Civic Intelligence

Newberg Rotary Foundation

990 • Fiscal year 2017 • EIN 23-7371454

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

1st percentile

-0.01x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

48th percentile

2.5%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-0.4%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$735,413

Up $17,851 (+2.5%) from 2016

Net Assets

Up

$738,287

Up $18,351 (+2.5%) from 2016

Liabilities

Down

-$2,874

Down $500 (-21%) from 2016

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin15th percentile

Revenue

Down

$199,870

Down $879 (-0.4%) from 2016

Expenses

Down

$233,526

Down $4,689 (-2.0%) from 2016

Net Income

Up

-$33,656

Up $3,810 (+10%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

2017

Assets$735,413
Liabilities-$2,874
Net Assets$738,287
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

2017

Revenue$199,870
Expenses$233,526
Net Income-$33,656
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$270,395
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$599,978$598,178▼ $1,800
Savings and Temporary Cash Investments$58,613$106,866▲ $48,253
Cash and Non-Interest-Bearing Accounts$58,971$30,369▼ $28,602
Total Assets$717,562$735,413▲ $17,851
Liabilities
Accounts Payable and Accrued Expenses$-2,374$-2,874▼ $500
Total Liabilities$-2,374$-2,874▼ $500
Net Assets / Fund Balance
Temporarily Rstr Net Assets$444,790$422,369▼ $22,421
Permanently Rstr Net Assets$155,188$175,809▲ $20,621
Unrestricted Net Assets$119,958$140,109▲ $20,151
Total Net Assets Fund Balance$719,936$738,287▲ $18,351
Total Liabilities and Net Assets / Fund Balance$717,562$735,413▲ $17,851

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$599,978-▲ $84,200-$598,178
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
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jack SumnerPresident
Jeff LaneDirector
Leona ToddDirector
Andrew AylorSecretary
Auggie GonzalesTreasurer
Bob FickerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$129,554
Program Service Revenue
$0
Investment Income
$32,357
Other Revenue
$37,959
All Other Contributions
$100,154
Change in Net Assets
$-33,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$230,058
Other Expenses$3,468
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$182,809--$182,809
Grants to Domestic Individuals$47,249--$47,249
Fees for Services Accounting-$3,468-$3,468
Total Functional Expenses$230,058$3,468$0$233,526
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Helping HandsSeaside, OR-Guatemala Project$29,400
Newberg Christian ChurchNewberg, OR-Royal Kids Camp$12,000
Newberg Christian ChurchNewberg, OR-My Zone$12,000
Chehalem Park & Rec DistrictNewberg, OR-Scholarships$11,000
Newberg Public LibraryNewberg, OR-Summer Reading$10,550
Close Up ProgramNewberg, OR-GOV'T EXPERIENCE$10,000
Yes FoundationEvanston, IL--$10,000
Newberg Education FoundationNewberg, OR-Nepal Global Grant$8,500
Chehalem Family Youth ServicesNewberg, OR-Clothing & Schl Supp$8,000
Rotary Internation Foundation---$8,000
World Community ServiceNewberg, OR-Reading Materials$7,500
Newberg School DistrictNewberg, OR-World of Speed Train$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$108,484
Fundraising Direct Expenses$70,525
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$137,884$108,484$24,783$83,701
Total Events$137,884$108,484$70,525$37,959
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
2017-11-01
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 52,007”

Raw XML AppendixShowing 400 of 460 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/RentFacilityCostsEvent1Amt036494
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt036494
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIP
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IRS990ScheduleI/RecipientTable/CashGrantAmt77500
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IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt118000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUMMER READING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CLOTHING & SCHL SUPP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ROYAL KIDS CAMP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GOV'T EXPERIENCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5MY ZONE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GUATEMALA PROJECT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7READING MATERIALS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8WORLD OF SPEED TRAIN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9NEPAL GLOBAL GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NEWBERG PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHEHALEM FAMILY YOUTH SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NEWBERG CHRISTIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHEHALEM PARK & REC DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CLOSE UP PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5NEWBERG CHRISTIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6HELPING HANDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7WORLD COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8NEWBERG SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9NEWBERG EDUCATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10YES FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11ROTARY INTERNATION FOUNDATION
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3125 S ELLIOTT ROAD
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61010 3RD AV SUITE A
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt72880 HAYES STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8714 E 6TH ST
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt101560 SHERMAN AVENUE
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEWBERG
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IRS990ScheduleI/RecipientTable/USAddress/CityNm9NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm10EVANSTON
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OR
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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 52,007
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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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$735,413
Liabilities
-$2,874
Net assets
$738,287
Revenue
$199,870
Expenses
$233,526
Net income
-$33,656
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