Nonprofit · EIN 77-0433959
SIMI VALLEY ROTARY CHARITABLE FOUNDATION
Tax-exempt · SIMI VALLEY, CA 93062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $132,502 | $20,863 | $111,639 | $803,073 | $1,490 | $801,583 |
| June 30, 2025 | 990 | $53,909 | $13,990 | $39,919 | $691,434 | $1,490 | $689,944 |
| June 30, 2024 | 990 | $85,815 | $69,766 | $16,049 | $651,515 | $1,490 | $650,025 |
| June 30, 2023 | 990 | $148,851 | $21,072 | $127,779 | $635,466 | $1,490 | $633,976 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $19,360
- Program service revenue
- $0
- Investment income
- $113,142
- Net gain from sales of assets
- $95,443
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $12,500
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $900
- Program services (functional)
- $12,500
- Management and general (functional)
- $8,363
Balance sheet and other
- Total assets, start of year
- $691,434
- Total assets, end of year
- $803,073
- Total liabilities, end of year
- $1,490
- Net assets, end of year
- $801,583
- Publicly traded securities
- $803,073
- Net assets without donor restrictions
- $801,583
- Gross receipts
- $132,502
- Employees
- 0
- State of legal domicile
- CA
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 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNNE KLINE | President Trustee or director, Officer | 1 | $0 |
| GREGG BURT | Treasurer Trustee or director, Officer | 3 | $0 |
| KELLY GAINS | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNNE KLINE | President Trustee or director, Officer | 1 | $0 |
| GREGG BURT | Treasurer Trustee or director, Officer | 1 | $0 |
| KELLY GAINS | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNNE KLINE | President Trustee or director, Officer | 1 | $0 |
| GREGG BURT | Treasurer Trustee or director, Officer | 1 | $0 |
| KELLY GAINS | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNNE KLINE | President Trustee or director, Officer | 1 | $0 |
| GREGG BURT | Treasurer Trustee or director, Officer | 1 | $0 |
| KELLY GAINS | Secretary Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 524, SIMI VALLEY, CA 93062-0524
- In care of
- % GREGG BURT
- Mailing address (990-N for 2013)
- 455 E Thousand Oaks Blvd 101, Thousand Oaks CA 91360
- Principal officer (990-N for 2013)
- Gregg Burt, 455 E Thousand Oaks Blvd 101, Thousand Oaks CA 91360
- Signed the 990
- LYNNE KLINE, President
- Phone
- (805) 402-7815
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0433959 or by the name SIMI VALLEY ROTARY CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
rotary local service Club Foundation to promote and fund local and international service projects.
Program accomplishments
- Rotary International Health, hunger and humanitarian AidExpenses $12,500
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0433959
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $803,073
- Income (IRS master file)
- $132,502
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $132,502 | $20,863 | $803,073 | XML |
| 990 | June 2025 | $53,909 | $13,990 | $691,434 | XML |
| 990 | June 2024 | $85,815 | $69,766 | $651,515 | XML |
| 990 | June 2023 | $148,851 | $21,072 | $635,466 | XML |
| 990 | June 2022 | -$62,569 | $33,617 | $507,687 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: Gregg Burt | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 77-0433959).
Questions about SIMI VALLEY ROTARY CHARITABLE FOUNDATION
- What is the EIN of SIMI VALLEY ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SIMI VALLEY ROTARY CHARITABLE FOUNDATION is 77-0433959.
- Is SIMI VALLEY ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SIMI VALLEY ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIMI VALLEY 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 VALLEY ROTARY CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIMI VALLEY ROTARY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of SIMI VALLEY ROTARY CHARITABLE FOUNDATION?
- The 990-N for 2013 names Gregg Burt.
- Who are the officers and directors of SIMI VALLEY ROTARY CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does SIMI VALLEY ROTARY CHARITABLE FOUNDATION have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $132,502, expenses of $20,863 and total assets of $803,073 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
- RUTH AND JOSEPH C REED FOUNDATION FOR THE ARTS EIN 46-1233576 · last filed 990-PF for 2026
- SIMI VALLEY HOSPITAL FOUNDATION EIN 91-2135595 · last filed 990 for 2024
- R D FORD FOUNDATION EIN 45-5073950 · last filed 990-PF for 2023
- SIMI SUNRISE ROTARY CHARITABLE FOUNDATION EIN 77-0392570 · last filed 990-EZ for 2025
- KATOR FOUNDATION EIN 85-1654570 · last filed 990-EZ for 2025
- HERO APPRECIATION NETWORK EIN 51-0420149 · last filed 990-N for 2024
All nonprofits in SIMI VALLEY · California · Philanthropy, voluntarism and grantmaking foundations