Civic Intelligence

Newberg Rotary Foundation

EIN 23-7371454 • 501(c)3 • Newberg, OR

Profile

The newberg rotary foundation's primary purpose is to promote and encourage the health, education and general welfare of youth, principally in newberg & local areas. International humanitarian projects are also supported.

PO Box 1029Newberg, OR 97132
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Revenue Growth

80th percentile

39%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Assets

Up

$739,818

Up $114,380 (+18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$739,818

Up $114,380 (+18%) from 2024

Revenue

Up

$221,331

Up $43,200 (+24%) from 2024

Expenses

Down

$157,267

Down $130,858 (-45%) from 2024

Net Income

Up

$64,064

Up $174,058 (+158%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0-$200KAssets 2015: $751,553Liabilities 2015: -$3,624Net Assets 2015: $755,1772015Assets 2016: $717,562Liabilities 2016: -$2,374Net Assets 2016: $719,9362016Assets 2017: $735,413Liabilities 2017: -$2,874Net Assets 2017: $738,2872017Assets 2018: $666,376Liabilities 2018: -$1,749Net Assets 2018: $668,1252018Assets 2019: $662,519Liabilities 2019: -$1,749Net Assets 2019: $664,2682019Assets 2020: $633,060Liabilities 2020: $0Net Assets 2020: $633,0602020Assets 2021: $707,786Liabilities 2021: $0Net Assets 2021: $707,7862021Assets 2022: $515,151Liabilities 2022: $2,644Net Assets 2022: $512,5072022Assets 2023: $578,036Liabilities 2023: $0Net Assets 2023: $578,0362023Assets 2024: $625,438Liabilities 2024: $0Net Assets 2024: $625,4382024Assets 2025: $739,818Liabilities 2025: $0Net Assets 2025: $739,8182025

Highlighted filing

2025

Assets$739,818
Liabilities$0
Net Assets$739,818

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2015: $355,787Expenses 2015: $225,040Net Income 2015: $130,7472015Revenue 2016: $200,749Expenses 2016: $238,215Net Income 2016: -$37,4662016Revenue 2017: $199,870Expenses 2017: $233,526Net Income 2017: -$33,6562017Revenue 2018: $137,957Expenses 2018: $257,590Net Income 2018: -$119,6332018Revenue 2019: $197,062Expenses 2019: $223,928Net Income 2019: -$26,8662019Revenue 2020: $52,333Expenses 2020: $135,500Net Income 2020: -$83,1672020Revenue 2021: $69,906Expenses 2021: $132,051Net Income 2021: -$62,1452021Revenue 2022: $82,423Expenses 2022: $101,463Net Income 2022: -$19,0402022Revenue 2023: $179,252Expenses 2023: $142,240Net Income 2023: $37,0122023Revenue 2024: $178,131Expenses 2024: $288,125Net Income 2024: -$109,9942024Revenue 2025: $221,331Expenses 2025: $157,267Net Income 2025: $64,0642025

Highlighted filing

2025

Revenue$221,331
Expenses$157,267
Net Income$64,064

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$240,465
Mission and Program Overview

Mission

The newberg rotary foundation's primary purpose is to support the efforts of rotary international to achieve world understanding and peace through international humanitarian, educational, and cultural exchange programs.

The newberg rotary foundation's primary purpose is to promote and encourage the health, education and general welfare of youth, principally in newberg & local areas. International humanitarian projects are also supported.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$602,589$701,593▲ $99,004
Cash and Non-Interest-Bearing Accounts$8,484$26,343▲ $17,859
Savings and Temporary Cash Investments$14,365$11,882▼ $2,483
Total Assets$625,438$739,818▲ $114,380
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$611,846$711,593▲ $99,747
Net Assets Without Donor Restrictions$13,592$28,225▲ $14,633
Total Net Assets Fund Balance$625,438$739,818▲ $114,380
Total Liabilities and Net Assets / Fund Balance$625,438$739,818▲ $114,380

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$602,589$114,968▲ $71,111$-2,044$711,593
2023$473,256-▲ $174,029$-60$602,589
2022$473,555-▲ $51,002$-2,135$473,256
2021$656,282-▼ $155,925$-122$473,555
2020$579,156-▲ $158,174-$656,282
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jack SumnerPresident
Daniel RobertsDirector
Kathi FutornickDirector
Grant GerkeSecretary
Auggie GonzalesTreasurer
Larry StroberVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$82,532
Program Service Revenue
$0
Investment Income
$20,904
Other Revenue
$117,895
All Other Contributions
$71,382
Change in Net Assets
$64,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,568
Other Expenses$11,699
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,100--$78,100
Grants to Domestic Individuals$48,332--$48,332
Foreign Grants$19,136--$19,136
Fees for Service Investment Mgmnt Fees-$5,032-$5,032
Fees for Services Accounting-$4,103-$4,103
Office Expenses$238--$238
Other Expenses-$20-$20
Total Functional Expenses$145,806$11,461$0$157,267
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vivien Lee FoundationNewberg, OR-Cystic Fib. Research$13,880
Newberg School DistrictNewberg, OR-Various/resources$8,595
Chehalem Park & Rec DistrictNewberg, OR-Program Scholarships$8,000
Newberg Rotary Early BirdsNewberg, OR-Youth Exchange Prog$6,005
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$32,061
Fundraising Direct Expenses$19,134
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$43,211$32,061$7,247$24,814
Total Events$43,211$32,061$19,134$12,927
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Page 6, Part VI, Line 11B

The draft from 990 is provided to and reviewed by the board prior to submission.

Form 990, Page 6, Part VI, Line 12C

Each director, principal officer and member of a committee with board delegated powers shall annually sign a statement which declares they have received the conflict of interest statement and whether such person has an actual or potential conflict of interest. The board regularly and consistently monitors and enforces compliance with the policy.

Form 990, Page 6, Part VI, Line 19

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 Rotary Foundation
EIN
23-7371454
Phone
5035908956
Address
PO BOX 1029, NEWBERG, OR 97132

Signing Officer

Name
Auggie Gonzales
Title
Treasurer
Phone
5035385023
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Auggie Gonzales
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
35

Preparer

Firm
Want CPA Pc
Address
105 N MAIN ST, NEWBERG, OR 97132
Preparer
Deanne Platter
Phone
5035385023
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

International projects involving youth, including hosting an international exchange student and and peace initiatives

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Endowment funds are to be used for scholarships, to provide funds to area youth services and peace initiatives

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IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01410
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS, TO PROVIDE FUNDS TO AREA YOUTH SERVICES AND PEACE INITIATIVES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.98590
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIP
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IRS990ScheduleI/RecipientTable/CashGrantAmt16005
IRS990ScheduleI/RecipientTable/CashGrantAmt28000
IRS990ScheduleI/RecipientTable/CashGrantAmt313880
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VARIOUS/RESOURCES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1YOUTH EXCHANGE PROG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROGRAM SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CYSTIC FIB. RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NEWBERG SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NEWBERG ROTARY EARLY BIRDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHEHALEM PARK & REC DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3VIVIEN LEE FOUNDATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0714 E 6TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1060
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2415 E SHERIDAN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34050 NE TERRACE DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWBERG
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IRS990ScheduleI/RecipientTable/USAddress/CityNm3NEWBERG
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTERNATIONAL PROJECTS INVOLVING YOUTH, INCLUDING HOSTING AN INTERNATIONAL EXCHANGE STUDENT AND AND PEACE INITIATIVES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DRAFT FROM 990 IS PROVIDED TO AND REVIEWED BY THE BOARD PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH DECLARES THEY HAVE RECEIVED THE CONFLICT OF INTEREST STATEMENT AND WHETHER SUCH PERSON HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE BOARD REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE FURNISHED UPON REASONABLE REQUEST. THE ORGANIZATION'S DOCUMENTS ARE ALSO AVAILABLE ONLINE THROUGH GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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