Civic Intelligence

Newberg Rotary Club Rotary International

990EZ • Fiscal year 2019 • EIN 93-0747935

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 30, 2019

Organization ProfileN/A
PO Box 703Newberg, OR 97132

(503) 538-5023

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.14x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

61st percentile

7.6%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-7.9%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$51,420

Up $6,279 (+14%) from 2018

Net Assets

Up

$42,640

Up $4,854 (+13%) from 2018

Liabilities

Up

$8,780

Up $1,425 (+19%) from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin61st percentile

Revenue

Down

$64,427

Down $5,492 (-7.9%) from 2018

Expenses

Down

$59,522

Down $6,424 (-9.7%) from 2018

Net Income

Up

$4,905

Up $932 (+23%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$51,420
Liabilities$8,780
Net Assets$42,640
Open 2019 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$64,427
Expenses$59,522
Net Income$4,905
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$64,427
Mission and Program Overview

Mission

Community service and fellowship

Program Services

DescriptionGrantsExpenses
FELLOWSHIP: FRIENDSHIPS & BUSINESS CONNECTION-$37,338
COMMUNITY SERVICE PROJECTS$11,500$18,365
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OM SUKHEENAIPresident-$0--
TODD ENGLEPast Preside-$0--
TERRY WELDONTreasurer-$0--
PAULA RADICHSecretary-$0--
COREY ZIELSDORFPresident El-$0--
SHANNON BUCKMASTERVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/golden$10,000$10,000-$10,000
Pancake Breakfa$5,157$5,157-$5,157
Total Events$15,157$15,157-$15,157
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
Terry Weldon
Title
Treasurer
Phone
5035385023
Signed
2019-10-30
Discuss with paid preparer
Yes

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-ez, Part I, Line 10

“Rotary district 5100 dues 3,020 15115 sw sequoia pkwy portland or 97224 rotary international dues 5,077 65 w jackson boulevard 911 chicago il 60604 0”

Form 990-ez, Part I, Line 10

“Name: good neighbors nepal cash contribution: 6,000”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 641 office expenses 293 badges & awards 1,279 community expense 6,865 training expense 3,441 total 12,519”

Form 990-ez, Part I, Line 20

“Decrease in temp restricted funds -51”

Form 990-ez, Part II, Line 24

“Accounts receivable 7,650 0 inventories for sale or use 99 0 laptop 509 509 less accumulated depreciation 509 509 total 7,749 0”

Form 990-ez, Part II, Line 26

“Grants payable 7,355 8,780”

Raw XML Appendix142 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/BOYAmt037392
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051420
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016634
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04905
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02885
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045141
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051420
IRS990EZ/FundraisingGrossIncomeAmt015157
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019597
IRS990EZ/GrossReceiptsAmt064427
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032636
IRS990EZ/MethodOfAccountingOtherDesc0HYBRID
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037786
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042640
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037786
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042640
IRS990EZ/OccupancyRentUtltsAndMaintAmt024521
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0OM SUKHEENAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TODD ENGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY WELDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAULA RADICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COREY ZIELSDORF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHANNON BUCKMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07749
IRS990EZ/OtherChangesInNetAssetsAmt0-51
IRS990EZ/OtherExpensesTotalAmt012519
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE AND FELLOWSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FELLOWSHIP: FRIENDSHIPS & BUSINESS CONNECTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018365
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt137338
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt015157
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07355
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08780
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059522
IRS990EZ/TotalProgramServiceExpensesAmt055703
IRS990EZ/TotalRevenueAmt064427
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION/GOLDEN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PANCAKE BREAKFA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015157
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY DISTRICT 5100 DUES 3,020 15115 SW SEQUOIA PKWY PORTLAND OR 97224 ROTARY INTERNATIONAL DUES 5,077 65 W JACKSON BOULEVARD 911 CHICAGO IL 60604 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: GOOD NEIGHBORS NEPAL CASH CONTRIBUTION: 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING AND PROMOTION 641 OFFICE EXPENSES 293 BADGES & AWARDS 1,279 COMMUNITY EXPENSE 6,865 TRAINING EXPENSE 3,441 TOTAL 12,519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECREASE IN TEMP RESTRICTED FUNDS -51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 7,650 0 INVENTORIES FOR SALE OR USE 99 0 LAPTOP 509 509 LESS ACCUMULATED DEPRECIATION 509 509 TOTAL 7,749 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRANTS PAYABLE 7,355 8,780
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY WELDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035385023
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWBERG ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY INTERNATIONAL
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C990CD76211B8A5FB7D285129658616DC9A34D89
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId044E097B1CFA1D3E65C2606EE207CC7276A641AF5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.126.81.10
ReturnHeader/FilingSecurityInformation/IPDt02019-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:07:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200485578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WANT & EMERY CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1029
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBERG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0971328029
ReturnHeader/PreparerPersonGrp/PhoneNum05035385023
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEANNE PLATTER
ReturnHeader/ReturnTs02019-11-01T15:07:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$51,420
Liabilities
$8,780
Net assets
$42,640
Revenue
$64,427
Expenses
$59,522
Net income
$4,905
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
2019Detailed filing. Detailed filing data is available for this year.$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