Civic Intelligence

Julie and Marty Belz Charitable Foundation

EIN 62-1713829 • Memphis, TN

5118 Park Avenue Suite 249Memphis, TN 38117-5708
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

18th percentile

-42%

Higher net margin than 18% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-24%

Faster asset growth than 29% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

62%

Faster revenue growth than 85% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$7,743

Down $2,456 (-24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$7,743

Down $2,456 (-24%) from 2023

Revenue

Up

$5,825

Up $2,233 (+62%) from 2023

Expenses

Up

$8,280

Up $6,661 (+411%) from 2023

Net Income

Down

-$2,455

Down $4,428 (-224%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2011: $6,959Liabilities 2011: $02011Assets 2012: $6,933Liabilities 2012: $02012Assets 2013: $6,823Liabilities 2013: $02013Assets 2014: $6,690Liabilities 2014: $02014Assets 2015: $6,453Liabilities 2015: $02015Assets 2019: $7,681Liabilities 2019: $02019Assets 2020: $7,387Liabilities 2020: $0Net Assets 2020: $7,3872020Assets 2021: $7,280Liabilities 2021: $0Net Assets 2021: $7,2802021Assets 2022: $8,226Liabilities 2022: $0Net Assets 2022: $8,2262022Assets 2023: $10,199Liabilities 2023: $0Net Assets 2023: $10,1992023Assets 2024: $7,743Liabilities 2024: $0Net Assets 2024: $7,7432024

Highlighted filing

2024

Assets$7,743
Liabilities$0
Net Assets$7,743

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $19,703Expenses 2011: $19,780Net Income 2011: -$772011Revenue 2012: $28,811Expenses 2012: $28,836Net Income 2012: -$252012Revenue 2013: $15,201Expenses 2013: $15,311Net Income 2013: -$1102013Revenue 2014: $7,537Expenses 2014: $7,670Net Income 2014: -$1332014Revenue 2015: $13,280Expenses 2015: $13,517Net Income 2015: -$2372015Revenue 2019: $14,403Expenses 2019: $13,007Net Income 2019: $1,3962019Revenue 2020: $6,243Expenses 2020: $6,537Net Income 2020: -$2942020Revenue 2021: $7,636Expenses 2021: $7,741Net Income 2021: -$1052021Revenue 2022: $4,617Expenses 2022: $3,671Net Income 2022: $9462022Revenue 2023: $3,592Expenses 2023: $1,619Net Income 2023: $1,9732023Revenue 2024: $5,825Expenses 2024: $8,280Net Income 2024: -$2,4552024

Highlighted filing

2024

Revenue$5,825
Expenses$8,280
Net Income-$2,455

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martin S BelzPresident-$0--
Julianne P BelzSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Julie and Marty Belz Charitable Foundation
EIN
62-1713829
Phone
9012607298
Address
5118 Park Avenue Suite 249, Memphis, TN 38117-5708

Signing Officer

Name
Martin S Belz
Title
President
Phone
9012607298
Signed
2025-05-15
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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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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07904
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038634
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030730
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Martin S Belz
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05407 Shady Grove Terrace
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Memphis
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd038120
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt028
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividend 1099 Timing Difference
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt025
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt025
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Roundind
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0130
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Exchange Rate Adjustments
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Martin S Belz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09012607298
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Julie and Marty Belz Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0621713829
ReturnHeader/Filer/PhoneNum09012607298
ReturnHeader/Filer/USAddress/AddressLine1Txt05118 Park Avenue Suite 249
ReturnHeader/Filer/USAddress/CityNm0Memphis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0381175708
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-06-16T09:15:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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