Civic Intelligence

Newberg Rotary Foundation

990 • Fiscal year 2023 • EIN 23-7371454

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 01, 2024

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

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

117%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$578,036

Up $62,885 (+12%) from 2022

Net Assets

Up

$578,036

Up $65,529 (+13%) from 2022

Liabilities

Down

$0

Down $2,644 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin74th percentile

Revenue

Up

$179,252

Up $96,829 (+117%) from 2022

Expenses

Up

$142,240

Up $40,777 (+40%) from 2022

Net Income

Up

$37,012

Up $56,052 (+294%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2023

Assets$578,036
Liabilities$0
Net Assets$578,036
Open 2023 Filing

Operations Trend

Revenue Growth92nd 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

2023

Revenue$179,252
Expenses$142,240
Net Income$37,012
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 1, 2024
Return Version
2022v5.0
Gross Receipts
$212,004
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$473,555$473,256▼ $299
Savings and Temporary Cash Investments$29,878$87,005▲ $57,127
Cash and Non-Interest-Bearing Accounts$11,718$17,775▲ $6,057
Total Assets$515,151$578,036▲ $62,885
Liabilities
Grants Payable$2,644--
Total Liabilities$2,644$0▼ $2,644
Net Assets / Fund Balance
Net Assets With Donor Restrictions$473,555$473,256▼ $299
Net Assets Without Donor Restrictions$38,952$104,780▲ $65,828
Total Net Assets Fund Balance$512,507$578,036▲ $65,529
Total Liabilities and Net Assets / Fund Balance$515,151$578,036▲ $62,885

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$473,555-▲ $51,002$-2,135$473,256
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
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Jack SumnerPresident
Daniel RobertsDirector
Kathi FutornickDirector
Grant GerkeSecretary
Auggie GonzalesTreasurer
Larry StroberVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$109,524
Program Service Revenue
$13,000
Investment Income
$22,612
Other Revenue
$34,116
All Other Contributions
$109,524
Change in Net Assets
$37,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$131,584
Other Expenses$10,656
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,584--$80,584
Grants to Domestic Individuals$48,500--$48,500
Fees for Service Investment Mgmnt Fees-$4,166-$4,166
Fees for Services Accounting-$3,840-$3,840
Foreign Grants$2,500--$2,500
Other Expenses-$2,135-$2,135
Office Expenses$515--$515
Total Functional Expenses$132,099$10,141$0$142,240
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Newberg School DistrictNewberg, OR-Resource Rooms$16,450
Chehalem Park and RecNewberg, OR--$10,000
Chehalem Park & Rec DistrictNewberg, OR-Pool Park Statue$9,525
Newberg Rotary Early BirdsNewberg, OR-Exchange Program$8,370
Newberg School DistrictNewberg, OR--$6,971
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,868
Fundraising Direct Expenses$32,752
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$66,868$66,868$32,752$34,116
Total Events$66,868$66,868$32,752$34,116
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
2024-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Auggie Gonzales
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
50

Preparer

Firm
Want CPA Pc
Address
105 N MAIN ST, NEWBERG, OR 97132
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”

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EXCHANGE PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2POOL PARK STATUE
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHEHALEM PARK & REC DISTRICT
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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.
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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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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$578,036
Liabilities
$0
Net assets
$578,036
Revenue
$179,252
Expenses
$142,240
Net income
$37,012
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