) from 2020

Net Income

Down

$3,980

Down $22,391 (-85%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $591,573Liabilities 2015: $0Net Assets 2015: $591,5732015Assets 2016: $731,875Liabilities 2016: $0Net Assets 2016: $731,8752016Assets 2017: $897,104Liabilities 2017: $0Net Assets 2017: $897,1042017Assets 2020: $2,150,411Liabilities 2020: $212,371Net Assets 2020: $1,938,0402020Assets 2021: $2,924,824Liabilities 2021: $816,007Net Assets 2021: $2,108,8172021Assets 2022: $2,095,794Liabilities 2022: $255,351Net Assets 2022: $1,840,4432022Assets 2024: $3,221,854Liabilities 2024: $1,019,798Net Assets 2024: $2,202,0562024

Highlighted filing

2021

Assets$2,924,824
Liabilities$816,007
Net Assets$2,108,817
Open 2021 Filing

Operations Trend

Revenue Growth56th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $218,903Expenses 2015: $109,947Net Income 2015: $108,9562015Revenue 2016: $368,772Expenses 2016: $257,146Net Income 2016: $111,6262016Revenue 2017: $255,594Expenses 2017: $160,479Net Income 2017: $95,1152017Revenue 2020: $420,573Expenses 2020: $394,202Net Income 2020: $26,3712020Revenue 2021: $493,861Expenses 2021: $489,881Net Income 2021: $3,9802021Revenue 2022: $350,836Expenses 2022: $619,210Net Income 2022: -$268,3742022Revenue 2024: $916,241Expenses 2024: $767,543Net Income 2024: $148,6982024

Highlighted filing

2021

Revenue$493,861
Expenses$489,881
Net Income$3,980
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 11, 2022
Return Version
2021v4.1
Gross Receipts
$534,723
Mission and Program Overview

Mission

Our purpose is to enhance the quality of life for geauga county citizens with developmental disabilities and to promote public awareness of the needs and abilities of such individuals throughout

To enhance the quality of life for geauga county citizens with developmental disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,768,984$1,940,364▲ $171,380
Cash and Non-Interest-Bearing Accounts$380,741$981,016▲ $600,275
Land, Buildings, and Equipment, Net$686$490▼ $196
Total Assets$2,150,411$2,924,824▲ $774,413
Other Assets Total-$2,954-
Liabilities
Accounts Payable and Accrued Expenses$212,371$462,689▲ $250,318
Deferred Revenue-$350,000-
Grants Payable-$3,318-
Total Liabilities$212,371$816,007▲ $603,636
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,735,962$1,303,782▼ $432,180
Net Assets With Donor Restrictions$202,078$805,035▲ $602,957
Total Net Assets Fund Balance$1,938,040$2,108,817▲ $170,777
Total Liabilities and Net Assets / Fund Balance$2,150,411$2,924,824▲ $774,413

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$490$310-
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Dennis SchmidtChairman
Ted GedeonVice Chair
Jeff MackeyTrustee
Jim JansonTrustee
Leslie GalickiTrustee
Nan WarholicTrustee
Steve OznowichTrustee
Tom ObrienTrustee
W WaldbauerTrustee
Gary SigmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$392,001
Program Service Revenue
$0
Investment Income
$40,200
Other Revenue
$61,660
All Other Contributions
$2,001
Change in Net Assets
$3,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$325,218
Salaries, Compensation, and Employee Benefits$138,681
Other Expenses$25,982
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$325,218--$325,218
Other Salaries and Wages-$109,002-$109,002
Other Employee Benefits-$21,340-$21,340
All Other Expenses-$11,082-$11,082
Fees for Service Investment Mgmnt Fees-$9,268-$9,268
Payroll Taxes-$8,339-$8,339
Fees for Services Accounting-$1,518-$1,518
Insurance-$1,418-$1,418
Other Expenses-$232-$232
Depreciation Depletion-$196-$196
Total Functional Expenses$325,218$164,663$0$489,881
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$765
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Periodically new board members are needed, as a result a vote is conducted for prospective board members to determine if they are going to be appointed as new members”

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 is provided to the board members for their review prior to filing the return.”

Form 990, Part VI, Section C, Line 19

“The metzenbaum foundation makes the governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Metzenbaum Foundation
EIN
26-0265809
Address
8200 CEDAR ROAD, CHESTERLAND, OH 44026

Signing Officer

Name
Gary Sigman
Title
Treasurer
Signed
2022-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Schmidt
Formed
2005
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
11

Preparer

Firm
Ronald J Hamilton Co LLC
Address
PO BOX 272, CHARDON, OH 44024
Preparer
Ronald J Hamilton
Phone
4402859601
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt046654
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt042456
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021199
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92470
IRS990ScheduleA/PublicSupportPY170Pct00.93390
IRS990ScheduleA/PublicSupportTotal170Amt02320123
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0392001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0384090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0604627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0703126
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0236279
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02320123
IRS990ScheduleA/TotalSupportAmt02509079
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0231
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt07787
IRS990ScheduleD/EquipmentGrp/BookValueAmt0490
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0310
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0800
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0490
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0325218
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0349
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THERE IS CURRENTLY NO PROCEDURE IN PLACE, OCCASIONALLY THE ORGANIZATION RECEIVES FEEDBACK FROM THE RECIPIENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERIODICALLY NEW BOARD MEMBERS ARE NEEDED, AS A RESULT A VOTE IS CONDUCTED FOR PROSPECTIVE BOARD MEMBERS TO DETERMINE IF THEY ARE GOING TO BE APPOINTED AS NEW MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE METZENBAUM FOUNDATION MAKES THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0392001
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0164663
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0325218
IRS990/TotalFunctionalExpensesGrp/TotalAmt0489881
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0212371
IRS990/TotalLiabilitiesEOYAmt0816007
IRS990/TotalLiabilitiesGrp/BOYAmt0212371
IRS990/TotalLiabilitiesGrp/EOYAmt0816007
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01938040
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02108817
IRS990/TotalProgramServiceExpensesAmt0325218
IRS990/TotalRevenueGrp/ExclusionAmt040965
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt062425
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0493861
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02150411
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02924824
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011695 OVERLOOK RD
IRS990/USAddress/CityNm0CHARDON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044024
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.GEAUGADD.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY SIGMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE METZENBAUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0METZ
ReturnHeader/Filer/EIN0260265809
ReturnHeader/Filer/USAddress/AddressLine1Txt08200 CEDAR ROAD
ReturnHeader/Filer/USAddress/CityNm0CHESTERLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,924,824
Liabilities
$816,007
Net assets
$2,108,817
Revenue
$493,861
Expenses
$489,881
Net income
$3,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$1.02$2.20$0.92$0.77$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.26$1.84$0.35$0.62$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.82$2.11$0.49$0.49$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.21$1.94$0.42$0.39$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.26$0.16$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.37$0.26$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.22$0.11$0.11