Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Simi Sunrise Rotary Charitable Foundation
990EZ • Fiscal year 2023 • EIN 77-0392570
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.04x
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
54th percentile
Higher net margin than 54% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
53rd percentile
Faster asset growth than 53% of similar nonprofits.
Revenue Growth
78th percentile
Faster revenue growth than 78% of similar nonprofits.
Balance Sheet
Assets
Up$284,263
Up $5,986 (+2.2%) from 2022
Net Assets
Down$272,245
Down $6,032 (-2.2%) from 2022
Liabilities
Up$12,018
Up $5,000 (+71%) from 2022
Revenue And Expenses
Revenue
Up$18,812
Up $5,600 (+42%) from 2022
Expenses
Up$17,826
Up $1,234 (+7.4%) from 2022
Net Income
Up$986
Up $4,366 (+129%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- May 31, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $18,812
Mission and Program Overview
Mission
Provide scholarships for local students.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Provide academic and vocational scholarships for local students. | $17,000 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jacquline Finch | Secretary | PT | $0 | - | - |
| Peter Cicciari | Treasurer | PT | $0 | - | - |
| Steve Munday | 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
- Steve Munday
- Title
- President
- Signed
- 2024-05-31
- Discuss with paid preparer
- No
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 $17000”
Other Expenses.2
“Bookkeeper $343”
Other Expenses.3
“Tax Prep $250”
Other Expenses.4
“P Box $166”
Other Expenses.5
“Credit Card Fees $42”
Other Expenses.6
“Secretary of State $25”
Other Assets.1005
“Accounts Receivable - Beginning $200 Accounts Receivable - Ending $1050”
Other Assets.1
“Endowment Fund A - Beginning $31298 Endowment Fund A - Ending $33327”
Other Assets.2
“endowment Fund B - Beginning $203566 endowment Fund B - Ending $213549”
Other Assets.3
“Unrealized Losses - Beginning $25096 Unrealized Losses - Ending $13082”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $750 Accounts Payable and Accrued Expenses - Ending $5750”
Total Liabilities.1
“Flex - Beginning $5000 Flex - Ending $5000”
Total Liabilities.2
“RCSS - Beginning $1268 RCSS - Ending $1268”
Raw XML Appendix163 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 | Gretchen Young |
| 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 | 18117 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 23255 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 18812 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 986 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 278277 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 284263 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 18812 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 271259 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 272245 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 271259 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 272245 |
| 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 | Jacquline Finch |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Peter Cicciari |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Steve Munday |
| 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 | 260160 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 261008 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 17826 |
| 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/GrantsAndAllocationsAmt | 0 | 17000 |
| 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 | 7018 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 12018 |
| 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 | 17826 |
| IRS990EZ/TotalRevenueAmt | 0 | 18812 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 18812 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 13175 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9003 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 19930 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 22576 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 83496 |
| 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 | 83496 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 18812 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 13175 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9003 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 19930 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 22576 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 83496 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 83496 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Program Expense-Scholarships $17000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Bookkeeper $343 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Tax Prep $250 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | P Box $166 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Credit Card Fees $42 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Secretary of State $25 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Accounts Receivable - Beginning $200 Accounts Receivable - Ending $1050 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Endowment Fund A - Beginning $31298 Endowment Fund A - Ending $33327 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | endowment Fund B - Beginning $203566 endowment Fund B - Ending $213549 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Unrealized Losses - Beginning $25096 Unrealized Losses - Ending $13082 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Accounts Payable and Accrued Expenses - Beginning $750 Accounts Payable and Accrued Expenses - Ending $5750 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Flex - Beginning $5000 Flex - Ending $5000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | RCSS - Beginning $1268 RCSS - Ending $1268 |
| 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 Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Total Liabilities.2 |
| 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 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Steve Munday |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-05-31 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| 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 | 2024-05-31T11:55:11-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Steve |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Munday |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $284,263
- Liabilities
- $12,018
- Net assets
- $272,245
- Revenue
- $18,812
- Expenses
- $17,826
- Net income
- $986