philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

The Metzenbaum Foundation FY2020 filing

Tax-deductible

Chesterland, OH501(c)(3)Human ServicesEIN 26-0265809Revenue $421K in FY2020

On file with the IRSgeaugadd.org8200 Cedar Rd, 44026-3550 · Chesterland, OHTax-exempt since Dec 2007Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

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

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $19K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Looks good: 11.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $117
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$212K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$421K
Spent
$394K
To programs
77%
Net assets
$1.9M
By yearFY2020–FY2024
Revenue
$421K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$421K
FY2021$494K
FY2022$351K
FY2023$708K
FY2024$916K
Expenses
$394K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$394K
FY2021$490K
FY2022$619K
FY2023$712K
FY2024$768K
Net assets
$1.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.1M
FY2022$1.8M
FY2023$2.1M
FY2024$2.2M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $304K Management & general 23% · $90K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Ted Gedeon
Vice Chair
$0Pt VII · Sec A
Gary Sigman
Treasurer
$0Pt VII · Sec A
Tom Obrien
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
N Warholic
Trustee
$0Pt VII · Sec A
See The Metzenbaum Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Geauga County citizens with developmental disabilities to improve their quality of life.

Questions for The Metzenbaum Foundation

Tap to ask. The Metzenbaum Foundation sees how many people are interested.

Your first name shows with your question. The Metzenbaum Foundation answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $304K · in their own filed words · FY2020
01

To help contribute to a better quality of life for their clients

$304Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Amazonsmile FoundationFY2023$117
Total grants receivedfrom 1 funder$117
Grants paid · 4 grants · $1.5M · 2020–2024
Unitemized GrantFY2024$428,118
Unitemized GrantFY2023$401,511
Unitemized GrantFY2021$325,218
Unitemized GrantFY2020$303,836

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$421K
Ln 12
Gifts and grantsLn 1h$384K
Investment incomeLn 3$38K
Money outPt IX
$394K
Ln 25
Programscol B$304K
Managementcol C$90K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$381K
Total assetsLn 16$2.2M
LiabilitiesLn 26$212K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$384K
Government grantsLn 1e$378K
Investment incomeLn 3$38K
Gains on assetsLn 7$7K
Total revenueLn 12$421K
Assets in detailPt X, end of year
CashLn 1$381K
Cash and savings togetherLn 1–2$381K
InvestmentsLn 11–13$1.8M
Land, buildings, equipmentLn 10c$686
Total assetsLn 16$2.2M
LiabilitiesLn 26$212K
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 54
VolunteersI 611
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$152K$381K
InvestmentsLn 11–13$1.6M$1.8M
Land, buildings, equipmentLn 10c$686
Total assetsLn 16$1.8M$2.2M
LiabilitiesLn 26$0$212K
Net assetsLn 32$1.8M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$304K$304K
Other salaries and wagesLn 7$52K$52K
Other employee benefitsLn 9$9K$9K
Payroll taxesLn 10$4K$4K
Accounting feesLn 11c$1K$1K
Investment management feesLn 11f$8K$8K
Depreciation, depletion and amortizationLn 22$114$114
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$12K$12K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$394K$304K$90K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $916K$768K$149K$2.2M 990 PDF
FY2023 $708K$712K−$5K$2.1M 990 PDF
FY2022 $351K$619K−$268K$1.8M 990 PDF
FY2021 $494K$490K$4K$2.1M 990 PDF
FY2020 Viewing $421K$394K$26K$1.9M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $420,573 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $604,627$384,090
I-9 Program service revenue$0
I-10 Investment incomePrior year $46,654$38,447
I-11 Other revenuePrior year $4,433−$1,964
I-12 Total revenuePrior year $655,714$420,573
I-13 Grants and similar amounts paidPrior year $272,339$303,836
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $22,702$65,092
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $51,769$25,274
I-18 Total expensesPrior year $346,810$394,202
I-19 Revenue less expensesPrior year $308,904$26,371
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $420,573 across 8 lines filed
VIII-1e Government grants$377,500
VIII-1f All other contributions, gifts and grants$6,590
VIII-1h Total contributions, gifts and grants$384,090
VIII-3 Investment incomeExcluded from tax $31,597$31,597
VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,850$6,850
VIII-8 Net income from fundraising eventsExcluded from tax $2,685−$2,685
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $721$721
VIII-12 Total revenueExcluded from tax $41,853$420,573
Part IX · Statement of functional expenses $394,202 across 10 lines filed
IX-2 Grants to domestic individualsPrograms $303,836$303,836
IX-7 Other salaries and wagesManagement $51,986$51,986
IX-9 Other employee benefitsManagement $9,114$9,114
IX-10 Payroll taxesManagement $3,992$3,992
IX-11c Accounting feesManagement $1,392$1,392
IX-11f Investment management feesManagement $7,760$7,760
IX-22 Depreciation, depletion and amortizationManagement $114$114
IX-23 InsuranceManagement $1,318$1,318
IX-24 Other expenses (24a–d)Management $11,933$11,933
IX-24e All other expensesManagement $2,757$2,757
IX-25 Total functional expensesPrograms $303,836 · Management $90,366 · Fundraising $0$394,202
Part X · Balance sheet $2,150,411 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $152,394$380,741
X-10c Land, buildings and equipment, net$686
X-11 Publicly traded securitiesStart of year $1,617,937$1,768,984
X-16 Total assetsStart of year $1,773,847$2,150,411
X-17 Accounts payable and accrued expenses$212,371
X-26 Total liabilitiesStart of year $0$212,371
X-27 Net assets without donor restrictionsStart of year $1,773,847$1,735,962
X-28 Net assets with donor restrictions$202,078
X-32 Total net assets or fund balancesStart of year $1,773,847$1,938,040
X-33 Total liabilities and net assetsStart of year $1,773,847$2,150,411
Part XI · Reconciliation of net assets $1,938,040 net assets at year end
XI-1 Total revenue$420,573
XI-2 Total expenses$394,202
XI-3 Revenue less expenses$26,371
XI-4 Net assets at start of year$1,773,847
XI-5 Net unrealized gains (losses) on investments$146,712
XI-8 Prior period adjustments−$8,890
XI-10 Net assets at end of year$1,938,040

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.