SIMI VALLEY ROTARY CHARITABLE FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SIMI VALLEY ROTARY CHARITABLE FOUNDATION (EIN 77-0433959)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-13
IRS object ID
202101339349203190
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-13T18:21:14-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952981815PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jacobs & Jacobs Accountancy CorporationBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1455 E Thousand Oaks Blvd Ste 101AddressLine1Txt
CityThousandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91360ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770433959EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMI VALLEY ROTARY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMIBusinessNameControlTxt
Phone8054027815PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14080 MAYFIELDAddressLine1Txt
CityNEWBURY PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91320ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGG BURTPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHARON L FURMAN CPAPreparerPersonNm
PTINP00958620PTIN
Phone8056464321PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$31,205GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$3,800ContributionsGiftsGrantsEtcAmt
Investment Income$27,405InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$31,205TotalRevenueAmt
Grants And Similar Amounts Paid$102,712GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$6,681FeesAndOtherPymtToIndCntrctAmt
Total Expenses$109,393TotalExpensesAmt
Excess Or Deficit For Year-$78,188ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$494,986NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$416,798NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$496,476BOYAmt
EOY$419,543EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$496,476BOYAmt
EOY$419,543EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,490BOYAmt
EOY$2,745EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$494,986BOYAmt
EOY$416,798EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeRotary local service club foundation to promote and fund local and international service projects.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomROTARY INTERNATIONAL HEALTH, HUNGER, AND HUMANITARIAN AIDDescriptionProgramSrvcAccomTxt
Grants And Allocations$102,712GrantsAndAllocationsAmt
Program Service Expenses$102,712ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$102,712TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MICHAEL MCGUIGAN
President1.00$0
GREGG BURT
Treasurer1.00$0
KELLEY GAINES
Secretary1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBURT GREGGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14080 MAYFIELD STAddressLine1Txt
CityNEWBURY PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91320ZIPCd
FieldValueIRS element (for citing)
Phone8054027815PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$625CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,075CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,510CurrentTaxYearMinus1YearAmt
Current Tax Year$3,800CurrentTaxYearAmt
Total$9,510TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$625CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,075CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,510CurrentTaxYearMinus1YearAmt
Current Tax Year$3,800CurrentTaxYearAmt
Total$9,510TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$9,510PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,712CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,547CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,975CurrentTaxYearMinus1YearAmt
Current Tax Year$27,405CurrentTaxYearAmt
Total$146,007TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$155,517TotalSupportAmt
Public Support CY1700.06120PublicSupportCY170Pct
Public Support PY1700.46030PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.5Class of Activity: ASSISTANCE HEALTH & HUMAN | Donee's Name: FREE CLINIC OF SIMI VALLEY | Donee's Address: 2060 TAPO STREET SIMI VALLEY CA 93063 | Cash Amount Given: $100000
Total Liabilities.1NOT ONE MORE FUNDS - Beginning $290 NOT ONE MORE FUNDS - Ending $290
Total Liabilities.2INTERACT FUNDS - Beginning $1200 INTERACT FUNDS - Ending $1200
Total Liabilities.3ACCTG FEES PAYABLE - Beginning $0 ACCTG FEES PAYABLE - Ending $1255

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