Civic Intelligence

Newberg Rotary Foundation

990 • Fiscal year 2019 • EIN 23-7371454

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

1st percentile

-0.01x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

43%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$662,519

Down $3,857 (-0.6%) from 2018

Net Assets

Down

$664,268

Down $3,857 (-0.6%) from 2018

Liabilities

Flat

-$1,749

Flat from 2018

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin17th percentile

Revenue

Up

$197,062

Up $59,105 (+43%) from 2018

Expenses

Down

$223,928

Down $33,662 (-13%) from 2018

Net Income

Up

-$26,866

Up $92,767 (+78%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$662,519
Liabilities-$1,749
Net Assets$664,268
Open 2019 Filing

Operations Trend

Revenue Growth84th 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

2019

Revenue$197,062
Expenses$223,928
Net Income-$26,866
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$234,046
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$600,901$593,134▼ $7,767
Savings and Temporary Cash Investments$10,351$63,746▲ $53,395
Cash and Non-Interest-Bearing Accounts$55,124$5,639▼ $49,485
Total Assets$666,376$662,519▼ $3,857
Liabilities
Accounts Payable and Accrued Expenses$-1,749$-1,749→ $0
Total Liabilities$-1,749$-1,749→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$402,296$399,643▼ $2,653
Permanently Rstr Net Assets$198,605$193,491▼ $5,114
Unrestricted Net Assets$67,224$71,134▲ $3,910
Total Net Assets Fund Balance$668,125$664,268▼ $3,857
Total Liabilities and Net Assets / Fund Balance$666,376$662,519▼ $3,857

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$600,901-▲ $62,259-$593,134
2017$598,178-▲ $62,723-$600,901
2016$599,978-▲ $84,200-$598,178
2015$584,280-▲ $15,698-$599,978
2014$381,123$181,326▲ $21,831-$584,280
Compensation and Service Providers
Top Officer Pay50th 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
$98,407
Program Service Revenue
$0
Investment Income
$39,330
Other Revenue
$59,325
All Other Contributions
$81,032
Change in Net Assets
$-26,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$220,696
Other Expenses$3,232
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,713--$170,713
Grants to Domestic Individuals$49,983--$49,983
Fees for Services Accounting-$3,232-$3,232
Total Functional Expenses$220,696$3,232$0$223,928
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chehalem Park & Rec DistrictNewberg, OR-Pool Park$20,000
Helping HandsSeaside, OR--$17,375
Peace Village GlobalPortland, OR-Peace Village$12,000
Chehalem Park & Rec DistrictNewberg, OR-Scholarships$11,000
World Community ServiceNewberg, OR-Guatemala Project$10,000
Yamhill Enrichment SocietyMcminnville, OR-Youth Music Program$10,000
Friendsview Retirement CommNewberg, OR-Nursing Asst Classes$7,400
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$96,309
Fundraising Direct Expenses$36,984
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$113,684$96,309$17,965$78,344
Total Events$113,684$96,309$36,984$59,325
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
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Auggie Gonzales
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
65

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 23,009”

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/OthDirectExpnssTotalEventsAmt017965
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017965
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IRS990ScheduleI/RecipientTable/CashGrantAmt47400
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt617375
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GUATEMALA PROJECT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PEACE VILLAGE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3POOL PARK
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4NURSING ASST CLASSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5YOUTH MUSIC PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WORLD COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PEACE VILLAGE GLOBAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHEHALEM PARK & REC DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHEHALEM PARK & REC DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FRIENDSVIEW RETIREMENT COMM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5YAMHILL ENRICHMENT SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6HELPING HANDS
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14436 SE MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2125 S ELLIOTT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3125 S ELLIOTT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41301 FULTON ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5638 NE 5TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61010 3RD AV SUITE A
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm3NEWBERG
IRS990ScheduleI/RecipientTable/USAddress/CityNm4NEWBERG
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OR
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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 23,009
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/TotalOtherProgSrvcGrantAmt029300
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IRS990/TotalRevenueGrp/ExclusionAmt068235
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030420
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0197062
IRS990/TotalVolunteersCnt065
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IRS990/USAddress/CityNm0NEWBERG
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AUGGIE GONZALES

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$662,519
Liabilities
-$1,749
Net assets
$664,268
Revenue
$197,062
Expenses
$223,928
Net income
-$26,866
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