Civic Intelligence

Bellaire Southwest Houston Rotary Foundation Inc.

990EZ • Fiscal year 2020 • EIN 47-2044607

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 15, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

15%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

15%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$91,905

Up $8,638 (+10%) from 2019

Net Assets

Up

$91,905

Up $8,638 (+10%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin63rd percentile

Revenue

Up

$59,532

Up $7,574 (+15%) from 2019

Expenses

Up

$50,894

Up $6,281 (+14%) from 2019

Net Income

Up

$8,638

Up $1,293 (+18%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$91,905
Liabilities$0
Net Assets$91,905
Open 2020 Filing

Operations Trend

Revenue Growth76th 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

2020

Revenue$59,532
Expenses$50,894
Net Income$8,638
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 15, 2021
Return Version
2019v5.1
Gross Receipts
$67,402
Mission and Program Overview

Mission

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

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 Pay76th 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
Wilbern Heritage Scholarship Foundation - Wine Dinner$29,075$29,075-$29,075
Total Events$29,075$29,075$7,870$21,205
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
Phone
8327043929
Signed
2021-02-15
Discuss with paid preparer
No

Preparer

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

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee Christian Community Center 3230 Mercer Houston TX 77027, Cash Grant 6,500, Relationship”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee Wilber Heritage Scholarship Foundation Inc, 5213 Pine Bellaire TX 77401, Cash Grant 20,710, Relationship”

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

“Bank Charges 20”

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

“Quickbooks Credit Card Fees 660”

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

“Paypal Fees 302”

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

“Ads Web site 200”

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

“Other Expenses Change in Opening Balance 495”

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

“Flags 1,430”

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

“Other Miscellaneous Expense 100”

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

“Signage 177”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt083267
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091905
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038245
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08638
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt083267
IRS990EZ/Form990TotalAssetsGrp/EOYAmt091905
IRS990EZ/FundraisingGrossIncomeAmt029075
IRS990EZ/GrantsAndSimilarAmountsPaidAmt043972
IRS990EZ/GrossReceiptsAmt067402
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt082
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083267
IRS990EZ/NetAssetsOrFundBalancesEOYAmt091905
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083267
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt091905
IRS990EZ/OccupancyRentUtltsAndMaintAmt03390
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/OtherExpensesTotalAmt03384
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Service to the community
IRS990EZ/PrintingPublicationsPostageAmt0148
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07870
IRS990EZ/SpecialEventsNetIncomeLossAmt021205
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt050894
IRS990EZ/TotalRevenueAmt059532
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bellairesw.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt067320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0189390
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0189390
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt067320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034253
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0189390
IRS990ScheduleA/TotalSupportAmt0189390
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/DirectExpenseSummaryEventsAmt07870
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Wilbern Heritage Scholarship Foundation - Wine Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07870
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029075
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee Christian Community Center 3230 Mercer Houston TX 77027, Cash Grant 6,500, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity , Grantee Wilber Heritage Scholarship Foundation Inc, 5213 Pine Bellaire TX 77401, Cash Grant 20,710, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Quickbooks Credit Card Fees 660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Paypal Fees 302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Ads Web site 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Expenses Change in Opening Balance 495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Flags 1,430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other Miscellaneous Expense 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Signage 177
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig Wooten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum08327043929
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-15
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rieger and 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/PreparationDt02021-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ralph Rieger CPA CGMA
ReturnHeader/ReturnTs02021-02-15T02:38:04-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,905
Liabilities
$0
Net assets
$91,905
Revenue
$59,532
Expenses
$50,894
Net income
$8,638
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