Rotary Club of Simi Sunset
Nonprofit profile at a glance
- EIN
- 900458204
- IRS 990-EZ coverage
- 2015–2024
- Forms available
- Form 990-EZ 2024
- Location
- Thousand Oaks, CA, USA
- Phone
- 8053092830
- Rating
- 68
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $92,126
- Expenses
- $91,489
- Assets
- $38,484
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- JILL HANEY (President)
People named in this filing
- JILL HANEY (President)
- LINDA FERRY (Secretary)
- RYAN MILLS (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Organization is a local rotary club, a community service organization of businesses and professionals with a common mission to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.
What it reported doing in 2024
International service projects: financial and manual support for international projects
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 47% for direct work, and 53% for grants.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 59
- Transparency & Controls: 82
- Sustainability: 36
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 58.7%; rating input score 59
- Program expense ratio: 59.2%; rating input score 59
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 0.7%; rating input score 47; 47th percentile among comparable filings
- Total-asset coverage ratio: 0.42; rating input score 26; 26th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 1.6% per year; rating input score 100; 53rd percentile among comparable filings
- Revenue growth: 5.8% per year; rating input score 100; 73rd percentile among comparable filings
- Asset growth: -11.2% per year; rating input score 0; 16th percentile among comparable filings
Details
- Where the money goes: 58.7% of revenue deployed · 59.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 5 filed program accomplishments · $54K in reported program spending
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 9 filing years from 2015 to 2024
- Contacts: How to reach this organization
- 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.
- Review — Financial Efficiency: Mission deployment rate scored 59/100.
- Review — Financial Efficiency: Program expense ratio scored 59/100.
- Moderate — Sustainability: Operating margin scored 47/100.
- High — Sustainability: Total-asset coverage ratio scored 26/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.