Charity Navigator's ratings previously did not consider Leadership & Adaptability, Culture & Community, or Impact & Measurement. The historic rating mainly reflects a version of today’s Accountability and Finance score. More information on our previous rating methodologies can be found on our rating methodology page.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
Majority Independent Board Members - 100% independent members
10 out of 10 points
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. We check to see that a majority of board members are identified as independent on their tax form.
Source: IRS Form 990
Independent Board Size - 13 independent members
10 out of 10 points
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. For most organizations, we check to see if the organization has at least three independent board members. For large, donor-funded organizations, we check to see if the organization has at least five independent board members
Source: IRS Form 990
Material Diversion of Assets - None
10 out of 10 points
A diversion of assets — any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft — also can seriously call into question a charity's financial integrity. We review the charity's most recent IRS Form 990 to see if the charity has reported any diversion of assets.
Source: IRS Form 990
Tax Form Disclosures and Policies
Full Credit
Partial Credit
No Credit
Website Listed on Tax Form - Listed
3 out of 3 points
Charity Navigator looks for a website on the IRS Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Conflict of Interest Policy - Listed
7 out of 7 points
Charity Navigator looks for the existence of a conflict of interest policy on the IRS Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Whistleblower Policy - Listed
7 out of 7 points
Charity Navigator looks for the existence of a whistleblower policy per the IRS Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Document Retention and Destruction - Listed
7 out of 7 points
Charity Navigator looks for the existence of a document retention and destruction policy per the IRS Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Documents Board Meeting Minutes - Yes
3 out of 3 points
Charity Navigator looks to confirm on the IRS Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Website Disclosures
Full Credit
Partial Credit
No Credit
Tax Form Posted on Nonprofit's Website as stated on Form 990 - Listed
3 out of 3 points
For almost all charities, we check the charity's IRS Form 990 to see if it discloses that the Form 990 is available on the charity's website. As with the audited financial statement, donors need easy access to this financial report to help determine if the organization is managing its financial resources well.
Source: IRS Form 990
Financial Metrics
Full Credit
Partial Credit
No Credit
Liabilities to Assets: Ratio - 8.84%
15 out of 15 points
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent IRS Form 990). This ratio is an indicator of an organization's solvency and/or long-term sustainability.
Source: IRS Form 990
Program Expense: Ratio - 77.48%
25 out of 25 points
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three IRS Forms 990). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
Source: IRS Form 990
Additional Information
Total Revenue and Expenses - Data Available
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Click or hover over the bar to see exact $ amount
Salary of Key Persons - Data Available
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
Matt Camrud, President
$0
Steve Mcconnell, Past President
$0
Jemal M Idris, President Elect
$0
Timothy Woosley, Vice President
$0
Sarah Wine, Treasurer
$0
Source: IRS Form 990 (page 7), filing year 2023
IRS Published Data (Business Master File) - Data Available
Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes. 509(a)(2) (BMF foundation code: 16)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
Data Sources (IRS Forms 990) - Data Available
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage accountability and finance data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Bellevue Rotary Foundation) or EIN (911501333) in the 'Search Term' field.
Impact & Measurement
Not Currently Scored
Bellevue Rotary Foundation cannot currently be evaluated by our Impact & Measurement methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
Does your organization collect feedback (i.e., perceptions, opinions, concerns) from the people meant to ultimately benefit from your mission?
Yes
Feedback Usage
100 out of 100 points
How is your organization using feedback from the people you serve?
To identify bright spots and enhance positive service experiences
To make fundamental changes to our programs and/or operations
To strengthen relationships with the people we serve
To understand client needs and how we can help them achieve their desired outcomes
Practices
100 out of 100 points
Which of the following feedback practices does your organization routinely carry out?
We collect feedback from the people we serve at least annually
We aim to collect feedback from as many people we serve as possible
We take steps to ensure people feel comfortable being honest with us
We tell the people who gave us feedback how we acted on their feedback
Challenges
100 out of 100 points
What challenges does your organization face in collecting feedback from the people you serve?
We don't have any major challenges to collecting feedback
Equity Strategies™
Unscored
0% of Culture & Community score
Leadership & Adaptability
Score
100
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission.
TO FUND VARIOUS CHARITABLE AND EDUCATIONAL ORGANIZATIONS AND ACTIVITIES WITHIN THE GREATER EASTSIDE OF LAKE WASHINGTON LOCATED IN WASHINGTON STATE.
Vision Statement
10 out of 10 points
The nonprofit organization presents evidence of strategic thinking through articulating the organization's vision.
Our Vision Statement is “To change lives in our local and world communities through service and fina
Strategic Goals
20 out of 20 points
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Provide financial support for non-profit organizations in our community by providing funds and other assistance in making capital purchases that increase their ability to serve our community.
Goal Two: Provide volunteer support for non-profit organizations through a combination of sustaining programs and as-needed efforts.
Goal Three: Provide financial support for international causes, including partnering with other Rotary clubs to amplify funds by using Rotary International’s grant-matching program.
Leadership
30 out of 30 points
Full Credit
Partial Credit
No Credit
Investment in Leadership Development
15 out of 15 points
The nonprofit provides evidence of investment in leadership development.
In July 2021, our Board conducted its annual half-day retreat for purposes of educating members on their specific roles and aligning on goals for the year. In November 2020, the Board completed a full day training workshop on diversity, equity, and inclusion involving an outside, paid expert facilitator.
In February through April of 2021, our incoming President participated in Rotary International’s President-Elect training.
From February 2021 through present, our President organized a discussion group for approximately 40 Presidents in our Rotary District, which has met weekly to discuss leadership issues across the Rotary Clubs and Foundations in our District.
Our leadership team holds bi-monthly “Presidential line” meetings to coordinate activities and strategy between the current President and the next two incoming Presidents; which serves as a leadership development and continuity program for the next two Presidents.
External Focus on Mobilizing Mission
15 out of 15 points
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
Collaborative Engagement
Thought Leadership
Social Promotion
Adaptability
30 out of 30 points
Full Credit
Partial Credit
No Credit
Adaptability Statement
30 out of 30 points
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
For the past several years, the financial support we provide has been divided between community grants and international grants. Early in the pandemic, the Board decided to increase the priority of community grants, and it shifted budget from international support to local community support.
Our foundation has maintained a “rainy day” fund for use in extreme circumstances. In response to urgent need during the pandemic, in FY2021 the Board used the fund to increase the local Community Grants budget by 22%.
For the FY2022 Rotary year, the Board shifted the international vs. local allocation back to what it was pre-pandemic, based on the belief that the international need had become at least as strong as our local need.
Our fundraising focus also shifted from in-person to virtual. We held our annual gala in 2020 on the date originally planned, and we raised an amount (net of expenses) very close to what we had planned to raise in person.
Our board meetings shifted from in-person to virtual in March 2020. All Club members are invited to observe board meetings. Unexpectedly, we found that this change increased the number of non-board members’ who observed our board meetings, which resulted in more transparency for our board operations.
Our committee meetings also shifted from in-person to virtual in March 2020. Most of our committees have found that they can meet more frequently and more easily when they meet virtually. We expect that most committee meetings will continue to be virtual for the foreseeable future.
Our weekly Club meetings also shifted from in-person to virtual from March 2020 through June 2021. As we shifted back to in-person meetings in July 2021, we retained the virtual option so that members could choose whether to attend in person or virtually. Approximately half our Club is participating in each mode. Unexpectedly, the availability of a virtual option has allowed us to attract new members that we otherwise would not have attracted.