Civic Intelligence

Simi Valley Rotary Charitable Foundation

EIN 77-0433959 • 501(c)3 • Simi Valley, CA

Profile

rotary local service Club Foundation to promote and fund local and international service projects.

P O Box 524Simi Valley, CA 93062

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

56th percentile

0.03x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$651,515

Up $16,049 (+2.5%) from 2023

Liabilities

Flat

$1,490

Flat from 2023

Net Assets

Up

$650,025

Up $16,049 (+2.5%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin95th percentile

Revenue

Down

$85,815

Down $63,036 (-42%) from 2023

Expenses

Up

$69,766

Up $48,694 (+231%) from 2023

Net Income

Down

$16,049

Down $111,730 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $432,381Liabilities 2011: $1,200Net Assets 2011: $431,1812011Assets 2015: $446,727Liabilities 2015: $1,490Net Assets 2015: $445,2372015Assets 2016: $446,908Liabilities 2016: $5,990Net Assets 2016: $440,9182016Assets 2017: $465,960Liabilities 2017: $1,490Net Assets 2017: $464,4702017Assets 2018: $476,459Liabilities 2018: $1,490Net Assets 2018: $474,9692018Assets 2019: $496,476Liabilities 2019: $1,490Net Assets 2019: $494,9862019Assets 2020: $419,543Liabilities 2020: $2,745Net Assets 2020: $416,7982020Assets 2021: $603,873Liabilities 2021: $1,490Net Assets 2021: $602,3832021Assets 2022: $507,687Liabilities 2022: $1,490Net Assets 2022: $506,1972022Assets 2023: $635,466Liabilities 2023: $1,490Net Assets 2023: $633,9762023Assets 2024: $651,515Liabilities 2024: $1,490Net Assets 2024: $650,0252024

Highlighted filing

2024

Assets$651,515
Liabilities$1,490
Net Assets$650,025
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $27,205Expenses 2011: $6,645Net Income 2011: $20,5602011Revenue 2015: $147,670Expenses 2015: $110,837Net Income 2015: $36,8332015Revenue 2016: $32,974Expenses 2016: $37,293Net Income 2016: -$4,3192016Revenue 2017: $29,622Expenses 2017: $6,070Net Income 2017: $23,5522017Revenue 2018: $25,868Expenses 2018: $15,369Net Income 2018: $10,4992018Revenue 2019: $49,305Expenses 2019: $29,288Net Income 2019: $20,0172019Revenue 2020: $31,205Expenses 2020: $109,393Net Income 2020: -$78,1882020Revenue 2021: $114,673Expenses 2021: $5,697Net Income 2021: $108,9762021Revenue 2022: -$62,569Expenses 2022: $33,617Net Income 2022: -$96,1862022Revenue 2023: $148,851Expenses 2023: $21,072Net Income 2023: $127,7792023Revenue 2024: $85,815Expenses 2024: $69,766Net Income 2024: $16,0492024

Highlighted filing

2024

Revenue$85,815
Expenses$69,766
Net Income$16,049
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$651,515
Liabilities
$1,490
Net assets
$650,025
Revenue
$85,815
Expenses
$69,766
Net income
$16,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.52$0.01$6.50$0.86$0.70$0.16
2023Detailed filing. Detailed filing data is available for this year.$6.35$0.01$6.34$1.49$0.21$1.28
2022Detailed filing. Detailed filing data is available for this year.$5.08$0.01$5.06$0.63$0.34$0.96
2021Detailed filing. Detailed filing data is available for this year.$6.04$0.01$6.02$1.15$0.06$1.09
2020Detailed filing. Detailed filing data is available for this year.$4.20$0.03$4.17$0.31$1.09$0.78
2019Detailed filing. Detailed filing data is available for this year.$4.96$0.01$4.95$0.49$0.29$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.76$0.01$4.75$0.26$0.15$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.66$0.01$4.64$0.30$0.06$0.24
2016Detailed filing. Detailed filing data is available for this year.$4.47$0.06$4.41$0.33$0.37$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.47$0.01$4.45$1.48$1.11$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$0.01$4.31$0.27$0.07$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 28, 2025
Return Version
2023v6.0
Gross Receipts
$85,815
Mission and Program Overview

Mission

rotary local service Club Foundation to promote and fund local and international service projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$635,466$651,515▲ $16,049
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$635,466$651,515▲ $16,049
Other Assets Total-$0-
Liabilities
Other Liabilities$1,490$1,490→ $0
Total Liabilities$1,490$1,490→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$616,239$650,025▲ $33,786
Net Assets With Donor Restrictions$17,737--
Total Net Assets Fund Balance$633,976$650,025▲ $16,049
Total Liabilities and Net Assets / Fund Balance$635,466$651,515▲ $16,049
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Lynne KlinePresident
Kelly GainsSecretary
Gregg BurtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,944
Program Service Revenue
$0
Investment Income
$68,871
Other Revenue
$0
All Other Contributions
$16,944
Change in Net Assets
$16,049
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,388
Other Expenses$6,378
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,388--$63,388
Fees for Service Investment Mgmnt Fees-$6,207-$6,207
Fees for Services Accounting-$171-$171
Total Functional Expenses$63,388$6,378$0$69,766
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Inter Act Funds$1,490
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Simi Valley Rotary Charitable Foundation
EIN
77-0433959
Phone
8054027815
Address
P O BOX 524, SIMI VALLEY, CA 93062

Signing Officer

Name
Lynne Kline
Title
President
Signed
2025-03-28

Organization Details

Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Raw XML Appendix318 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0rotary local service Club Foundation to promote and fund local and international service projects.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt016944
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0GREGG BURT
IRS990/BooksInCareOfDetail/PhoneNum08054027815
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04080 MAYFIELD ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEWBURY PARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091320
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016944
IRS990/CYGrantsAndSimilarPaidAmt063388
IRS990/CYInvestmentIncomeAmt068871
IRS990/CYOtherExpensesAmt06378
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt016049
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt069766
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt085815
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Rotary International Health, hunger and humanitarian Aid
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt017737
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt063388
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0171
IRS990/FeesForServicesAccountingGrp/TotalAmt0171
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06207
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06207
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0LYNNE KLINE
IRS990/Form990PartVIISectionAGrp/PersonNm1GREGG BURT
IRS990/Form990PartVIISectionAGrp/PersonNm2KELLY GAINS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt052614
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063388
IRS990/GrantsToDomesticOrgsGrp/TotalAmt063388
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt052614
IRS990/GrossReceiptsAmt085815
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt016257
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016257
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0635466
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0651515
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0rotary local service Club Foundation to promote and fund local and international service projects.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0633976
IRS990/NetAssetsOrFundBalancesEOYAmt0650025
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt052614
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt052614
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0616239
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0650025
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt01490
IRS990/OtherLiabilitiesGrp/EOYAmt01490
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt085925
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt015000
IRS990/PYInvestmentIncomeAmt062926
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt06072
IRS990/PYRevenuesLessExpensesAmt0127779
IRS990/PYTotalExpensesAmt021072
IRS990/PYTotalRevenueAmt0148851
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt016049
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0139419
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt062926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-74947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08906
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027405
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040547
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77470
IRS990ScheduleA/PublicSupportPY170Pct00.74620
IRS990ScheduleA/PublicSupportTotal170Amt0139419
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025711
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0139419
IRS990ScheduleA/TotalSupportAmt0179966
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01490
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTER ACT FUNDS
IRS990ScheduleD/TotalLiabilityAmt01490
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0635466
IRS990/TotalAssetsEOYAmt0651515
IRS990/TotalAssetsGrp/BOYAmt0635466
IRS990/TotalAssetsGrp/EOYAmt0651515
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016944
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06378
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063388
IRS990/TotalFunctionalExpensesGrp/TotalAmt069766
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01490
IRS990/TotalLiabilitiesEOYAmt01490
IRS990/TotalLiabilitiesGrp/BOYAmt01490
IRS990/TotalLiabilitiesGrp/EOYAmt01490
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0633976
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0650025
IRS990/TotalProgramServiceExpensesAmt063388
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt068871
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085815
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0635466
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0651515
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0P O BOX 524
IRS990/USAddress/CityNm0SIMI VALLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093062
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE KLINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMI VALLEY ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMI
ReturnHeader/Filer/EIN0770433959
ReturnHeader/Filer/PhoneNum08054027815
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 524
ReturnHeader/Filer/USAddress/CityNm0SIMI VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-03-28T16:20:39-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.