BELL MIDDLE SCHOOL FOUNDATION

EIN: 900596225 501(c)(3) Education

SAN DIEGO, CA

Total Revenue
$8,672
Total Expenses
$133,950
Total Assets
N/A
Net Assets
N/A
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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
CA
Principal Officer
KAREN LACEY-JACKSON
Phone
6199940156
Tax Period
2023-08-01 to 2024-07-31

BELL MIDDLE SCHOOL FOUNDATION, founded in 2014, is a micro nonprofit in the Education sector that reported $9K in total revenue in fiscal year 2023. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $134K exceeded revenue, resulting in a 1445% operating deficit.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR PROJECTS, PROGRAMS, AND FACILITIES THAT ENRICH STUDENT LIVES

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,672
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $8,672

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $133,950
Other Expenses $133,950
TOTAL EXPENSES $133,950

Year-over-Year Comparison

2023 2022 Change
Revenue $8,672 $363,169 -1.0%
Expenses $133,950 $185,201 -0.3%
Net Income $-125,278 $177,968 -1.7%
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

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
Volunteers
5

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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAREN LACEY JACKSON 40.00
Officer
$0 $0 $0
MARCO SAMANIEGO 10.00
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 $8,672 $133,950 No data $-125,278
2023 $363,169 $185,201 No data $177,968
2022 $464,887 $389,063 No data $75,824
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