Civic Intelligence

Newberg Early Birds Rotary Foundation

990 • Fiscal year 2022 • EIN 20-3306635

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 16, 2022

Organization ProfileN/A
1102 N Springbrook Rd 103Newberg, OR 97132

(503) 537-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-1681%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

20th percentile

-9.9%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,284,516

Down $140,688 (-9.9%) from 2021

Net Assets

Down

$1,284,459

Down $140,745 (-9.9%) from 2021

Liabilities

Up

$57

Up $57 from 2021

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin1st percentile

Revenue

Down

$4,385

Down $31,834 (-88%) from 2021

Expenses

Up

$78,083

Up $52,469 (+205%) from 2021

Net Income

Down

-$73,698

Down $84,303 (-795%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $453,165Liabilities 2011: $9,640Net Assets 2011: $443,5252011Assets 2012: $567,357Liabilities 2012: $9,640Net Assets 2012: $557,7172012Assets 2013: $551,941Liabilities 2013: $0Net Assets 2013: $551,9412013Assets 2014: $764,337Liabilities 2014: $0Net Assets 2014: $764,3372014Assets 2015: $829,232Liabilities 2015: $0Net Assets 2015: $829,2322015Assets 2016: $840,111Liabilities 2016: $0Net Assets 2016: $840,1112016Assets 2017: $987,792Liabilities 2017: $40,000Net Assets 2017: $947,7922017Assets 2018: $1,028,676Liabilities 2018: $29,644Net Assets 2018: $999,0322018Assets 2019: $1,079,793Liabilities 2019: $11,323Net Assets 2019: $1,068,4702019Assets 2020: $1,079,798Liabilities 2020: $2,540Net Assets 2020: $1,077,2582020Assets 2021: $1,425,204Liabilities 2021: $0Net Assets 2021: $1,425,2042021Assets 2022: $1,284,516Liabilities 2022: $57Net Assets 2022: $1,284,4592022Assets 2023: $1,356,910Liabilities 2023: $207Net Assets 2023: $1,356,7032023Assets 2024: $1,437,164Liabilities 2024: $10,025Net Assets 2024: $1,427,1392024Assets 2025: $1,654,367Liabilities 2025: $5,383Net Assets 2025: $1,648,9842025

Highlighted filing

2022

Assets$1,284,516
Liabilities$57
Net Assets$1,284,459
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $55,578Expenses 2011: $40,609Net Income 2011: $14,9692011Revenue 2012: $129,225Expenses 2012: $15,033Net Income 2012: $114,1922012Expenses 2013: $179,7012013Revenue 2014: $245,721Expenses 2014: $77,541Net Income 2014: $168,1802014Revenue 2015: $106,569Expenses 2015: $41,674Net Income 2015: $64,8952015Revenue 2016: $125,555Expenses 2016: $93,689Net Income 2016: $31,8662016Revenue 2017: $172,252Expenses 2017: $158,373Net Income 2017: $13,8792017Revenue 2018: $92,779Expenses 2018: $121,556Net Income 2018: -$28,7772018Revenue 2019: $97,585Expenses 2019: $87,549Net Income 2019: $10,0362019Revenue 2020: $70,300Expenses 2020: $66,569Net Income 2020: $3,7312020Revenue 2021: $36,219Expenses 2021: $25,614Net Income 2021: $10,6052021Revenue 2022: $4,385Expenses 2022: $78,083Net Income 2022: -$73,6982022Revenue 2023: $104,699Expenses 2023: $112,648Net Income 2023: -$7,9492023Revenue 2024: $46,679Expenses 2024: $108,125Net Income 2024: -$61,4462024Revenue 2025: $150,651Expenses 2025: $90,034Net Income 2025: $60,6172025

Highlighted filing

2022

Revenue$4,385
Expenses$78,083
Net Income-$73,698
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 16, 2022
Return Version
2021v4.0
Gross Receipts
$5,067
Mission and Program Overview

Mission

The newberg early birds rotary foundation's primary purpose is to fund projects in and around the newberg, oregon community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,216,579$1,102,292▼ $114,287
Savings and Temporary Cash Investments$127,039$165,093▲ $38,054
Cash and Non-Interest-Bearing Accounts$79,341$15,571▼ $63,770
Inventories for Sale or Use$1,895$1,560▼ $335
Accounts Receivable$350$0▼ $350
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,425,204$1,284,516▼ $140,688
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$57-
Total Liabilities$0$57▲ $57
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,425,204$1,284,459▼ $140,745
Total Net Assets Fund Balance$1,425,204$1,284,459▼ $140,745
Total Liabilities and Net Assets / Fund Balance$1,425,204$1,284,516▼ $140,688

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,216,579$32,000▼ $108,274$38,013$1,102,292
2020$924,821-▲ $328,049$36,291$1,216,579
2019$933,269$30,000▼ $2,481$35,967$924,821
2018$886,216$24,620▲ $52,289$29,856$933,269
2017$838,229-▲ $73,305$25,318$886,216
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Doug CaffallChair
Heath CornickDirector
Ken AustinDirector
Linda SandbergDirector
Rob MolzahnDirector
Carrie PalmoreSecretary
Ted CrawfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,575
Program Service Revenue
$0
Investment Income
$42
Other Revenue
$2,768
All Other Contributions
$1,575
Change in Net Assets
$-73,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,555
Other Expenses$12,528
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,555--$65,555
Fees for Service Investment Mgmnt Fees-$9,207-$9,207
Fees for Services Other-$2,645-$2,645
Other Expenses-$2-$2
Total Functional Expenses$65,555$12,528$0$78,083
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of DundeeeDundee, ORGovernmentNew Public Restrooms$15,000
Tilikum Center for RetreatsNewberg, OR501(c)(3)Remodel Fawver Center$10,000
Community Wellness CollectiveNewberg, OR501 (c)(3)Expansion$7,500
Northwest Christian ChurchNewberg, OR501(c)(3)Av System$6,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The draft form 990 is provided to and reviewed by the board prior to submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board and staff members complete a detailed questionnaire annually to identify any actual or potential conflicts of interest. The information is presented to the board chair and shared with the board and senior staff. If any actual or potential conflicts of interest are identified, policy requires the board to obtain disclosure of the financial interest and all material facts, and to determine (in the absence of the interested person) whether a conflict exists. The organizations policies outline a set of procedures for addressing any conflicts that are determined.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Financial statements and governing documents are furnished upon reasonable request. The organization's documents are also available online through guidestar.”

Filing and Contact Details

Filer

Filer Name
Newberg Early Birds Rotary Foundation
EIN
20-3306635
Phone
5035371000
Address
1102 N Springbrook Rd 103, Newberg, OR 97132

Signing Officer

Name
Doug Caffall
Title
Chair
Signed
2022-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Caffall
Formed
2001
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
James J Huynh CPA
Phone
5032223338
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“To provide continuing support for the organizations community grants.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt032000
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE CONTINUING SUPPORT FOR THE ORGANIZATIONS COMMUNITY GRANTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
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IRS990ScheduleI/RecipientTable/CashGrantAmt26500
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0NEW PUBLIC RESTROOMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EXPANSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2AV SYSTEM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3REMODEL FAWVER CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CITY OF DUNDEEE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY WELLNESS COLLECTIVE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NORTHWEST CHRISTIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3TILIKUM CENTER FOR RETREATS
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt315321 NE NORTH VALLEY ROAD
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEWBERG
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MEMBERS WATCH THE PROJECTS AND IF THE FUNDS ARE NOT USED IN ACCORDANCE WITH THE USE GIVEN THEN REPAYMENT IS REQUESTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DRAFT FORM 990 IS PROVIDED TO AND REVIEWED BY THE BOARD PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD AND STAFF MEMBERS COMPLETE A DETAILED QUESTIONNAIRE ANNUALLY TO IDENTIFY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE INFORMATION IS PRESENTED TO THE BOARD CHAIR AND SHARED WITH THE BOARD AND SENIOR STAFF. IF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED, POLICY REQUIRES THE BOARD TO OBTAIN DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND TO DETERMINE (IN THE ABSENCE OF THE INTERESTED PERSON) WHETHER A CONFLICT EXISTS. THE ORGANIZATIONS POLICIES OUTLINE A SET OF PROCEDURES FOR ADDRESSING ANY CONFLICTS THAT ARE DETERMINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE FURNISHED UPON REASONABLE REQUEST. THE ORGANIZATION'S DOCUMENTS ARE ALSO AVAILABLE ONLINE THROUGH GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,284,516
Liabilities
$57
Net assets
$1,284,459
Revenue
$4,385
Expenses
$78,083
Net income
-$73,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.65$0.01$1.65$0.15$0.09$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.43$0.05$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.10$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.00$0.08$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.10$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.09$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.04$0.95$0.17$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.13$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.11$0.04$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.25$0.08$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.18
2012Summary only. Only limited summary data is available for this year.$0.57$0.01$0.56$0.13$0.02$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.01$0.44$0.06$0.04$0.01