Civic Intelligence

Simi Valley Rotary Charitable Foundation

990 • Fiscal year 2022 • EIN 77-0433959

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 28, 2023

Organization ProfileN/A
4080 Mayfield StNewbury Park, CA 91320

(805) 402-7815

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

154%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

14th percentile

-16%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$507,687

Down $96,186 (-16%) from 2021

Net Assets

Down

$506,197

Down $96,186 (-16%) from 2021

Liabilities

Flat

$1,490

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$62,569

Down $177,242 (-155%) from 2021

Expenses

Up

$33,617

Up $27,920 (+490%) from 2021

Net Income

Down

-$96,186

Down $205,162 (-188%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2022

Assets$507,687
Liabilities$1,490
Net Assets$506,197
Open 2022 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

2022

Revenue-$62,569
Expenses$33,617
Net Income-$96,186
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 28, 2023
Return Version
2021v4.1
Gross Receipts
$12,378
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$603,873$507,687▼ $96,186
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$603,873$507,687▼ $96,186
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$584,646$488,460▼ $96,186
Net Assets With Donor Restrictions$17,737$17,737→ $0
Total Net Assets Fund Balance$602,383$506,197▼ $96,186
Total Liabilities and Net Assets / Fund Balance$603,873$507,687▼ $96,186
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Michael McguiganPresident
Kelly GainsSecretary
Gregg BurtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,000
Program Service Revenue
$0
Investment Income
$-65,579
Other Revenue
$10
Change in Net Assets
$-96,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$8,617
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Fees for Service Investment Mgmnt Fees-$5,772-$5,772
Fees for Services Accounting-$2,776-$2,776
Office Expenses-$69-$69
Total Functional Expenses$25,000$8,617$0$33,617
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$1,200
Not One More Fund$290
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Simi Valley Rotary Charitable Foundation
EIN
77-0433959
Phone
8054027815
Address
4080 MAYFIELD ST, NEWBURY PARK, CA 91320

Signing Officer

Name
Michael Mcguigan
Title
President
Signed
2023-02-28

Organization Details

Voting Board Members
3
Independent Board Members
0
Employees
0
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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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MCGUIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMI VALLEY ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMI
ReturnHeader/Filer/EIN0770433959
ReturnHeader/Filer/PhoneNum08054027815
ReturnHeader/Filer/USAddress/AddressLine1Txt04080 MAYFIELD ST
ReturnHeader/Filer/USAddress/CityNm0NEWBURY PARK
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ReturnHeader/ReturnTs02023-03-05T15:43:02-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGUIGAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$507,687
Liabilities
$1,490
Net assets
$506,197
Revenue
-$62,569
Expenses
$33,617
Net income
-$96,186
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