BELL COMMUNITY FOUNDATION (EIN 834508828) - 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

2018

Legal Domicile

Principal Officer

WILLIAM J STOKES

Phone

2547745833

Tax Period

2024-01-01 to 2024-12-31

BELL COMMUNITY FOUNDATION, founded in 2018, is a small nonprofit in the Human Services sector that reported $137K in total revenue in fiscal year 2024. Revenue surged 206% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 66% operating margin.

Mission

THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR LITERARY, RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES AND FOR THE PURPOSE OF THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS, AND THE PURPOSES AND POWERS GRANTED ARE LIMITED IN THEIR APPLICATION AS AUTHORIZED BY SECTION 501(C)(3) UNDER THE INTERNAL REVENUE CODE NOW EXISTING OR AS IT MAY BE AMENDED.

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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 $51,000

Program Service Revenue $0

Investment Income $86,037

Other Revenue $0

TOTAL REVENUE $137,037

Expense Breakdown

Grants Paid $40,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,000

Other Expenses $6,007

TOTAL EXPENSES $46,007

Year-over-Year Comparison

	2024	2023	Change
Revenue	$137,037	$44,854	+2.1%
Expenses	$46,007	$10,447	+3.4%
Net Income	$91,030	$34,407	+1.6%

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

N/A

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
WILLIAM J STOKES	PRESIDENT	1.00	Officer Director	$0	$0	$0
TOM NORMAND	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES M BROCKWAY	DIRECTOR	1.00	Director	$0	$0	$0
ERIC STOEBNER	DIRECTOR	1.00	Director	$0	$0	$0
ALICIA DUNN	DIRECTOR	1.00	Director	$0	$0	$0
JAKE HERNDON	SECRETARY/TREASURER	1.00	Officer	$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
2024	$137,037	$46,007	$712,543	$91,030
2023	$44,854	$10,447	$622,200	$34,407
2022	$68,909	$6,476	$588,649	$62,433
2021	$64,979	$35,853	$526,911	$29,126
2020	$3,579	$4,313	$497,920	$-734
2019	$503,266	$1,232	$502,034	$502,034

BELL COMMUNITY FOUNDATION