Newberg Rotary Foundation
- Assets
- $515.2k
- Revenue
- $82.4k
- Investments
- $0.0
- Employees
- 0
- Location
- Newberg, OR
- Founding
- 06/1977
- Data as of
- 06/2022
- EIN
- 23-7371454
Organization Overview
Newberg Rotary Foundation is located in Newberg, OR. The organization was established in 1977. According to its NTEE Classification (S82) the organization is classified as: Mens Service Clubs, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Newberg Rotary Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Newberg Rotary Foundation generated $82.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (11.9%) each year. All expenses for the organization totaled $101.5k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (11.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Newberg Rotary Foundation has awarded 58 individual grants totaling $652,064. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE SCHOLARSHIPS FOR AREA YOUTH WHO ARE BEGINNING FRESHMAN YEAR OF COLLEGE
PROVIDE FUNDS TO AREA YOUTH SERVICES INCLUDING A FAMILY PLACE, KIDS RECREATIONAL PROGRAMS, BOY AND GIRL SCOUTS, ROYAL FAMILY KIDS CAMP AND LIBRARY SERVICES
PROVIDE FUNDS TO AREA EDUCATIONAL AND WELFARE SERVICES INCLUDING THE NEWBERG BOOSTER CLUB, SUMMER EDUCATIONAL ENRICHMENT AND SCHOOL NEEDS PROGRAM.
INTERNATIONAL PROJECTS INVOLVING YOUTH, INCLUDING HOSTING AN INTERNATIONAL EXCHANGE STUDENT AND AND PEACE INITIATIVES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Auggie Gonzales Treasurer | OfficerTrustee | 3 | $0 |
Shannon Buckmaster Vice Preside | OfficerTrustee | 1 | $0 |
Paula Radich Secretary | OfficerTrustee | 1 | $0 |
Jack Sumner President | OfficerTrustee | 1 | $0 |
Michael Sipes Director | Trustee | 1 | $0 |
Lisa Salmons Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $26,385 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $26,385 |
| Total Program Service Revenue | $0 |
| Investment income | $20,324 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $35,714 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $82,423 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $49,759 |
| Grants and other assistance to domestic individuals. | $39,666 |
| Grants and other assistance to Foreign Orgs/Individuals | $2,500 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,736 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $5,680 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $122 |
| Total functional expenses | $101,463 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $11,718 |
| Savings and temporary cash investments | $29,878 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $473,555 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $515,151 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $2,644 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,644 |
| Net assets without donor restrictions | $38,952 |
| Net assets with donor restrictions | $473,555 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $515,151 |
Grants Awarded
Over the last fiscal year, Newberg Rotary Foundation has awarded $23,350 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
JUNIOR ORCHESTRA OF YAMHILL PURPOSE: MUSIC DEVELOPMENT | $10,000 |
NEWBERG SCHOOL DISTRICT PURPOSE: RESOURCE ROOMS | $7,860 |
NEWBERG ROTARY EARLY BIRDS PURPOSE: EXCHANGE PROGRAM | $5,490 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Newberg Rotary Foundation has recieved totaling $216.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $216 |
Endowment Analysis
| Beg. Balance | $656,282 |
| Earnings | -$155,925 |
| Admin Expense | -$5,680 |
| Other Expense | -$122 |
| Grants | -$21,000 |
| Ending Balance | $473,555 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
California Teaching Fellows Foundation Fresno, CA | $4,637,833 | $29,076,581 |
Socc Inc Bakersfield, CA | $17,557,637 | $9,552,562 |
Hellman Fellows Fund San Francisco, CA | $0 | $1,138,979 |
Y Service Club Of Pasadena Pasadena, CA | $0 | -$341,619 |
Living Hope Fellowship Banning, CA | $0 | $912,335 |
Benevolent & Protective Order Of Elks Of The Usa San Mateo, CA | $3,697,621 | $890,218 |
Nw Housing Preservation Group Camano Island, WA | $14,845,122 | $1,395,104 |
Rotary Club No 380 Charitable Association Inc Idaho Falls, ID | $132,365 | $79,009 |
Independent Order Of Odd Fellows Buckley, WA | $41,133,232 | $3,435,823 |
Benevolent & Protective Order Of Elks Of The Usa Florence, OR | $1,922,009 | $728,361 |
Yakima Rotary Charities Yakima, WA | $808,476 | $662,375 |
Benevolent & Protective Order Of Elks Of The Usa Santa Cruz, CA | $2,354,598 | $618,714 |