Nonprofit · EIN 68-0519360
SIMI SUNSET ROTARY FOUNDATION
Tax-exempt · THOUSAND OAKS, CA 91360
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $72,123 | $63,864 | $8,259 | $244,840 | – | $244,840 |
| June 30, 2024 | 990-EZ | $155,034 | $45,400 | $109,634 | $223,150 | – | $223,150 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $54,535
- Investment income
- $3,772
- Net gain from sales of assets
- $216
- Net income from fundraising events
- $13,600
Expenses
- Grants and similar amounts paid
- $59,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,591
- Other expenses
- $3,273
- Program services (functional)
- $59,000
Balance sheet and other
- Total assets, start of year
- $223,150
- Total assets, end of year
- $244,840
- Total liabilities, end of year
- –
- Net assets, end of year
- $244,840
- Cash, savings and investments
- $244,840
- Gross receipts
- $75,963
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 |
|---|---|---|---|
| JOSEPH GROSSMAN | President | 2 | $0 |
| LINDA FERRY | Secretary | 2 | $0 |
| CHARLES CARMICHAEL | Treasurer | 2 | $0 |
| RICHARD A GROSSMAN | Director | 2 | $0 |
| PAULA MILLER | Vice President | 2 | $0 |
| MARYANN HOPKINS | Director | 2 | $0 |
| WILLIAM SAUNDERS | Director | 2 | $0 |
| JILL HANEY | Director | 2 | $0 |
| BRIAN NEIENS | Director | 2 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH GROSSMAN | President | 2 | $0 |
| LINDA FERRY | Secretary | 2 | $0 |
| CHARLES CARMICHAEL | Treasurer | 2 | $0 |
| RICHARD A GROSSMAN | Director | 2 | $0 |
| PAULA MILLER | Vice President | 2 | $0 |
| MARYANN HOPKINS | Director | 2 | $0 |
| WILLIAM SAUNDERS | Director | 2 | $0 |
| JILL HANEY | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 223 E THOUSAND OAKS BLVD STE 401, THOUSAND OAKS, CA 91360-7716
- In care of
- % RALPH KELLEY GILLILAND
- Mailing address (990-N for 2021)
- 223 E THOUSAND OAKS BLVD 401, THOUSAND OAKS CA 91360
- Principal officer (990-N for 2021)
- RICHARD A GROSSMAN, 223 E THOUSAND OAKS BLVD 401, THOUSAND OAKS CA 91360
- Signed the 990-EZ
- JOSEPH GROSSMAN, President
- Phone
- (805) 309-2830
- Return prepared by
- HUGHES & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0519360 or by the name SIMI SUNSET ROTARY 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
Promote educational, scientific, medical, surgical, hygienic, musical, artistic and art preservation endeavors, historical records and relics, public health, civic improvements, care of the aged, sick, helpless, poor, incompetent, children, and other agencies for the moral, mental, social and physical well being of people
Program accomplishments
- YOUTH EMPOWERMENT SEMINAR
- ALLOCATIONS TO OTHER NON-PROFIT ORGANIZATIONSExpenses $54,000 · grants $54,000
- SCHOLARSHIPSExpenses $5,000 · grants $5,000
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
- 68-0519360
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $244,840
- Income (IRS master file)
- $75,963
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $72,123 | $63,864 | $244,840 | XML |
| 990-EZ | June 2024 | $155,034 | $45,400 | $223,150 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: RICHARD A GROSSMAN | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Joseph Grossman | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Charles Carmichael | June 30, 2020 | ≤ $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 68-0519360).
Questions about SIMI SUNSET ROTARY FOUNDATION
- What is the EIN of SIMI SUNSET ROTARY FOUNDATION?
- The employer identification number (EIN) of SIMI SUNSET ROTARY FOUNDATION is 68-0519360.
- Is SIMI SUNSET ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to SIMI SUNSET ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIMI SUNSET ROTARY 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 SUNSET ROTARY 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 SUNSET ROTARY 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 is the principal officer of SIMI SUNSET ROTARY FOUNDATION?
- The 990-N for 2021 names RICHARD A GROSSMAN.
- Who are the officers and directors of SIMI SUNSET ROTARY FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SIMI SUNSET ROTARY FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $72,123, expenses of $63,864 and total assets of $244,840 at year end.
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