Civic Intelligence

Simi Sunrise Rotary Charitable Foundation

990EZ • Fiscal year 2016 • EIN 77-0392570

Jul 01, 2015 to Jun 30, 2016 • Filed on Jun 21, 2017

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

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

63rd percentile

9.2%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$205,065

Down $2,999 (-1.4%) from 2015

Net Assets

Down

$193,115

Down $4,399 (-2.2%) from 2015

Liabilities

Up

$11,950

Up $1,400 (+13%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin63rd percentile

Revenue

Up

$33,953

Up $10,569 (+45%) from 2015

Expenses

Up

$30,821

Up $9,603 (+45%) from 2015

Net Income

Up

$3,132

Up $966 (+45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2016

Assets$205,065
Liabilities$11,950
Net Assets$193,115
Open 2016 Filing

Operations Trend

Revenue Growth85th 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

2016

Revenue$33,953
Expenses$30,821
Net Income$3,132
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jun 21, 2017
Return Version
2015v3.0
Gross Receipts
$35,590
Mission and Program Overview

Mission

Provide scholarships for local students.

Program Services

DescriptionGrantsExpenses
Provide academic and vocational scholarships for local students.$33,985$22,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STELLA ORTIZPresident-$0--
DEB DAVILASecretary-$0--
PAT ABRUZZESETreasurer-$0--
HERSCHEL BERGERVice President-$0--
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
Stella Ortiz
Title
President
Signed
2017-06-21
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $66”

Other Expenses.1

“Academic Scholarships $19000”

Other Expenses.2

“FAYM $4793”

Other Expenses.3

“Adult/Voc School Assistance $4500”

Other Expenses.4

“Bowlio $2192”

Total Liabilities.1

“Trip Discretionary Funds - Beginning $675 Trip Discretionary Funds - Ending $450”

Total Liabilities.2

“Scholarship Liabilities - Beginning $9875 Scholarship Liabilities - Ending $10500”

Total Liabilities.3

“Deferred Scholarships - Beginning $0 Deferred Scholarships - Ending $1000”

Raw XML Appendix146 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08055276370
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01520 Meander Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Simi Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0930655759
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0208064
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0205065
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IRS990EZ/ContributionsGiftsGrantsEtcAmt032568
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03132
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0208064
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0205065
IRS990EZ/FundraisingGrossIncomeAmt03022
IRS990EZ/GrossReceiptsAmt035590
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0197514
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0193115
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0197514
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0193115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STELLA ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEB DAVILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAT ABRUZZESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HERSCHEL BERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-7531
IRS990EZ/OtherExpensesTotalAmt030551
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide scholarships for local students.
IRS990EZ/PrintingPublicationsPostageAmt0170
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide academic and vocational scholarships for local students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01637
IRS990EZ/SpecialEventsNetIncomeLossAmt01385
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010550
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011950
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030821
IRS990EZ/TotalProgramServiceExpensesAmt033985
IRS990EZ/TotalRevenueAmt033953
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0121728
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0121728
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019543
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019806
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024819
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0121728
IRS990ScheduleA/TotalSupportAmt0121728
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Academic Scholarships $19000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FAYM $4793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Adult/Voc School Assistance $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bowlio $2192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Trip Discretionary Funds - Beginning $675 Trip Discretionary Funds - Ending $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Scholarship Liabilities - Beginning $9875 Scholarship Liabilities - Ending $10500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Deferred Scholarships - Beginning $0 Deferred Scholarships - Ending $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.3
ReasonableCauseExplanation/ExplanationTxt0Tax returns are prepared by a volunteer preparer. In 2016, immediately prior to the due date of the return, the preparer was diagnosed with cancer. In the confusion surrounding surgery, complications and subsequent chemotherapy, preparer failed to file return or request extensions. Entity's officers were unaware of the non-filing. Preparer received notices. but had no ability to respond until this late date. The organization is run completely by volunteers. Each year all the organization's net income is donated to various other non-profit entities which depend on the funds donated by the organization to help the underprivileged in the community and the world. Any penalties it pays would have a severe impact on those beneficiaries.The organization is taking steps to engage another professional who will donate his/her time to serve as a back-up and make sure the organization, in the future, is able to file timely.Please abate the penalty due to reasonable cause being the serious illness of the volunteer preparer and the organization's lack of knowledge with regard to the non-filing.Thank you for your consideration.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STELLA ORTIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-21
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/ReturnTs02017-06-21T15:34:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,065
Liabilities
$11,950
Net assets
$193,115
Revenue
$33,953
Expenses
$30,821
Net income
$3,132
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
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
2016Detailed filing. Detailed filing data is available for this year.$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