BELL MIDDLE SCHOOL FOUNDATION

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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

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

Program Service Accomplishments

Program 1

Expenses: $133,950 Revenue: $8,672

GRANTS PROVIDED TO HELP AFTER SCHOOL PROGRAM. SPACE WAS PROVIDED FOR STUDENTS TO LEARN

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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 $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

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
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