Civic Intelligence

Simi Valley Rotary Charitable Foundation

990EZ • Fiscal year 2011 • EIN 77-0433959

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 02, 2011

Organization ProfileN/A
455 E Thousand Oaks Blvd91360
Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

97th percentile

76%

Higher net margin than 97% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets56th percentile

Assets

$432,381

No earlier filing loaded for comparison.

Net Assets

$431,181

No earlier filing loaded for comparison.

Liabilities

$1,200

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin97th percentile

Revenue

$27,205

No earlier filing loaded for comparison.

Expenses

$6,645

No earlier filing loaded for comparison.

Net Income

$20,560

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2011

Assets$432,381
Liabilities$1,200
Net Assets$431,181
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue$27,205
Expenses$6,645
Net Income$20,560
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 2, 2011
Return Version
2010v3.2
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
77-0433959
Raw XML Appendix151 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0411821
IRS990EZ/CashSavingsAndInvestments/EOY0432381
IRS990EZ/ContributionsGiftsGrantsEtc013041
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear020560
IRS990EZ/FeesAndOthPymtToIndContractors04009
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrantsAndSimilarAmountsPaid02616
IRS990EZ/GrossReceipts027205
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome014164
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0410621
IRS990EZ/NetAssetsOrFundBalancesBOY0410621
IRS990EZ/NetAssetsOrFundBalances/EOY0431181
IRS990EZ/NetAssetsOrFundBalancesEOY0431181
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10602 COPPERTREE COURT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine114080 MAYFIELD ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine122920 MEADOWSTONE DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0SIMI VALLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1NEWBURY PARK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2SIMI VALLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode093065
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode191320
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode293063
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0BRIAN PAYNE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1GREGG BURT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ALLAN MANN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal020
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Rotary local service club foundation to promote and fund local and international service projects.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0ROTARY INTERNATIONAL HEALTH, HUNGER, AND HUMANITARIAN AID
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations02616
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses02616
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/SumOfTotalLiabilities/BOY01200
IRS990EZ/SumOfTotalLiabilities/EOY01200
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10455 E THOUSAND OAKS BLVD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0THOUSAND OAKS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode091360
IRS990EZ/TheBooksAreInCareOf/NamePerson0BURT GREGG
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08054974007
IRS990EZ/TotalAssets/BOY0411821
IRS990EZ/TotalAssets/EOY0432381
IRS990EZ/TotalExpenses06645
IRS990EZ/TotalProgramServiceExpenses02616
IRS990EZ/TotalRevenue027205
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear013041
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year03459
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years02175
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years046410
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years02125
IRS990ScheduleA/GiftsGrantsContribReceived170/Total067210
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear014164
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year09343
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years020670
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years014622
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years025111
IRS990ScheduleA/GrossInvestmentIncome170/Total083910
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.44470
IRS990ScheduleA/PublicSupportPertcentPriorYear00.56720
IRS990ScheduleA/PublicSupportTotal170067210
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear013041
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year03459
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years02175
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years046410
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years02125
IRS990ScheduleA/Total170/Total067210
IRS990ScheduleA/TotalSupport0151120
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0Accounts Payable and Accrued Expenses - Beginning $1200 Accounts Payable and Accrued Expenses - Ending $1200
IRS990ScheduleO/GeneralExplanation/Explanation1BANK FEE $20
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 26.1001
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Total Liabilities.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0770433959
ReturnHeader/Filer/Name/BusinessNameLine10SIMI VALLEY ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0SIMI
ReturnHeader/Filer/Phone08054974007
ReturnHeader/Filer/USAddress/AddressLine10455 E THOUSAND OAKS BLVD
ReturnHeader/Filer/USAddress/City0THOUSAND OAKS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091360
ReturnHeader/Officer/DateSigned02011-11-02
ReturnHeader/Officer/Name0ALLAN MANN
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Jacobs & Jacobs Accountancy Corporation
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10455 E Thousand Oaks Blvd 101
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Thousand Oaks
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode091360
ReturnHeader/Preparer/Name0GREGG BURT CPA
ReturnHeader/Preparer/Phone08054974007
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-02T15:08:47-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$432,381
Liabilities
$1,200
Net assets
$431,181
Revenue
$27,205
Expenses
$6,645
Net income
$20,560
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