BELZ 2008 FOUNDATION

EIN: 262757524 501(c)(3) Religion

MEMPHIS, TN

Total Revenue
$2,570,497
Total Expenses
$254,528
Total Assets
$46,223,195
Net Assets
$38,975,196
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
TN
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.

Program Service Accomplishments

Program 1
Expenses: $183,226

THE FOUNDATION IS A SUPPORTING ORGANIZATION FOR THE JEWISH FOUNDATION OF MEMPHIS. AS OF DECEMBER 31, 2013, THE FOUNDATION'S FUNDS WERE AVAILABLE TO BE USED FOR THE BENEFIT OF THE JEWISH FOUNDATION...

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THE FOUNDATION IS A SUPPORTING ORGANIZATION FOR THE JEWISH FOUNDATION OF MEMPHIS. AS OF DECEMBER 31, 2013, THE FOUNDATION'S FUNDS WERE AVAILABLE TO BE USED FOR THE BENEFIT OF THE JEWISH FOUNDATION. DURING THE CURRENT YEAR, THE ORGANIZATION MADE PAYMENTS TO IRC SECTION 501(C)(3) ORGANIZATIONS AT THE DIRECTION OF THE JEWISH FOUNDATION OF MEMPHIS.

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
9
Employees
N/A
Volunteers
9

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
9
$267,143
Total Directors
10
$267,143
Key Employees
0
$0
Highest Compensated
0
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
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