Liabilities / Assets
71st percentile
Tied with the lowest-debt nonprofits in its peer group.
James Metz Memorial Fund Corporation
EIN 47-3646292 • 501(c)3 • Lancaster, NY
Profile
To provide educational scholarships to high school seniors who excel in athletics and/or music.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
71st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
52nd percentile
Faster asset growth than 52% of similar nonprofits.
Revenue Growth
91st percentile
Faster revenue growth than 91% of similar nonprofits.
Balance Sheet
Assets
Up$167,886
Up $12,098 (+7.8%) from 2023
Liabilities
$0
No earlier filing loaded for comparison.
Net Assets
Up$167,886
Up $12,098 (+7.8%) from 2023
Revenue
Up$12,856
Up $7,856 (+157%) from 2023
Expenses
Up$5,790
Up $88 (+1.5%) from 2023
Net Income
Up$7,066
Up $7,768 (+1107%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $167,886
- Liabilities
- $0
- Net assets
- $167,886
- Revenue
- $12,856
- Expenses
- $5,790
- Net income
- $7,066
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- May 7, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $12,856
Mission and Program Overview
Mission
To provide educational scholarships to high school seniors who excel in althletics and/or music. Also to refurbish basketball courts.
To provide educational scholarships to high school seniors who excel in athletics and/or music.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Scholarships are awarded every June to high school seniors who excel in athletics and/or music. | $0 | $5,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Noreen Metz Williams | Director | - | $0 | - | - |
| Jacob Seymour | Director | - | $0 | - | - |
| Steven Metz | President | - | $0 | - | - |
| Suzanne Metz | Vice President | - | $0 | - | - |
| Lorraine A Metz | Secretary, Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- James Metz Memorial Fund Corporation
- EIN
- 47-3646292
- Phone
- 7165230077
- Address
- 3 Grace Way, Lancaster, NY 14086
Signing Officer
- Name
- Lorraine A Metz
- Title
- Secretary, Treasurer
- Phone
- 7165230077
- Signed
- 2025-05-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Lancaster Accounting & Tax Service
- Address
- 4982 William Street, Lancaster, NY 14086
- Preparer
- Angela Dussault CPA
- Phone
- 7167170135
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 4 - Other Investment Income
“Description: Interest. Amount: 12. Description: Dividends. Amount: 5,449. Description: Capital gain distributions. Amount: 2,395. Total Included on Form 990-EZ, line 4: 7,856.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Scholarships. Amount: 5,000. Description: Investment expenses. Amount: 373. Total to Form 990-EZ, line 16: 5,373.”
Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
“Description: Net unrealized gain on investments. Amount: 5,069. Description: Prior period adjustment. Amount: -37. Total to Form 990-EZ, line 20: 5,032.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: Investment. Beg. of Year Amount: 149,538. End of Year Amount: 162,089.”
Raw XML Appendix181 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Lorraine A Metz Secretary Treasurer |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7165230077 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3 Grace Way |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Lancaster |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 14086 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 6250 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 5797 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5000 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7066 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 390 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 155788 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 167886 |
| IRS990EZ/GrossReceiptsAmt | 0 | 12856 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7856 |
| IRS990EZ/LoansToFromOfficersAmt | 0 | 39 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 1 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 155788 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 167886 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 155788 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 167886 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Noreen Metz Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Jacob Seymour |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Steven Metz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Suzanne Metz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Lorraine A Metz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary, Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 149538 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 162089 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 5032 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 5373 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To provide educational scholarships to high school seniors who excel in athletics and/or music. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 27 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Scholarships are awarded every June to high school seniors who excel in athletics and/or music. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 5000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NY |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 5790 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 5000 |
| IRS990EZ/TotalRevenueAmt | 0 | 12856 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 5000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 5000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5600 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 25600 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 7856 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 7856 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 7856 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 7856 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.23480 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.76520 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 25600 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 5000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 5000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5600 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 25600 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 12856 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 5000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 5600 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 5000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 33456 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt | 0 | 39 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd | 0 | 1 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd | 0 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt | 0 | Short-term |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt | 0 | 39 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm | 0 | Lorraine A Metz |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt | 0 | Secretary, Treasurer |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd | 0 | 0 |
| IRS990ScheduleL/TotalBalanceDueAmt | 0 | 39 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Interest. Amount: 12. Description: Dividends. Amount: 5,449. Description: Capital gain distributions. Amount: 2,395. Total Included on Form 990-EZ, line 4: 7,856. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Scholarships. Amount: 5,000. Description: Investment expenses. Amount: 373. Total to Form 990-EZ, line 16: 5,373. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Net unrealized gain on investments. Amount: 5,069. Description: Prior period adjustment. Amount: -37. Total to Form 990-EZ, line 20: 5,032. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: Investment. Beg. of Year Amount: 149,538. End of Year Amount: 162,089. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 24 - Other Assets |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lorraine A Metz |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Secretary, Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7165230077 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | James Metz Memorial Fund Corporation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JAME |
| ReturnHeader/Filer/EIN | 0 | 473646292 |
| ReturnHeader/Filer/PhoneNum | 0 | 7165230077 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3 Grace Way |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Lancaster |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 14086 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 823908697 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Lancaster Accounting & Tax Service |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4982 William Street |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Lancaster |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 14086 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7167170135 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Angela Dussault CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-05-07T11:21:08-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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