BELL SOCIALIZATION SERVICES INC (EIN 231896438) - 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

1974

Legal Domicile

Principal Officer

ANTHONY SCHWEITZER

Phone

7178485767

Tax Period

2024-07-01 to 2025-06-30

BELL SOCIALIZATION SERVICES INC, founded in 1974, is a mid-sized nonprofit in the Unknown sector that reported $15.2M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

PROVIDE ENVIRONMENT OF SUPPORT / EMPOWERMENT WHERE PEOPLE CAN IMPROVE THEIR QUALITY OF LIVING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $962,090

Program Service Revenue $14,173,177

Investment Income $83,777

Other Revenue $0

TOTAL REVENUE $15,219,044

Expense Breakdown

Grants Paid $655,363

Salaries & Benefits $10,342,768

Fundraising Expenses $212,442

Program Expenses $13,548,493

Other Expenses $4,361,256

TOTAL EXPENSES $15,359,387

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,219,044	$16,224,092	-0.1%
Expenses	$15,359,387	$15,399,627	0.0%
Net Income	$-140,343	$824,465	-1.2%

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

259

Volunteers

225

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

$243,270

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZAK WOLPERT	PRESIDENT	3.60	Officer Director	$0	$0	$0
SCOTT THOMASSY	VICE PRESIDENT	1.80	Officer Director	$0	$0	$0
DAVID RUIZ JR	TREASURER	1.80	Officer Director	$0	$0	$0
MICHAEL HUSON	ASST. TREASURER	1.80	Officer Director	$0	$0	$0
DIANE LEE KRASNER	SECRETARY	1.80	Officer Director	$0	$0	$0
DR ROBERT LEASE JR	ASST. SECRETARY	1.80	Officer Director	$0	$0	$0
JUANITA BURGESS	DIRECTOR	1.80	Director	$0	$0	$0
MICHAEL BLACK	DIRECTOR	1.80	Director	$0	$0	$0
CORY CUFFLEY	DIRECTOR (TIL 7/24)	1.80	Director	$0	$0	$0
CATHY DALLAS	DIRECTOR	1.80	Director	$0	$0	$0
CARRIE ANN FROLIO	DIRECTOR	1.80	Director	$0	$0	$0
DWAYNE JENNETT	DIRECTOR	1.80	Director	$0	$0	$0
DR ANNETTE LOGAN	DIRECTOR	1.80	Director	$0	$0	$0
ROGER MILLER	DIRECTOR	1.80	Director	$0	$0	$0
REBECCA SHANAMAN	DIRECTOR	1.80	Director	$0	$0	$0
C ROBERT STEPHENSON	DIRECTOR	1.80	Director	$0	$0	$0
DAVID WELBER	DIRECTOR	1.80	Director	$0	$0	$0
LEIGH ANN WILSON	DIRECTOR	1.80	Director	$0	$0	$0
HARRY CLAYPOOL IV	DIRECTOR (FROM 2/25)	1.80	Director	$0	$0	$0
ANITA SUMNER	DIRECTOR OF FINANCE	36.00	Officer	$80,563	$19,373	$99,936
ANTHONY SCHWEITZER	EXECUTIVE DIRECTOR	36.00	Officer	$103,802	$39,532	$143,334

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	$15,219,044	$15,359,387	$9,605,981	$-140,343
2024	$16,224,092	$15,399,627	$9,644,993	$824,465
2023	$15,041,097	$14,701,594	$8,565,379	$339,503
2022	$15,592,983	$15,287,844	$8,006,650	$305,139
2021	$17,857,924	$15,721,936	$8,348,943	$2,135,988
2020	$15,798,408	$15,492,582	$8,160,399	$305,826
2019	$14,930,813	$14,586,751	$5,654,592	$344,062
2018	$13,308,904	$13,168,153	$5,505,214	$140,751

BELL SOCIALIZATION SERVICES INC