Civic Intelligence

Belz 2008 Foundation

990 • Fiscal year 2021 • EIN 26-2757524

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileN/A
6560 Poplar AveMemphis, TN 38138

(901) 374-0400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.06x

Higher debt load relative to revenue than 17% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$229,846

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

58th percentile

13%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

29%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$42,271,722

Up $5,012,435 (+13%) from 2020

Net Assets

Up

$42,171,722

Up $4,912,435 (+13%) from 2020

Liabilities

Up

$100,000

Up $100,000 from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$1,672,800

Up $371,784 (+29%) from 2020

Expenses

Down

$93,349

Down $367,357 (-80%) from 2020

Net Income

Up

$1,579,451

Up $739,141 (+88%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $29,321,155Liabilities 2010: $0Net Assets 2010: $29,321,1552010Assets 2011: $30,421,699Liabilities 2011: $0Net Assets 2011: $30,421,6992011Assets 2012: $32,236,117Liabilities 2012: $0Net Assets 2012: $32,236,1172012Assets 2013: $32,644,576Liabilities 2013: $155,000Net Assets 2013: $32,489,5762013Assets 2014: $32,934,509Liabilities 2014: $50,000Net Assets 2014: $32,884,5092014Assets 2016: $33,433,501Liabilities 2016: $25,000Net Assets 2016: $33,408,5012016Assets 2017: $34,339,769Liabilities 2017: $12,007Net Assets 2017: $34,327,7622017Assets 2018: $35,441,540Liabilities 2018: $3,521Net Assets 2018: $35,438,0192018Assets 2019: $36,514,386Liabilities 2019: $0Net Assets 2019: $36,514,3862019Assets 2020: $37,259,287Liabilities 2020: $0Net Assets 2020: $37,259,2872020Assets 2021: $42,271,722Liabilities 2021: $100,000Net Assets 2021: $42,171,7222021Assets 2022: $37,622,956Liabilities 2022: $6,000,000Net Assets 2022: $31,622,9562022Assets 2023: $38,827,109Liabilities 2023: $8,063,770Net Assets 2023: $30,763,3392023Assets 2024: $42,345,537Liabilities 2024: $7,779,059Net Assets 2024: $34,566,4782024

Highlighted filing

2021

Assets$42,271,722
Liabilities$100,000
Net Assets$42,171,722
Open 2021 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $16,8152010Expenses 2011: $8,7922011Expenses 2012: $85,7262012Revenue 2013: $1,276,149Expenses 2013: $1,022,690Net Income 2013: $253,4592013Revenue 2014: $1,139,315Expenses 2014: $744,382Net Income 2014: $394,9332014Revenue 2016: $1,170,374Expenses 2016: $934,571Net Income 2016: $235,8032016Revenue 2017: $1,224,162Expenses 2017: $583,777Net Income 2017: $640,3852017Revenue 2018: $1,283,850Expenses 2018: $373,919Net Income 2018: $909,9312018Revenue 2019: $1,541,848Expenses 2019: $493,345Net Income 2019: $1,048,5032019Revenue 2020: $1,301,016Expenses 2020: $460,706Net Income 2020: $840,3102020Revenue 2021: $1,672,800Expenses 2021: $93,349Net Income 2021: $1,579,4512021Revenue 2022: $1,838,099Expenses 2022: $7,009,311Net Income 2022: -$5,171,2122022Revenue 2023: $1,262,836Expenses 2023: $4,134,260Net Income 2023: -$2,871,4242023Revenue 2024: $1,723,496Expenses 2024: $493,571Net Income 2024: $1,229,9252024

Highlighted filing

2021

Revenue$1,672,800
Expenses$93,349
Net Income$1,579,451
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$1,672,800
Mission and Program Overview

Mission

The corporation is organized to operate exclusively for the benefit of, to perform the function of, and to carry out the purposes and activities of jewish foundation of memphis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,151,724$24,781,119▲ $8,629,395
Savings and Temporary Cash Investments$17,706,557$17,490,604▼ $215,953
Pledges and Grants Receivable$3,129,677--
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$37,259,287$42,271,722▲ $5,012,435
Other Assets Total$271,329--
Liabilities
Grants Payable-$100,000-
Total Liabilities$0$100,000▲ $100,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$37,259,287$42,171,722▲ $4,912,435
Total Net Assets Fund Balance$37,259,287$42,171,722▲ $4,912,435
Total Liabilities and Net Assets / Fund Balance$37,259,287$42,271,722▲ $5,012,435
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleOtherTotal
Laura LinderPresident/ce$229,846$229,846

Board Members and Trustees

NameTitle
Anthony MorrisonChair
Jack BelzChairman
Charles JalenakPast Chair
Laura LinderPresident/CEO
Ron BelzVice Chairma
Irvin SkoppAppointee
Jason SalomonTreasurer
Andrew GrovemanVice Preside
Martin BelzVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,672,800
Other Revenue
$0
Change in Net Assets
$1,579,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$77,900
Other Expenses$15,449
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,900--$77,900
Fees for Service Investment Mgmnt Fees-$13,886-$13,886
Fees for Services Other-$1,563-$1,563
Total Functional Expenses$77,900$15,449$0$93,349
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Foundation of MemphisMemphis, TN501c3For Exempt Purpose$50,000
Tennessee Holocaust Commission IncNashville, TN501c3For Exempt Purpose$11,900
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Jack belz ronald belz family jack belz martin belz family jack belz andrew groveman family ronald belz martin belz family”

Form 990, Page 6, Part VI, Line 11B

“A copy of the return is given to the president, chairman of the board, and all other board members for review and comment”

Form 990, Page 6, Part VI, Line 12C

“The organization requires that each officer, director, & board member sign a conflict of interest statement annually.”

Form 990, Page 6, Part VI, Line 15A

“Compensation was determined by the compensation committee”

Form 990, Page 6, Part VI, Line 19

“The organization makes its financial statements, governing documents, and conflict of interest policy available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Belz 2008 Foundation
EIN
26-2757524
Phone
9013740400
Address
6560 POPLAR AVE, MEMPHIS, TN 38138

Signing Officer

Name
Laura Linder
Title
President/CEO
Phone
9013740400
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Linder
Formed
2008
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
8
Employees
0

Preparer

Firm
Alexander Thompson Arnold Pllc
Address
6525 N QUAIL HOLLOW SUITE 500, MEMPHIS, TN 38120
Preparer
J Schifani
Phone
9016841170
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Intercompany activity -254,043”

Raw XML AppendixShowing 400 of 407 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/RecipientEIN1621618399
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS ARE MADE AT THE DIRECTION OF AND FOR THE BENEFIT OF JEWISH FOUNDATION OF MEMPHIS, THE SUPPORTED ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0213000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt012765
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt04081
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LAURA LINDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0229846
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION WAS DETERMINED BY THE PERSONNEL COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JACK BELZ RONALD BELZ FAMILY JACK BELZ MARTIN BELZ FAMILY JACK BELZ ANDREW GROVEMAN FAMILY RONALD BELZ MARTIN BELZ FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN IS GIVEN TO THE PRESIDENT, CHAIRMAN OF THE BOARD, AND ALL OTHER BOARD MEMBERS FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REQUIRES THAT EACH OFFICER, DIRECTOR, & BOARD MEMBER SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION WAS DETERMINED BY THE COMPENSATION COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INTERCOMPANY ACTIVITY -254,043
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JEWISH FOUNDATION OF MEMPHIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0621618399
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMON FUN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06560 POPLAR AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MEMPHIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd038138
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0234760
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0TOTAL WAGES OF SHARED EMP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0JEWISH COMMUNITY PARTNERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt077900
IRS990/TotalFunctionalExpensesGrp/TotalAmt093349
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IRS990/TotalLiabilitiesEOYAmt0100000
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IRS990/TotalProgramServiceExpensesAmt077900
IRS990/TotalRevenueGrp/ExclusionAmt01221463
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0451337
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01672800
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037259287
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt042271722
IRS990/TotReportableCompRltdOrgAmt0213000
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06560 POPLAR AVE
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038138
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA LINDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09013740400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELZ 2008 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BELZ
ReturnHeader/Filer/EIN0262757524
ReturnHeader/Filer/PhoneNum09013740400
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ReturnHeader/Filer/USAddress/ZIPCd038138
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621110839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER THOMPSON ARNOLD PLLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09016841170
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J SCHIFANI

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,271,722
Liabilities
$100,000
Net assets
$42,171,722
Revenue
$1,672,800
Expenses
$93,349
Net income
$1,579,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.3$7.78$34.6$1.72$0.49$1.23
2023Detailed filing. Detailed filing data is available for this year.$38.8$8.06$30.8$1.26$4.13$2.87
2022Detailed filing. Detailed filing data is available for this year.$37.6$6.00$31.6$1.84$7.01$5.17
2021Detailed filing. Detailed filing data is available for this year.$42.3$0.10$42.2$1.67$0.09$1.58
2020Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$1.30$0.46$0.84
2019Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$1.54$0.49$1.05
2018Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$1.28$0.37$0.91
2017Detailed filing. Detailed filing data is available for this year.$34.3$0.01$34.3$1.22$0.58$0.64
2016Detailed filing. Detailed filing data is available for this year.$33.4$0.03$33.4$1.17$0.93$0.24
2014Detailed filing. Detailed filing data is available for this year.$32.9$0.05$32.9$1.14$0.74$0.39
2013Detailed filing. Detailed filing data is available for this year.$32.6$0.16$32.5$1.28$1.02$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$0.00$32.2$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.4$0.00$30.4$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$0.00$29.3$0.02