Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Simi Sunrise Rotary Charitable
EIN 77-0392570 • 501(c)3 • Simi Valley, CA
Profile
Provide scholarships for local students.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.03x
Liabilities / Revenue
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
87th percentile
Higher net margin than 87% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
55th percentile
Faster asset growth than 55% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Balance Sheet
Assets
Up$284,430
Up $167 (+0.1%) from 2023
Liabilities
Down$8,018
Down $4,000 (-33%) from 2023
Net Assets
Up$276,412
Up $4,167 (+1.5%) from 2023
Revenue
Up$41,065
Up $22,253 (+118%) from 2023
Expenses
Up$23,816
Up $5,990 (+34%) from 2023
Net Income
Up$17,249
Up $16,263 (+1649%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $284,430
- Liabilities
- $8,018
- Net assets
- $276,412
- Revenue
- $41,065
- Expenses
- $23,816
- Net income
- $17,249
Latest Detailed Filing
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Sep 2, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $9,003
Mission and Program Overview
Mission
Provide scholarships to local students.
Provide scholarships for local students.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Provide academic and vocational scholarships for local students. | - | - |
| FAYM - Youth Project | - | - |
| Heather Frankel Project - Children/Women Empowerment | - | - |
| YES! - Youth Empowerment Seminar | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Stephanie Shannon | Secretary | PT | $0 | - | - |
| Vince Dulcich | Treasurer | PT | $0 | - | - |
| Chas Wilson | President | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Simi Sunrise Rotary Charitable
- EIN
- 77-0392570
- Phone
- 8055220554
- Address
- PO Box 941101, Simi Valley, CA 93094
Signing Officer
- Name
- Chas Wilson
- Title
- President
- Signed
- 2021-09-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Maranatha Financial Services
- Address
- 940 Enchanted Way Ste 103, Simi Valley, CA 93065
- Preparer
- Peter F Cicciari EACFPCSACDFA
- Phone
- 8055220554
Supplemental Narrative
Additional Explanations
Other Expenses.1
“Program Expense-Scholarships $16000”
Other Expenses.2
“Tax Prep $200”
Other Expenses.3
“Misc $200”
Other Expenses.4
“P Box $106”
Other Expenses.5
“Banking $41”
Other Expenses.6
“Office Supplies $28”
Other Expenses.7
“Postage $22”
Other Assets.1005
“Accounts Receivable - Beginning $-25 Accounts Receivable - Ending $0”
Other Assets.1
“Endowment Fund A - Beginning $26387 Endowment Fund A - Ending $35038”
Other Assets.2
“endowment Fund B - Beginning $166803 endowment Fund B - Ending $221491”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $9000 Accounts Payable and Accrued Expenses - Ending $9250”
Total Liabilities.1003
“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $58234”
Total Liabilities.1006
“Payable to Officers, Directors, Etc. - Beginning $869 Payable to Officers, Directors, Etc. - Ending $0”
Total Liabilities.1
“- Beginning $0 - Ending $609”
Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | James Lowry |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8055276370 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1520 Meander Dr |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Simi Valley |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 930655759 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 28719 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 23589 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 9003 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -7594 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 221884 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 280118 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 9003 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 212015 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 212025 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 212015 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 212025 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Stephanie Shannon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Vince Dulcich |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Chas Wilson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 193165 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 256529 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 7604 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16597 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Provide scholarships for local students. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provide academic and vocational scholarships for local students. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | FAYM - Youth Project |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Heather Frankel Project - Children/Women Empowerment |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | YES! - Youth Empowerment Seminar |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9869 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 68093 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 16597 |
| IRS990EZ/TotalRevenueAmt | 0 | 9003 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 9003 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 19930 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 22576 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 13565 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 53035 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 118109 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 118109 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 9003 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 19930 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 22576 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 13565 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 53035 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 118109 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 118109 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Program Expense-Scholarships $16000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Tax Prep $200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Misc $200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | P Box $106 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Banking $41 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Office Supplies $28 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Postage $22 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Accounts Receivable - Beginning $-25 Accounts Receivable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Endowment Fund A - Beginning $26387 Endowment Fund A - Ending $35038 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | endowment Fund B - Beginning $166803 endowment Fund B - Ending $221491 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Accounts Payable and Accrued Expenses - Beginning $9000 Accounts Payable and Accrued Expenses - Ending $9250 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Deferred Revenue - Beginning $0 Deferred Revenue - Ending $58234 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Payable to Officers, Directors, Etc. - Beginning $869 Payable to Officers, Directors, Etc. - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | - Beginning $0 - Ending $609 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Total Liabilities.1006 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Total Liabilities.1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Chas Wilson |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-09-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Simi Sunrise Rotary Charitable |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SIMI |
| ReturnHeader/Filer/EIN | 0 | 770392570 |
| ReturnHeader/Filer/PhoneNum | 0 | 8055220554 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 941101 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Simi Valley |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93094 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 953329711 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Maranatha Financial Services |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 940 Enchanted Way Ste 103 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Simi Valley |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93065 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8055220554 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Peter F Cicciari EACFPCSACDFA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2021-09-02T10:49:38-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Chas |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Wilson |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.