Civic Intelligence

Henry L and Geraldine D Metzger Charitable Tr

990PF • Fiscal year 2012 • EIN 81-6127516

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 04, 2013

Organization Profile
C/O Steve Sheridan 8800 Lyra Dr No45043240
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

71st percentile

$2,434

Higher top officer pay than 71% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

57th percentile

2.2%

Faster asset growth than 57% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,506,672

Up $31,880 (+2.2%) from 2011

Net Assets

Up

$1,506,672

Up $81,880 (+5.7%) from 2011

Liabilities

Down

$0

Down $50,000 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$98,280

Up $659 (+0.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,548,234Liabilities 2010: $0Net Assets 2010: $1,548,2342010Assets 2011: $1,474,792Liabilities 2011: $50,000Net Assets 2011: $1,424,7922011Assets 2012: $1,506,672Liabilities 2012: $0Net Assets 2012: $1,506,6722012Assets 2013: $1,597,941Liabilities 2013: $1Net Assets 2013: $1,597,9412013Assets 2014: $1,497,333Liabilities 2014: $1Net Assets 2014: $1,497,3332014Assets 2015: $1,357,371Liabilities 2015: $1Net Assets 2015: $1,357,3712015Assets 2016: $1,367,482Liabilities 2016: $0Net Assets 2016: $1,367,4822016Assets 2017: $1,468,636Liabilities 2017: $0Net Assets 2017: $1,468,6362017Assets 2018: $1,310,093Liabilities 2018: $0Net Assets 2018: $1,310,0932018Assets 2019: $1,278,722Liabilities 2019: $1Net Assets 2019: $1,278,7222019Assets 2020: $1,245,400Liabilities 2020: $1Net Assets 2020: $1,245,4002020Assets 2021: $70,446Liabilities 2021: $1Net Assets 2021: $70,4462021Assets 2022: $1,529Liabilities 2022: $0Net Assets 2022: $1,5292022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2012

Assets$1,506,672
Liabilities$0
Net Assets$1,506,672
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $78,5412010Expenses 2011: $97,6212011Expenses 2012: $98,2802012Revenue 2013: $58,815Expenses 2013: $96,737Net Income 2013: -$37,9222013Revenue 2014: $96,438Expenses 2014: $116,103Net Income 2014: -$19,6652014Revenue 2015: $41,576Expenses 2015: $88,366Net Income 2015: -$46,7902015Revenue 2016: $23,201Expenses 2016: $105,626Net Income 2016: -$82,4252016Revenue 2017: $61,764Expenses 2017: $77,412Net Income 2017: -$15,6482017Revenue 2018: $66,489Expenses 2018: $89,820Net Income 2018: -$23,3312018Revenue 2019: $50,370Expenses 2019: $81,741Net Income 2019: -$31,3712019Revenue 2020: $57,254Expenses 2020: $90,576Net Income 2020: -$33,3222020Revenue 2021: $269,798Expenses 2021: $1,585,901Net Income 2021: -$1,316,1032021Revenue 2022: $20Expenses 2022: $68,937Net Income 2022: -$68,9172022Revenue 2023: $3,760Expenses 2023: $5,289Net Income 2023: -$1,5292023

Highlighted filing

2012

Revenue-
Expenses$98,280
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 4, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT SHERIDANTrustee-$2,434-$2,434
PHILIP SHERIDANTrustee-$2,323-$2,323
STEPHEN SHERIDANTrustee-$2,123-$2,123
FORREST WOODALLTrustee-$2,123-$2,123
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOHIO NORTHERN UNIVERSITYUNIVERSITY SUPPORT AND SCHOLARSHIPS501(C)(3)ADA, OH, US$41,500
Paid GrantARTHRITIS FOUNDATIONRENOVATION OF THE CENTRAL OHIO ARTHRITIS FOUNDATION BUILDING501(C)(3)HILLIARD, OH, US$20,000
Paid GrantRONALD MCDONALD HOUSETO SPONSOR FAMILIES UNDER THE ADOPT A FAMILY PROGRAM.501(C)(3)CINCINNATI, OH, US$15,000
Filing and Contact Details

Filer

EIN
81-6127516
Raw XML Appendix382 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
AccountingFeesSchedule/AccountingFees/Amount012330
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01499660
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0AXA ADVISORS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01499660
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount050595
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-10435
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount03
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0287
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount040450
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA040450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss012330
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss09003
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps076500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss076500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm050595
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss050595
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-57830
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0145140
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-10435
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome050379
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0247
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0287
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0506
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps076500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss098280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome050885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses040450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0506
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss021780
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/GrantsPayableBOY050000
IRS990PF/BalanceSheets/InvestmentsOtherBOY01464468
IRS990PF/BalanceSheets/InvestmentsOtherEOY01499660
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01499660
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY01596735
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY01596735
IRS990PF/BalanceSheets/RetainedEarningsBOY0-171943
IRS990PF/BalanceSheets/RetainedEarningsEOY0-90063
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY010324
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY07012
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV07012
IRS990PF/BalanceSheets/TotalAssetsBOY01474792
IRS990PF/BalanceSheets/TotalAssetsEOY01506672
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01506672
IRS990PF/BalanceSheets/TotalLiabilitiesBOY050000
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01474792
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01506672
IRS990PF/BalanceSheets/TotalNetAssetsBOY01424792
IRS990PF/BalanceSheets/TotalNetAssetsEOY01506672
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-10435
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis070424
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis153556
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis210034
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis310336
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis411225
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0BOND FUND AMERICA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAP WORLD GRW INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2GROWTH FUND OF AMERICA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3AMERICA HIGH INCOME A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CAPITAL INCOME BUILDER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-264
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-8516
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-54
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-356
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-1245
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-264
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-8516
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-54
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-356
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-1245
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice070160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice145040
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice29980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice39980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice49980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-57830
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases050463
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0190173
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01557135
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01424792
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01506672
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted074832
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj074832
IRS990PF/DistributableAmount/DistributableAmountBeforeDed074832
IRS990PF/DistributableAmount/MinimumInvestmentReturn075336
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0504
IRS990PF/DistributableAmount/TotalTax0504
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear056
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0560
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0504
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment056
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0504
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0504
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0560
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01506672
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01529656
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances016767
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01512889
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable022945
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn075336
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01506711
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01529656
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation02323
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation12434
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation22123
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation32123
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PHILIP SHERIDAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ALBERT SHERIDAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2STEPHEN SHERIDAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3FORREST WOODALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101755 S STREET NW UNIT 9
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11433 BROOKSIDE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine125948 TOURNAMENT DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 187
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WASHINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1COLUMBUS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2WESTERVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3SHARON CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0DC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode020009
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode143209
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode243082
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode344274
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct064712
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets064208
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.042615
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.047026
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.044902
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.054628
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.049513
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.017004
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01506711
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101525950
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201467002
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301361236
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401504965
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501511614
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0504
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions076500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1071759
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2065872
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3074362
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4074515
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5025704
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.213073
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions075996
IRS990PF/QualifyingDistributions/ExpensesAndContributions076500
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0504
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions076500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0STEPHEN A SHERIDAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06143406677
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108800 LYRA DRIVE SUITE 450
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0COLUMBUS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode043240
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount041500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount115000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount220000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNIVERSITY SUPPORT AND SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO SPONSOR FAMILIES UNDER THE ADOPT A FAMILY PROGRAM.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2RENOVATION OF THE CENTRAL OHIO ARTHRITIS FOUNDATION BUILDING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10OHIO NORTHERN UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11RONALD MCDONALD HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ARTHRITIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10525 S MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11350 ERKENBRECHER AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123740 RIDGE MILL DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ADA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2HILLIARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode045810
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode145229
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode243026
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear076500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0767
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1075733
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted074832
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions076500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY074065
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear075733
OtherDecreasesSchedule/OtherDecreases/Amount0463
OtherDecreasesSchedule/OtherDecreases/Amount150000
OtherDecreasesSchedule/OtherDecreases/Description0FEDERAL TAX PAYMENTS
OtherDecreasesSchedule/OtherDecreases/Description1CHANGE IN ACCRUED GRANTS
OtherExpensesSchedule/OtherExpenses/Description0MISC FEES
OtherExpensesSchedule/OtherExpenses/Description1BANK CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks072
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1175
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0263
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome124
OtherIncomeSchedule2/OtherIncome/Description0RED HILL
OtherIncomeSchedule2/OtherIncome/Description1MASS MUTUAL
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0263
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome124
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0263
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks124
OtherIncreasesSchedule/OtherIncreases/Amount0190173
OtherIncreasesSchedule/OtherIncreases/Description0NET CHANGE IN UNREALIZED LOSS ON INVESTMENTS
TaxesSchedule/Taxes/Amount00
TaxesSchedule/Taxes/Amount1200
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1OHIO
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0506
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0816127516
ReturnHeader/Filer/Name/BusinessNameLine10HENRY L & GERALDINE D METZGER CHARITABLE TRUST
ReturnHeader/Filer/NameControl0METZ
ReturnHeader/Filer/Phone06143406677
ReturnHeader/Filer/USAddress/AddressLine10C/O STEVE SHERIDAN 8800 LYRA DR NO
ReturnHeader/Filer/USAddress/AddressLine20450
ReturnHeader/Filer/USAddress/City0COLUMBUS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043240
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-03-04
ReturnHeader/Officer/Name0STEPHEN SHERIDAN
ReturnHeader/Officer/Phone06143406677
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-02-27
ReturnHeader/PreparerFirm/EIN0351178661
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BLUE & CO LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine108800 LYRA DRIVE SUITE 450
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode043240
ReturnHeader/Preparer/Name0NANCY KIRCHNER
ReturnHeader/Preparer/Phone06148852583
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-06T13:16:03-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,506,672
Liabilities
$0
Net assets
$1,506,672
Revenue
-
Expenses
$98,280
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.27$1.59$1.32
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.02$0.11$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.06$0.10$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.47$0.05$1.42$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08