Bellaire Southwest Houston Rotary Foundation Inc

EIN: 472044607 501(c)(3) Philanthropy & Grantmaking

Bellaire, TX

Total Revenue
$232,864
Total Expenses
$125,263
Total Assets
$306,308
Net Assets
$306,308
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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
TX
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

Service to the community - Flags Progam Educations Scholarships

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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%)

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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

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Governance

Voting Members
49
Independent Members
49
Employees
N/A
Volunteers
49

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
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
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