Beth and Mark Metzger Foundation Inc (EIN 222734107) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

Mark Metzger

Phone

2018203900

Tax Period

2022-07-01 to 2023-06-30

Beth and Mark Metzger Foundation Inc, founded in 1987, is a micro nonprofit that reported $9K in total revenue in fiscal year 2022. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $102K exceeded revenue, resulting in a 1064% operating deficit.

Mission

THE BETH AND MARK METZGER FOUNDATION SUPPORTS THE JEWISH FEDERATION OF NORTHERN NEW JERSEY (JFNNJ), A 501(C)3 ORGANIZATION, (Continued on Schedule O, Statement 1)

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $8,806

Other Revenue $0

TOTAL REVENUE $8,806

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $2,500

TOTAL EXPENSES $102,500

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,806	$357,390	-1.0%
Expenses	$102,500	$42,402	+1.4%
Net Income	$-93,694	$314,988	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$168,401

Total Directors

$600,637

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jason Shames	Trustee	1.0	Director	$0	$55,364	$432,236
Robin Rochlin	Secretary and Treasurer	1.0	Officer Director	$0	$11,500	$168,401
Mark Metzger	President	1.0	Officer Director	$0	$0	$0
Beth Metzger	Vice President	1.0	Officer Director	$0	$0	$0
Leon Sokol	Trustee	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$8,806	$102,500	$145,731	$-93,694
2022	$357,390	$42,402	$333,839	$314,988
2021	$5,822	$377,641	$65,124	$-371,819
2020	$343,585	$103,342	$380,749	$240,243
2019	$-78,229	$397,823	$244,063	$-476,052
2018	$1,178,569	$545,996	$720,950	$632,573

Beth and Mark Metzger Foundation Inc