Civic Intelligence

Newberg Rotary Foundation

990 • Fiscal year 2016 • EIN 23-7371454

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 04, 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

1st percentile

-0.01x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

26th percentile

-4.5%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-44%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$717,562

Down $33,991 (-4.5%) from 2015

Net Assets

Down

$719,936

Down $35,241 (-4.7%) from 2015

Liabilities

Up

-$2,374

Up $1,250 (+34%) from 2015

Revenue

Down

$200,749

Down $155,038 (-44%) from 2015

Expenses

Up

$238,215

Up $13,175 (+5.9%) from 2015

Net Income

Down

-$37,466

Down $168,213 (-129%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$717,562
Liabilities-$2,374
Net Assets$719,936

Operations Trend

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

2016

Revenue$200,749
Expenses$238,215
Net Income-$37,466
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 4, 2016
Return Version
2015v2.1
Gross Receipts
$257,730
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$584,280$599,978▲ $15,698
Cash and Non-Interest-Bearing Accounts$12,650$58,971▲ $46,321
Savings and Temporary Cash Investments$154,623$58,613▼ $96,010
Total Assets$751,553$717,562▼ $33,991
Liabilities
Accounts Payable and Accrued Expenses$-3,624$-2,374▲ $1,250
Total Liabilities$-3,624$-2,374▲ $1,250
Net Assets / Fund Balance
Temporarily Rstr Net Assets$430,619$444,790▲ $14,171
Permanently Rstr Net Assets$153,661$155,188▲ $1,527
Unrestricted Net Assets$170,897$119,958▼ $50,939
Total Net Assets Fund Balance$755,177$719,936▼ $35,241
Total Liabilities and Net Assets / Fund Balance$751,553$717,562▼ $33,991

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$584,280-▲ $15,698-$599,978
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

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
$129,987
Program Service Revenue
$0
Investment Income
$13,740
Other Revenue
$57,022
All Other Contributions
$100,137
Change in Net Assets
$-37,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$235,443
Other Expenses$2,772
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$190,143--$190,143
Grants to Domestic Individuals$45,300--$45,300
Fees for Services Accounting-$2,772-$2,772
Total Functional Expenses$235,443$2,772$0$238,215
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Helping HandsSeaside, OR--$33,000
Newberg Christian ChurchNewberg, OR-Guatemala Project$18,000
Newberg Booster ClubNewbrg, OR-Clothing & Schl Supp$12,000
Chehalem Park & Rec DistrictNewberg, OR-GOV'T EXPERIENCE$10,000
Newberg Christian ChurchNewberg, OR-Scholorships$10,000
Newberg Public LibraryNewberg, OR-Summer Reading$9,700
Close Up ProgramNewberg, OR-After School Prog$8,340
Chehalem Family Youth ServicesNewberg, OR-Royal Kids Camp$8,100
World Community ServiceNewberg, OR--$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,003
Fundraising Direct Expenses$56,981
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$143,853$114,003$9,551$104,452
Total Events$143,853$114,003$56,981$57,022
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
5035385023
Signed
2016-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Auggie Gonzales
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
72

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 2,225 total 2,225

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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/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0305608
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0260414
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0271513
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011099
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.25870
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt029850
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029850
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056981
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03974
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0143853
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0114003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0114003
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057022
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt011320
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt011320
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09551
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09551
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt032136
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt032136
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt045300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt033
IRS990ScheduleI/RecipientTable/CashGrantAmt09700
IRS990ScheduleI/RecipientTable/CashGrantAmt112000
IRS990ScheduleI/RecipientTable/CashGrantAmt28100
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt58340
IRS990ScheduleI/RecipientTable/CashGrantAmt618000
IRS990ScheduleI/RecipientTable/CashGrantAmt733000
IRS990ScheduleI/RecipientTable/CashGrantAmt87500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUMMER READING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CLOTHING & SCHL SUPP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ROYAL KIDS CAMP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOLORSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GOV'T EXPERIENCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5AFTER SCHOOL PROG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GUATEMALA PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NEWBERG PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NEWBERG BOOSTER CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHEHALEM FAMILY YOUTH SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3NEWBERG CHRISTIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CHEHALEM PARK & REC DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5CLOSE UP PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6NEWBERG CHRISTIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7HELPING HANDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8WORLD COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/RecipientEIN0930884701
IRS990ScheduleI/RecipientTable/RecipientEIN1930509798
IRS990ScheduleI/RecipientTable/RecipientEIN2930509798
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0503 E HANCOCK ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 831
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2501 E 1ST ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32315 VILLA RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4125 S ELLIOTT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5714 E SIXTH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt62315 VILLA ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt71010 3RD AV SUITE A
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt82880 HAYES STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0PO BOX 413
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEWBRG
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IRS990ScheduleI/RecipientTable/USAddress/CityNm6NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm7SEASIDE
IRS990ScheduleI/RecipientTable/USAddress/CityNm8NEWBERG
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8OR
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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 2,225 TOTAL 2,225
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/TemporarilyRstrNetAssetsGrp/EOYAmt0444790
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0235443
IRS990/TotalFunctionalExpensesGrp/TotalAmt0238215
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0-3624
IRS990/TotalLiabilitiesEOYAmt0-2374
IRS990/TotalLiabilitiesGrp/BOYAmt0-3624
IRS990/TotalLiabilitiesGrp/EOYAmt0-2374
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0755177
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0719936
IRS990/TotalOtherProgSrvcExpenseAmt018550
IRS990/TotalOtherProgSrvcGrantAmt018550
IRS990/TotalProgramServiceExpensesAmt0235443
IRS990/TotalRevenueGrp/ExclusionAmt070762
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200749
IRS990/TotalVolunteersCnt072
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0170897
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0119958
IRS990/UponRequestInd0X

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