Nonprofit · EIN 31-1778723
THE BELL TOWER FOUNDATION INC
Tax-exempt · RCHO STA MARG, CA 92688
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $507,967 | $489,715 | $18,252 | $240,234 | $0 | $240,234 |
| June 30, 2024 | 990 | $405,096 | $422,139 | -$17,043 | $221,982 | $0 | $221,982 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $414,993
- Program service revenue
- $89,408
- Investment income
- $3,566
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $374,534
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,800
- Program services (functional)
- $489,037
- Management and general (functional)
- $678
Balance sheet and other
- Total assets, start of year
- $221,982
- Total assets, end of year
- $240,234
- Total liabilities, end of year
- $0
- Net assets, end of year
- $240,234
- Gross receipts
- $507,967
- Employees
- 0
- Volunteers
- 311
- Year formed
- 2005
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sherri Lex | President Trustee or director, Officer | 15 | $0 |
| Elena Goni | Vice President Trustee or director, Officer | 20 | $0 |
| Nikki Chin | Treasurer Trustee or director | 2 | $0 |
| Julie McGirr | Secretary Trustee or director | 3 | $0 |
| Courtney Carranza | Director Trustee or director | 1.5 | $0 |
| John Christopoulos | Director Trustee or director | 5 | $0 |
| Gary Hallgren | Director Trustee or director | 1.25 | $0 |
| Treg Julander | Director Trustee or director | 1.5 | $0 |
| Larry Rogus | Director Trustee or director | 4 | $0 |
| Jim McLoughlin | Director Trustee or director | 7 | $0 |
| Chris O'Connor | Director Trustee or director | 10.75 | $0 |
| Ray Kincaid | Director Trustee or director | 11 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sherri Lex | President Trustee or director, Officer | 15 | $0 |
| Elena Goni | Vice President Trustee or director, Officer | 20 | $0 |
| Nikki Chin | Treasurer Trustee or director | 1.25 | $0 |
| Patsy Morris | Secretary Trustee or director, Officer | 2 | $0 |
| Courtney Carranza | Director Trustee or director | 1 | $0 |
| John Christopoulos | Director Trustee or director | 15 | $0 |
| Gary Hallgren | Director Trustee or director | 1.25 | $0 |
| Treg Julander | Director Trustee or director | 1.5 | $0 |
| Julie McGirr | Director Trustee or director | 5 | $0 |
| Jim McLoughlin | Director Trustee or director | 7 | $0 |
| Chris O'Connor | Director Trustee or director | 10.75 | $0 |
| Ray Kincaid | Director Trustee or director | 11 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 80220, RCHO STA MARG, CA 92688-0220
- Mailing address (990-N for 2019)
- 22232 El Paseo, Rancho Santa Margarita CA 92688
- Principal officer (990 for 2024)
- Sherri Lex, PO Box 80220, Rancho Santa Margarita, CA 92688
- Principal officer (990-N for 2019)
- Sherri Lex, 22232 El Paseo, Rancho Santa Margarita CA 92688
- Signed the 990
- Sherri Lex, President
- Phone
- (949) 933-6001
- Return prepared by
- Covert & Company
Mission
We seek to enrich the quality of life for residents of Rancho Santa Margarita by inspiring local philanthropy, engaging stakeholders in community service and embracing the local nonprofit network through collaborative partnerships.
Program accomplishments
- We seek to enrich the quality of life for residents of Rancho Santa Margarita by inspiring local philanthropy, engaging stakeholders in community service and embracing the local nonprofit network through collaborative partnerships.Expenses $489,037
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1778723
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $240,234
- Income (IRS master file)
- $507,967
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $396,103 | $357,094 | $239,025 | IRS |
| 990 | June 2022 | $425,493 | $353,838 | $200,016 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-N for 2019 Officer: Sherri Lex | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about THE BELL TOWER FOUNDATION INC
- What is the EIN of THE BELL TOWER FOUNDATION INC?
- The employer identification number (EIN) of THE BELL TOWER FOUNDATION INC is 31-1778723.
- Is THE BELL TOWER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to THE BELL TOWER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE BELL TOWER FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE BELL TOWER FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BELL TOWER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE BELL TOWER FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names Sherri Lex.
- Who are the officers and directors of THE BELL TOWER FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does THE BELL TOWER FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $507,967, expenses of $489,715 and total assets of $240,234 at year end.
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