Newberg Rotary Foundation

Tax-deductible

Newberg, OR501(c)(3)Community DevelopmentEIN 23-7371454Revenue $221K in FY2025

On file with the IRSPo Box 1029, 97132-8029 · Newberg, ORTax-exempt since Jun 1977Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Run by 35 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $18K a year · 12% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $55K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$221K
+24% vs prior year
Spent
$157K
To programs
93%
Net assets
$740K
By yearFY2021–FY2025
Revenue
$221K
FY2025▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2021$70K
FY2022$82K
FY2023$179K
FY2024$178K
FY2025$221K
Expenses
$157K
FY2025▼ -45%
Tap a bar for its year
Expenses by fiscal year
FY2021$132K
FY2022$101K
FY2023$142K
FY2024$288K
FY2025$157K
Net assets
$740K
FY2025▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2021$708K
FY2022$513K
FY2023$578K
FY2024$625K
FY2025$740K

From the FY2025 Form 990 (year ending June 2025) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1977.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $146K Management & general 7% · $11K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
President
$0Pt VII · Sec A
See Newberg Rotary Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports youth health, education, and welfare locally and internationally.

Questions for Newberg Rotary Foundation

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Provided by the organization

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3 programs · $127K · in their own filed words · FY2024
01

Provide funds to area educational and welfare services including the newberg booster club, summer educational enrichment and school needs program.

$50Kprogram expense
02

Provide scholarships for area youth who are beginning freshman year of college

$49Kprogram expense
03

Provide funds to area youth services including a family place, kids recreational programs, boy and girl scouts, royal family kids camp and library services

$28Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$55K
See all 3 funders →
Grants paid · 27 grants · $439K · 2020–2024
Unitemized GrantFY2024$48,332
Vivien Lee FoundationFY2024$13,880
Newberg School DistrictFY2024$8,595
Chehalem Park & Rec DistrictFY2024$8,000
Individual RecipientFY2024$6,005
Unitemized GrantFY2023$46,000
Chehalem Park & Rec DistrictFY2023$37,125
Newberg Booster Club INCOR · FY2023$15,000
Newberg School DistrictFY2023$9,300
Individual RecipientFY2023$5,855
Unitemized GrantFY2022$45,500
Newberg School DistrictFY2022$16,450
Chehalem Park and RecFY2022$10,000
Chehalem Park & Rec DistrictFY2022$9,525
Individual RecipientFY2022$8,370
Newberg School DistrictFY2022$6,971
Unitemized GrantFY2022$2,000
Unitemized GrantFY2022$1,000
See all 27 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$221K
Ln 12
Other incomeLn 4–11$118K
Gifts and grantsLn 1h$83K
Investment incomeLn 3$21K
Money outPt IX
$157K
Ln 25
Programscol B$146K
Managementcol C$11K
Owns and owesPt X
$740K
net assets · Ln 32
Cash and savingsLn 1–2$38K
Total assetsLn 16$740K
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$83K
Fundraising eventsLn 1c$11K
Investment incomeLn 3$21K
Other incomeLn 4–11$118K
Gains on assetsLn 7$3K
Total revenueLn 12$221K
Assets in detailPt X, end of year
CashLn 1$26K
SavingsLn 2$12K
Cash and savings togetherLn 1–2$38K
InvestmentsLn 11–13$702K
Total assetsLn 16$740K
LiabilitiesLn 26$0
Net assetsLn 32$740K
OperationsPt I, VI
EmployeesI 50
VolunteersI 635
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$23K$38K
InvestmentsLn 11–13$603K$702K
Total assetsLn 16$625K$740K
LiabilitiesLn 26$0$0
Net assetsLn 32$625K$740K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$78K$78K
Grants to domestic individualsLn 2$48K$48K
Grants and assistance to foreign recipientsLn 3$19K$19K
Accounting feesLn 11c$4K$4K
Investment management feesLn 11f$5K$5K
Office expensesLn 13$238$238
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$157K$146K$11K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $221K$157K$64K$740K 990 PDF
FY2024 $178K$288K−$110K$625K 990 PDF
FY2023 $179K$142K$37K$578K 990 PDF
FY2022 $82K$101K−$19K$513K 990 PDF
FY2021 $70K$132K−$62K$708K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $221,331 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $139,870$82,532
I-9 Program service revenue$0
I-10 Investment incomePrior year $16,669$20,904
I-11 Other revenuePrior year $21,592$117,895
I-12 Total revenuePrior year $178,131$221,331
I-13 Grants and similar amounts paidPrior year $279,127$145,568
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $8,998$11,699
I-18 Total expensesPrior year $288,125$157,267
I-19 Revenue less expensesPrior year −$109,994$64,064
Part VI · Governance 6 of 6 board members independent, 3 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $221,331 across 8 lines filed
VIII-1c Fundraising events$11,150
VIII-1f All other contributions, gifts and grants$71,382
VIII-1h Total contributions, gifts and grants$82,532
VIII-3 Investment incomeExcluded from tax $17,572$17,572
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,332$3,332
VIII-8 Net income from fundraising eventsExcluded from tax $12,927$12,927
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $104,968$104,968
VIII-12 Total revenueRelated to mission $104,968 · Excluded from tax $33,831$221,331
Part IX · Statement of functional expenses $157,267 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $78,100$78,100
IX-2 Grants to domestic individualsPrograms $48,332$48,332
IX-3 Grants and assistance to foreign recipientsPrograms $19,136$19,136
IX-11c Accounting feesManagement $4,103$4,103
IX-11f Investment management feesManagement $5,032$5,032
IX-13 Office expensesPrograms $238$238
IX-24 Other expenses (24a–d)Management $2,326$2,326
IX-25 Total functional expensesPrograms $145,806 · Management $11,461 · Fundraising $0$157,267
Part X · Balance sheet $739,818 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $8,484$26,343
X-2 Savings and temporary cash investmentsStart of year $14,365$11,882
X-11 Publicly traded securitiesStart of year $602,589$701,593
X-16 Total assetsStart of year $625,438$739,818
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $13,592$28,225
X-28 Net assets with donor restrictionsStart of year $611,846$711,593
X-32 Total net assets or fund balancesStart of year $625,438$739,818
X-33 Total liabilities and net assetsStart of year $625,438$739,818
Part XI · Reconciliation of net assets $739,818 net assets at year end
XI-1 Total revenue$221,331
XI-2 Total expenses$157,267
XI-3 Revenue less expenses$64,064
XI-4 Net assets at start of year$625,438
XI-5 Net unrealized gains (losses) on investments$50,316
XI-10 Net assets at end of year$739,818

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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