Metzler Family Foundation
Metzler Family Foundation shows strong asset growth and no officer compensation, with fluctuating revenue.
EIN: 20746127 · Lancaster, PA · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $713K |
| Total Expenses | $204K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $2 |
| Net Assets | $1.6M |
| Transparency Score | 85/100 |
Is Metzler Family Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Metzler Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Metzler Family Foundation
Metzler Family Foundation (EIN: 20746127) is a nonprofit organization based in Lancaster, PA, classified under NTEE code T20. The organization reported total revenue of $713K and total assets of $2.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Metzler Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Metzler Family Foundation is a small nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 12.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $311K |
| Total Expenses | $204K |
| Surplus / Deficit | +$108K |
| Total Assets | $1.6M |
| Total Liabilities | $1 |
| Net Assets | $1.6M |
| Operating Margin | 34.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 95.1 months |
Financial Health Grade: A
In 2023, Metzler Family Foundation reported a surplus of $108K with revenue exceeding expenses, holds 95.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Metzler Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 12.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -59.4% | +26.4% | +7.2% |
| 2022 | +852.1% | +37.1% | +47.8% |
| 2021 | -11.3% | -28.0% | -3.5% |
| 2020 | -92.3% | +148.5% | -6.4% |
| 2019 | +5823.9% | +12.2% | +172.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Metzler Family Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Metzler Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $108K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the foundation's leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, which is highly favorable for donor confidence given the organization's asset size of over $2 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Metzler Family Foundation:
- Consistent asset growth, reaching over $2 million.
- Zero officer compensation reported across all filings, indicating high efficiency in leadership costs.
- Minimal liabilities, demonstrating strong financial management and low debt risk.
- Consistent IRS 990 filing history, indicating transparency and compliance.
- Significant revenue generation in recent years (e.g., $767,128 in 2022, $311,353 in 2023) supporting asset growth and mission.
Frequently Asked Questions about Metzler Family Foundation
Is Metzler Family Foundation a legitimate charity?
Metzler Family Foundation (EIN: 20746127) is a registered tax-exempt nonprofit based in Pennsylvania. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $713K. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Metzler Family Foundation spend its money?
Metzler Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Metzler Family Foundation tax-deductible?
Metzler Family Foundation is registered as a tax-exempt nonprofit (EIN: 20746127). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Metzler Family Foundation CEO make?
Metzler Family Foundation's highest-compensated officer earns $2 annually. The organization reported $713K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Metzler Family Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Metzler Family Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Metzler Family Foundation located?
Metzler Family Foundation is headquartered in Lancaster, Pennsylvania and files with the IRS under EIN 20746127. It is classified under NTEE code T20.
How many years of IRS 990 filings does Metzler Family Foundation have?
Metzler Family Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $713K in total revenue.
Is Metzler Family Foundation a good charity?
Based on the available data, the Metzler Family Foundation appears to be a well-managed organization with strong financial health, significant asset growth, and a notable commitment to not paying officer compensation. These factors generally indicate a good charity, though a detailed breakdown of program spending would provide more insight into direct impact.
How has the foundation's financial health changed over time?
The foundation's financial health has significantly improved, with assets growing from $414,029 in 2015 to $2,016,842 in the latest period. Revenue has been volatile, but expenses have generally been well-controlled relative to income, leading to consistent asset accumulation.
What is the foundation's approach to executive compensation?
The Metzler Family Foundation consistently reports 0% officer compensation across all ten available filings, indicating a strong commitment to minimizing administrative overhead related to executive salaries.
Does the foundation have significant liabilities?
No, the foundation consistently reports minimal liabilities, often $1 or $0, across all available filings, indicating a very low debt burden and strong financial stability.
Filing History
IRS 990 filing history for Metzler Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Metzler Family Foundation's revenue has grown by 304.8%, moving from $77K to $311K. Total assets increased by 245.4% over the same period, from $467K to $1.6M. Total functional expenses rose by 677.5%, from $26K to $204K. In its most recent filing year (2023), Metzler Family Foundation reported a surplus of $108K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $311K | $204K | $1.6M | $1 | — | — |
| 2022 | $767K | $161K | $1.5M | $1 | — | View 990 |
| 2021 | $81K | $117K | $1.0M | $1 | — | View 990 |
| 2020 | $91K | $163K | $1.1M | $1 | — | — |
| 2019 | $1.2M | $66K | $1.1M | $1 | — | View 990 |
| 2015 | $20K | $58K | $414K | $0 | — | View 990 |
| 2014 | $33K | $59K | $453K | $0 | — | View 990 |
| 2013 | $62K | $30K | $479K | $0 | — | View 990 |
| 2012 | $9K | $30K | $446K | $0 | — | View 990 |
| 2011 | $77K | $26K | $467K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $311K, expenses of $204K, and assets of $1.6M (revenue -59.4% year-over-year).
- 2022: Revenue of $767K, expenses of $161K, and assets of $1.5M (revenue +852.1% year-over-year).
- 2021: Revenue of $81K, expenses of $117K, and assets of $1.0M (revenue -11.3% year-over-year).
- 2020: Revenue of $91K, expenses of $163K, and assets of $1.1M (revenue -92.3% year-over-year).
- 2019: Revenue of $1.2M, expenses of $66K, and assets of $1.1M (revenue +5823.9% year-over-year).
- 2015: Revenue of $20K, expenses of $58K, and assets of $414K (revenue -40.2% year-over-year).
- 2014: Revenue of $33K, expenses of $59K, and assets of $453K (revenue -46.6% year-over-year).
- 2013: Revenue of $62K, expenses of $30K, and assets of $479K (revenue +608.0% year-over-year).
- 2012: Revenue of $9K, expenses of $30K, and assets of $446K (revenue -88.6% year-over-year).
- 2011: Revenue of $77K, expenses of $26K, and assets of $467K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Metzler Family Foundation:
Data Sources and Methodology
This transparency report for Metzler Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.