BELZ 2008 FOUNDATION (EIN 262757524) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

LAURA LINDER

Phone

9013740400

Tax Period

2024-07-01 to 2025-06-30

BELZ 2008 FOUNDATION, founded in 2008, is a community nonprofit in the Religion sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 90% operating margin.

Mission

THE FOUNDATION IS ORGANIZED TO OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES SOLELY FOR THE BENEFIT OF, AND TO FURTHER THE PURPOSES OF, THE JEWISH FOUNDATION OF MEMPHIS, A NONPROFIT CHARITABLE ORGANIZATION.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,570,495

Other Revenue $2

TOTAL REVENUE $2,570,497

Expense Breakdown

Grants Paid $183,226

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,226

Other Expenses $71,302

TOTAL EXPENSES $254,528

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,570,497	$1,723,496	+0.5%
Expenses	$254,528	$493,571	-0.5%
Net Income	$2,315,969	$1,229,925	+0.9%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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

$267,143

Total Directors

$267,143

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA LINDER	PRESIDENT/CEO	1.00	Officer Director	$0	$0	$267,143
JACK BELZ	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RONALD BELZ	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARTIN BELZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW GROVEMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RONALD HARKAVY	TREASURER	1.00	Officer Director	$0	$0	$0
JASON SALOMON	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
CINDY FEINSTONE	SECRETARY	1.00	Officer Director	$0	$0	$0
PACE COOPER	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
LAWSON ARNEY	DIRECTOR	1.00	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
2025	$2,570,497	$254,528	$46,223,195	$2,315,969
2024	No data	No data	No data	No data
2023	$1,262,836	$4,134,260	$38,827,109	$-2,871,424
2022	$1,838,099	$7,009,311	$37,622,956	$-5,171,212
2021	$1,672,800	$93,349	$42,271,722	$1,579,451
2020	$1,301,016	$460,706	$37,259,287	$840,310
2019	$1,541,848	$493,345	$36,514,386	$1,048,503
2018	$1,283,850	$373,919	$35,441,540	$909,931

BELZ 2008 FOUNDATION