2025-11-04T14:43:33-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2024-01-01 043182053 THE BELL FOUNDATION INC BELL 6177400400 75 SECOND AVE 605 NEEDHAM MA 02494 RITA RABINOVICH VP, FINANCE & OPERATIONS 6177400400 2025-11-04 1 1 JOLANTA TUCK P01340068 7813803520 2025-11-03 2024 2025-03-06 01:10:19Z LAUREN GILBERT 75 SECOND AVE 605 NEEDHAM MA 02494 13795736 0 X WWW.BELLXCEL.ORG X 1992 MA TO TRANSFORM THE ACADEMIC ACHIEVEMENTS, SELF-CONFIDENCE, AND LIFE TRAJECTORIES OF CHILDREN. 11 10 107 10 0 0 7625349 4955946 5296463 8058737 587546 717428 19050 63625 13528408 13795736 0 0 0 0 12968979 13809142 0 0 913377 12174908 9952805 25143887 23761947 -11615479 -9966211 29219180 18472676 2763460 1983167 26455720 16489509 X TO TRANSFORM THE ACADEMIC ACHIEVEMENTS, SELF-CONFIDENCE, AND LIFE TRAJECTORIES OF CHILDREN. 0 0 17253890 6763417 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. 1610777 1358945 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. 18864667 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 46 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 RITA RABINOVICH 6177400400 75 SECOND AVE 605 NEEDHAM MA 02494 ALLYSON KIM DIRECTOR 5.00 X 0 0 0 DAVID ZILBERMAN DIRECTOR 5.00 X 0 0 0 GARRETT SMITH DIRECTOR 5.00 X 0 0 0 GEORGE NEBLE DIRECTOR 5.00 X 0 0 0 LAURA GLICK DIRECTOR 5.00 X 0 0 0 LAURA GRATTAN DIRECTOR 5.00 X 0 0 0 LAURA SAMBERG CHAIR 5.00 X X 0 0 0 LAUREN GILBERT CHIEF EXECUTIVE OFFICER 40.00 X X 488259 0 99996 PAUL REVILLE DIRECTOR 5.00 X 0 0 0 PAULA ARROJO VICE-CHAIR 5.00 X X 0 0 0 TONY JORDAN DIRECTOR 5.00 X 0 0 0 ANTONIO BATTAGLIA PRESIDENT & CHIEF OPERATING OFFICER 40.00 X 425618 0 89960 BARBARA ADAMUS CHIEF STRATEGY OFFICER 40.00 X 350185 0 75539 DAVE SCOTT CHIEF PRODUCT OFFICER 40.00 X 330562 0 2215 JENNIFER MALOY VP, PARTNER SOLUTIONS 40.00 X 361124 0 17068 KENT WELCH CHIEF TECHNOLOGY OFFICER 40.00 X 315303 0 48889 RITA RABINOVICH VP, FINANCE & OPERATIONS 40.00 X 300495 0 35883 2571546 0 369550 47 0 1 0 TURNKEY LABS INC 251 ARDEN ROADMENINO PARK MENINO PARK CA 94025 OUTSOURCED TECHNOLOGY & DEVELOPMENT STAF 2282614 SPARQ HOLDINGS RURAL SOURCING PO BOX 532278 ATLANTA GA 303532278 PRODUCT DESIGN & DEVELOPMENT FOR ARLY 936012 CREO 2605 MERIDIAN PARKWAY STE 101 DURHAM NC 27713 SALESFOCE RE-IMPLEMENTATION SERVICES 310965 CAPSTONE PARTNERS PO BOX 843014 BOSTON MA 02284 FINANCIAL CONSULTING SERVICES 123010 ARIONKODER AVIENDO ITALIA 6201 EDIFICIO LOS T MONTEVIDEO UY ARLY TEST CASES AUTOMATION SERVICES 114000 5 4955946 4955946 SERVICE FEES 624410 8058737 8058737 8058737 717428 717428 63625 63625 63625 13795736 8122362 0 717428 X 1103832 845511 193748 64573 10486888 8331535 1537173 618180 345561 217320 108772 19469 986010 620094 310365 55551 886851 611236 231176 44439 120015 120015 69787 69787 2906956 2431834 443894 31228 226031 226031 375609 132161 232510 10938 1059195 818193 203469 37533 163408 163408 799641 641616 128625 29400 1545209 1545209 67061 67061 BOOKS AND CURRICULUM 2064991 2064991 ASSESSMENTS AND EVALUAT 337999 337999 STAFF TRAINING 7637 3297 4070 270 209266 37640 169830 1796 23761947 18864667 3983903 913377 3080405 4715911 20811171 8857775 46260 2301 850989 126659 370258 329113 10223330 6105197 3750687 4118133 101968 155212 207442 167572 29219180 18472676 1517315 967921 946437 273166 299708 742080 2763460 1983167 X 25273115 15666904 1182605 822605 26455720 16489509 29219180 18472676 -9966211 0 X 0 1 X 1 0 X 7007231 13039789 28548454 7625349 4955946 61176769 7007231 13039789 28548454 7625349 4955946 61176769 19578592 41598177 2703 3126 27950 587546 717428 1338753 147386 22038 19050 63625 252099 62767621 25924161 0.66270 0.70720 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. 2024 AMOUNT: $ 63,625. 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: 2024 COLUMN = 1/1/24 THROUGH 12/31/24 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10223330 6105197 4118133 4118133 OPERATING LEASE LIABILITY 742080 742080 X 13795736 0 13795736 0 13795736 23761947 0 23761947 0 23761947 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION'S INFORMATION/TAX RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INFORMATION/TAX RETURNS ARE CURRENTLY BEING EXAMINED, TAX YEARS SINCE 2021 REMAIN OPEN. X X 1 0 0 0 0 0 0 1 0 LAUREN GILBERT CHIEF EXECUTIVE OFFICER 488259 0 0 0 0 0 83334 0 16662 0 588255 0 0 0 ANTONIO BATTAGLIA PRESIDENT & CHIEF OPERATING OFFICER 327310 0 98308 0 0 0 66666 0 23294 0 515578 0 0 0 BARBARA ADAMUS CHIEF STRATEGY OFFICER 281233 0 68952 0 0 0 66666 0 8873 0 425724 0 0 0 JENNIFER MALOY VP, PARTNER SOLUTIONS 361124 0 0 0 0 0 16515 0 553 0 378192 0 0 0 KENT WELCH CHIEF TECHNOLOGY OFFICER 244615 0 70688 0 0 0 28086 0 20803 0 364192 0 0 0 RITA RABINOVICH VP, FINANCE & OPERATIONS 241483 0 59012 0 0 0 34826 0 1057 0 336378 0 0 0 DAVE SCOTT CHIEF PRODUCT OFFICER 217100 0 50000 0 63462 0 1684 0 531 0 332777 0 0 0 PART I, LINE 4A THE ORGANIZATION MADE SEVERANCE PAYMENTS TO THE BELOW INDIVIDUALS DURING CALENDAR YEAR 2024: DAVID SCOTT - $63,462 PART I, LINE 7 OFFICERS AND EMPLOYEES RECEIVED BONUSES IN CALENDAR YEAR 2024 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 2024. SCHEDULE J, PART II, COLUMN C: EFFECTIVE JANUARY 1, 2023, THE ORGANIZATION'S GOVERNANCE COMMITTEE APPROVED A NON-QUALIFIED DEFERRED COMPENSATION PLAN, WHICH IS A LONG-TERM RETENTION INCENTIVE THAT VESTS DURING A THREE-YEAR PERIOD BEGINNING JANUARY 2023, WITH FULL VESTING IN DECEMBER 2025. EFFECTIVE JANUARY 1, 2024, THE ORGANIZATION'S GOVERNANCE COMMITTEE APPROVED A NON-QUALIFIED DEFERRED COMPENSATION PLAN, WHICH IS A LONG-TERM RETENTION INCENTIVE THAT VESTS DURING A THREE-YEAR PERIOD BEGINNING JANUARY 2024, WITH FULL VESTING IN DECEMBER 2026. THE AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMN C INCLUDE CURRENT YEAR ACCRUALS OF THE LONG-TERM INCENTIVE PLAN. 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 2,429,264. MANAGEMENT AND GENERAL EXPENSES 359,114. FUNDRAISING EXPENSES 31,158. TOTAL EXPENSES 2,819,536. PAYROLL, LICENSE AND OTHER FEES: PROGRAM SERVICE EXPENSES 2,570. MANAGEMENT AND GENERAL EXPENSES 73,770. FUNDRAISING EXPENSES 70. TOTAL EXPENSES 76,410. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,010. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,010.