THE BELL FOUNDATION INC (EIN 043182053) - 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

1992

Legal Domicile

Principal Officer

LAUREN GILBERT

Phone

6177400400

Tax Period

2023-01-01 to 2023-12-31

THE BELL FOUNDATION INC, founded in 1992, is a mid-sized nonprofit that reported $13.5M in total revenue in fiscal year 2023. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $25.1M exceeded revenue, resulting in a 86% operating deficit.

Mission

TO TRANSFORM THE ACADEMIC ACHIEVEMENTS, SELF-CONFIDENCE, AND LIFE TRAJECTORIES OF CHILDREN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,625,349

Program Service Revenue $5,296,463

Investment Income $587,546

Other Revenue $19,050

TOTAL REVENUE $13,528,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,968,979

Fundraising Expenses $816,679

Program Expenses $20,389,053

Other Expenses $12,174,908

TOTAL EXPENSES $25,143,887

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,528,408	$34,242,762	-0.6%
Expenses	$25,143,887	$21,404,650	+0.2%
Net Income	$-11,615,479	$12,838,112	-1.9%

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

107

Volunteers

N/A

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

$874,993

Total Directors

$480,927

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAUREN GILBERT	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$470,393	$10,534	$480,927
LAURA SAMBERG	CHAIR	5.00	Officer Director	$0	$0	$0
PAULA ARROJO	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
LAURA GLICK	DIRECTOR	5.00	Director	$0	$0	$0
LAURA GRATTAN	DIRECTOR	5.00	Director	$0	$0	$0
TONY JORDAN	DIRECTOR	5.00	Director	$0	$0	$0
ALLYSON KIM	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE NEBLE	DIRECTOR	5.00	Director	$0	$0	$0
PAUL REVILLE	DIRECTOR	5.00	Director	$0	$0	$0
GARRETT SMITH	DIRECTOR	5.00	Director	$0	$0	$0
DAVID ZILBERMAN	DIRECTOR	5.00	Director	$0	$0	$0
ANTONIO BATTAGLIA	PRESIDENT & CHIEF OPERATIN	40.00	Officer	$378,566	$15,500	$394,066
BARBARA ADAMUS	CHIEF STRATEGY OFFICER	40.00	Highest	$323,295	$5,456	$328,751
RITA RABINOVICH	VICE PRESIDENT, FINANCE & OPERATIONS	40.00	Highest	$270,027	$149	$270,176
MARLENE HARRINGTON	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$250,883	$11,869	$262,752
MARK WILLIAMS	CHIEF CUSTOMER EXPERIENCE OFFICER	40.00	Highest	$242,454	$9,869	$252,323
MATTHEW PAINTER	VICE PRESIDENT BUSINESS INTELLIGENCE	40.00	Highest	$235,575	$1,821	$237,396

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
2024	No data	No data	No data	No data
2023	$13,528,408	$25,143,887	$29,219,180	$-11,615,479
2022	$34,242,762	$21,404,650	$40,262,816	$12,838,112
2021	$19,692,109	$13,465,581	$26,190,550	$6,226,528
2020	$7,432,767	$9,709,403	$21,643,802	$-2,276,636
2020	$17,772,880	$14,779,541	$24,763,980	$2,993,339
2019	$17,279,357	$15,380,695	$20,038,290	$1,898,662
2018	$19,216,083	$16,000,570	$18,977,709	$3,215,513

THE BELL FOUNDATION INC