BELLEVUE ROTARY SENIOR HOUSING CORP

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

DONNALD J HECKELMOSER JR

Phone

2165217260

Tax Period

2025-01-01 to 2025-12-31

BELLEVUE ROTARY SENIOR HOUSING CORP, founded in 1979, is a small nonprofit that reported $473K in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $115K, a strong 24% operating margin.

Mission

TO ACQUIRE, CONSTRUCT, PROVIDE, AND OPERATE RENTAL HOUSING AND RELATED FACILITIES SUITED TO THE SPECIAL NEEDS AND LIVING REQUIREMENTS OF ELIGIBLE OCCUPANTS.

Program Service Accomplishments

Program 1

Expenses: $252,768 Revenue: $351,983

PROVIDE APARTMENTS FOR RENT AND RELATED FACILITIES TO ELIGIBLE SENIOR CITIZENS AS DETERMINED BY RURAL DEVELOPMENT REGULATIONS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $110,894

Program Service Revenue $351,983

Investment Income $3,366

Other Revenue $6,912

TOTAL REVENUE $473,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,375

Fundraising Expenses $0

Program Expenses $252,768

Other Expenses $344,518

TOTAL EXPENSES $357,893

Year-over-Year Comparison

	2025	2024	Change
Revenue	$473,155	$391,370	+0.2%
Expenses	$357,893	$360,393	0.0%
Net Income	$115,262	$30,977	+2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
ALISA SMITH	MEMBER	1.00	Director	$0	$0	$0
ANDREA STOVER	MEMBER	1.00	Director	$0	$0	$0
PAM VEROFF	MEMBER	1.00	Director	$0	$0	$0
PATTY MARSH	MEMBER	1.00	Director	$0	$0	$0
STEVE ROTH	MEMBER	1.00	Director	$0	$0	$0
VALERIE BUMB	MEMBER	1.00	Director	$0	$0	$0
KYLE KUPP	PRESIDENT	2.00	Officer Director	$0	$0	$0
GREG BARTH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RACHEL HERMAN	SECRETARY	1.00	Officer Director	$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
2025	$473,155	$357,893	$381,977	$115,262
2024	$391,370	$360,393	$336,839	$30,977
2023	$421,328	$351,699	$340,501	$69,629
2022	$421,302	$368,144	$325,391	$53,158
2021	$423,791	$357,535	$321,140	$66,256
2020	$414,710	$346,019	$293,384	$68,691
2019	$404,742	$453,531	$253,167	$-48,789
2018	$401,563	$389,724	$340,671	$11,839