Civic Intelligence

Simi Sunset Rotary Foundation

990EZ • Fiscal year 2024 • EIN 68-0519360

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

91st percentile

97%

Faster asset growth than 91% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

121%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$223,150

Up $109,634 (+97%) from 2023

Net Assets

Up

$223,150

Up $109,634 (+97%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$155,034

Up $84,835 (+121%) from 2023

Expenses

Up

$45,400

Up $11,197 (+33%) from 2023

Net Income

Up

$109,634

Up $73,638 (+205%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

2024

Assets$223,150
Liabilities-
Net Assets$223,150
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

2024

Revenue$155,034
Expenses$45,400
Net Income$109,634
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$168,546
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
ALLOCATIONS TO OTHER NON-PROFIT ORGANIZATIONS$44,000$44,000
YOUTH EMPOWERMENT SEMINAR--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH GROSSMANPresident-$0--
LINDA FERRYSecretary-$0--
CHARLES CARMICHAELTreasurer-$0--
RICHARD A GROSSMANDirector-$0--
PAULA MILLERVice President-$0--
MARYANN HOPKINSDirector-$0--
WILLIAM SAUNDERSDirector-$0--
JILL HANEYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tea Party$25,850-$10,750-
Beerfest$17,000---
Total Events$57,890-$10,750$-10,750
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
Joseph Grossman
Title
President
Phone
8053092830
Signed
2024-11-13
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

“CHECKS $67”

Other Expenses.2

“Ca attorney general rrf-1 fee $52”

Other Expenses.3

“Ca attorney general raffle fee $30”

Other Expenses.4

“WEB DOMAIN $10”

Raw XML Appendix180 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/PersonNm0RICHARD A GROSSMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08053092830
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0223 E THOUSAND OAKS BLVD STE 401
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THOUSAND OAKS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0113516
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0223150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0162930
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02762
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0109634
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01241
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0113516
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0223150
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0221
IRS990EZ/GrantsAndSimilarAmountsPaidAmt044000
IRS990EZ/GrossReceiptsAmt0168546
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02633
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113516
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0223150
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113516
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0223150
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/PersonNm5MARYANN HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILLIAM SAUNDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JILL HANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0159
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/DescriptionProgramSrvcAccomTxt1ALLOCATIONS TO OTHER NON-PROFIT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt02983
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010750
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10750
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045400
IRS990EZ/TotalProgramServiceExpensesAmt044000
IRS990EZ/TotalRevenueAmt0155034
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0162930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt066877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt062820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0338082
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02633
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02633
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0221
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0221
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99160
IRS990ScheduleA/PublicSupportTotal170Amt0338082
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0162930
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt066877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt062820
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0338082
IRS990ScheduleA/TotalSupportAmt0340936
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt057890
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt025850
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt017000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt015040
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010750
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TEA PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BEERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057890
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10750
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010750
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010750
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHECKS $67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CA ATTORNEY GENERAL RRF-1 FEE $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CA ATTORNEY GENERAL RAFFLE FEE $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEB DOMAIN $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH GROSSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08053092830
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMI SUNSET ROTARY FOUNDATION
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/ReturnTs02024-11-13T15:08:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,150
Liabilities
-
Net assets
$223,150
Revenue
$155,034
Expenses
$45,400
Net income
$109,634
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. 2024 filings • 501(c)3 • <$500k nonprofits