Julie & Marty Belz Charitable Foundation
Only null% goes to programs Strong reserves Declining revenue
Julie & Marty Belz Charitable Foundation is a 501(c)(3) organization based in Memphis, Tennessee, registered in 1999, with $5,825 in FY2024 revenue. CharityIndex grades it D.
5118 Park Ave Ste 249, Memphis, TN, 38117 EIN 62-1713829 Since 1999
Revenue (FY2024)
$5,825
▲ 62.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$8,280
Net assets
$7,743
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Julie & Marty Belz Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating11 mo reserves · -42% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Julie & Marty Belz Charitable Foundation: 11 mo reserves · -42% margin earns a D on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Julie & Marty Belz Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Julie & Marty Belz Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 5118 Park Ave Ste 249, Memphis, TN, 38117
- City
- Memphis
- State
- Tennessee
- Subcategory
- Support Foundations & Fundraising
Financial trends
Revenue declined from $6,243 (FY2020) to $5,825 (FY2024) across 5 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $7,743
Operating margin
-42.1%
Spent more than it raised in the latest fiscal year.
Total assets
$7,743
Total liabilities
$0
Net assets
$7,743
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $5,825▲62.2% | $8,280▲411% | $7,743▼24.1% | $7,743▼24.1% | 990PF |
| 2023 | $3,592▼22.2% | $1,619▼55.9% | $10,199▲24.0% | $10,199▲24.0% | 990PF |
| 2022 | $4,617▼39.5% | $3,671▼52.6% | $8,226▲13.0% | $8,226▲13.0% | 990PF |
| 2021 | $7,636▲22.3% | $7,741▲18.4% | $7,280▼1.4% | $7,280▼1.4% | 990PF |
| 2020 | $6,243 | $6,537 | $7,387 | $7,387 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Julie & Marty Belz Charitable Foundation a legitimate nonprofit?
- Yes. Julie & Marty Belz Charitable Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 62-1713829, based in Memphis, Tennessee. Donations are tax-deductible.
- What is Julie & Marty Belz Charitable Foundation's EIN?
- Julie & Marty Belz Charitable Foundation's Employer Identification Number (EIN) is 62-1713829.
- How much revenue does Julie & Marty Belz Charitable Foundation report?
- Julie & Marty Belz Charitable Foundation reported $5,825 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Julie & Marty Belz Charitable Foundation have?
- CharityIndex grades Julie & Marty Belz Charitable Foundation D, based on financial health (reserves and operating margin).
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Data for Julie & Marty Belz Charitable Foundation (EIN 62-1713829) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.