Civic Intelligence

Simi Valley Rotary Charitable Foundation

990EZ • Fiscal year 2016 • EIN 77-0433959

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 20, 2016

Organization ProfileN/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.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$446,908

Up $181 (+0.0%) from 2015

Net Assets

Down

$440,918

Down $4,319 (-1.0%) from 2015

Liabilities

Up

$5,990

Up $4,500 (+302%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin21st percentile

Revenue

Down

$32,974

Down $114,696 (-78%) from 2015

Expenses

Down

$37,293

Down $73,544 (-66%) from 2015

Net Income

Down

-$4,319

Down $41,152 (-112%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2016

Assets$446,908
Liabilities$5,990
Net Assets$440,918
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

2016

Revenue$32,974
Expenses$37,293
Net Income-$4,319
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 20, 2016
Return Version
2015v2.0
Gross Receipts
$46,300
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
ROTARY INTERNATIONAL HEALTH, HUNGER, AND HUMANITARIAN AID$31,245-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN LINDSEYPresident-$0--
GREGG BURTTreasurer-$0--
SHARON AUSTELDirector-$0--
BRIAN PAYNESecretary-$0--
JOSIE HIRSCHDirector-$0--
KELLEY GAINESDirector-$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
2016-12-20
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 $5,000.6

“| Donee's Name: NOTTINGHAM FESTIVAL | Donee's Address: 543 COUNTRY CLUB DRIVE #B247 SIMI VALLEY CA 93065 | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.8

“| Donee's Name: SOARING SPIRITS INTL | Donee's Address: 2828 COHRAN STREET #194 SIMI VALLEY CA 93065 | Cash Amount Given: $15000”

Other Expenses.1

“Dues & subscriptions $160”

Other Expenses.2

“TAXES AND FEES $60”

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”

Total Liabilities.3

“4TH OF JULY NEXT YEAR - Beginning $0 4TH OF JULY NEXT YEAR - Ending $4500”

Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BURT GREGG
IRS990EZ/BooksInCareOfDetail/PhoneNum08054974007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0455 E THOUSAND OAKS BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THOUSAND OAKS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0446727
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0446908
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0625
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt013326
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4319
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05648
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0446727
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0446908
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-1366
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031425
IRS990EZ/GrossReceiptsAmt046300
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt033715
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0445237
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0440918
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0445237
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0440918
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN LINDSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREGG BURT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARON AUSTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN PAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSIE HIRSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLEY GAINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Rotary local service club foundation to promote and fund local and international service projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY INTERNATIONAL HEALTH, HUNGER, AND HUMANITARIAN AID
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031245
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt011960
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01490
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05990
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037293
IRS990EZ/TotalProgramServiceExpensesAmt031245
IRS990EZ/TotalRevenueAmt032974
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0119887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0147643
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033712
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028651
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017950
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017464
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0115919
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56020
IRS990ScheduleA/PublicSupportPY170Pct00.62420
IRS990ScheduleA/PublicSupportTotal170Amt0147643
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0119887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018558
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03571
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0147643
IRS990ScheduleA/TotalSupportAmt0263562
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: NOTTINGHAM FESTIVAL | Donee's Address: 543 COUNTRY CLUB DRIVE #B247 SIMI VALLEY CA 93065 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: SOARING SPIRITS INTL | Donee's Address: 2828 COHRAN STREET #194 SIMI VALLEY CA 93065 | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES & SUBSCRIPTIONS $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES AND FEES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT ONE MORE FUNDS - Beginning $290 NOT ONE MORE FUNDS - Ending $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INTERACT FUNDS - Beginning $1200 INTERACT FUNDS - Ending $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt64TH OF JULY NEXT YEAR - Beginning $0 4TH OF JULY NEXT YEAR - Ending $4500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LINDSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMI VALLEY ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMI
ReturnHeader/Filer/EIN0770433959
ReturnHeader/Filer/PhoneNum08054974007
ReturnHeader/Filer/USAddress/AddressLine1Txt0455 E THOUSAND OAKS BLVD
ReturnHeader/Filer/USAddress/CityNm0THOUSAND OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jacobs & Jacobs Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0603 W Ojai Ave Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ojai
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0930233732
ReturnHeader/PreparerPersonGrp/PhoneNum08056464321
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGG BURT CPA
ReturnHeader/ReturnTs02016-12-20T14:21:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,908
Liabilities
$5,990
Net assets
$440,918
Revenue
$32,974
Expenses
$37,293
Net income
-$4,319
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