Civic Intelligence

Newberg Rotary Foundation

990 • Fiscal year 2022 • EIN 23-7371454

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 23, 2022

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

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

54th percentile

0.03x

Higher debt load relative to revenue than 54% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

7th percentile

-27%

Faster asset growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

60th percentile

18%

Faster revenue growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$515,151

Down $192,635 (-27%) from 2021

Net Assets

Down

$512,507

Down $195,279 (-28%) from 2021

Liabilities

Up

$2,644

Up $2,644 from 2021

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin14th percentile

Revenue

Up

$82,423

Up $12,517 (+18%) from 2021

Expenses

Down

$101,463

Down $30,588 (-23%) from 2021

Net Income

Up

-$19,040

Up $43,105 (+69%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2022

Assets$515,151
Liabilities$2,644
Net Assets$512,507
Open 2022 Filing

Operations Trend

Revenue Growth60th 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

2022

Revenue$82,423
Expenses$101,463
Net Income-$19,040
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 23, 2022
Return Version
2021v4.0
Gross Receipts
$121,960
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$656,282$473,555▼ $182,727
Savings and Temporary Cash Investments$21,868$29,878▲ $8,010
Cash and Non-Interest-Bearing Accounts$27,109$11,718▼ $15,391
Pledges and Grants Receivable$2,527--
Total Assets$707,786$515,151▼ $192,635
Liabilities
Grants Payable-$2,644-
Total Liabilities$0$2,644▲ $2,644
Net Assets / Fund Balance
Net Assets With Donor Restrictions$656,282$473,555▼ $182,727
Net Assets Without Donor Restrictions$51,504$38,952▼ $12,552
Total Net Assets Fund Balance$707,786$512,507▼ $195,279
Total Liabilities and Net Assets / Fund Balance$707,786$515,151▼ $192,635

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$656,282-▼ $155,925$-122$473,555
2020$579,156-▲ $158,174-$656,282
2019$593,134-▲ $64,017-$579,156
2018$600,901-▲ $62,259-$593,134
2017$598,178-▲ $62,723-$600,901
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Jack SumnerPresident
Lisa SalmonsDirector
Michael SipesDirector
Paula RadichSecretary
Auggie GonzalesTreasurer
Shannon BuckmasterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$26,385
Program Service Revenue
$0
Investment Income
$20,324
Other Revenue
$35,714
All Other Contributions
$26,385
Change in Net Assets
$-19,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,925
Other Expenses$9,538
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,759--$49,759
Grants to Domestic Individuals$39,666--$39,666
Fees for Service Investment Mgmnt Fees-$5,680-$5,680
Fees for Services Accounting-$3,736-$3,736
Foreign Grants$2,500--$2,500
Other Expenses-$122-$122
Total Functional Expenses$91,925$9,538$0$101,463
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Junior Orchestra of YamhillMcminnville, OR-Music Development$10,000
Newberg School DistrictNewberg, OR-Resource Rooms$7,860
Newberg Rotary Early BirdsNewberg, OR-Exchange Program$5,490
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,251
Fundraising Direct Expenses$39,537
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$75,251$75,251$39,537$35,714
Total Events$75,251$75,251$39,537$35,714
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
2022-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Auggie Gonzales
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
56

Preparer

Firm
Want & Emery Cpas
Address
PO BOX 1029, NEWBERG, OR 97132-8029
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”

Raw XML Appendix391 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/GrossRevenueEvent1Amt075251
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt039537
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IRS990ScheduleI/RecipientTable/CashGrantAmt17860
IRS990ScheduleI/RecipientTable/CashGrantAmt25490
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MUSIC DEVELOPMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESOURCE ROOMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EXCHANGE PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JUNIOR ORCHESTRA OF YAMHILL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NEWBERG SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NEWBERG ROTARY EARLY BIRDS
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1714 E 6TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2415 E SHERIDAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MCMINNVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEWBERG
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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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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalContributionsAmt026385
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091925
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101463
IRS990/TotalGrossUBIAmt00
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IRS990/TotalOtherProgSrvcGrantAmt011990
IRS990/TotalProgramServiceExpensesAmt091925
IRS990/TotalRevenueGrp/ExclusionAmt056038
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt082423
IRS990/TotalVolunteersCnt056
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AUGGIE GONZALES
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ReturnHeader/BusinessOfficerGrp/PhoneNum05035385023
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-23
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WANT & EMERY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1029
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBERG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0971328029
ReturnHeader/PreparerPersonGrp/PhoneNum05035385023
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEANNE PLATTER
ReturnHeader/ReturnTs02023-01-12T09:13:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AUGGIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GONZALES
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$515,151
Liabilities
$2,644
Net assets
$512,507
Revenue
$82,423
Expenses
$101,463
Net income
-$19,040
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