Civic Intelligence

Newberg Rotary Foundation

990 • Fiscal year 2024 • EIN 23-7371454

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 09, 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

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

5th percentile

-62%

Higher net margin than 5% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

8.2%

Faster asset growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-0.6%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$625,438

Up $47,402 (+8.2%) from 2023

Net Assets

Up

$625,438

Up $47,402 (+8.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Down

$178,131

Down $1,121 (-0.6%) from 2023

Expenses

Up

$288,125

Up $145,885 (+103%) from 2023

Net Income

Down

-$109,994

Down $147,006 (-397%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2024

Assets$625,438
Liabilities$0
Net Assets$625,438
Open 2024 Filing

Operations Trend

Revenue Growth36th 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

2024

Revenue$178,131
Expenses$288,125
Net Income-$109,994
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 9, 2024
Return Version
2023v6.0
Gross Receipts
$217,554
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$473,256$602,589▲ $129,333
Savings and Temporary Cash Investments$87,005$14,365▼ $72,640
Cash and Non-Interest-Bearing Accounts$17,775$8,484▼ $9,291
Total Assets$578,036$625,438▲ $47,402
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$473,256$611,846▲ $138,590
Net Assets Without Donor Restrictions$104,780$13,592▼ $91,188
Total Net Assets Fund Balance$578,036$625,438▲ $47,402
Total Liabilities and Net Assets / Fund Balance$578,036$625,438▲ $47,402

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$473,256-▲ $174,029$-60$602,589
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
Compensation and Service Providers
Top Officer Pay55th 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
$139,870
Program Service Revenue
$0
Investment Income
$16,669
Other Revenue
$21,592
All Other Contributions
$139,870
Change in Net Assets
$-109,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$279,127
Other Expenses$8,998
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$127,834--$127,834
Grants to Domestic Orgs$105,293--$105,293
Grants to Domestic Individuals$46,000--$46,000
Fees for Service Investment Mgmnt Fees-$4,636-$4,636
Fees for Services Accounting-$3,957-$3,957
Other Expenses-$50-$50
Total Functional Expenses$279,127$8,998$0$288,125
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chehalem Park & Rec DistrictNewberg, OR-Pool Park Statue$37,125
Newberg Booster ClubNewberg, OR-Sound System$15,000
Newberg School DistrictNewberg, OR-Summer Sch/resources$9,300
Newberg Rotary Early BirdsNewberg, OR-Exchange Program$5,855

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,015
Fundraising Direct Expenses$39,423
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$61,015$61,015$39,423$21,592
Total Events$61,015$61,015$39,423$21,592
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
2024-01-09
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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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUMMER SCH/RESOURCES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EXCHANGE PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2POOL PARK STATUE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SOUND SYSTEM
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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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$625,438
Liabilities
$0
Net assets
$625,438
Revenue
$178,131
Expenses
$288,125
Net income
-$109,994
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