Simi Sunrise Rotary Charitable Foundation

EIN: 770392570 501(c)(3) Philanthropy & Grantmaking

Simi Valley, CA

Total Revenue
$22,576
Total Expenses
$20,742
Total Assets
$226,706
Net Assets
$226,706
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
CA
Phone
8055226159
Tax Period
2018-07-01 to 2019-06-30

Simi Sunrise Rotary Charitable Foundation, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $23K in total revenue in fiscal year 2018. Revenue surged 66% from the prior year, signaling strong growth momentum. Expenses of $21K left a modest 8% surplus.

Mission

Provide scholarships for local students.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $22,576
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $22,576

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $20,344
Other Expenses $20,742
TOTAL EXPENSES $20,742

Year-over-Year Comparison

2018 2017 Change
Revenue $22,576 $13,565 +0.7%
Expenses $20,742 $41,981 -0.5%
Net Income $1,834 $-28,416 -1.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stephanie Shannon Secretary 5.00
Director
$0 $0 $0
Vince Dulcich Treasurer 5.00
Director
$0 $0 $0
Chas Wilson President 5.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2019 $22,576 $20,742 $226,706 $1,834
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