Simi Valley Rotary Charitable Foundation

Tax-deductible

Simi Valley, CA501(c)(3)Foundations & GrantmakersEIN 77-0433959

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

501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $39K a year · 58% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Liabilities
$1K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$133K
+146% vs prior year
Spent
$21K
To programs
60%
Net assets
$802K
By yearFY2020–FY2025
Revenue
$133K
FY2025▲ +146%
Revenue by fiscal year
FY2020$31K
FY2021$115K
FY2022−$63K
FY2023$149K
FY2024$86K
FY2025$54K
FY2025$133K
Expenses
$21K
FY2025▲ +49%
Expenses by fiscal year
FY2020Not on file
FY2021$6K
FY2022$34K
FY2023$21K
FY2024$70K
FY2025$14K
FY2025$21K
Net assets
$802K
FY2025▲ +16%
Net assets by fiscal year
FY2020$417K
FY2021$602K
FY2022$506K
FY2023$634K
FY2024$650K
FY2025$690K
FY2025$802K

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $12K Management & general 40% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
See Simi Valley Rotary Charitable Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds and promotes local and international service projects.

Provided by the organization

This section is blank until Simi Valley Rotary Charitable Foundation claims this page.

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1 program service account for $12K of program spending, described in the organization's own filed words · FY2025.
01

Rotary International Health, hunger and humanitarian Aid

$12Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $15K · 2022–2022
Simi Valley Police DeptFY2022$15,000

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$133K
Ln 12
Investment incomeLn 3$113K
Gifts and grantsLn 1h$19K
Money outPt IX
$21K
Ln 25
Programscol B$12K
Managementcol C$8K
Owns and owesPt X
$802K
net assets · Ln 32
Total assetsLn 16$803K
LiabilitiesLn 26$1K
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$19K
Investment incomeLn 3$113K
Gains on assetsLn 7$95K
Total revenueLn 12$133K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$0
InvestmentsLn 11–13$803K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$803K
LiabilitiesLn 26$1K
Net assetsLn 32$802K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$0
InvestmentsLn 11–13$691K$803K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$691K$803K
LiabilitiesLn 26$1K$1K
Net assetsLn 32$690K$802K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$12K$12K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$900$900
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$7K$7K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
All other expensesLn 24e$0
Total functional expensesLn 25$21K$12K$8K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 $54K$14K$40K$690K 990 PDF
FY2024 $86K$70K$16K$650K 990 PDF
FY2023 $149K$21K$128K$634K 990 PDF
FY2022 −$63K$34K−$96K$506K 990 PDF
FY2021 $115K$6K$109K$602K 990 PDF
FY2020 $31K$417K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $132,502 across 8 lines filed
VIII-1f All other contributions, gifts and grants$19,360
VIII-1h Total contributions, gifts and grants$19,360
VIII-3 Investment incomeExcluded from tax $17,699$17,699
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $95,443$95,443
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueExcluded from tax $113,142$132,502
Part IX · Statement of functional expenses $20,863 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $12,500$12,500
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $900$900
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $7,463$7,463
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $12,500 · Management $8,363 · Fundraising $0$20,863
Part X · Balance sheet $803,073 assets, 18 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $691,434$803,073
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $691,434$803,073
X-25 Other liabilitiesStart of year $1,490$1,490
X-26 Total liabilitiesStart of year $1,490$1,490
X-27 Net assets without donor restrictionsStart of year $689,944$801,583
X-32 Total net assets or fund balancesStart of year $689,944$801,583
X-33 Total liabilities and net assetsStart of year $691,434$803,073
Part XI · Reconciliation of net assets $801,583 net assets at year end
XI-1 Total revenue$132,502
XI-2 Total expenses$20,863
XI-3 Revenue less expenses$111,639
XI-4 Net assets at start of year$689,944
XI-10 Net assets at end of year$801,583

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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