Civic Intelligence

Newberg Rotary Foundation

990 • Fiscal year 2015 • EIN 23-7371454

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 27, 2016

Organization Profile
PO Box 1029Newberg, OR 97132

(503) 590-8956

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

1st percentile

-0.01x

Higher debt load relative to revenue than 1% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets1st percentile

Assets

$751,553

No earlier filing loaded for comparison.

Net Assets

$755,177

No earlier filing loaded for comparison.

Liabilities

-$3,624

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin88th percentile

Revenue

$355,787

No earlier filing loaded for comparison.

Expenses

$225,040

No earlier filing loaded for comparison.

Net Income

$130,747

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2015

Assets$751,553
Liabilities-$3,624
Net Assets$755,177
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$355,787
Expenses$225,040
Net Income$130,747
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 27, 2016
Return Version
2014v6.0
Gross Receipts
$403,537
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$381,122$584,280▲ $203,158
Savings and Temporary Cash Investments$231,321$154,623▼ $76,698
Cash and Non-Interest-Bearing Accounts$-326$12,650▲ $12,976
Total Assets$612,117$751,553▲ $139,436
Liabilities
Accounts Payable and Accrued Expenses$-2,524$-3,624▼ $1,100
Total Liabilities$-2,524$-3,624▼ $1,100
Net Assets / Fund Balance
Temporarily Rstr Net Assets$371,123$430,619▲ $59,496
Unrestricted Net Assets$233,518$170,897▼ $62,621
Permanently Rstr Net Assets$10,000$153,661▲ $143,661
Total Net Assets Fund Balance$614,641$755,177▲ $140,536
Total Liabilities and Net Assets / Fund Balance$612,117$751,553▲ $139,436

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$381,123$181,326▲ $21,831-$584,280
2013$305,608$100,000▲ $49,256$73,741$381,123
2012$271,513-▲ $34,095-$305,608
2011$260,414-▲ $11,099-$271,513
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jack SumnerPresident
Grant GerkeDirector
Jeff LaneDirector
Andrew AylorSecretary
Auggie GonzalesTreasurer
Jim HirteVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$305,193
Program Service Revenue
$0
Investment Income
$12,181
Other Revenue
$38,413
All Other Contributions
$248,193
Change in Net Assets
$130,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$222,433
Other Expenses$2,607
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$187,767--$187,767
Grants to Domestic Individuals$34,666--$34,666
Fees for Services Accounting-$2,607-$2,607
Total Functional Expenses$222,433$2,607$0$225,040
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Helping HandsSeaside, OR--$39,000
Chehalem Park & Rec DistrictNewberg, OR-Migrant Student Trip$14,000
Newberg Christian ChurchNewberg, OR-Faith in Action Fund$12,000
Joan Austin Elementary SchoolNewbrg, OR--$11,258
Close Up FoundationAlexandria, VA-Stem/robotics Projec$10,000
Newberg Public LibraryNewberg, OR--$8,600
Chehalem Family Youth ServicesNewberg, OR-Royal Kids Camp$8,500
Rotary Internation FoundationEvanston, IL--$8,000
World Community ServiceNewberg, OR--$7,500
Providence Newberg Health FoundatioNewberg, OR-Community Pool$6,333
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$86,163
Fundraising Direct Expenses$47,750
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$143,163$86,163$9,193$76,970
Total Events$143,163$86,163$47,750$38,413
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 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
5035908956
Signed
2016-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
45

Preparer

Firm
WANT & EMERY CPA'S PC
Address
PO BOX 1029, NEWBERG, OR 97132-8029
Preparer
Deanne Platter
Phone
5035385023
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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

“International projects involving youth, including hosting an international exchange student and guatamala relief”

Form 990, Part XI, Line 9

“Unrealized gain on mutual funds 9,789”

Raw XML AppendixShowing 400 of 432 raw XML fields

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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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04297
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt032005
IRS990ScheduleI/GrantRecordsMaintainedInd0false
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034
IRS990ScheduleI/RecipientTable/CashGrantAmt08500
IRS990ScheduleI/RecipientTable/CashGrantAmt112000
IRS990ScheduleI/RecipientTable/CashGrantAmt26333
IRS990ScheduleI/RecipientTable/CashGrantAmt314000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt539000
IRS990ScheduleI/RecipientTable/CashGrantAmt611258
IRS990ScheduleI/RecipientTable/CashGrantAmt78600
IRS990ScheduleI/RecipientTable/CashGrantAmt87500
IRS990ScheduleI/RecipientTable/CashGrantAmt98000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ROYAL KIDS CAMP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FAITH IN ACTION FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2COMMUNITY POOL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3MIGRANT STUDENT TRIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4STEM/ROBOTICS PROJEC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHEHALEM FAMILY YOUTH SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NEWBERG CHRISTIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PROVIDENCE NEWBERG HEALTH FOUNDATIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHEHALEM PARK & REC DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CLOSE UP FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5HELPING HANDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6JOAN AUSTIN ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7NEWBERG PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8WORLD COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9ROTARY INTERNATION FOUNDATION
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21001 PROVIDENCE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3125 S ELLIOTT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41330 BRADDOCK PLACE SUITE 400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51010 3RD AV SUITE A
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt62200 N CENTER ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7503 E HANCOCK ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt82880 HAYES STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt91560 SHERMAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0PO BOX 413
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEWBERG
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IRS990ScheduleI/RecipientTable/USAddress/CityNm5SEASIDE
IRS990ScheduleI/RecipientTable/USAddress/CityNm6NEWBRG
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IRS990ScheduleI/RecipientTable/USAddress/CityNm9EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9IL
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL PROJECTS INVOLVING YOUTH, INCLUDING HOSTING AN INTERNATIONAL EXCHANGE STUDENT AND GUATAMALA RELIEF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DRAFT FROM 990 IS PROVIDED TO AND REVIEWED BY THE BOARD PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH 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/ExplanationTxt4FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE FURNISHED UPON REASONABLE REQUEST. THE ORGANIZATION'S DOCUMENTS ARE ALSO AVAILABLE ONLINE THROUGH GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNREALIZED GAIN ON MUTUAL FUNDS 9,789
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/TaxExemptBondsInd0false
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IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0305193
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02607
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0222433
IRS990/TotalFunctionalExpensesGrp/TotalAmt0225040
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0-2524
IRS990/TotalLiabilitiesEOYAmt0-3624
IRS990/TotalLiabilitiesGrp/BOYAmt0-2524
IRS990/TotalLiabilitiesGrp/EOYAmt0-3624
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0614641
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0755177
IRS990/TotalOtherProgSrvcExpenseAmt027300
IRS990/TotalOtherProgSrvcGrantAmt027300
IRS990/TotalProgramServiceExpensesAmt0222433
IRS990/TotalRevenueGrp/ExclusionAmt050594
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0355787
IRS990/TotalVolunteersCnt045
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0233518
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0170897

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$751,553
Liabilities
-$3,624
Net assets
$755,177
Revenue
$355,787
Expenses
$225,040
Net income
$130,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.00$7.40$2.21$1.57$0.64
2024Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$1.78$2.88$1.10
2023Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$1.79$1.42$0.37
2022Detailed filing. Detailed filing data is available for this year.$5.15$0.03$5.13$0.82$1.01$0.19
2021Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.70$1.32$0.62
2020Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.52$1.36$0.83
2019Detailed filing. Detailed filing data is available for this year.$6.63$0.02$6.64$1.97$2.24$0.27
2018Detailed filing. Detailed filing data is available for this year.$6.66$0.02$6.68$1.38$2.58$1.20
2017Detailed filing. Detailed filing data is available for this year.$7.35$0.03$7.38$2.00$2.34$0.34
2016Detailed filing. Detailed filing data is available for this year.$7.18$0.02$7.20$2.01$2.38$0.37
2015Detailed filing. Detailed filing data is available for this year.$7.52$0.04$7.55$3.56$2.25$1.31