Civic Intelligence

Simi Sunset Rotary Foundation

990EZ • Fiscal year 2025 • EIN 68-0519360

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 22, 2025

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

9.7%

Faster asset growth than 62% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-53%

Faster revenue growth than 9% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$244,840

Up $21,690 (+9.7%) from 2024

Net Assets

Up

$244,840

Up $21,690 (+9.7%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Down

$72,123

Down $82,911 (-53%) from 2024

Expenses

Up

$63,864

Up $18,464 (+41%) from 2024

Net Income

Down

$8,259

Down $101,375 (-92%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2025

Assets$244,840
Liabilities-
Net Assets$244,840
Open 2025 Filing

Operations Trend

Revenue Growth9th 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

2025

Revenue$72,123
Expenses$63,864
Net Income$8,259
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$75,963
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$54,000$54,000
SCHOLARSHIPS$5,000$5,000
YOUTH EMPOWERMENT SEMINAR--
Compensation and Service Providers
Top Officer Pay82nd 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--
BRIAN NEIENSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beerfest$12,500---
Tea Party Sponsorships$10,000---
Total Events$22,500---
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
2025-10-22
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

Grants and Similar Amounts Paid In Excess of $5,000.8

“Class of Activity: CHARITABLE | Donee's Name: CANCER SUPPORT COMMUNITY | Donee's Address: 530 HAMPSHIRE RD WESTLAKE VILLAGE CA 91361 | Relationship of Donee: NONE | Cash Amount Given: $7500”

Other Expenses.1

“Fundraiser passthrough expense $3000”

Other Expenses.2

“MERCHANT CARD FEES $118”

Other Expenses.3

“Ca attorney general rrf-1 fee $75”

Other Expenses.4

“Ca attorney general raffle fee $30”

Other Expenses.5

“BANK FEES $30”

Other Expenses.6

“Secretary of state fees $20”

Raw XML Appendix198 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/BOYAmt0223150
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IRS990EZ/ContributionsGiftsGrantsEtcAmt054535
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt059000
IRS990EZ/GrossReceiptsAmt075963
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
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/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/PersonNm8BRIAN NEIENS
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/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt013431
IRS990EZ/OtherExpensesTotalAmt03273
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/DescriptionProgramSrvcAccomTxt2SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt04056
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt013600
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063864
IRS990EZ/TotalProgramServiceExpensesAmt059000
IRS990EZ/TotalRevenueAmt072123
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0162930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt066877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0343397
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03772
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02633
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06405
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0229
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0221
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0450
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98040
IRS990ScheduleA/PublicSupportPY170Pct00.99160
IRS990ScheduleA/PublicSupportTotal170Amt0343397
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt068135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0162930
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt066877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012131
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0343397
IRS990ScheduleA/TotalSupportAmt0350252
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/CharitableContributionsTotAmt022500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BEERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TEA PARTY SPONSORSHIPS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: CHARITABLE | Donee's Name: CANCER SUPPORT COMMUNITY | Donee's Address: 530 HAMPSHIRE RD WESTLAKE VILLAGE CA 91361 | Relationship of Donee: NONE | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISER PASSTHROUGH EXPENSE $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MERCHANT CARD FEES $118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CA ATTORNEY GENERAL RRF-1 FEE $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CA ATTORNEY GENERAL RAFFLE FEE $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SECRETARY OF STATE FEES $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH GROSSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08053092830
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-22
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/ReturnTs02025-10-30T16:50:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$244,840
Liabilities
-
Net assets
$244,840
Revenue
$72,123
Expenses
$63,864
Net income
$8,259
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. 2025 filings • 501(c)3 • <$500k nonprofits