Civic Intelligence

Rotary International Bellaire Southwest Houston

EIN 74-6104376 • 501(c)4 • Bellaire, TX

Profile

Service to the community

PO Box 254Bellaire, TX 77402

www.bellairesw.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

54th percentile

3.6%

Higher net margin than 54% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

-3.4%

Faster revenue growth than 47% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$8,264

Up $1,959 (+31%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$8,264

Up $1,959 (+31%) from 2024

Revenue

Down

$54,555

Down $1,901 (-3.4%) from 2024

Expenses

Down

$52,596

Down $4,904 (-8.5%) from 2024

Net Income

Up

$1,959

Up $3,003 (+288%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $111,646Liabilities 2011: $0Net Assets 2011: $111,6462011Assets 2012: $70,592Liabilities 2012: $0Net Assets 2012: $70,5922012Assets 2013: $102,424Liabilities 2013: $0Net Assets 2013: $102,4242013Assets 2014: $102,920Liabilities 2014: $0Net Assets 2014: $102,9202014Assets 2015: $122,524Liabilities 2015: $0Net Assets 2015: $122,5242015Assets 2016: $26,827Liabilities 2016: $0Net Assets 2016: $26,8272016Assets 2017: $50,614Liabilities 2017: $0Net Assets 2017: $50,6142017Assets 2018: $26,887Liabilities 2018: $02018Assets 2019: $27,704Net Assets 2019: $27,7042019Assets 2020: $26,681Net Assets 2020: $26,6812020Assets 2021: $22,523Net Assets 2021: $22,5232021Assets 2022: $16,680Net Assets 2022: $16,6802022Assets 2023: $7,349Net Assets 2023: $7,3492023Assets 2024: $6,305Net Assets 2024: $6,3052024Assets 2025: $8,264Net Assets 2025: $8,2642025

Highlighted filing

2025

Assets$8,264
Liabilities-
Net Assets$8,264

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $153,369Expenses 2011: $111,500Net Income 2011: $41,8692011Expenses 2012: $137,6152012Expenses 2013: $123,9962013Revenue 2014: $115,858Expenses 2014: $110,648Net Income 2014: $5,2102014Revenue 2015: $111,478Expenses 2015: $97,430Net Income 2015: $14,0482015Revenue 2016: $63,104Expenses 2016: $158,801Net Income 2016: -$95,6972016Revenue 2017: $75,944Expenses 2017: $52,157Net Income 2017: $23,7872017Revenue 2018: $56,554Expenses 2018: $80,281Net Income 2018: -$23,7272018Revenue 2019: $43,301Expenses 2019: $42,484Net Income 2019: $8172019Revenue 2020: $35,265Expenses 2020: $36,288Net Income 2020: -$1,0232020Revenue 2021: $30,471Expenses 2021: $34,629Net Income 2021: -$4,1582021Revenue 2022: $47,604Expenses 2022: $53,447Net Income 2022: -$5,8432022Revenue 2023: $49,539Expenses 2023: $58,870Net Income 2023: -$9,3312023Revenue 2024: $56,456Expenses 2024: $57,500Net Income 2024: -$1,0442024Revenue 2025: $54,555Expenses 2025: $52,596Net Income 2025: $1,9592025

Highlighted filing

2025

Revenue$54,555
Expenses$52,596
Net Income$1,959

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.55$0.53$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.56$0.58$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.50$0.59$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.48$0.53$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.30$0.35$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.35$0.36$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.43$0.42$0.01
2018Summary only. Only limited summary data is available for this year.$0.27$0.00$0.57$0.80$0.24
2017Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.76$0.52$0.24
2016Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.63$1.59$0.96
2015Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$1.11$0.97$0.14
2014Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$1.16$1.11$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$1.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$1.38
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$1.53$1.12$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 15, 2026
Return Version
2024v5.2
Gross Receipts
$54,555
Mission and Program Overview

Mission

Service to the community

Program Services

DescriptionGrantsExpenses
The Object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular 1 The development of acquaintance as an opportunity for service continued on sch O$32,333$52,596
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sam KelnerPresidentPT$0--
Enock AkamaPresident Elect-$0--
Mo LopezVice President-$0--
Cheryl BrightSecretary-$0--
Craig WootenTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Bellaire Southwest Houston
EIN
74-6104376
Phone
8327043929
Address
PO Box 254, Bellaire, TX 77402

Signing Officer

Name
Craig Wooten
Title
Treasurer
Phone
8327043929
Signed
2026-03-15
Discuss with paid preparer
Yes

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 Rotary International 1560 Sherman Ave. Evanston IL 60201, Cash Grant 12,263, Relationship

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

Brae Burn Staff Gifts 524

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

Speakers Exepenses - Meeting Expenditures 642

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

Bank Fees 6

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

Quickbools Payment Fees 1,453

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

Reimbursement 600

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

Supplies - RH 696

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

Opening Balance Equity 95

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

Other Business Expenses 83

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

Miscellaeous 50

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

Web site 624

Form 990-EZ, Part II, Line 24, Other Assets

Equipment Beginning of year 1,144, End of year 1,144

Form 990-EZ, Part II, Line 24, Other Assets

Other current assets Beginning of year 307, End of year 0

Form 990-EZ, Part III, Line 28

The Object of Rotary serves as the foundation for community service, promoting the ideal of service as a basis for worthy enterprise and fostering ethical standards among its members.Key Principles of the Object of RotaryThe Object of Rotary is a guiding principle that emphasizes service and ethical conduct in various aspects of life. It is articulated in four main areas1. Development of Acquaintance as an Opportunity for Service This principle encourages Rotarians to build relationships with fellow members and community leaders, fostering a network that can facilitate service projects and initiatives. 2. High Ethical Standards in Business and Professions Rotarians are encouraged to uphold high ethical standards in their professional lives, recognizing the worthiness of all useful occupations. This promotes integrity and respect within the community. 3. Application of the Ideal of Service Rotarians are urged to apply the ideal of service in their personal, business, and community lives. This means actively seeking ways to contribute positively to society and support those in need. 4. Advancement of International Understanding, Goodwill, and Peace The Object of Rotary also emphasizes the importance of fostering international relationships and understanding, promoting peace through a global fellowship of business and professional persons united in service.

Raw XML Appendix146 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13The Object of Rotary serves as the foundation for community service, promoting the ideal of service as a basis for worthy enterprise and fostering ethical standards among its members.Key Principles of the Object of RotaryThe Object of Rotary is a guiding principle that emphasizes service and ethical conduct in various aspects of life. It is articulated in four main areas1. Development of Acquaintance as an Opportunity for Service This principle encourages Rotarians to build relationships with fellow members and community leaders, fostering a network that can facilitate service projects and initiatives. 2. High Ethical Standards in Business and Professions Rotarians are encouraged to uphold high ethical standards in their professional lives, recognizing the worthiness of all useful occupations. This promotes integrity and respect within the community. 3. Application of the Ideal of Service Rotarians are urged to apply the ideal of service in their personal, business, and community lives. This means actively seeking ways to contribute positively to society and support those in need. 4. Advancement of International Understanding, Goodwill, and Peace The Object of Rotary also emphasizes the importance of fostering international relationships and understanding, promoting peace through a global fellowship of business and professional persons united in service.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-07-01
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ReturnHeader/TaxYr02024

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