Civic Intelligence

Rotary Club of West University

EIN 76-0470353 • 501(c)4 • Houston, TX

Profile

Promote charitable and ethical business and civic responsibility.

PO Box 272727Houston, TX 77277-2727

www.westurotary.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

32nd percentile

-8.0%

Higher net margin than 32% 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

35th percentile

-11%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

53rd percentile

0.3%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$56,434

Down $6,850 (-11%) from 2024

Liabilities

$75

No earlier filing loaded for comparison.

Net Assets

Down

$56,359

Down $6,925 (-11%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin32nd percentile

Revenue

Up

$86,848

Up $217 (+0.3%) from 2024

Expenses

Up

$93,773

Up $11,704 (+14%) from 2024

Net Income

Down

-$6,925

Down $11,487 (-252%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$80K$60K$40K$20K$0Assets 2011: $32,248Liabilities 2011: $0Net Assets 2011: $32,2482011Assets 2012: $36,628Liabilities 2012: $0Net Assets 2012: $36,6282012Assets 2013: $30,839Liabilities 2013: $0Net Assets 2013: $30,8392013Assets 2014: $42,481Liabilities 2014: $0Net Assets 2014: $42,4812014Assets 2015: $51,053Liabilities 2015: $0Net Assets 2015: $51,0532015Assets 2016: $21,399Liabilities 2016: $0Net Assets 2016: $21,3992016Assets 2017: $22,795Liabilities 2017: $440Net Assets 2017: $22,3552017Assets 2018: $42,071Liabilities 2018: $4,867Net Assets 2018: $37,2042018Assets 2019: $42,826Liabilities 2019: $360Net Assets 2019: $42,4662019Assets 2020: $39,503Net Assets 2020: $39,5032020Assets 2021: $48,678Net Assets 2021: $48,6782021Assets 2022: $58,648Net Assets 2022: $58,6482022Assets 2023: $59,322Liabilities 2023: $6002023Assets 2024: $63,284Net Assets 2024: $63,2842024Assets 2025: $56,434Liabilities 2025: $75Net Assets 2025: $56,3592025

Highlighted filing

2025

Assets$56,434
Liabilities$75
Net Assets$56,359
Open 2025 Filing

Operations Trend

Revenue Growth53rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $77,432Expenses 2011: $84,473Net Income 2011: -$7,0412011Revenue 2012: $77,470Expenses 2012: $73,090Net Income 2012: $4,3802012Revenue 2013: $81,425Expenses 2013: $87,214Net Income 2013: -$5,7892013Revenue 2014: $107,805Expenses 2014: $96,163Net Income 2014: $11,6422014Revenue 2015: $86,268Expenses 2015: $77,696Net Income 2015: $8,5722015Revenue 2016: $89,553Expenses 2016: $119,207Net Income 2016: -$29,6542016Revenue 2017: $86,583Expenses 2017: $85,627Net Income 2017: $9562017Revenue 2018: $106,468Expenses 2018: $91,619Net Income 2018: $14,8492018Revenue 2019: $110,159Expenses 2019: $104,897Net Income 2019: $5,2622019Revenue 2020: $72,945Expenses 2020: $72,299Net Income 2020: $6462020Revenue 2021: $37,850Expenses 2021: $28,675Net Income 2021: $9,1752021Revenue 2022: $75,977Expenses 2022: $66,206Net Income 2022: $9,7712022Revenue 2023: $77,092Expenses 2023: $77,017Net Income 2023: $752023Revenue 2024: $86,631Expenses 2024: $82,069Net Income 2024: $4,5622024Revenue 2025: $86,848Expenses 2025: $93,773Net Income 2025: -$6,9252025

Highlighted filing

2025

Revenue$86,848
Expenses$93,773
Net Income-$6,925
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,434
Liabilities
$75
Net assets
$56,359
Revenue
$86,848
Expenses
$93,773
Net income
-$6,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.87$0.94$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.87$0.82$0.05
2023Summary only. Only limited summary data is available for this year.$0.59$0.01$0.77$0.77$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.59$0.76$0.66$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.49$0.38$0.29$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.40$0.73$0.72$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.42$1.10$1.05$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.05$0.37$1.06$0.92$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.22$0.87$0.86$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.90$1.19$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.86$0.78$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.08$0.96$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.81$0.87$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.77$0.73$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.77$0.84$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$86,848
Mission and Program Overview

Mission

Promote charitable and ethical business and civic responsibility.

Program Services

DescriptionGrantsExpenses
PROMOTE CHARITABLE AND ETHICAL BUSINESS AND CIVIC RESPONSIBILITY THROUGH THE FOLLOWING THREE PROGRAM SERVICES: FLAGS, BAGEL PATROL AND RISE AGAINST HUNGER.-$45,966
SPENT OVER 38,000 TO HOLD WEEKLY MEETINGS, SPONSERING SPEAKERS FOR A VARITY OF CIVIC , EDUCATION AND BUSINESS CHARITABLE ORGANIZATIONS.-$38,456
RAISED AND DONATED OVER 9,350 TO THE ROTARY FOUNDATION, A 501 (C)(3) CHARITABLE FOUNDATION.-$9,350
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL O'DELLClub Secreta-$0--
STEPHEN SMITHPresident El-$0--
CECILE SCHUTTERBoard Member-$0--
KIM MCPHILLIPSPresident-$0--
LUCY GEBHARTBoard Secret-$0--
BENTLEY SANFORDVice Preside-$0--
LISA BUNSEBoard Member-$0--
FRITA BEICHBoard Member-$0--
RICHARD BRADYTreasurer-$0--
JOHN BARNESBoard Member-$0--
WALLY KRONZERBoard Member-$0--
DAVID REDFORDBoard Member-$0--
BRENNAN REILLYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of West University
EIN
76-0470353
Phone
7136645566
Address
PO BOX 272727, HOUSTON, TX 77277-2727

Signing Officer

Name
Stephen Smith
Title
President Elect
Signed
2025-11-14

Preparer

Firm
Ralph & Ralph Pc
Address
PO BOX 701129, HOUSTON, TX 77270
Preparer
Gregory P Ralph
Phone
7136234514
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses ri and district 32,098 fellowship expenses 12,559 club meeting expenses 38,456 professional fees 5,925 software 1,289 merchant/cc processing 2,180 website 1,047 mail 61 discretionary 158 total 93,773”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 3,282 0 total 3,282 0”

Form 990-ez, Part II, Line 26

“CREDIT CARD 0 75”

Raw XML Appendix142 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/PersonNm0STEPHEN SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum07136645566
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03220 HUNTINGTON PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060002
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056434
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04639
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6925
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063284
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056434
IRS990EZ/GrossReceiptsAmt086848
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02309
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt079900
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063284
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056359
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063284
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056359
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL O'DELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CECILE SCHUTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM MCPHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LUCY GEBHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BENTLEY SANFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LISA BUNSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FRITA BEICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RICHARD BRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOHN BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10WALLY KRONZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DAVID REDFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12BRENNAN REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CLUB SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD SECRET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03282
IRS990EZ/OtherExpensesTotalAmt093773
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE CHARITABLE AND ETHICAL BUSINESS AND CIVIC RESPONSIBILITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE CHARITABLE AND ETHICAL BUSINESS AND CIVIC RESPONSIBILITY THROUGH THE FOLLOWING THREE PROGRAM SERVICES: FLAGS, BAGEL PATROL AND RISE AGAINST HUNGER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RAISED AND DONATED OVER 9,350 TO THE ROTARY FOUNDATION, A 501 (C)(3) CHARITABLE FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPENT OVER 38,000 TO HOLD WEEKLY MEETINGS, SPONSERING SPEAKERS FOR A VARITY OF CIVIC , EDUCATION AND BUSINESS CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045966
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt238456
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt075
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093773
IRS990EZ/TotalProgramServiceExpensesAmt093772
IRS990EZ/TotalRevenueAmt086848
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTUROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES RI AND DISTRICT 32,098 FELLOWSHIP EXPENSES 12,559 CLUB MEETING EXPENSES 38,456 PROFESSIONAL FEES 5,925 SOFTWARE 1,289 MERCHANT/CC PROCESSING 2,180 WEBSITE 1,047 MAIL 61 DISCRETIONARY 158 TOTAL 93,773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 3,282 0 TOTAL 3,282 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD 0 75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF WEST UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0760470353
ReturnHeader/Filer/PhoneNum07136645566
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 272727
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0772772727
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760473863
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RALPH & RALPH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 701129
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077270
ReturnHeader/PreparerPersonGrp/PhoneNum07136234514
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY P RALPH
ReturnHeader/ReturnTs02025-11-19T10:42:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits