ROBERT W BELL AND ELSIE L BELL TRUST (EIN 473679814) - 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

2015

Legal Domicile

Principal Officer

WILLIAM EVANS

Phone

5704763900

Tax Period

2023-01-01 to 2023-12-31

ROBERT W BELL AND ELSIE L BELL TRUST, founded in 2015, is a micro nonprofit in the Religion sector that reported $27K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $37K exceeded revenue, resulting in a 38% operating deficit.

Mission

TRUST FUND ESTABLISHED BY WILL TO PROVIDE FUNDS FOR ST. JOHN'S LUTHERIAN CHURCH, BATH, PENNSYLVANIA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $26,564

Other Revenue $0

TOTAL REVENUE $26,564

Expense Breakdown

Grants Paid $26,733

Salaries & Benefits $5,046

Fundraising Expenses $0

Program Expenses $36,696

Other Expenses $4,917

TOTAL EXPENSES $36,696

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,564	$30,385	-0.1%
Expenses	$36,696	$38,366	0.0%
Net Income	$-10,132	$-7,981	+0.3%

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

N/A

Independent Members

N/A

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
N/A	TRUSTEE	1.0		$8,410	$0	$8,410

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	$26,564	$36,696	$605,818	$-10,132
2022	$30,385	$38,366	$615,916	$-7,981
2021	$49,457	$35,513	$623,948	$13,944
2020	$13,593	$33,511	$609,837	$-19,918
2019	$22,611	$31,978	$629,919	$-9,367

ROBERT W BELL AND ELSIE L BELL TRUST