Beth and Mark Metzger Foundation Inc

Nonprofit profile at a glance

EIN
222734107
IRS 990-EZ coverage
2011–2024
Forms available
Form 990 2022, Form 990-EZ 2024
Location
Paramus, NJ, USA
Phone
2018203900
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Named Trusts N.E.C.
Affiliation
Judaism

Reported finances

Revenue
$91,544
Expenses
$242,897
Assets
$0
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Mark Metzger (President)
  • Beth Metzger (Vice President)

People named in this filing

  • Jason Shames (Trustee)
  • Robin Rochlin (Secretary and Treasurer)
  • Mark Metzger (President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The beth and mark metzger foundation, inc. Supports the jewish federation of northern New Jersey, inc., a 501(c)(3) organization and also contributes grants to other 501(c)(3) organizations, consistent with the foundation's purpose to provide humanitarian, social service, cultural and educational needs.

What it reported doing in 2024

Distribution made in current period to grant funds to create donor advised fund at Jewish Federation of Northern New Jersey, Inc.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 74
  • Sustainability: 10
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 99.7%; rating input score 100

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 3rd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -165.3%; rating input score 5; 5th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 1.3% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: 2% per year; rating input score 100; 60th percentile among comparable filings
  • Asset growth: -0.3% per year; rating input score 0; 37th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 99.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $242K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 5/100.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.