BELL PLUS DEVELOPMENT CORPORATION (EIN 232711929) - 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

1993

Legal Domicile

Principal Officer

ANTHONY SCHWEITZER

Phone

7178485767

Tax Period

2024-07-01 to 2025-06-30

BELL PLUS DEVELOPMENT CORPORATION, founded in 1993, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $917K, a strong 60% operating margin.

Mission

HOLD PROPERTY FOR BELL SOCIALIZATION SERVICES, INC. A TAX EXEMPT 501(C)(3) ORGANIZATION.

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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 $655,363

Program Service Revenue $402,480

Investment Income $470,947

Other Revenue $3,905

TOTAL REVENUE $1,532,695

Expense Breakdown

Grants Paid $219,750

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $395,978

TOTAL EXPENSES $615,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,532,695	$1,654,168	-0.1%
Expenses	$615,728	$333,338	+0.8%
Net Income	$916,967	$1,320,830	-0.3%

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

N/A

Volunteers

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	0.40	Officer Director	$0	$0	$0
SCOTT THOMASSY	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
DAVID RUIZ JR	TREASURER	0.20	Officer Director	$0	$0	$0
MICHAEL HUSON	ASST. TREASURER	0.20	Officer Director	$0	$0	$0
DIANE LEE KRASNER	SECRETARY	0.20	Officer Director	$0	$0	$0
DR ROBERT LEASE JR	ASST. SECRETARY	0.20	Officer Director	$0	$0	$0
JUANITA BURGESS	DIRECTOR	0.20	Director	$0	$0	$0
MICHAEL BLACK	DIRECTOR	0.20	Director	$0	$0	$0
CORY CUFFLEY	DIRECTOR (TIL 7/24)	0.20	Director	$0	$0	$0
CATHY DALLAS	DIRECTOR	0.20	Director	$0	$0	$0
CARRIE ANN FROLIO	DIRECTOR	0.20	Director	$0	$0	$0
DWAYNE JENNETT	DIRECTOR	0.20	Director	$0	$0	$0
DR ANNETTE LOGAN	DIRECTOR	0.20	Director	$0	$0	$0
ROGER MILLER	DIRECTOR	0.20	Director	$0	$0	$0
REBECCA SHANAMAN	DIRECTOR	0.20	Director	$0	$0	$0
C ROBERT STEPHENSON	DIRECTOR	0.20	Director	$0	$0	$0
DAVID WELBER	DIRECTOR	0.20	Director	$0	$0	$0
LEIGH ANN WILSON	DIRECTOR	0.20	Director	$0	$0	$0
HARRY CLAYPOOL IV	DIRECTOR (FROM 2/25)	0.20	Director	$0	$0	$0
ANITA SUMNER	DIRECTOR OF FINANCE	4.00	Officer	$0	$19,373	$99,936
ANTHONY SCHWEITZER	EXECUTIVE DIRECTOR	4.00	Officer	$0	$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	$1,532,695	$615,728	$5,184,172	$916,967
2024	$1,654,168	$333,338	$5,193,982	$1,320,830
2023	$1,102,480	$252,373	$3,477,797	$850,107
2022	$402,480	$208,918	$2,771,184	$193,562
2021	$420,480	$209,337	$2,569,811	$211,143
2020	$364,480	$193,527	$2,139,380	$170,953
2019	$469,765	$179,346	$2,146,145	$290,419
2018	$319,490	$147,255	$1,237,292	$172,235

BELL PLUS DEVELOPMENT CORPORATION