SIMI VALLEY ROTARY CHARITABLE FOUNDATION

Cite this

Plain text SIMI VALLEY ROTARY CHARITABLE FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/simi-valley-rotary-charitable-foundation-770433959. Retrieved 2026-10-26.

APA furp.org. (n.d.). SIMI VALLEY ROTARY CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 26, 2026, from https://furp.org/org/simi-valley-rotary-charitable-foundation-770433959

MLA “SIMI VALLEY ROTARY CHARITABLE FOUNDATION.” furp.org, tax years 2010–2025, https://furp.org/org/simi-valley-rotary-charitable-foundation-770433959. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $133K · expenses $21K · assets $803K

EIN
77-0433959
Address
PO BOX 524, SIMI VALLEY, CA 93062-0524
NTEE code
T70
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
November 1996 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Principal officer
Gregg Burt (its 2013 Form 990-N)
Form 990-N e-postcards
1 filed, 2013 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
Cross-check
ProPublica Nonprofit Explorer

Mission

rotary local service Club Foundation to promote and fund local and international service projects.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 15 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

15 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Lynne Kline President2022-2025 1 $0 reported 2
Gregg Burt Treasurer2010-2025 3 $0 reported 2
Kelly Gains Secretary2021-2025 1 $0 reported 1
Michael Mcguigan (former) President2019-2021 1 $0 reported 1
Kelley Gaines (former) Secretary2015-2020 1 $0 reported 1
Terry Marvin (former) Director2018 1 $0 reported 4
Michele Neff Hernandez (former) Director2018 0 $0 reported 3
Alan Mann (former) Director2017-2018 1 $0 reported 2
John Lindsey (former) President2014-2018 1 $0 reported 2
Sharon Austel (former) Director2015-2018 1 $0 reported 2
Brian Payne (former) Secretary2010-2018 1 $0 reported 1
May Culbertson (former) Director2018 0 $0 reported 1
Margaret Kestly (former) Director2017 1 $0 reported 1
Josie Hirsch (former) Director2015-2016 1 $0 reported 2
Allan Mann (former) President2010 1 $0 reported 1

People by year

2025 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE KLINE President1 $0$0$0 $02
GREGG BURT Treasurer3 $0$0$0 $02
KELLY GAINS Secretary1 $0$0$0 $01
2024 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE KLINE President1 $0$0$0 $02
GREGG BURT Treasurer1 $0$0$0 $02
KELLY GAINS Secretary1 $0$0$0 $01
2023 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE KLINE President1 $0$0$0 $02
GREGG BURT Treasurer1 $0$0$0 $02
KELLY GAINS Secretary1 $0$0$0 $01
2022 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE KLINE President1 $0$0$0 $02
GREGG BURT Treasurer1 $0$0$0 $02
KELLY GAINS Secretary1 $0$0$0 $01
2021 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL MCGUIGAN President1 $0$0$0 $01
GREGG BURT Treasurer1 $0$0$0 $02
KELLY GAINS Secretary1 $0$0$0 $01
2020 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL MCGUIGAN President1 $0$0$0 $01
GREGG BURT Treasurer1 $0$0$0 $02
KELLEY GAINES Secretary1 $0$0$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL MCGUIGAN President1 $0-- $01
GREGG BURT Treasurer1 $0-- $02
KELLEY GAINES Secretary1 $0-- $01
2018 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN LINDSEY President1 $0-- $02
GREGG BURT Treasurer1 $0-- $02
SHARON AUSTEL Director1 $0-- $02
BRIAN PAYNE Secretary1 $0-- $01
TERRY MARVIN Director1 $0-- $04
KELLEY GAINES Director1 $0-- $01
ALAN MANN Director1 $0-- $02
MAY CULBERTSON Director0 $0-- $01
MICHELE NEFF HERNANDEZ Director0 $0-- $03
2017 · 7 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN LINDSEY President1 $0-- $02
GREGG BURT Treasurer1 $0-- $02
SHARON AUSTEL Director1 $0-- $02
BRIAN PAYNE Secretary1 $0-- $01
MARGARET KESTLY Director1 $0-- $01
KELLEY GAINES Director1 $0-- $01
ALAN MANN Director1 $0-- $02
2016 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN LINDSEY President1 $0-- $02
GREGG BURT Treasurer1 $0-- $02
SHARON AUSTEL Director1 $0-- $02
BRIAN PAYNE Secretary1 $0-- $01
JOSIE HIRSCH Director1 $0-- $02
KELLEY GAINES Director1 $0-- $01
2015 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN LINDSEY President1 $0-- $02
GREGG BURT Treasurer1 $0-- $02
SHARON AUSTEL Director1 $0-- $02
BRIAN PAYNE Secretary1 $0-- $01
JOSIE HIRSCH Director1 $0-- $02
KELLEY GAINES Director1 $0-- $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN LINDSEY President1 $0-- $02
GREGG BURT Treasurer1 $0-- $02
BRIAN PAYNE Secretary1 $0-- $01
2010 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRIAN PAYNE Secretary1 $0-- $01
GREGG BURT Treasurer1 $0-- $02
ALLAN MANN President1 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2022 · 1 grant to organizations · $15K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2026-06-30 · view filing · original 990 ↗
$132,502$20,863 $803,073$801,583 $19,360$0 $00-
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$53,909$13,990 $691,434$689,944 -$1,776$0 $00-
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$85,815$69,766 $651,515$650,025 $16,944$0 $00-
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$148,851$21,072 $635,466$633,976 $85,925$0 $00-
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
-$62,569$33,617 $507,687$506,197 $3,000$0 $00-
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$114,673$5,697 $603,873$602,383 $200$0 $00-
2019 · Form 990EZ period ending 2020-06-30 · view filing · original 990 ↗
$31,205$109,393 $419,543$416,798 $3,800- ---
2018 · Form 990EZ period ending 2019-06-30 · view filing · original 990 ↗
$49,305$29,288 $496,476$494,986 $2,510- ---
2017 · Form 990EZ period ending 2018-06-30 · view filing · original 990 ↗
$25,868$15,369 $476,459$474,969 $1,500- ---
2016 · Form 990EZ period ending 2017-06-30 · view filing · original 990 ↗
$29,622$6,070 $465,960$464,470 $1,075- ---
2015 · Form 990EZ period ending 2016-06-30 · view filing · original 990 ↗
$32,974$37,293 $446,908$440,918 $625- ---
2014 · Form 990EZ period ending 2015-06-30 · view filing · original 990 ↗
$147,670$110,837 $446,727$445,237 $119,887- ---
2010 · Form 990EZ period ending 2011-06-30 · view filing · original 990 ↗
$27,205$6,645 $432,381$431,181 $13,041- ---

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

1 grantor reported grants to this organization, $600 in all, tax years 2009 to 2009. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
VENTURA COUNTY COMMUNITY FOUNDATION DAF sponsor Exact 2009 1$600 2009$600
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LAKE ARROWHEAD ROTARY FOUNDATIONCAT70 $77,376$80,002 PRESIDENT$0 Same NTEE code T70, revenue within 2x, same state
POINT LOMA ROTARY ENDOWMENT FUND INCCAT70 $106,269$117,042 President$0 Same NTEE code T70, revenue within 2x, same state, similar mission
NATIONAL CHARITY LEAGUE OF GLENDALECAT70 $211,793$236,277 PRESIDENT$0 Same NTEE code T70, revenue within 2x, same state
NATIONAL CHARITY LEAGUE INCCAT70 $77,476$90,346 President$0 Same NTEE code T70, revenue within 2x, same state
NATIONAL CHARITY LEAGUE-WHITTIER CHAPTERCAT70 $215,673$140,433 DIRECTOR$0 Same NTEE code T70, revenue within 2x, same state
CONSERVATION AND PRESERVATION CHARITIES OF AMERICACAT70 $185,324$193,748 BOARD PRESIDENT$0 Same NTEE code T70, revenue within 2x, same state
ANTIOCH ROTARY CLUBCAT70 $122,887$87,120 PAST PRESIDENT$0 Same NTEE code T70, revenue within 2x, same state
HEARTLAND COALITIONCAT70 $103,208$104,090 PRESIDENT$0 Same NTEE code T70, revenue within 2x, same state
THE JEWISH FEDERATION OF CENTRAL CALIFORNIACAT70 $242,854$206,115 President$0 Same NTEE code T70, revenue within 2x, same state
SKNVUE CORPORATIONCAT70 $131,811$52,209 CEO/PRESIDEN$0 Same NTEE code T70, revenue within 2x, same state
BAR-EL FAMILY FOUNDATIONCAT70 $106,691$29,060 CFO$0 Same NTEE code T70, revenue within 2x, same state
NACHTSHEIM FAMILY FOUNDATIONCAT70 $138,127$33,903 PRESIDENT$0 Same NTEE code T70, revenue within 2x, same state
SAN FRANCISCO KOREAN MASTER CHORALECAT70 $135,531$131,382 Director$0 Same NTEE code T70, revenue within 2x, same state
CENTRAL COUNTY UNITED WAYCAT70 $195,342$151,695 CEO$0 Same NTEE code T70, revenue within 2x, same state
ROLLING FOR PINKCAT70 $89,501$74,095 President & CEO$0 Same NTEE code T70, revenue within 2x, same state
UNITED WAY OF IMPERIAL COUNTYCAT70 $225,537$428,003 Executive Director$7,459 Same NTEE code T70, revenue within 2x, same state
AMIGOS DE LOS NINOSCAT70 $231,282$186,372 President$0 Same NTEE code T70, revenue within 2x, same state
PATHWAYS FOR PROGRESSCAT70 $210,766$46,787 PRESIDENT$0 Same NTEE code T70, revenue within 2x, same state
DEL MAR WOMENS GIVING COLLECTIVECAT70 $125,508$123,858 President$0 Same NTEE code T70, revenue within 2x, same state
CHILDREN OF DEAF ADULTSCAT70 $199,303$225,250 President$0 Same NTEE code T70, revenue within 2x, same state
ROSEVILLE AQUATIC TEAMS BOOSTER INCCAT70 $143,084$116,620 President$0 Same NTEE code T70, revenue within 2x, same state
SOUTH BEND ROTARY CHARITABLE FOUNDATION INCINT70 $116,583$119,348 DIRECTOR$0 Same NTEE code T70, revenue within 2x, similar mission
SNOWMASS VILLAGE ROTARY CLUB CHARITABLE FOUNDATION INCCOT70 $188,509$188,250 DIRECTOR$0 Same NTEE code T70, revenue within 2x, similar name
ROTARY CLUB OF BUFFALO GROVE CHARITABLE FOUNDATIONILT70 $165,824$200,487 PRESIDENT$0 Same NTEE code T70, revenue within 2x, similar name
WAKEFIELD ROTARY CHARITABLE FOUNDATION INCRIT70 $118,223$63,501 Secetary$0 Same NTEE code T70, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GIVE BACK FOUNDATION DAF sponsor$5,895,0488 12018–2025 CONSERVATION AND PRESERVATION CHARITIES OF AMERICA
GLOBAL IMPACT DAF sponsor$3,000,8447 12009–2016 CONSERVATION AND PRESERVATION CHARITIES OF AMERICA
OREGON COMMUNITY FOUNDATION DAF sponsor$1,487,3006 12014–2024 DENTAL FOUNDATION OF OREGON
ROBERT WOOD JOHNSON FOUNDATION Private foundation$1,056,1723 22011–2017 HARRIS FOUNDATION; LYME FOUNDATION
COMMUNITIES FOUNDATION OF OKLAHOMA INC DAF sponsor$619,63812 12014–2024 BRISTOW EDUCATION FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$544,37825 122016–2024 COSENTINO CHARITY FOUNDATION; NISRA FOUNDATION; UNITED WAY OF IMPERIAL COUNTY; NATIONAL CHARITY LEAGUE INC and 8 more
NEW HAMPSHIRE CHARITABLE FOUNDATION DAF sponsor$502,41426 12010–2024 LYME FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$326,25633 102014–2024 SWIFT COUNTY BENSON HOSPITAL FOUNDATION; DENTAL FOUNDATION OF OREGON; HBS FOUNDATION INC; THE JEWISH FEDERATION OF CENTRAL CALIFORNIA and 6 more
COLORADO GIVES FOUNDATION DAF sponsor$326,07514 12011–2024 COMPASS MONTESSORI EDUCATION FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$318,92519 102019–2025 ROTARY DISTRICT 6440 CHARITABLE FUND INC NFP; DENTAL FOUNDATION OF OREGON; MOTION PICTURE BOOKERS CLUB FOUNDATION; GRATEFUL FOUNDATION and 6 more
EDWARD E & HELEN TURNER BARTLETT FOUNDATION Private foundation$310,00010 12016–2025 BRISTOW EDUCATION FOUNDATION INC
THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL DAF sponsor$306,0917 32014–2024 WAKEFIELD ROTARY CHARITABLE FOUNDATION INC; ROTARY CHARITABLE PROJECTS FOUNDATION OF NORTHBROOK IL; SPRINGFIELD ROTARY FOUNDATION
MARK PAUL TERK CHARITABLE TR Private foundation$250,0002 12013–2014 HARRIS FOUNDATION
PLEDGELING FOUNDATION DAF sponsor$221,1051 12024–2024 PATHWAYS FOR PROGRESS
COMMUNITY FDN OF GREATER DES MOINES DAF sponsor$167,4216 22015–2023 GRATEFUL FOUNDATION; AMERICAN FOOTBALL COACHES FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $20,863 spent · pay $0 · grants $12,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $12,500$12,500-- 59.9%
Fees: investment management $7,463-$7,463- 35.8%
Fees: accounting $900-$900- 4.3%
Total$20,863100%

View the filing

2024 · Form 990 · $13,990 spent · pay $0 · grants $6,474 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $6,747-$6,747- 48.2%
Grants to US organizations and governments $6,474$6,474-- 46.3%
Fees: accounting $769-$769- 5.5%
Total$13,990100%

View the filing

2023 · Form 990 · $69,766 spent · pay $0 · grants $63,388 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $63,388$63,388-- 90.9%
Fees: investment management $6,207-$6,207- 8.9%
Fees: accounting $171-$171- 0.2%
Total$69,766100%

View the filing

2022 · Form 990 · $21,072 spent · pay $0 · grants $15,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $15,000$15,000-- 71.2%
Fees: investment management $5,858-$5,858- 27.8%
Fees: accounting $214-$214- 1.0%
Total$21,072100%

View the filing

2021 · Form 990 · $33,617 spent · pay $0 · grants $25,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $25,000$25,000-- 74.4%
Fees: investment management $5,772-$5,772- 17.2%
Fees: accounting $2,776-$2,776- 8.3%
Office expenses $69-$69- 0.2%
Total$33,617100%

View the filing

2020 · Form 990 · $5,697 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $5,697-$5,697- 100.0%
Total$5,697100%

View the filing

2019 · Form 990EZ · $109,393 spent · pay $0 · grants $102,712 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $102,712 93.9%
Fees to independent contractors $6,681 6.1%
Total$109,393100%

View the filing

2018 · Form 990EZ · $29,288 spent · pay $0 · grants $22,500 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $22,500 76.8%
Fees to independent contractors $6,513 22.2%
Other expenses (detail on Schedule O) $275 0.9%
Total$29,288100%

View the filing

2017 · Form 990EZ · $15,369 spent · pay $0 · grants $8,950 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $8,950 58.2%
Fees to independent contractors $6,174 40.2%
Other expenses (detail on Schedule O) $245 1.6%
Total$15,369100%

View the filing

2016 · Form 990EZ · $6,070 spent · pay $0 · grants $200 · events $0
LineAs describedTotalShare
Fees to independent contractors $5,655 93.2%
Other expenses (detail on Schedule O) $215 3.5%
Grants and similar amounts paid $200 3.3%
Total$6,070100%

View the filing

2015 · Form 990EZ · $37,293 spent · pay $0 · grants $31,425 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $31,425 84.3%
Fees to independent contractors $5,648 15.1%
Other expenses (detail on Schedule O) $220 0.6%
Total$37,293100%

View the filing

2014 · Form 990EZ · $110,837 spent · pay $0 · grants $106,155 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $106,155 95.8%
Fees to independent contractors $4,617 4.2%
Other expenses (detail on Schedule O) $65 0.1%
Total$110,837100%

View the filing

2010 · Form 990EZ · $6,645 spent · pay $0 · grants $2,616 · events $0
LineAs describedTotalShare
Fees to independent contractors $4,009 60.3%
Grants and similar amounts paid $2,616 39.4%
Other expenses (detail on Schedule O) $20 0.3%
Total$6,645100%

View the filing

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