BELLER FAMILY FOUNDATION (EIN 454575529) - 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

2012

Legal Domicile

Principal Officer

DONNIE BELLER

Phone

4052886794

Tax Period

2022-01-01 to 2022-12-31

BELLER FAMILY FOUNDATION, founded in 2012, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2022. Revenue surged 165% from the prior year, signaling strong growth momentum. The organization ran a surplus of $717K, a strong 36% operating margin.

Mission

The Beller Family Foundation was formed to build a multi-purpose facility for the Washington, Oklahoma school system. After the project is completed the Foundation plans to continue to develop

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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 $2,011,832

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,011,832

Expense Breakdown

Grants Paid $1,276,580

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,294,860

Other Expenses $18,280

TOTAL EXPENSES $1,294,860

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,011,832	$759,540	+1.6%
Expenses	$1,294,860	$768,090	+0.7%
Net Income	$716,972	$-8,550	-84.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD R BELLER	DIRECTOR	5.00	Director	$0	$0	$0
RONALD J BELLER	DIRECTOR	5.00	Director	$0	$0	$0
DARRIN C BELLER	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
2022	$2,011,832	$1,294,860	$781,371	$716,972
2021	$759,540	$768,090	$64,399	$-8,550
2020	$765,387	$958,612	$1,489,809	$-193,225

BELLER FAMILY FOUNDATION