Nonprofit · EIN 77-0392570
SIMI SUNRISE ROTARY CHARITABLE FOUNDATION
Tax-exempt · SIMI VALLEY, CA 93094
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $72,238 | $48,588 | $23,650 | $312,579 | $12,517 | $300,062 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $49,018
- Investment income
- $23,220
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $48,588
- Program services (functional)
- $47,750
Balance sheet and other
- Total assets, start of year
- $284,430
- Total assets, end of year
- $312,579
- Total liabilities, end of year
- $12,517
- Net assets, end of year
- $300,062
- Cash, savings and investments
- $17,411
- Gross receipts
- $72,238
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQULINE FINCH | SECRETARY | 0 | $0 |
| PETER CICCIARI | TREASURER | 0 | $0 |
| JOHN TOLSON | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 941101, SIMI VALLEY, CA 93094-1101
- In care of
- % DICK STRAYER
- Signed the 990-EZ
- JOHN TOLSON, PRESIDENT
- Phone
- (805) 522-0554
- Return prepared by
- JERREL G JOHN CPA
Mission
PROVIDE SCHOLARSHIPS TO LOCAL STUDENTS.
Program accomplishments
- PROVIDE ACADEMIC AND VOCATIONAL SCHOLARSHIPS FOR LOCAL STUDENTS.Expenses $47,750
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0392570
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $312,579
- Income (IRS master file)
- $72,238
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | – | – | – | IRS |
| 990-EZ | June 2024 | $41,065 | $23,816 | $284,430 | IRS |
| 990-EZ | June 2023 | $18,812 | $17,826 | $284,263 | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about SIMI SUNRISE ROTARY CHARITABLE FOUNDATION
- What is the EIN of SIMI SUNRISE ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SIMI SUNRISE ROTARY CHARITABLE FOUNDATION is 77-0392570.
- Is SIMI SUNRISE ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to SIMI SUNRISE ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIMI SUNRISE ROTARY CHARITABLE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SIMI SUNRISE ROTARY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIMI SUNRISE ROTARY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of SIMI SUNRISE ROTARY CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SIMI SUNRISE ROTARY CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $72,238, expenses of $48,588 and total assets of $312,579 at year end.
Other nonprofits in SIMI VALLEY
- SOARING SPIRITS INTERNATIONAL EIN 38-3787893 · last filed 990 for 2025
- BLOMMENDAHL-GRAY FAMILY FOUNDATION EIN 41-2374243 · last filed 990 for 2025
- SIMI VALLEY HOSPITAL FOUNDATION EIN 91-2135595 · last filed 990 for 2024
- SIMI VALLEY ROTARY CHARITABLE FOUNDATION EIN 77-0433959 · last filed 990 for 2026
- KATOR FOUNDATION EIN 85-1654570 · last filed 990-EZ for 2025
- SIMI CARES FOUNDATION EIN 84-1897507 · last filed 990-N for 2023
- MISSION CIRCLE INTERNATIONAL INC EIN 26-4611195 · last filed 990-N for 2024
- RISEUP UNITED FOUNDATION EIN 85-1548410 · last filed 990-N for 2025
All nonprofits in SIMI VALLEY · California · Philanthropy, voluntarism and grantmaking foundations