Simi Valley Rotary Charitable Foundation

Analysis

Simi Valley Rotary Charitable Foundation is a registered charity in United States, based in Simi Valley, CA. It received its IRS tax-exemption ruling in November 1996, 30 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Simi Valley Rotary Charitable Foundation reported income of $149k and spending of $21k, leaving 86% of income unspent that year. Across the 3 years on record, from June 2021 to June 2023, income grew from $115k to $149k (+30%), an average of +14% a year. The sharpest change came in the year to June 2022, when income dropped by 155%. Over the whole period it spent 30% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Simi Valley Rotary Charitable Foundation sits at the 52nd percentile: it is larger than about 52% of them. Against every charity in United States with reported income it ranks in the 47th percentile, and in the 49th percentile within CA. Charities of a similar size with the same main cause include United Givers of Southwest Mississippi Inc ($149k), Golden Apple Foundation of New Mexico ($149k) and Observatory Hill Development Corp ($149k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 58% of the total. At year end it held assets of $635k against liabilities of $1,490, net assets of $634k.