Civic Intelligence

Unknown Organization

990EZ • Fiscal year 2013 • EIN 46-0483234

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 09, 2014

Organization Profilewww.simisunsetrotary.org
455 E Thousand Oaks Blvd91360
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.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

83rd percentile

25%

Faster revenue growth than 83% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$96,171

Up $10,165 (+12%) from 2012

Net Assets

Up

$96,171

Up $10,695 (+13%) from 2012

Liabilities

Down

$0

Down $530 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin77th percentile

Revenue

Up

$61,858

Up $12,398 (+25%) from 2012

Expenses

Down

$51,163

Down $2,982 (-5.5%) from 2012

Net Income

Up

$10,695

Up $15,380 (+328%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$150K$100K$50K$0Assets 2011: $91,820Liabilities 2011: $1,6592011Assets 2012: $86,006Liabilities 2012: $530Net Assets 2012: $85,4762012Assets 2013: $96,171Liabilities 2013: $0Net Assets 2013: $96,1712013Assets 2014: $120,456Net Assets 2014: $120,4562014

Highlighted filing

2013

Assets$96,171
Liabilities$0
Net Assets$96,171
Open 2013 Filing

Operations Trend

Revenue Growth83rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $70,644Expenses 2011: $49,957Net Income 2011: $20,6872011Revenue 2012: $49,460Expenses 2012: $54,145Net Income 2012: -$4,6852012Revenue 2013: $61,858Expenses 2013: $51,163Net Income 2013: $10,6952013Revenue 2014: $60,811Expenses 2014: $36,526Net Income 2014: $24,2852014

Highlighted filing

2013

Revenue$61,858
Expenses$51,163
Net Income$10,695
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 9, 2014
Return Version
2012v2.0
Mission and Program Overview

Mission

Association is a local Rotary Club, a community service organization of businesses and professionals. The object of the organization is to encourage and foster 1) the development of acquaintance as an opportunity for service, 2) high ethical standards in business and professions, 3) the application of the ideal of service in member's personal, business, and community life and 4) the advancement of international understanding, goodwill, and peace through a world of fellowship.

Filing and Contact Details

Filer

EIN
46-0483234
Raw XML Appendix203 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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IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear010695
IRS990EZ/FeesAndOthPymtToIndContractors0450
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome081931
IRS990EZ/GrantsAndSimilarAmountsPaid025229
IRS990EZ/GrossReceipts0110561
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GroupExemptionNumber00573
IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues022248
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY085476
IRS990EZ/NetAssetsOrFundBalancesBOY085476
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IRS990EZ/NetAssetsOrFundBalancesEOY096171
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition310.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0KELLEY GILLILAND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1LINDA FERRY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2PHYLLIS TEWFIK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3DANIEL BURBACH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4PEGGY GRUNERT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Past President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4President Elect
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY09787
IRS990EZ/OtherAssetsTotal/EOY011608
IRS990EZ/OtherExpensesTotal025484
IRS990EZ/OtherRevenueTotal03949
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Association is a local Rotary Club, a community service organization of businesses and professionals. The object of the organization is to encourage and foster 1) the development of acquaintance as an opportunity for service, 2) high ethical standards in business and professions, 3) the application of the ideal of service in member's personal, business, and community life and 4) the advancement of international understanding, goodwill, and peace through a world of fellowship.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0VOCATIONAL SERVICE PROJECTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1INTERNATIONAL SERVICE PROJECTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2COMMUNITY SERVICE PROJECTS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations01037
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations13877
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations215801
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses048703
IRS990EZ/SpecialEventsNetIncomeLoss033228
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY0530
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine103677 ROYAL AVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SIMI VALLEY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode093065
IRS990EZ/TheBooksAreInCareOf/NamePerson0PHYLLIS TEWFIK
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08055816354
IRS990EZ/TotalAssets/BOY086006
IRS990EZ/TotalAssets/EOY096171
IRS990EZ/TotalExpenses051163
IRS990EZ/TotalProgramServiceExpenses020715
IRS990EZ/TotalRevenue061858
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0www.simisunsetrotary.org
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents048703
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1037586
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2022360
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents021985
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal081931
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1037586
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IRS990ScheduleG/EventsInformation/NameOfEvent20CANOPY
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IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1028319
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2016372
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents04012
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents048703
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents02
IRS990ScheduleO/GeneralExplanation/Explanation0Grants Payable - Beginning $530 Grants Payable - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation1Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $1291
IRS990ScheduleO/GeneralExplanation/Explanation2Accounts Receivable - Beginning $8127 Accounts Receivable - Ending $9177
IRS990ScheduleO/GeneralExplanation/Explanation3Machinery and Equipment - Beginning $1660 Machinery and Equipment - Ending $1140
IRS990ScheduleO/GeneralExplanation/Explanation4BANK CHARGES $9
IRS990ScheduleO/GeneralExplanation/Explanation5GOVENORS VISIT $27
IRS990ScheduleO/GeneralExplanation/Explanation6FILING FEES $35
IRS990ScheduleO/GeneralExplanation/Explanation7SOCIALS $71
IRS990ScheduleO/GeneralExplanation/Explanation8MAKE-UP CREDITS $120
IRS990ScheduleO/GeneralExplanation/Explanation9CHAMBER OF COMMERCE DUES $197
IRS990ScheduleO/GeneralExplanation/Explanation10CLUB SUPPLIES $573
IRS990ScheduleO/GeneralExplanation/Explanation11DISCRETIONARY FUNDS $594
IRS990ScheduleO/GeneralExplanation/Explanation12FUNDRAISER EXPENSE $917
IRS990ScheduleO/GeneralExplanation/Explanation13GUEST MEALS $1067
IRS990ScheduleO/GeneralExplanation/Explanation14DEMOTION $1187
IRS990ScheduleO/GeneralExplanation/Explanation15PUBLIC RELATIONS $1392
IRS990ScheduleO/GeneralExplanation/Explanation16CLUB AWARDS $1629
IRS990ScheduleO/GeneralExplanation/Explanation17MEAL COSTS $14953
IRS990ScheduleO/GeneralExplanation/Explanation18Depreciation $520
IRS990ScheduleO/GeneralExplanation/Explanation19Conferences, Conventions, and Meetings $2193
IRS990ScheduleO/GeneralExplanation/Explanation20Class of Activity: ASSISTANCE HEALTH & HUMAN | Donee's Name: CHARITABLE GIVING | Cash Amount Given: $5104
IRS990ScheduleO/GeneralExplanation/Explanation21HAPPY BUCKS $1600
IRS990ScheduleO/GeneralExplanation/Explanation22MISCELLANOUS INCOME $2349
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 26.1002
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part II, Line 24.1006
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part II, Line 24.1005
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part II, Line 24.1003
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.14
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.13
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.12
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.11
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.10
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.9
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier12Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier13Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier14Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier15Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier16Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier17Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier18Form 990-EZ, Part I, Line 16.1009
IRS990ScheduleO/GeneralExplanation/Identifier19Form 990-EZ, Part I, Line 16.1007
IRS990ScheduleO/GeneralExplanation/Identifier20Form 990-EZ, Part I, Line 10.17
IRS990ScheduleO/GeneralExplanation/Identifier21Form 990-EZ, Part I, Line 8.2
IRS990ScheduleO/GeneralExplanation/Identifier22Form 990-EZ, Part I, Line 8.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Total Liabilities.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Assets.1006
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Assets.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Assets.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.14
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.13
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.12
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.11
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.10
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.9
IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference11Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference12Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference13Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference14Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference15Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference16Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference17Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference18Other Expenses.1009
IRS990ScheduleO/GeneralExplanation/ReturnReference19Other Expenses.1007
IRS990ScheduleO/GeneralExplanation/ReturnReference20Grants and Similar Amounts Paid In Excess of $5,000.17
IRS990ScheduleO/GeneralExplanation/ReturnReference21Other Revenue.2
IRS990ScheduleO/GeneralExplanation/ReturnReference22Other Revenue.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0460483234
ReturnHeader/Filer/Name/BusinessNameLine10ROTARY CLUB OF SIMI SUNSET
ReturnHeader/Filer/Name/BusinessNameLine20CO JACOBS AND JACOBS ACCOUNTANCY CORP
ReturnHeader/Filer/NameControl0ROTA
ReturnHeader/Filer/Phone08053684523
ReturnHeader/Filer/USAddress/AddressLine10455 E THOUSAND OAKS BLVD
ReturnHeader/Filer/USAddress/City0THOUSAND OAKS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091360
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-09
ReturnHeader/Officer/Name0DANIEL BURBACH
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Jacobs & Jacobs Accountancy Corporation
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10603 W Ojai Ave Ste A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Ojai
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0930233732
ReturnHeader/Preparer/Name0GREGG BURT CPA
ReturnHeader/Preparer/Phone08054974007
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-09T10:29:11-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$96,171
Liabilities
$0
Net assets
$96,171
Revenue
$61,858
Expenses
$51,163
Net income
$10,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.61$0.37$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.62$0.51$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.01$0.85$0.49$0.54$0.05
2011Summary only. Only limited summary data is available for this year.$0.92$0.02$0.71$0.50$0.21