Simi Sunrise Rotary Charitable Foundation

990EZ • Fiscal year 2013 • EIN 77-0392570

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 18, 2014

Organization Profile N/A

PO Box 94110193094

Siviq Scores

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

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.81x

Higher debt load relative to revenue than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-66%

Higher net margin than 6% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

5.7%

Faster asset growth than 57% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-18%

Faster revenue growth than 24% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets75th percentile

Assets

$184,904

Up $10,009 (+5.7%) from 2012

Net Assets

$168,401

No earlier filing loaded for comparison.

Liabilities

$16,503

Up $16,000 (+3181%) from 2012

Revenue And Expenses

Liabilities / Revenue94th percentile Net Margin6th percentile

Revenue

Down

$20,444

Down $4,375 (-18%) from 2012

Expenses

$33,966

Up $5,285 (+18%) from 2012

Net Income

Down

-$13,522

Down $9,660 (-250%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

Highlighted filing

2013

Assets$184,904

Liabilities$16,503

Net Assets$168,401

Open 2013 Filing

Operations Trend

Revenue Growth24th percentile

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

Highlighted filing

2013

Revenue$20,444

Expenses$33,966

Net Income-$13,522

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Feb 18, 2014
Return Version: 2012v2.0

Mission and Program Overview

Mission

Provide scholarships for local students.

Filing and Contact Details

Filer

EIN: 77-0392570

Raw XML Appendix155 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/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	174895
IRS990EZ/CashSavingsAndInvestments/EOY	0	184904
IRS990EZ/ContributionsGiftsGrantsEtc	0	19806
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-13522
IRS990EZ/FeesAndOthPymtToIndContractors	0	62
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/Form720Filed	0	false
IRS990EZ/FundraisingGrossIncome	0	0
IRS990EZ/GainOrLossFromSaleOfAssets	0	-6
IRS990EZ/GrossReceipts	0	20444
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/GrossReceiptsLessThan25000	0	X
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/InvestmentIncome	0	644
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	174392
IRS990EZ/NetAssetsOrFundBalancesBOY	0	174392
IRS990EZ/NetAssetsOrFundBalances/EOY	0	168401
IRS990EZ/NetAssetsOrFundBalancesEOY	0	168401
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Timothy Shannon
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Stella Ortiz
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	J Douglas Feco
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	President
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherChangesInNetAssets	0	7531
IRS990EZ/OtherExpensesTotal	0	33800
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Provide scholarships for local high school students.
IRS990EZ/PrintingPublicationsPostage	0	104
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	Provide financial assistance lo local adult/vocational school.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	Provide wheelchairs for the needy with mobility issues.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	2	Provide scholarships for local high school students.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	4150
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	2000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	1	27509
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	503
IRS990EZ/SumOfTotalLiabilities/EOY	0	16503
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	1520 Meander Dr
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Simi Valley
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	930655759
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	James Lowry
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8055276370
IRS990EZ/TotalAssets/BOY	0	174895
IRS990EZ/TotalAssets/EOY	0	184904
IRS990EZ/TotalExpenses	0	33966
IRS990EZ/TotalProgramServiceExpenses	0	4150
IRS990EZ/TotalRevenue	0	20444
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmountsSubstContributorsTotal	0	0
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	19806
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	24819
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	9788
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	47908
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	72731
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	175052
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	0
IRS990ScheduleA/NetUBI/Total	0	0
IRS990ScheduleA/OtherIncome170/Total	0	0
IRS990ScheduleA/PubliclySupportedOrg170b1Avi	0	X
IRS990ScheduleA/PublicSupportPertcentage170	0	1.00000
IRS990ScheduleA/PublicSupportTotal170	0	175052
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	19806
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	24819
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	9788
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	47908
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	72731
IRS990ScheduleA/Total170/Total	0	175052
IRS990ScheduleA/TotalSupport	0	175052
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total	0	0
IRS990ScheduleO/GeneralExplanation/Explanation	0	Scholarship Liabilities - Beginning $0 Scholarship Liabilities - Ending $16000
IRS990ScheduleO/GeneralExplanation/Explanation	1	Trip Discretionary Funds - Beginning $503 Trip Discretionary Funds - Ending $503
IRS990ScheduleO/GeneralExplanation/Explanation	2	Misc Exp $2
IRS990ScheduleO/GeneralExplanation/Explanation	3	State Taxes $10
IRS990ScheduleO/GeneralExplanation/Explanation	4	Licenses $20
IRS990ScheduleO/GeneralExplanation/Explanation	5	Merchant Fees $109
IRS990ScheduleO/GeneralExplanation/Explanation	6	Adult/Voc School Assistance $2000
IRS990ScheduleO/GeneralExplanation/Explanation	7	Wheelchairs $4150
IRS990ScheduleO/GeneralExplanation/Explanation	8	Scholarships $27509
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part II, Line 26.2
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier	6	Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier	7	Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier	8	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Total Liabilities.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Total Liabilities.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference	7	Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	8	Other Expenses.1
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	770392570
ReturnHeader/Filer/Name/BusinessNameLine1	0	Simi Sunrise Rotary Charitable
ReturnHeader/Filer/Name/BusinessNameLine2	0	Foundation
ReturnHeader/Filer/NameControl	0	SIMI
ReturnHeader/Filer/Phone	0	8055226159
ReturnHeader/Filer/USAddress/AddressLine1	0	PO Box 941101
ReturnHeader/Filer/USAddress/City	0	Simi Valley
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	93094
ReturnHeader/Officer/DateSigned	0	2014-02-18
ReturnHeader/Officer/Name	0	Michael McCaffrey
ReturnHeader/Officer/Title	0	President
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-02-18T20:47:58-08:00

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: $184,904
Liabilities: $16,503
Net assets: $168,401
Revenue: $20,444
Expenses: $33,966
Net income: -$13,522

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.84	$0.08	$2.76	$0.41	$0.24	$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.84	$0.12	$2.72	$0.19	$0.18	$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.78	$0.07	$2.78	$0.13	$0.17	$0.03
2021Detailed filing. Detailed filing data is available for this year.	$2.80	$0.68	$2.12	$0.09	$0.17	$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.22	$0.10	$2.12	$0.20	$0.35	$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.27	$0.00	$2.27	$0.23	$0.21	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$2.20	$0.03	$2.17	$0.14	$0.22	$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.28	$0.14	$2.14	$0.53	$0.52	$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.05	$0.12	$1.93	$0.34	$0.31	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$2.08	$0.11	$1.98	$0.23	$0.21	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$2.08	$0.18	$1.91	$0.20	$0.19	$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.85	$0.17	$1.68	$0.20	$0.34	$0.14
2012Summary only. Only limited summary data is available for this year.	$1.75	$0.01		$0.25	$0.29	$0.04