Simi Valley Rotary Charitable Foundation

990EZ • Fiscal year 2015 • EIN 77-0433959

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization Profile N/A

455 E Thousand Oaks BlvdThousand Oaks, CA 91360

(805) 497-4007

Siviq Scores

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

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

25%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

No value available

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

Source year 2015

No value available

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

Source year 2015

Balance Sheet

Liabilities / Assets58th percentile

Assets

$446,727

Up $14,346 (+3.3%) from 2011

Net Assets

$445,237

Up $14,056 (+3.3%) from 2011

Liabilities

$1,490

Up $290 (+24%) from 2011

Revenue And Expenses

Liabilities / Revenue63rd percentile Net Margin81st percentile

Revenue

$147,670

Up $120,465 (+443%) from 2011

Expenses

$110,837

Up $104,192 (+1568%) from 2011

Net Income

$36,833

Up $16,273 (+79%) from 2011

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2015

Assets$446,727

Liabilities$1,490

Net Assets$445,237

Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2015

Revenue$147,670

Expenses$110,837

Net Income$36,833

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Nov 11, 2015
Return Version: 2014v5.0
Gross Receipts: $175,278

Mission and Program Overview

Mission

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

Program Services

Description	Grants	Expenses
ROTARY INTERNATIONAL HEALTH, HUNGER, AND HUMANITARIAN AID	$106,155	-

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOHN LINDSEY	President	-	$0	-	-
GREGG BURT	Treasurer	-	$0	-	-
BRIAN PAYNE	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Simi Valley Rotary Charitable Foundation
EIN: 77-0433959
Phone: 8054974007
Address: 455 E THOUSAND OAKS BLVD, THOUSAND OAKS, CA 91360

Signing Officer

Name: John Lindsey
Title: President
Signed: 2015-11-11
Discuss with paid preparer: Yes

Preparer

Firm: Jacobs & Jacobs Accountancy Corporation
Address: 603 W Ojai Ave Ste A, Ojai, CA 93023-3732
Preparer: Gregg Burt CPA
Phone: 8056464321

Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: ASSISTANCE HEALTH & HUMAN | Donee's Name: FRPSLD CHARITABLE FOUNDATION | Donee's Address: 1285 CARMEL DRIVE SIMI VALLEY, CA 93065 | Cash Amount Given: $57000”

Grants and Similar Amounts Paid In Excess of $5,000.4

“Class of Activity: ASSISTANCE HEALTH & HUMAN | Donee's Name: NEPAL RELIEF | Donee's Address: PO BOX 524 SIMI VALLEY, CA 93062 | Cash Amount Given: $10025”

Grants and Similar Amounts Paid In Excess of $5,000.5

“Class of Activity: ASSISTANCE HEALTH & HUMAN | Donee's Name: FREE CLINIC OF SIMI VALLEY | Donee's Address: 2060 TAPO STREET SIMI VALLEY, CA 93063 | Cash Amount Given: $35000”

Other Expenses.1002

“Office Expenses $25”

Other Expenses.1

“BANK CHARGES $40”

Total Liabilities.1

“NOT ONE MORE FUNDS - Beginning $290 NOT ONE MORE FUNDS - Ending $290”

Total Liabilities.2

“INTERACT FUNDS - Beginning $1200 INTERACT FUNDS - Ending $1200”

Raw XML Appendix157 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8054974007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	455 E THOUSAND OAKS BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	THOUSAND OAKS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	91360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	409894
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	446727
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IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	119887
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	27608
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	36833
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	4617
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	409894
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IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	-868
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	106155
IRS990EZ/GrossReceiptsAmt	0	175278
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	28651
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	408404
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	445237
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	408404
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	445237
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JOHN LINDSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	GREGG BURT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	BRIAN PAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Secretary
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	65
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Rotary local service club foundation to promote and fund local and international service projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	ROTARY INTERNATIONAL HEALTH, HUNGER, AND HUMANITARIAN AID
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	106155
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	26740
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	1490
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	1490
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	110837
IRS990EZ/TotalProgramServiceExpensesAmt	0	106155
IRS990EZ/TotalRevenueAmt	0	147670
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	119887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	5002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	18558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	3571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	13041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	160059
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	28651
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	18142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	17950
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	17464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	14164
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	96371
IRS990ScheduleA/OtherIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.62420
IRS990ScheduleA/PublicSupportPY170Pct	0	0.36150
IRS990ScheduleA/PublicSupportTotal170Amt	0	160059
IRS990ScheduleA/SubstantialContributorsTotAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	119887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	5002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	18558
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	3571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	13041
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	160059
IRS990ScheduleA/TotalSupportAmt	0	256430
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Class of Activity: ASSISTANCE HEALTH & HUMAN \| Donee's Name: FRPSLD CHARITABLE FOUNDATION \| Donee's Address: 1285 CARMEL DRIVE SIMI VALLEY, CA 93065 \| Cash Amount Given: $57000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Class of Activity: ASSISTANCE HEALTH & HUMAN \| Donee's Name: NEPAL RELIEF \| Donee's Address: PO BOX 524 SIMI VALLEY, CA 93062 \| Cash Amount Given: $10025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Class of Activity: ASSISTANCE HEALTH & HUMAN \| Donee's Name: FREE CLINIC OF SIMI VALLEY \| Donee's Address: 2060 TAPO STREET SIMI VALLEY, CA 93063 \| Cash Amount Given: $35000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Office Expenses $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	BANK CHARGES $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	NOT ONE MORE FUNDS - Beginning $290 NOT ONE MORE FUNDS - Ending $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	INTERACT FUNDS - Beginning $1200 INTERACT FUNDS - Ending $1200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Total Liabilities.2
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN LINDSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SIMI VALLEY ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SIMI
ReturnHeader/Filer/EIN	0	770433959
ReturnHeader/Filer/PhoneNum	0	8054974007
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	455 E THOUSAND OAKS BLVD
ReturnHeader/Filer/USAddress/CityNm	0	THOUSAND OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Jacobs & Jacobs Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	603 W Ojai Ave Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Ojai
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	930233732
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8056464321
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	GREGG BURT CPA
ReturnHeader/ReturnTs	0	2015-11-11T10:32:18-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $446,727
Liabilities: $1,490
Net assets: $445,237
Revenue: $147,670
Expenses: $110,837
Net income: $36,833

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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