Rotary International Simi Valley

Nonprofit profile at a glance

EIN
956134077
IRS 990-EZ coverage
2010–2025
Forms available
Form 990 2017, Form 990-EZ 2025
Location
Simi Valley, CA, USA
Phone
8054027815
Rating
44
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$49,132
Expenses
$34,227
Assets
$106,114
Liabilities
$20,551

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • SHARON LORKOWSKI (President)
  • IVANA CHRISTMANN (Vice President)

People named in this filing

  • SHARON LORKOWSKI (President)
  • JOANTHAN KUROHARA (Secretary)
  • HAL WARD (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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The corporation is a local rotary club, a community service organization of business and non-business individuals. The object of the organization is to encourage and foster the development of acquaintances as an opportunity for service, high ethical standards in business and professions , application of the ideal of service in members personal business and community life and the advancement of international understanding goodwill and peace through a world fellowship.

What it reported doing in 2025

Community and international service

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
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 16
  • Transparency & Controls: 82
  • Sustainability: 68
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 25.3%; rating input score 25
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 30.3%; rating input score 80; 80th percentile among comparable filings
  • Total-asset coverage ratio: 3.1; rating input score 75; 75th percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -8% per year; rating input score 0; 31st percentile among comparable filings
  • Revenue growth: -3.9% per year; rating input score 0; 37th percentile among comparable filings
  • Asset growth: -5.9% per year; rating input score 0; 23rd percentile among comparable filings

Details

  • Where the money goes: 25.3% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 15 filing years from 2010 to 2025
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 25/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.