Rotary Club of Simi Sunrise

Nonprofit profile at a glance

EIN
770135998
IRS 990 coverage
2012–2022
Forms available
Form 990 2022
Location
Simi Valley, CA, USA
Phone
8055220554
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$179,762
Expenses
$178,756
Assets
$175,167
Liabilities
$18,804

Source: IRS Form 990. Selected filing: tax year 2022. Amounts in USD.

Leadership & pay

2 people listed

Executive titles in this filing

  • John Tolson (President)

People named in this filing

  • Timothy Gray (Treasurer)
  • John Tolson (President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2022. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Enhance the social health of community, nation and the world.

What it reported doing in 2022

The organizations major program service accomplishments were the contributions that were made to various charities. In addition, the organization fosters community involvement in its members through its weekly breakfast meetings whereby local people volunteer their time to give the organization a presentation on topics of community interest and need. Finally, the organization is involved in community events such as the cajun festival, the police foundation, bicycles for underprivileged children.clothing for underprivileged children, feeding the homeless and international projects

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 53
  • Transparency & Controls: 83
  • Accountability: 64
  • Sustainability: 42
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 59.5%; rating input score 60
  • Program expense ratio: 59.9%; rating input score 60
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 21st percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 0.6%; rating input score 42; 42nd percentile among comparable filings
  • Total-asset coverage ratio: 0.98; rating input score 38; 38th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 28; 28th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 70; 70th percentile among comparable filings

Growth

  • Program expense growth: -11.6% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: -5.6% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: -8.4% per year; rating input score 0; 7th percentile among comparable filings

Details

  • Where the money goes: 59.5% of revenue deployed · 59.9% of spending went to programs
  • Governance: 3 of 2 board members independent · 1 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $107K in reported program spending
  • Leadership: top reported pay $0 · 2 people listed
  • Consistency: 16 of 17 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2012 to 2022
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Accountability: Governance controls: 5 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Transparency & Controls: Independent members within voting members did not reconcile in the filed values.
  • Moderate — Sustainability: Operating margin scored 42/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
  • High — Sustainability: Liabilities to assets ratio scored 28/100.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.