Civic Intelligence

Bellaire Southwest Houston Rotary Foundation Inc.

990EZ • Fiscal year 2019 • EIN 47-2044607

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 18, 2020

Organization Profilewww.bellairesw.org
PO Box 254Bellaire, TX 77402-0254

(713) 729-1122

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

61st percentile

9.7%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

145%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$83,267

Up $7,345 (+9.7%) from 2018

Net Assets

$83,267

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin69th percentile

Revenue

Up

$51,958

Up $30,715 (+145%) from 2018

Expenses

Down

$44,613

Down $1,787 (-3.9%) from 2018

Net Income

Up

$7,345

Up $32,502 (+129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2015: $4,997Liabilities 2015: $02015Assets 2016: $118,259Liabilities 2016: $02016Assets 2017: $101,079Liabilities 2017: $02017Assets 2018: $75,922Liabilities 2018: $02018Assets 2019: $83,267Liabilities 2019: $0Net Assets 2019: $83,2672019Assets 2020: $91,905Liabilities 2020: $0Net Assets 2020: $91,9052020Assets 2021: $108,697Liabilities 2021: $0Net Assets 2021: $108,6972021Assets 2022: $144,128Liabilities 2022: $0Net Assets 2022: $144,1282022Assets 2023: $152,075Liabilities 2023: $0Net Assets 2023: $152,0752023Assets 2024: $198,207Net Assets 2024: $198,2072024Assets 2025: $306,308Liabilities 2025: $0Net Assets 2025: $306,3082025

Highlighted filing

2019

Assets$83,267
Liabilities$0
Net Assets$83,267
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $5,000Expenses 2015: $3Net Income 2015: $4,9972015Revenue 2016: $145,899Expenses 2016: $32,637Net Income 2016: $113,2622016Revenue 2017: $34,253Expenses 2017: $40,493Net Income 2017: -$6,2402017Revenue 2018: $21,243Expenses 2018: $46,400Net Income 2018: -$25,1572018Revenue 2019: $51,958Expenses 2019: $44,613Net Income 2019: $7,3452019Revenue 2020: $59,532Expenses 2020: $50,894Net Income 2020: $8,6382020Revenue 2021: $70,535Expenses 2021: $53,743Net Income 2021: $16,7922021Revenue 2022: $123,550Expenses 2022: $88,119Net Income 2022: $35,4312022Revenue 2023: $113,553Expenses 2023: $105,606Net Income 2023: $7,9472023Revenue 2024: $183,490Expenses 2024: $137,358Net Income 2024: $46,1322024Revenue 2025: $232,864Expenses 2025: $125,263Net Income 2025: $107,6012025

Highlighted filing

2019

Revenue$51,958
Expenses$44,613
Net Income$7,345
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 18, 2020
Return Version
2018v3.1
Gross Receipts
$59,207
Mission and Program Overview

Mission

Service to the community

Program Services

DescriptionGrantsExpenses
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 standards continued Sch O--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig WootenChairman-$0--
Ann MagoonSecretary-$0--
Don BecknerTresurer-$0--
Ralph RiegerAssistant Tresurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Wine Dinner$25,305$25,305-$25,305
Total Events$25,305$25,305$7,249$18,056
Filing and Contact Details

Filer

Filer Name
Bellaire Southwest Houston Rotary Foundation Inc
EIN
47-2044607
Phone
7137291122
Address
PO Box 254, Bellaire, TX 77402-0254

Signing Officer

Name
Craig Wooten
Title
Chairman
Signed
2020-02-18
Discuss with paid preparer
No

Preparer

Firm
Rieger & Associates Ltd Co
Address
11415 Chimney Rock Ste 201, Houston, TX 77035
Preparer
Ralph Rieger
Phone
7137291122
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Quickbooks Credit Card Fees 232”

Form 990-EZ, Part I, Line 16, Other Expenses

“Paypal Fees 137”

Form 990-EZ, Part I, Line 16, Other Expenses

“Ads Web site 1,098”

Form 990-EZ, Part I, Line 16, Other Expenses

“Flags 2,462”

Form 990-EZ, Part I, Line 16, Other Expenses

“Other Miscellaneous Expense 203”

Form 990-EZ, Part I, Line 16, Other Expenses

“Signage 42”

Raw XML Appendix152 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Craig Wooten
IRS990EZ/BooksInCareOfDetail/PhoneNum07136667792
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05516 Grand Lake
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077081
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075922
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083267
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033818
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07345
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075922
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083267
IRS990EZ/FundraisingGrossIncomeAmt025305
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037693
IRS990EZ/GrossReceiptsAmt059207
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt084
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075922
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083267
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075922
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083267
IRS990EZ/OccupancyRentUtltsAndMaintAmt02486
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Craig Wooten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ann Magoon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Don Beckner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ralph Rieger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Tresurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Assistant Tresurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04174
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Service to the community
IRS990EZ/PrintingPublicationsPostageAmt0260
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants 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 standards continued Sch O
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07249
IRS990EZ/SpecialEventsNetIncomeLossAmt018056
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt044613
IRS990EZ/TotalRevenueAmt051958
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bellairesw.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0122070
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0122070
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034253
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0122070
IRS990ScheduleA/TotalSupportAmt0122070
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07249
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Wine Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07249
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025305
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Quickbooks Credit Card Fees 232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Paypal Fees 137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Ads Web site 1,098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Flags 2,462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Miscellaneous Expense 203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Signage 42
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig Wooten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bellaire Southwest Houston Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0472044607
ReturnHeader/Filer/PhoneNum07137291122
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 254
ReturnHeader/Filer/USAddress/CityNm0Bellaire
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0774020254
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId003B1624BD74F1E2B05DBF8B4CBB7369A24A33091
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A97191AD9FD4997B4339B98793C0AEA5F179B4D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.11.214.153
ReturnHeader/FilingSecurityInformation/IPDt02020-02-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm000:39:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rieger & Associates Ltd Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011415 Chimney Rock Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077035
ReturnHeader/PreparerPersonGrp/PhoneNum07137291122
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ralph Rieger
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-18T06:51:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,267
Liabilities
$0
Net assets
$83,267
Revenue
$51,958
Expenses
$44,613
Net income
$7,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$2.33$1.25$1.08
2024Detailed filing. Detailed filing data is available for this year.$1.98$1.98$1.83$1.37$0.46
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.14$1.06$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$1.24$0.88$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.71$0.54$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.60$0.51$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.52$0.45$0.07
2018Summary only. Only limited summary data is available for this year.$0.76$0.00$0.21$0.46$0.25
2017Summary only. Only limited summary data is available for this year.$1.01$0.00$0.34$0.40$0.06
2016Summary only. Only limited summary data is available for this year.$1.18$0.00$1.46$0.33$1.13
2015Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.00$0.05