Civic Intelligence

Carolyn and Herbert Metzger Foundation

EIN 32-6474435 • Toledo, OH

Four SeaGate 9th FloorToledo, OH 43604
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

38th percentile

1.0%

Faster asset growth than 38% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$21,565,206

Up $205,480 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$21,565,206

Up $205,480 (+1.0%) from 2023

Revenue

Down

$1,049,388

Down $10,838,807 (-91%) from 2023

Expenses

Up

$843,908

Up $177,781 (+27%) from 2023

Net Income

Down

$205,480

Down $11,016,588 (-98%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2017: $6,219,960Liabilities 2017: $0Net Assets 2017: $6,219,9602017Assets 2018: $11,159,554Liabilities 2018: $0Net Assets 2018: $11,159,5542018Assets 2019: $10,913,120Liabilities 2019: $0Net Assets 2019: $10,913,1202019Assets 2020: $10,335,804Liabilities 2020: $0Net Assets 2020: $10,335,8042020Assets 2021: $10,315,240Liabilities 2021: $0Net Assets 2021: $10,315,2402021Assets 2022: $10,137,658Liabilities 2022: $0Net Assets 2022: $10,137,6582022Assets 2023: $21,359,726Liabilities 2023: $0Net Assets 2023: $21,359,7262023Assets 2024: $21,565,206Liabilities 2024: $0Net Assets 2024: $21,565,2062024

Highlighted filing

2024

Assets$21,565,206
Liabilities$0
Net Assets$21,565,206

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $6,238,544Expenses 2017: $18,584Net Income 2017: $6,219,9602017Revenue 2018: $6,231,272Expenses 2018: $501,476Net Income 2018: $5,729,7962018Revenue 2019: $368,354Expenses 2019: $614,788Net Income 2019: -$246,4342019Revenue 2020: $116,247Expenses 2020: $693,563Net Income 2020: -$577,3162020Revenue 2021: $670,051Expenses 2021: $690,615Net Income 2021: -$20,5642021Revenue 2022: $341,288Expenses 2022: $518,870Net Income 2022: -$177,5822022Revenue 2023: $11,888,195Expenses 2023: $666,127Net Income 2023: $11,222,0682023Revenue 2024: $1,049,388Expenses 2024: $843,908Net Income 2024: $205,4802024

Highlighted filing

2024

Revenue$1,049,388
Expenses$843,908
Net Income$205,480

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan M MetzgerTrustee-$0--
Sally M FriendTrustee-$0--
Holly E MetzgerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carolyn and Herbert Metzger Foundation
EIN
32-6474435
Phone
4192497900
Address
Four SeaGate 9th Floor, Toledo, OH 43604

Signing Officer

Name
Susan M Metzger
Title
Trustee
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Robison Curphey & OConnell LLC
Address
Four SeaGate Ninth Floor, Toledo, OH 43604
Preparer
Thomas A Gibson
Phone
4192497900
Raw XML Appendix394 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Toledo Day Nursery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Historic Woodlawn Cemetery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Valentine Theater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Boys and Girls Club of Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Toledo Children's Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Dixon Center for Military and Veter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Ability Center of Greater Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Mom's House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Camp Storer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Hope Lutheren Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Toledo Zoological Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Flag City Honor Flights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Toledo Symphony
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Sylvania Schools Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Bethany House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Beneficiary
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02211 Jefferson Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11502 Central Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2410 Adams St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32250 N Detroit Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42142 N Cove Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5633 3rd Ave 6th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt65605 Monroe St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72505 Franklin Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt86941 Stony Lake Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92201 Secor Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102700 Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO Box 885
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121838 Parkwood Avw 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt134747 N Holland Sylvania Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO Box 5930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Sylvania
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Findlay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Sylvania
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Toledo
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1443613
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0735535
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0324836
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0410699
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01280349
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0735535
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0955513
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0410699
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Herbert Metzger Trust Partial Dist
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0300 Madison Ave Suite 1500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Toledo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd043604
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0106710
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0189926
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0189926
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt052788
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt151541
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Charles Schwab Investment Adv Fee XX08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Charles Schwab Investment Adv. Fee XX78
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt052788
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt151541
TaxesSchedule/TaxesDetail/Amt0505
TaxesSchedule/TaxesDetail/Amt13539
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Paid CS Act XX08
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid CS Act XX78
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0505
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13539
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan M Metzger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carolyn and Herbert Metzger Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0326474435
ReturnHeader/Filer/PhoneNum04192497900
ReturnHeader/Filer/USAddress/AddressLine1Txt0Four SeaGate 9th Floor
ReturnHeader/Filer/USAddress/CityNm0Toledo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0344437581
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robison Curphey & OConnell LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Four SeaGate Ninth Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toledo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043604
ReturnHeader/PreparerPersonGrp/PhoneNum04192497900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas A Gibson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-03T11:04:13-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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