Simi Valley Rotary Charitable Foundation
rotary local service Club Foundation to promote and fund local and international service projects.
Key facts about Simi Valley Rotary Charitable Foundation
In short: Simi Valley Rotary Charitable Foundation reported $13K in grants paid in 2026 (a total; its filing lists no individual grants). Source: 2026 IRS Form 990.
- EIN
- 77-0433959
- Latest 990 filing
- Form 990, 2026
- Grants paid (2026)
- $12,500 — reported as a total on the IRS filing, without an itemized list
- Total assets
- $803,073
Data from IRS Form 990, 2026; updated October 2026.
Financial Overview
From 2026 IRS Form 990 · View filing
Total Assets
$803K
+16.1% YoY
Grants Paid (reported total)
$13K
+93.1% YoY
Revenue
$133K
+145.8% YoY
Net Investment Income
$113K
+103.2% YoY
About Simi Valley Rotary Charitable Foundation
Based on IRS filings
Simi Valley Rotary Charitable Foundation is a public charity, based in Simi Valley, CA. IRS filing data is available from 2019 through 2026. As of 2026, the organization holds $803K in total assets. In 2026, it reported $13K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $113K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2026, annual grant giving ranged from $6K (2025) to $63K (2024). In 2026 it reported $13K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2026.
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $803,073 | $691,434 | $651,515 |
| Revenue | $132,502 | $53,909 | $85,815 |
| Expenses | $20,863 | $13,990 | $69,766 |
| Net Investment Income | $113,142 | $55,685 | $68,871 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-EZ for fiscal year 2019 (received by the IRS March 13, 2020)
- Updated Form 990-EZ for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS March 5, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS March 28, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS April 22, 2026)
- Added Form 990 for fiscal year 2026 (received by the IRS August 22, 2026)
- Updated Form 990 for fiscal year 2023 (received by the IRS March 6, 2024)
Leadership & Key People
Officers and directors from IRS filings
Simi Valley Rotary Charitable Foundation is led by Lynne Kline, President on every filing since 2023; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
Lynne Kline
President
On filings since 2023
1 hr/week
No compensation reported
Gregg Burt
Treasurer
On filings since 2019
3 hrs/week
No compensation reported
Kelly Gains
Secretary
On filings since 2022
1 hr/week
No compensation reported
Former officers (9)
- Former: Michael McGuigan (2020–2022) — President
- Former: Kelley Gaines (2019–2021) — Secretary
- Former: Alan Mann (2019) — Director
- Former: Brian Payne (2019) — Secretary
- Former: John Lindsey (2019) — President
- Former: May Culbertson (2019) — Director
- Former: Michele Neff Hernandez (2019) — Director
- Former: Sharon Austel (2019) — Director
- Former: Terry Marvin (2019) — Director
Data from IRS Form 990 filings, 2019–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Simi Valley Rotary Charitable Foundation
How much does Simi Valley Rotary Charitable Foundation give each year?
Simi Valley Rotary Charitable Foundation reported $13K in grants paid in 2026 on its 2026 IRS Form 990, as a total without an itemized list of grants. In 2025 it reported $6K in grants paid.
How large is Simi Valley Rotary Charitable Foundation?
Simi Valley Rotary Charitable Foundation reported $803K in total assets on its 2026 IRS Form 990. Its revenue that year was $133K.
Where does Simi Valley Rotary Charitable Foundation operate?
Simi Valley Rotary Charitable Foundation has awarded grants in California.
What is Simi Valley Rotary Charitable Foundation's EIN?
Simi Valley Rotary Charitable Foundation's EIN (Employer Identification Number) is 77-0433959. IRS Form 990 filing data is available on this page for 2019–2026.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Simi Valley Rotary Charitable Foundation by hand.
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