The Alexander and Mabel Bell Legacy Foundation (EIN 471030298) - 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

2014

Legal Domicile

Principal Officer

Sara Grosvenor

Phone

2022551318

Tax Period

2020-01-01 to 2020-12-31

The Alexander and Mabel Bell Legacy Foundation, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $253K in total revenue in fiscal year 2020. Revenue surged 1405528% from the prior year, signaling strong growth momentum. The organization ran a surplus of $207K, a strong 82% operating margin.

Mission

The organization is dedicated to preserving, protecting, and advancing the Bells' legacy and spirit of innovation.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $253,000

Investment Income $13

Other Revenue $0

TOTAL REVENUE $253,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,293

Other Expenses $46,077

TOTAL EXPENSES $46,077

Year-over-Year Comparison

	2020	2019	Change
Revenue	$253,013	$18	+14055.3%
Expenses	$46,077	$35,383	+0.3%
Net Income	$206,936	$-35,365	-6.9%

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
Lorin Kobashigawa	Chair	N/A	Officer Director	$0	$0	$0
Graham Sullivan	Vice Chair	N/A	Officer Director	$0	$0	$0
Sara Grosvenor	President	N/A	Officer Director	$0	$0	$0
Jennifer Ogden	Secretary	N/A	Officer Director	$0	$0	$0
Julie Kearney	Treasurer	N/A	Officer Director	$0	$0	$0
Pam Brown	Director	N/A	Director	$0	$0	$0
Sven Doersam	Director	N/A	Director	$0	$0	$0
Marc Muller	Director	N/A	Director	$0	$0	$0
Marie-Louise Murville	Board Member	N/A	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
2020	$253,013	$46,077	$374,402	$206,936

The Alexander and Mabel Bell Legacy Foundation