2024-11-11T03:02:45-06:00 2023-12-31 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2023-01-01 043182053 THE BELL FOUNDATION INC BELL 6177400400 75 SECOND AVE 605 NEEDHAM MA 02494 ANTONIO BATTAGLIA CHIEF OPERATING OFFICER 6177400400 2024-11-08 1 1 JOLANTA TUCK CPA P01340068 7813803520 2024-11-07 2023 2024-10-15 13:58:12Z X LAUREN GILBERT 75 SECOND AVE 605 NEEDHAM MA 02494 13528408 0 X WWW.BELLXCEL.ORG X 1992 MA TO TRANSFORM THE ACADEMIC ACHIEVEMENTS, SELF-CONFIDENCE, AND LIFE TRAJECTORIES OF CHILDREN. 11 10 107 0 0 0 28548454 7625349 5644320 5296463 27950 587546 22038 19050 34242762 13528408 0 0 0 0 9176916 12968979 0 0 816679 12227734 12174908 21404650 25143887 12838112 -11615479 40262816 29219180 2191617 2763460 38071199 26455720 X TO TRANSFORM THE ACADEMIC ACHIEVEMENTS, SELF-CONFIDENCE, AND LIFE TRAJECTORIES OF CHILDREN. 0 0 18708869 3424821 THE ORGANIZATION PROVIDES INNOVATIVE SOLUTIONS, SERVICES AND RESOURCES TO SCALE AND CREATE MEANINGFUL IMPACT ACROSS A VARIETY OF SETTINGS AND COMMUNITIES. THE ORGANIZATION HAS A SOFTWARE-AS-A-SERVICE MODEL CREATED THROUGH A PROPRIETARY PLATFORM, ARLY, THAT ENABLES PARTNERS TO SCALE AND STRENGTHEN THEIR YOUTH DEVELOPMENT PROGRAMMING. IT INCLUDES FEATURES SUCH AS PROGRAM CONFIGURATION, STAFF AND SCHOLAR MANAGEMENT, FAMILY COMMUNICATIONS, PROFESSIONAL LEARNING MANAGEMENT SYSTEM, EVALUATION, AND OTHER RESOURCES. THE ORGANIZATION'S COMPLETE YOUTH PROGRAM MANAGEMENT SOLUTION PROVIDES A PATHWAY FOR RAPID SCALE AND DRIVE BETTER OUTCOMES. AS BELLXCEL SEEKS TO ADDRESS THE URGENT NEED FOR QUALITY, AFFORDABLE YOUTH PROGRAM OPPORTUNITIES, ARLY EMPOWERS PROVIDERS WITH TOOLS AND RESOURCES THAT INCREASE EFFICIENCY AND IMPROVE OPERATIONS, SO THEY CAN FOCUS ON WHAT REALLY MATTERSELEVATING THE POTENTIAL OF THE CHILDREN THEY SERVE. THE "ALL-IN-ONE PLACE" PLATFORM SOLUTION PROVIDES EASY ACCESS TO CONTENT, PRACTICES, TOOLS, TEMPLATES AND RESOURCES BACKED BY THE ORGANIZATION'S YEARS OF EXPERIENCE AND EXPERT VALIDATION. 1680184 1890692 THE ORGANIZATION PROVIDES CONSULTING SERVICES TO HELP SCHOOLS AND NONPROFITS ACCELERATE AND SCALE THEIR IMPACT. THE ORGANIZATION'S QUALITY IMPROVEMENT SOLUTION IS DESIGNED TO HELP PROGRAM PROVIDERS IDENTIFY WHERE TO INVEST EFFORT TO ELEVATE QUALITY AND IMPROVE OUTCOMES. THE CONSULTING PROCESS INCLUDES AN INITIAL INTERVIEW WITH PROGRAM LEADERSHIP, MULTIPLE ACTIVITY OBSERVATIONS DURING A DAY-LONG SITE VISIT AND A CUSTOMIZED DASHBOARD AND DEBRIEF SESSION TO SHARE FEEDBACK. 20389053 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 107 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT DC FL MA MD NC NJ NY OH PA RI SC X ANTONIO BATTAGLIA 6177400400 75 SECOND AVE 605 NEEDHAM MA 02494 LAUREN GILBERT CHIEF EXECUTIVE OFFICER 40.00 X X 470393 0 10534 LAURA SAMBERG CHAIR 5.00 X X 0 0 0 PAULA ARROJO VICE-CHAIR 5.00 X X 0 0 0 LAURA GLICK DIRECTOR 5.00 X 0 0 0 LAURA GRATTAN DIRECTOR 5.00 X 0 0 0 TONY JORDAN DIRECTOR 5.00 X 0 0 0 ALLYSON KIM DIRECTOR 5.00 X 0 0 0 GEORGE NEBLE DIRECTOR 5.00 X 0 0 0 PAUL REVILLE DIRECTOR 5.00 X 0 0 0 GARRETT SMITH DIRECTOR 5.00 X 0 0 0 DAVID ZILBERMAN DIRECTOR 5.00 X 0 0 0 ANTONIO BATTAGLIA PRESIDENT & CHIEF OPERATIN 40.00 X 378566 0 15500 BARBARA ADAMUS CHIEF STRATEGY OFFICER 40.00 X 323295 0 5456 RITA RABINOVICH VICE PRESIDENT, FINANCE & OPERATIONS 40.00 X 270027 0 149 MARLENE HARRINGTON CHIEF DEVELOPMENT OFFICER 40.00 X 250883 0 11869 MARK WILLIAMS CHIEF CUSTOMER EXPERIENCE OFFICER 40.00 X 242454 0 9869 MATTHEW PAINTER VICE PRESIDENT BUSINESS INTELLIGENCE 40.00 X 235575 0 1821 2171193 0 55198 41 0 1 0 SPARQ HOLDINGS RURAL SOURCING PO BOX 532278 ATLANTA GA 303532278 PRODUCT DESIGN & DEVLOPMENT SERVICES 3600018 TURNKEY LABS INC 251 ARDEN ROADMENINO PARK MENINO PARK CA 94025 OUTSOURCED TECHNOLOGY & DEVELOPMENT STAF 1084001 RED FOUNDRY LLC ACH 400 WEST HURON STREET UNIT 803 CHICAGO IL 60654 DEVELOPMENT & DESIGN SERVICES 641140 M BUTLER CONSULTING 250 RIDGEDALE AVE APT X8 FLORHAM PARK NJ 07932 SCRI CONSULTING SERVICES 131385 MANIFESTO LLC 4243 SE BELMONT ST SUITE 100 PORTLAND OR 97215 BRAND ACTIVATION AND PLANNING SERVICES 125500 5 764378 6860971 7625349 SERVICE FEES 624410 5296463 5296463 5296463 587546 587546 19050 19050 19050 13528408 5315513 0 587546 X 874993 437497 437496 10171160 7966322 1557641 647197 40281 25193 12584 2504 1101821 692381 339342 70098 780724 540949 196720 43055 59279 59279 81631 81631 6430049 5957783 471208 1058 469963 468543 1420 309077 132489 165811 10777 941579 660520 264266 16793 196238 196238 595480 483545 98759 13176 1378292 1378292 54498 54498 BOOKS AND CURRICULUM 1467488 1467488 ASSESSMENTS AND EVALUAT 108332 108332 STAFF TRAINING 8224 5133 1262 1829 74778 64586 10192 25143887 20389053 3938155 816679 29487841 3080405 4507949 20811171 240479 46260 422578 850989 174625 370258 11063195 7312508 5128979 3750687 272924 101968 27441 207442 40262816 29219180 1296150 1517315 617826 946437 277641 299708 2191617 2763460 X 36655261 25273115 1415938 1182605 38071199 26455720 40262816 29219180 -11615479 0 X 0 1 X 1 0 X 15533485 7007231 13039789 28548454 7625349 71754308 15533485 7007231 13039789 28548454 7625349 71754308 20298790 51455518 198002 2703 3126 27950 587546 819327 147386 22038 19050 188474 72762109 19906817 0.70720 0.71560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 147,386. 2022 AMOUNT: $ 22,038. 2023 AMOUNT: $ 19,050. PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED ITS YEAR END IN 2020. AS A RESULT, THE AMOUNTS PRESENTED IN SCHEDULE A, PART II ARE FOR THE FOLLOWING PERIODS: 2023 COLUMN = 1/1/23 THROUGH 12/31/23 2022 COLUMN = 1/1/22 THROUGH 12/31/22 2021 COLUMN = 1/1/21 THROUGH 12/31/21 2020 COLUMN = 7/1/20 THROUGH 12/31/20 2019 COLUMN = 7/1/19 THROUGH 6/30/20 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 857933 857933 0 10205262 6454575 3750687 3750687 OPERATING LEASE LIABILITY 299708 299708 X 13528408 0 13528408 0 13528408 25143887 0 25143887 0 25143887 PART X, LINE 2: U.S. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2023 AND 2022. GENERALLY, THE ORGANIZATION'S INFORMATION/TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INFORMATION/TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2020 REMAIN OPEN. AS OF DECEMBER 31, 2023, THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITH ANY OF ITS OPEN TAX YEARS. X X 0 0 0 0 0 0 0 1 0 LAUREN GILBERT CHIEF EXECUTIVE OFFICER 374873 0 95520 0 0 0 0 0 10534 0 480927 0 0 0 ANTONIO BATTAGLIA PRESIDENT & CHIEF OPERATIN 313960 0 64606 0 0 0 0 0 15500 0 394066 0 0 0 BARBARA ADAMUS CHIEF STRATEGY OFFICER 269058 0 54237 0 0 0 0 0 5456 0 328751 0 0 0 RITA RABINOVICH VICE PRESIDENT, FINANCE & OPERATIONS 225027 0 45000 0 0 0 0 0 149 0 270176 0 0 0 MARLENE HARRINGTON CHIEF DEVELOPMENT OFFICER 195454 0 55429 0 0 0 0 0 11869 0 262752 0 0 0 MARK WILLIAMS CHIEF CUSTOMER EXPERIENCE OFFICER 202366 0 40088 0 0 0 1186 0 8683 0 252323 0 0 0 MATTHEW PAINTER VICE PRESIDENT BUSINESS INTELLIGENCE 196375 0 39200 0 0 0 1675 0 146 0 237396 0 0 0 PART I, LINE 7 OFFICERS AND EMPLOYEES RECEIVED BONUSES IN CALENDAR YEAR 2023 WHICH WERE INCLUDED IN THEIR W-2 INCOME. THESE BONUSES WERE NOT CONTINGENT ON THE REVENUES OR NET EARNINGS OF THE ORGANIZATION, AND WERE AUTHORIZED BY THE BOARD FOR 2023. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION DISTRIBUTES A COPY OF THE 990 TO MEMBERS OF THE BOARD OF DIRECTORS AND INVITES COMMENTS FROM THEM PRIOR TO FINALIZING THE FORM 990. PRIOR TO THE FORM 990 BEING PROVIDED TO THE BOARD, THE 990 WAS REVIEWED IN DETAIL BY BELL'S COO AND FINANCIAL CONSULTANTS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, DURING THE BOARD MEETING PRIOR TO THE AUDIT WORK BEING COMPLETED, EACH BOARD MEMBER, OFFICER AND KEY EMPLOYEE ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST IN ACCORDANCE WITH THE POLICY. THE BOARD MAKES THE FINAL DETERMINATION REGARDING THE EXISTENCE OF A CONFLICT OF INTEREST AND REVIEWS AND DOCUMENTS ALL CONFLICTS OF INTEREST. THE INDIVIDUAL WITH THE CONFLICT OF INTEREST IS RECUSED FROM ANY DELIBERATIONS AND DECISIONS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY IN THE FALL, THE GOVERNANCE COMMITTEE REVIEWS COMPENSATION PACKAGES OF THE BELL EXECUTIVE MANAGEMENT TEAM: CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, PRESIDENT, CHIEF STRATEGY OFFICER, CHIEF IMPACT OFFICER, CHIEF DEVELOPMENT OFFICER AND VICE PRESIDENTS. THE PROCESS WAS MOST RECENTLY COMPLETED IN THE FALL OF 2023 AND WILL BE PERFORMED AGAIN IN THE FALL OF 2024. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,858,857. MANAGEMENT AND GENERAL EXPENSES 328,023. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,186,880. PAYROLL, LICENSE AND OTHER FEES: PROGRAM SERVICE EXPENSES 20,454. MANAGEMENT AND GENERAL EXPENSES 97,367. FUNDRAISING EXPENSES 1,058. TOTAL EXPENSES 118,879. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 78,472. MANAGEMENT AND GENERAL EXPENSES 45,818. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,290.