BELLIS (EIN 411444119) - 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

1983

Legal Domicile

Principal Officer

TRACY MURPHY

Phone

9529440866

Tax Period

2024-07-01 to 2025-06-30

BELLIS, founded in 1983, is a small nonprofit that reported $987K in total revenue in fiscal year 2024. Revenue surged 177% from the prior year, signaling strong growth momentum. The organization ran a surplus of $769K, a strong 78% operating margin.

Mission

BELLIS IS A GROUNDBREAKING, NATIONAL NONPROFIT WHOSE MISSION IS TO IMPROVE THE LIVES OF THOSE SUFFERING FROM COMPLEX GRIEF AND AMBIGUOUS LOSS, WITH A SPECIAL FOCUS ON THOSE WHOSE CHILDREN ARE PARENTED BY OTHERS, AND TO RAISE THE STANDARD OF CARE FOR SYSTEMS SERVING THEM. BELLIS IS THE ONLY ORGANIZATION THAT SUPPORTS PEOPLE WITH EXPERIENCES OF TERMINATION OF PARENTAL RIGHTS AND SIMILAR CIRCUMSTANCES. BELLIS HAS NO POLITICAL OR RELIGIOUS AFFILIATION OR AGENDA AND IS INDEPENDENT OF CHILD-PLACING AGENCIES, CHILD WELFARE AND COURT SYSTEMS.

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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 $966,081

Program Service Revenue $13,040

Investment Income $8,325

Other Revenue $0

TOTAL REVENUE $987,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $142,532

Fundraising Expenses $54,028

Program Expenses $97,274

Other Expenses $76,172

TOTAL EXPENSES $218,704

Year-over-Year Comparison

	2024	2023	Change
Revenue	$987,446	$356,516	+1.8%
Expenses	$218,704	$249,856	-0.1%
Net Income	$768,742	$106,660	+6.2%

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

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

$63,654

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY MURPHY	PRESIDENT	5.00	Officer Director	$0	$0	$0
KRISTINE MOSER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MARY MCKEOWN	TREASURER	5.00	Officer Director	$0	$0	$0
MONIQUE LINDQUIST	BOARD MEMBER	5.00	Director	$0	$0	$0
KATE BOTTIGER	BOARD MEMBER	5.00	Director	$0	$0	$0
ELIF MCCAIN	BOARD MEMBER	5.00	Director	$0	$0	$0
NATALIE NETZEL	BOARD MEMBER	5.00	Director	$0	$0	$0
KELLY TRONSTAD	EXECUTIVE DIRECTOR	45.00	Officer	$63,654	$0	$63,654

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	$987,446	$218,704	$992,704	$768,742
2024	$356,516	$249,856	$226,491	$106,660

BELLIS