Civic Intelligence

Simi Sunrise Rotary Charitable Foundation

990EZ • Fiscal year 2018 • EIN 77-0392570

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

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

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.25x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-66%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

39th percentile

-3.4%

Faster asset growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$220,278

Down $7,666 (-3.4%) from 2017

Net Assets

Up

$216,828

Up $2,834 (+1.3%) from 2017

Liabilities

Down

$3,450

Down $10,500 (-75%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin7th percentile

Revenue

Down

$13,565

Down $39,470 (-74%) from 2017

Expenses

Down

$22,481

Down $29,526 (-57%) from 2017

Net Income

Down

-$8,916

Down $9,944 (-967%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2018

Assets$220,278
Liabilities$3,450
Net Assets$216,828
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$13,565
Expenses$22,481
Net Income-$8,916
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Gross Receipts
$13,565
Mission and Program Overview

Mission

Provide scholarships for local students.

Program Services

DescriptionGrantsExpenses
Provide academic and vocational scholarships for local students.-$19,500
FAYM - Youth Project$3,696-
Heather Frankel Project - Children/Women Empowerment-$2,540
YES! - Youth Empowerment Seminar--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael MutalPresident-$0--
Deb DavilaSecretary-$0--
Chas WilsonTreasurer-$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
Michael Mutal
Title
President
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
NBFS IncNumberCrunchers
Address
1445 East Los Angeles Ave Ste 203, Simi Valley, CA 93065
Preparer
Paula Day Williams EA
Phone
8055278758
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $76”

Other Expenses.1

“Program Expense-Scholarships $19500”

Other Expenses.2

“Program Expenses-Frankel Proj $2540”

Other Expenses.3

“Misc Taxes/Fees $30”

Total Liabilities.1

“Discretionary Fund - Beginning $450 Discretionary Fund - Ending $450”

Total Liabilities.2

“Scholarship Liability - Beginning $12500 Scholarship Liability - Ending $2500”

Total Liabilities.3

“Deferred Scholarships - Beginning $1000 Deferred Scholarships - Ending $500”

Raw XML Appendix148 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/PersonNm0James Lowry
IRS990EZ/BooksInCareOfDetail/PhoneNum08055276370
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01520 Meander Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Simi Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0930655759
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0227944
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0220278
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013565
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8916
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0335
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0227944
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0220278
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt013565
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0213994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0216828
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0213994
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0216828
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael Mutal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Deb Davila
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chas Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt011750
IRS990EZ/OtherExpensesTotalAmt022146
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide scholarships for local students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide academic and vocational scholarships for local students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FAYM - Youth Project
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Heather Frankel Project - Children/Women Empowerment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3YES! - Youth Empowerment Seminar
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03696
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12540
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013950
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03450
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022481
IRS990EZ/TotalProgramServiceExpensesAmt03696
IRS990EZ/TotalRevenueAmt013565
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0143703
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0143703
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019543
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0143703
IRS990ScheduleA/TotalSupportAmt0143703
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Expense-Scholarships $19500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Expenses-Frankel Proj $2540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Misc Taxes/Fees $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Discretionary Fund - Beginning $450 Discretionary Fund - Ending $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholarship Liability - Beginning $12500 Scholarship Liability - Ending $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Deferred Scholarships - Beginning $1000 Deferred Scholarships - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Mutal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
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/PreparerFirmEIN0770534679
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NBFS IncNumberCrunchers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01445 East Los Angeles Ave Ste 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093065
ReturnHeader/PreparerPersonGrp/PhoneNum08055278758
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paula Day Williams EA
ReturnHeader/ReturnTs02019-05-14T16:39:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,278
Liabilities
$3,450
Net assets
$216,828
Revenue
$13,565
Expenses
$22,481
Net income
-$8,916
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
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