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 |
| June 30, 2024 | 990-EZ | $41,065 | $23,816 | $17,249 | $284,430 | $8,018 | $276,412 |
| June 30, 2023 | 990-EZ | $18,812 | $17,826 | $986 | $284,263 | $12,018 | $272,245 |
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 |
990-EZ for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jacquline Finch | Secretary | 5 | $0 |
| Peter Cicciari | Treasurer | 5 | $0 |
| John Tolson | President | 5 | $0 |
990-EZ for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jacquline Finch | Secretary | 5 | $0 |
| Peter Cicciari | Treasurer | 5 | $0 |
| Steve Munday | President | 5 | $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
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0392570 or by the name SIMI SUNRISE 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
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 | $72,238 | $48,588 | $312,579 | IRS |
| 990-EZ | June 2024 | $41,065 | $23,816 | $284,430 | XML |
| 990-EZ | June 2023 | $18,812 | $17,826 | $284,263 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
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 77-0392570).
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
- 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
- SIMI VALLEY ROTARY CHARITABLE FOUNDATION EIN 77-0433959 · last filed 990 for 2026
- R D FORD FOUNDATION EIN 45-5073950 · last filed 990-PF for 2023
- KATOR FOUNDATION EIN 85-1654570 · last filed 990-EZ for 2025
- RISEUP UNITED FOUNDATION EIN 85-1548410 · last filed 990-N for 2025
All nonprofits in SIMI VALLEY · California · Philanthropy, voluntarism and grantmaking foundations