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Simi Sunrise Rotary Charitable Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$41.1k (2024)

Expenses
$23.8k (2024)

Total Assets
$284k (2024)

Total Liabilities
$8.02k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$41,065
Expenses
$23,816
Net Income
$17,249
Net Assets
$276,412
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,042
41.5%
Program Services $0
Investment Income $24,023
58.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $284,430
Total Liabilities $8,018
Net Assets $276,412
Compensation
Key Employees and Officers Compensation Other
Jacquline Finch (Secretary) $0 $0
Peter Cicciari (Treasurer) $0 $0
John Tolson (President) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$18,812
Expenses
$17,826
Net Income
$986
Net Assets
$272,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,812
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $284,263
Total Liabilities $12,018
Net Assets $272,245
Compensation
Key Employees and Officers Compensation Other
Jacquline Finch (Secretary) $0 $0
Peter Cicciari (Treasurer) $0 $0
Steve Munday (President) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$13,212
Expenses
$16,592
Net Income
-$3,380
Net Assets
$271,259
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,212
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $278,277
Total Liabilities $7,018
Net Assets $271,259
Compensation
Key Employees and Officers Compensation Other
Jacquline Finch (Secretary) $0 $0
Peter Cicciari (Treasurer) $0 $0
Steve Munday (President) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$9,003
Expenses
$16,597
Net Income
-$7,594
Net Assets
$212,025
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,003
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $280,118
Total Liabilities $68,093
Net Assets $212,025
Compensation
Key Employees and Officers Compensation Other
Stephanie Shannon (Secretary) $0 $0
Vince Dulcich (Treasurer) $0 $0
Chas Wilson (President) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,930
Expenses
$34,621
Net Income
-$14,691
Net Assets
$212,015
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,930
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $221,884
Total Liabilities $9,869
Net Assets $212,015
Compensation
Key Employees and Officers Compensation Other
Stephanie Shannon (Secretary) $0 $0
Vince Dulcich (Treasurer) $0 $0
Chas Wilson (President) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,576
Expenses
$20,742
Net Income
$1,834
Net Assets
$226,706
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,576
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $226,706
Total Liabilities $0
Net Assets $226,706
Compensation
Key Employees and Officers Compensation Related Other
Stephanie Shannon (Secretary) $0 $0 $0
Vince Dulcich (Treasurer) $0 $0 $0
Chas Wilson (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$13,565
Expenses
$22,481
Net Income
-$8,916
Net Assets
$216,828
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,565
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $220,278
Total Liabilities $3,450
Net Assets $216,828
Compensation
Key Employees and Officers Compensation Other
Michael Mutal (President) $0 $0
Deb Davila (Secretary) $0 $0
Chas Wilson (Treasurer) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$53,035
Expenses
$52,007
Net Income
$1,028
Net Assets
$213,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,035
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $227,944
Total Liabilities $13,950
Net Assets $213,994
Compensation
Key Employees and Officers Compensation Other
Michael Mutal (President) $0 $0
Deb Davila (Secretary) $0 $0
Chas Wilson (Treasurer) $0 $0
Cindy Jacoby (Vice President) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,953
Expenses
$30,821
Net Income
$3,132
Net Assets
$193,115
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,568
95.9%
Program Services $0
Investment Income $0
Net Fundraising $1,385
4.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $205,065
Total Liabilities $11,950
Net Assets $193,115
Compensation
Key Employees and Officers Compensation Other
Stella Ortiz (President) $0 $0
Deb Davila (Secretary) $0 $0
Pat Abruzzese (Treasurer) $0 $0
Herschel Berger (Vice President) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$23,384
Expenses
$21,218
Net Income
$2,166
Net Assets
$197,514
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,765
97.4%
Program Services $0
Investment Income $0
Net Fundraising $619
2.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $208,064
Total Liabilities $10,550
Net Assets $197,514
Compensation
Key Employees and Officers Compensation Other
Stella Ortiz (President) $0 $0
Deb Davila (Secretary) $0 $0
Pat Abruzzese (Treasurer) $0 $0
Bill Fox (Vice President) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,543
Expenses
$19,104
Net Income
$439
Net Assets
$190,631
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,543
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $208,181
Total Liabilities $17,550
Net Assets $190,631
Compensation
Key Employees and Officers Compensation Other
Michael Mc Caffrey (President) $0 $0
Stella Ortiz (Secretary) $0 $0
Timothy Shannon (Treasurer) $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,444
Expenses
$33,966
Net Income
-$13,522
Net Assets
$168,401
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,806
96.9%
Program Services $0
Investment Income $644
3.2%
Net Fundraising $0
Sales of Assets -$6
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $184,904
Total Liabilities $16,503
Net Assets $168,401

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,819
Expenses
$28,681
Net Income
-$3,862
Net Assets
$174,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,819
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $174,895
Total Liabilities $503
Net Assets $174,392

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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