Civic Intelligence

Simi Sunset Rotary Foundation

990EZ • Fiscal year 2023 • EIN 68-0519360

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 28, 2023

Organization ProfileN/A
223 E Thousand Oaks Blvd 401Thousand Oaks, CA 91360

(805) 309-2830

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$113,516

No earlier filing loaded for comparison.

Net Assets

$113,516

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

$70,199

No earlier filing loaded for comparison.

Expenses

$34,203

No earlier filing loaded for comparison.

Net Income

$35,996

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2023: $113,516Net Assets 2023: $113,5162023Assets 2024: $223,150Net Assets 2024: $223,1502024Assets 2025: $244,840Net Assets 2025: $244,8402025

Highlighted filing

2023

Assets$113,516
Liabilities-
Net Assets$113,516
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2023: $70,199Expenses 2023: $34,203Net Income 2023: $35,9962023Revenue 2024: $155,034Expenses 2024: $45,400Net Income 2024: $109,6342024Revenue 2025: $72,123Expenses 2025: $63,864Net Income 2025: $8,2592025

Highlighted filing

2023

Revenue$70,199
Expenses$34,203
Net Income$35,996
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 28, 2023
Return Version
2022v5.0
Gross Receipts
$76,199
Mission and Program Overview

Mission

Promote educational, scientific, medical, surgical, hygienic, musical, artistic and art preservation endeavors, historical records and relics, public health, civic improvements, care of the aged, sick, helpless, poor, incompetent, children, and other agencies for the moral, mental, social and physical well being of people

Program Services

DescriptionGrantsExpenses
YOUTH EMPOWERMENT SEMINAR-$1,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH GROSSMANPresident-$0--
LINDA FERRYSecretary-$0--
CHARLES CARMICHAELTreasurer-$0--
RICHARD A GROSSMANDirector-$0--
PAULA MILLERDirector-$0--
ROBERT SHERMANDirector-$0--
MIKE KORTDirector-$0--
JILL HANEYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beerfest$12,900---
Tea Party$11,950-$6,000-
Total Events$24,850-$6,000$-6,000
Filing and Contact Details

Filer

Filer Name
Simi Sunset Rotary Foundation
EIN
68-0519360
Phone
8053092830
Address
223 E THOUSAND OAKS BLVD 401, THOUSAND OAKS, CA 91360

Signing Officer

Name
Richard a Grossman
Title
Director
Phone
8053092830
Signed
2023-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Hughes & Associates Llp
Address
223 E THOUSAND OAKS BLVD SUITE 401, THOUSAND OAKS, CA 91360
Preparer
Richard A Grossman Esq
Phone
8054971999
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Yes - to simi sunrise $1000”

Other Expenses.2

“Secretary of state fees $25”

Raw XML Appendix178 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/BooksInCareOfDetail/PhoneNum08053092830
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THOUSAND OAKS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077597
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH GROSSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA FERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES CARMICHAEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD A GROSSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAULA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE KORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JILL HANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-77
IRS990EZ/OtherExpensesTotalAmt01025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote educational, scientific, medical, surgical, hygienic, musical, artistic and art preservation endeavors, historical records and relics, public health, civic improvements, care of the aged, sick, helpless, poor, incompetent, children, and other agencies for the moral, mental, social and physical well being of people
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUTH EMPOWERMENT SEMINAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06000
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6000
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034203
IRS990EZ/TotalProgramServiceExpensesAmt01000
IRS990EZ/TotalRevenueAmt070199
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt062820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0175152
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0175152
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt062820
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0175152
IRS990ScheduleA/TotalSupportAmt0175152
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/CharitableContributionsTotAmt024850
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt011950
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BEERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TEA PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011950
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES - TO SIMI SUNRISE $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SECRETARY OF STATE FEES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD A GROSSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08053092830
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-28
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ReturnHeader/Filer/BusinessNameControlTxt0SIMI
ReturnHeader/Filer/EIN0680519360
ReturnHeader/Filer/PhoneNum08053092830
ReturnHeader/Filer/USAddress/AddressLine1Txt0223 E THOUSAND OAKS BLVD 401
ReturnHeader/Filer/USAddress/CityNm0THOUSAND OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091360
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274016519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUGHES & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 E THOUSAND OAKS BLVD SUITE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THOUSAND OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08054971999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Grossman Esq
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-28T16:56:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GROSSMAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,516
Liabilities
-
Net assets
$113,516
Revenue
$70,199
Expenses
$34,203
Net income
$35,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.45$2.45$0.72$0.64$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.23$2.23$1.55$0.45$1.10
2023Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.70$0.34$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits