The Bell Tower Foundation Inc (EIN 311778723) - 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

2005

Legal Domicile

Phone

9499336001

Tax Period

2022-07-01 to 2023-06-30

The Bell Tower Foundation Inc, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $396K in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Expenses of $357K left a modest 10% surplus.

Mission

We seek to enrich the quality of life for residents of Rancho Santa Margarita by inspiring local philanthropy, engaging stakeholders in community service and embracing the local nonprofit network through collaborative partnerships.

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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 $339,755

Program Service Revenue $56,217

Investment Income $131

Other Revenue $0

TOTAL REVENUE $396,103

Expense Breakdown

Grants Paid $284,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $353,724

Other Expenses $72,294

TOTAL EXPENSES $357,094

Year-over-Year Comparison

	2022	2021	Change
Revenue	$396,103	$425,493	-0.1%
Expenses	$357,094	$353,838	+0.0%
Net Income	$39,009	$71,655	-0.5%

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

145

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
Sherri Lex	President	15.00	Officer Director	$0	$0	$0
Elena Goni	Vice President	20.00	Officer Director	$0	$0	$0
Nikki Chin	Treasurer	1.25	Director	$0	$0	$0
Patsy Morris	Secretary	2.00	Officer Director	$0	$0	$0
Courtney Carranza	Director	1.00	Director	$0	$0	$0
John Christopoulos	Director	15.00	Director	$0	$0	$0
Gary Hallgren	Director	1.25	Director	$0	$0	$0
Treg Julander	Director	1.50	Director	$0	$0	$0
Julie McGirr	Director	5.00	Director	$0	$0	$0
Jim McLoughlin	Director	7.00	Director	$0	$0	$0
Chris O'Connor	Director	10.75	Director	$0	$0	$0
Kelly Rosenberg	Director	5.00	Director	$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	$396,103	$357,094	$239,025	$39,009
2022	$425,493	$353,838	$200,016	$71,655
2021	$387,054	$334,084	$144,302	$52,970

The Bell Tower Foundation Inc