Bellaire Southwest Houston Rotary … - Form 990 Financial Data

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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

Craig S Wooten

Phone

8327043929

Tax Period

2024-07-01 to 2025-06-30

Bellaire Southwest Houston Rotary Foundation Inc, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $233K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 46% operating margin.

Mission

We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

Program Service Accomplishments

Program 1

Expenses: $125,263 Revenue: $232,684

Grants are provided to encourage and foster service as a basis of worthy enterprise and paticular, to encourage foster 1 the development of acquaintance as an opportunity for service.2 high ethical...

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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 (2024)

Revenue Breakdown

Contributions & Grants $87,340

Program Service Revenue $74,148

Investment Income $7,359

Other Revenue $64,017

TOTAL REVENUE $232,864

Expense Breakdown

Grants Paid $109,713

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,263

Other Expenses $15,550

TOTAL EXPENSES $125,263

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,864	$183,490	+0.3%
Expenses	$125,263	$134,660	-0.1%
Net Income	$107,601	$48,830	+1.2%

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
Craig Wooten	President	004.00	Officer Director	$0	$0	$0
Leslie Sullivan	Secertary	002.00	Officer Director	$0	$0	$0
Don Beckner	Tresaurer	002.00	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	$232,864	$125,263	$306,308	$107,601

Bellaire Southwest Houston Rotary Foundation Inc