Civic Intelligence

Newberg Rotary Club

EIN 93-0747935 • 501(c)4 • Newberg, OR

Profile

Community service and fellowship

PO Box 703Newberg, OR 97132

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

41st percentile

-1.9%

Higher net margin than 41% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

-1.7%

Faster asset growth than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-45%

Faster revenue growth than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$41,108

Down $727 (-1.7%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$41,108

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$38,689

Down $31,336 (-45%) from 2024

Expenses

Down

$39,416

Down $36,137 (-48%) from 2024

Net Income

Up

-$727

Up $4,801 (+87%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $18,544Liabilities 2012: $02012Assets 2013: $8,547Net Assets 2013: $8,5472013Assets 2014: $28,423Liabilities 2014: $02014Assets 2015: $19,960Net Assets 2015: $19,9602015Assets 2016: $18,815Liabilities 2016: $242Net Assets 2016: $18,5732016Assets 2017: $37,367Net Assets 2017: $37,3672017Assets 2018: $45,141Liabilities 2018: $7,355Net Assets 2018: $37,7862018Assets 2019: $51,420Liabilities 2019: $8,780Net Assets 2019: $42,6402019Assets 2020: $63,977Liabilities 2020: $20,070Net Assets 2020: $43,9072020Assets 2021: $103,544Liabilities 2021: $55,080Net Assets 2021: $48,4642021Assets 2022: $58,850Liabilities 2022: $8,519Net Assets 2022: $50,3312022Assets 2023: $47,363Liabilities 2023: $02023Assets 2024: $41,835Liabilities 2024: $02024Assets 2025: $41,108Net Assets 2025: $41,1082025

Highlighted filing

2025

Assets$41,108
Liabilities-
Net Assets$41,108
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $55,765Expenses 2012: $48,853Net Income 2012: $6,9122012Revenue 2013: $48,663Expenses 2013: $58,660Net Income 2013: -$9,9972013Revenue 2014: $58,247Expenses 2014: $38,371Net Income 2014: $19,8762014Revenue 2015: $47,034Expenses 2015: $55,497Net Income 2015: -$8,4632015Revenue 2016: $55,864Expenses 2016: $57,251Net Income 2016: -$1,3872016Revenue 2017: $83,105Expenses 2017: $64,311Net Income 2017: $18,7942017Revenue 2018: $69,919Expenses 2018: $65,946Net Income 2018: $3,9732018Revenue 2019: $64,427Expenses 2019: $59,522Net Income 2019: $4,9052019Revenue 2020: $55,975Expenses 2020: $41,738Net Income 2020: $14,2372020Revenue 2021: $140,341Expenses 2021: $97,701Net Income 2021: $42,6402021Revenue 2022: $68,405Expenses 2022: $113,286Net Income 2022: -$44,8812022Revenue 2023: $74,300Expenses 2023: $85,787Net Income 2023: -$11,4872023Revenue 2024: $70,025Expenses 2024: $75,553Net Income 2024: -$5,5282024Revenue 2025: $38,689Expenses 2025: $39,416Net Income 2025: -$7272025

Highlighted filing

2025

Revenue$38,689
Expenses$39,416
Net Income-$727
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$41,108
Liabilities
-
Net assets
$41,108
Revenue
$38,689
Expenses
$39,416
Net income
-$727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.41$0.39$0.39$0.01
2024Summary only. Only limited summary data is available for this year.$0.42$0.00$0.70$0.76$0.06
2023Summary only. Only limited summary data is available for this year.$0.47$0.00$0.74$0.86$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.09$0.50$0.68$1.13$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.55$0.48$1.40$0.98$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.20$0.44$0.56$0.42$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.09$0.43$0.64$0.60$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.07$0.38$0.70$0.66$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.37$0.83$0.64$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.56$0.57$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.47$0.55$0.08
2014Summary only. Only limited summary data is available for this year.$0.28$0.00$0.58$0.38$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.09$0.49$0.59$0.10
2012Summary only. Only limited summary data is available for this year.$0.19$0.00$0.56$0.49$0.07
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 2, 2022
Return Version
2021v4.0
Gross Receipts
$78,971
Mission and Program Overview

Mission

Community service and fellowship

Program Services

DescriptionGrantsExpenses
INTERNATIONAL ASSISTANCE AND GOODWILL$62,329$62,329
FELLOWSHIP: FRIENDSHIPS & BUSINESS CONNECTION-$38,431
COMMUNITY SERVICE PROJECTS$4,469$8,396
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE COLVINTreasurer-$0--
SHANNON KNIGHTSecretary-$0--
REBECCA ANKENYPresident-$0--
SHANNON BUCKMASTERPast Preside-$0--
WENDY MACARTHUR TRUMBOPresident-El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pancake Breakfa$13,509$13,509$10,566$2,943
Auction/golden$6,000$6,000-$6,000
Total Events$19,509$19,509$10,566$8,943
Filing and Contact Details

Filer

Filer Name
Newberg Rotary Club
EIN
93-0747935
Phone
5035385023
Address
PO BOX 703, NEWBERG, OR 97132

Signing Officer

Name
Michelle Colvin
Title
Treasurer
Phone
5035385023
Signed
2022-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Want & Emery Cpas
Address
PO BOX 1029, NEWBERG, OR 97132-8029
Preparer
Deanne Platter
Phone
5035385023
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary district 5100 dues 3,320 15115 sw sequoia pkwy portland or 97224 rotary international dues 5,652 65 w jackson boulevard 911 chicago il 60604 rotary foundation polio plus 2,987 14280 collections center dr chicago il 60693”

Form 990-ez, Part I, Line 10

“Name: rotary club of kathmandu , np cash contribution: 30,329 name: campaign for tobacco free address: 1400 i street nw washington, dc 20005 cash contribution: 32,000”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 50 office expenses 210 club meetings 17,307 installation banquet 7,591 badges & awards 505 bank/merchant fees 220 discretionary spending 246 community expense 3,681 training expense 1,069 total 30,879”

Form 990-ez, Part I, Line 20

“Reduction in grants payable 46,748”

Form 990-ez, Part II, Line 24

“Laptop 509 509 less accumulated depreciation 509 509 total 0 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 77 395 grants payable 55,003 8,124”

Raw XML Appendix138 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WANT EMERY CPAS PC
IRS990EZ/BooksInCareOfDetail/PhoneNum05035385023
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 703
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWBERG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103544
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058850
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030874
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-44881
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03650
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103544
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058850
IRS990EZ/FundraisingGrossIncomeAmt019509
IRS990EZ/GrantsAndSimilarAmountsPaidAmt078757
IRS990EZ/GrossReceiptsAmt078971
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028588
IRS990EZ/MethodOfAccountingOtherDesc0HYBRID
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048464
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050331
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048464
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050331
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE COLVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA ANKENY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNON BUCKMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WENDY MACARTHUR TRUMBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT-EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt046748
IRS990EZ/OtherExpensesTotalAmt030879
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE AND FELLOWSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FELLOWSHIP: FRIENDSHIPS & BUSINESS CONNECTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERNATIONAL ASSISTANCE AND GOODWILL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04469
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt162329
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08396
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt138431
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt262329
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt010566
IRS990EZ/SpecialEventsNetIncomeLossAmt08943
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt055080
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08519
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113286
IRS990EZ/TotalProgramServiceExpensesAmt0109156
IRS990EZ/TotalRevenueAmt068405
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010566
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PANCAKE BREAKFA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION/GOLDEN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019509
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08943
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010566
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY DISTRICT 5100 DUES 3,320 15115 SW SEQUOIA PKWY PORTLAND OR 97224 ROTARY INTERNATIONAL DUES 5,652 65 W JACKSON BOULEVARD 911 CHICAGO IL 60604 ROTARY FOUNDATION POLIO PLUS 2,987 14280 COLLECTIONS CENTER DR CHICAGO IL 60693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: ROTARY CLUB OF KATHMANDU , NP CASH CONTRIBUTION: 30,329 NAME: CAMPAIGN FOR TOBACCO FREE ADDRESS: 1400 I STREET NW WASHINGTON, DC 20005 CASH CONTRIBUTION: 32,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING AND PROMOTION 50 OFFICE EXPENSES 210 CLUB MEETINGS 17,307 INSTALLATION BANQUET 7,591 BADGES & AWARDS 505 BANK/MERCHANT FEES 220 DISCRETIONARY SPENDING 246 COMMUNITY EXPENSE 3,681 TRAINING EXPENSE 1,069 TOTAL 30,879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REDUCTION IN GRANTS PAYABLE 46,748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LAPTOP 509 509 LESS ACCUMULATED DEPRECIATION 509 509 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 77 395 GRANTS PAYABLE 55,003 8,124
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE COLVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035385023
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWBERG ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0930747935
ReturnHeader/Filer/PhoneNum05035385023
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 703
ReturnHeader/Filer/USAddress/CityNm0NEWBERG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200485578
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/PreparationDt02022-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEANNE PLATTER
ReturnHeader/ReturnTs02022-12-14T11:31:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLVIN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits