TPhilanthropy, Voluntarism & GrantmakingEIN: 770433959· Ruling Year: 1996

Simi Valley Rotary Charitable Foundation

Simi Valley, California

A-Health Score
77A-

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Very Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org30.09×
Peer Median18.82×
💰
$149K
Total Revenue
📊
$21K
Total Expenses
🏦
$634K
Net Assets
📋
$1K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+337.9%
Year-over-year change (2022 → 2023)
Net Margin
+85.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
30.09
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$148,851338%$21,07237%$635,46625%
2022-$62,569155%$33,617490%$507,68716%
2021$114,673267%$5,69795%$603,87344%
2020$31,20537%$109,393274%$419,54315%
2019$49,30591%$29,28891%$496,4764%
2018$25,86813%$15,369153%$476,4592%
2017$29,62210%$6,07084%$465,9604%
2016$32,97478%$37,29366%$446,908
2015$147,670$110,837$446,727

Frequently Asked Questions

What does Simi Valley Rotary Charitable Foundation do?

Simi Valley Rotary Charitable Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T70 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Simi Valley Rotary Charitable Foundation financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Simi Valley Rotary Charitable Foundation.

How much revenue does Simi Valley Rotary Charitable Foundation generate?

Simi Valley Rotary Charitable Foundation reports $86K in annual revenue and holds $652K in total assets, based on IRS filings.

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