Civic Intelligence

Simi Sunrise Rotary Charitable Foundation

990 • Fiscal year 2019 • EIN 77-0392570

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 02, 2020

Organization ProfileN/A
PO Box 941101Simi Valley, CA 93094

(805) 522-6159

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

60th percentile

8.1%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

2.9%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$226,706

Up $6,428 (+2.9%) from 2018

Net Assets

Up

$226,706

Up $9,878 (+4.6%) from 2018

Liabilities

Down

$0

Down $3,450 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

Up

$22,576

Up $9,011 (+66%) from 2018

Expenses

Down

$20,742

Down $1,739 (-7.7%) from 2018

Net Income

Up

$1,834

Up $10,750 (+121%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$300K$200K$100K$0Assets 2012: $174,895Liabilities 2012: $5032012Assets 2013: $184,904Liabilities 2013: $16,503Net Assets 2013: $168,4012013Assets 2014: $208,181Liabilities 2014: $17,550Net Assets 2014: $190,6312014Assets 2015: $208,064Liabilities 2015: $10,550Net Assets 2015: $197,5142015Assets 2016: $205,065Liabilities 2016: $11,950Net Assets 2016: $193,1152016Assets 2017: $227,944Liabilities 2017: $13,950Net Assets 2017: $213,9942017Assets 2018: $220,278Liabilities 2018: $3,450Net Assets 2018: $216,8282018Assets 2019: $226,706Liabilities 2019: $0Net Assets 2019: $226,7062019Assets 2020: $221,884Liabilities 2020: $9,869Net Assets 2020: $212,0152020Assets 2021: $280,118Liabilities 2021: $68,093Net Assets 2021: $212,0252021Assets 2022: $278,277Liabilities 2022: $7,018Net Assets 2022: $278,2772022Assets 2023: $284,263Liabilities 2023: $12,018Net Assets 2023: $272,2452023Assets 2024: $284,430Liabilities 2024: $8,018Net Assets 2024: $276,4122024

Highlighted filing

2019

Assets$226,706
Liabilities$0
Net Assets$226,706
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $24,819Expenses 2012: $28,681Net Income 2012: -$3,8622012Revenue 2013: $20,444Expenses 2013: $33,966Net Income 2013: -$13,5222013Revenue 2014: $19,543Expenses 2014: $19,104Net Income 2014: $4392014Revenue 2015: $23,384Expenses 2015: $21,218Net Income 2015: $2,1662015Revenue 2016: $33,953Expenses 2016: $30,821Net Income 2016: $3,1322016Revenue 2017: $53,035Expenses 2017: $52,007Net Income 2017: $1,0282017Revenue 2018: $13,565Expenses 2018: $22,481Net Income 2018: -$8,9162018Revenue 2019: $22,576Expenses 2019: $20,742Net Income 2019: $1,8342019Revenue 2020: $19,930Expenses 2020: $34,621Net Income 2020: -$14,6912020Revenue 2021: $9,003Expenses 2021: $16,597Net Income 2021: -$7,5942021Revenue 2022: $13,212Expenses 2022: $16,592Net Income 2022: -$3,3802022Revenue 2023: $18,812Expenses 2023: $17,826Net Income 2023: $9862023Revenue 2024: $41,065Expenses 2024: $23,816Net Income 2024: $17,2492024

Highlighted filing

2019

Revenue$22,576
Expenses$20,742
Net Income$1,834
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 2, 2020
Return Version
2018v3.1
Gross Receipts
$22,576
Mission and Program Overview

Mission

Provide scholarships for local students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$19,246$17,661▼ $1,585
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Accounts Receivable-$-50-
Total Assets$220,277$226,706▲ $6,429
Other Assets Total$201,031$209,095▲ $8,064
Liabilities
Accounts Payable and Accrued Expenses$3,449--
Total Liabilities$3,449$0▼ $3,449
Net Assets / Fund Balance
Unrestricted Net Assets$212,759$226,706▲ $13,947
Temporarily Rstr Net Assets$4,069--
Total Net Assets Fund Balance$216,828$226,706▲ $9,878
Total Liabilities and Net Assets / Fund Balance$220,277$226,706▲ $6,429

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$173,082--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Chas WilsonPresident
Stephanie ShannonSecretary
Vince DulcichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,576
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$22,576
Change in Net Assets
$1,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,742
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$928--$928
All Other Expenses-$398-$398
Total Functional Expenses$20,344$398$0$20,742
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Simi Sunrise Rotary Charitable
EIN
77-0392570
Phone
8055226159
Address
PO Box 941101, Simi Valley, CA 93094

Signing Officer

Name
Chas Wilson
Title
President
Signed
2020-01-02
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0

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

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: YES! - Youth Empowerment Seminar”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Adjustment = $8044”

Raw XML Appendix349 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: YES! - Youth Empowerment Seminar
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Adjustment = $8044
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0216828
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0226706
IRS990/TotalProgramServiceExpensesAmt020344
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022576
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0220277
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0226706
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0212759
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0226706
IRS990/USAddress/AddressLine1Txt0PO Box 941101
IRS990/USAddress/CityNm0Simi Valley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0930941101
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chas Wilson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Simi Sunrise Rotary Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SIMI
ReturnHeader/Filer/EIN0770392570
ReturnHeader/Filer/PhoneNum08055226159
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 941101
ReturnHeader/Filer/USAddress/CityNm0Simi Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093094
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953329711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maranatha Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0940 Enchanted Way Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093065
ReturnHeader/PreparerPersonGrp/PhoneNum08055220554
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter F Cicciari EACFPCSACDFA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-01-02T08:46:00-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,706
Liabilities
$0
Net assets
$226,706
Revenue
$22,576
Expenses
$20,742
Net income
$1,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2019Detailed filing. Detailed filing data is available for this year.$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