Bella Academy of Excellence (EIN 264196416) - 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

2009

Legal Domicile

Phone

2164811500

Tax Period

2022-07-01 to 2023-06-30

Bella Academy of Excellence, founded in 2009, is a community nonprofit in the Education sector that reported $3.9M in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year.

Mission

Preparing students for lifetime achievement and the global future by creating an innovative and academically excellent school.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,854,655

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,854,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $718,939

Other Expenses $3,794,648

TOTAL EXPENSES $3,794,648

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,854,655	$4,085,531	-0.1%
Expenses	$3,794,648	$3,872,423	0.0%
Net Income	$60,007	$213,108	-0.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Hakeem Thornton	Board President	0.50	Officer Director	$0	$0	$0
William Wright	Board Member	0.50	Director	$0	$0	$0
Claire Powell	Board Secretary	0.50	Officer Director	$0	$0	$0
James Scott	Board Member	0.50	Director	$0	$0	$0
Desarice Jones	Board Member	0.50	Director	$0	$0	$0
Dan Lamb	Treasurer	0.50	Officer	$0	$0	$0

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,854,655	$3,794,648	$1,449,586	$60,007
2022	$4,085,531	$3,872,423	$1,945,965	$213,108
2021	$3,048,887	$2,954,020	$167,497	$94,867
2020	$3,117,050	$3,049,254	$72,630	$67,796

Bella Academy of Excellence