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Newberg Rotary Foundation FY2021 filing

Tax-deductible

Newberg, OR501(c)(3)Community Development EIN 23-7371454Revenue $70K in FY2021

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.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2021 · 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
4 mo
of spending, in cash
Plus $656K in investments, Pt X · Ln 11–13
Looks good: 4.5 months of spending in cash; 3 or more.
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
$70K
Spent
$132K
To programs
93%
Net assets
$708K
By yearFY2021–FY2025
Revenue
$70K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$70K
FY2022$82K
FY2023$179K
FY2024$178K
FY2025$221K
Expenses
$132K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$132K
FY2022$101K
FY2023$142K
FY2024$288K
FY2025$157K
Net assets
$708K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$708K
FY2022$513K
FY2023$578K
FY2024$625K
FY2025$740K

From the FY2021 Form 990 (year ending June 2021) · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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% · $123K Management & general 7% · $9K

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 (FY2020); the FY2021 filing did not itemize Part VII
Bob Ficker
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Jeff Lane
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Jack Sumner
President
$0Pt VII · Sec A
Leona Todd
Director
$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.

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Provided by the organization

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3 programs · $88K · in their own filed words · FY2020
01

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

$50Kprogram expense
02

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

$29Kprogram expense
03

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

$10Kprogram 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
Mission Dental Foundation INCFY2024$50K
Austin Family FoundationFY2024$2K
The Ford Family FoundationFY2024$2K
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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$70K
Ln 12
Gifts and grantsLn 1h$28K
Investment incomeLn 3$21K
Other incomeLn 4–11$21K
Money outPt IX
$132K
Ln 25
Programscol B$123K
Managementcol C$9K
Owns and owesPt X
$708K
net assets · Ln 32
Cash and savingsLn 1–2$49K
Total assetsLn 16$708K
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$28K
Investment incomeLn 3$21K
Other incomeLn 4–11$21K
Gains on assetsLn 7$8K
Total revenueLn 12$70K
Assets in detailPt X, end of year
CashLn 1$27K
SavingsLn 2$22K
Cash and savings togetherLn 1–2$49K
InvestmentsLn 11–13$656K
Total assetsLn 16$708K
LiabilitiesLn 26$0
Net assetsLn 32$708K
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 FY21End FY21
Cash and savingsLn 1–2$54K$49K
InvestmentsLn 11–13$579K$656K
Total assetsLn 16$633K$708K
LiabilitiesLn 26$0$0
Net assetsLn 32$633K$708K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$38K$38K
Grants to domestic individualsLn 2$50K$50K
Grants and assistance to foreign recipientsLn 3$35K$35K
Accounting feesLn 11c$3K$3K
Investment management feesLn 11f$6K$6K
Total functional expensesLn 25$132K$123K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $70K$132K−$62K$708K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support F · Foreign O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $69,906 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $43,948$27,774
I-9 Program service revenue$0
I-10 Investment incomePrior year $12,122$21,325
I-11 Other revenuePrior year −$3,737$20,807
I-12 Total revenuePrior year $52,333$69,906
I-13 Grants and similar amounts paidPrior year $124,599$122,743
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $10,901$9,308
I-18 Total expensesPrior year $135,500$132,051
I-19 Revenue less expensesPrior year −$83,167−$62,145
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 $69,906 across 6 lines filed
VIII-1f All other contributions, gifts and grants$27,774
VIII-1h Total contributions, gifts and grants$27,774
VIII-3 Investment incomeExcluded from tax $13,661$13,661
VIII-7 Net gain or loss on sales of assetsRelated to mission $7,664$7,664
VIII-8 Net income from fundraising eventsExcluded from tax $20,807$20,807
VIII-12 Total revenueRelated to mission $7,664 · Excluded from tax $34,468$69,906
Part IX · Statement of functional expenses $132,051 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $38,360$38,360
IX-2 Grants to domestic individualsPrograms $49,833$49,833
IX-3 Grants and assistance to foreign recipientsPrograms $34,550$34,550
IX-11c Accounting feesManagement $3,263$3,263
IX-11f Investment management feesManagement $6,045$6,045
IX-25 Total functional expensesPrograms $122,743 · Management $9,308 · Fundraising $0$132,051
Part X · Balance sheet $707,786 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $15,094$27,109
X-2 Savings and temporary cash investmentsStart of year $38,809$21,868
X-3 Pledges and grants receivable$2,527
X-11 Publicly traded securitiesStart of year $579,157$656,282
X-16 Total assetsStart of year $633,060$707,786
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $53,904$51,504
X-28 Net assets with donor restrictionsStart of year $579,156$656,282
X-32 Total net assets or fund balancesStart of year $633,060$707,786
X-33 Total liabilities and net assetsStart of year $633,060$707,786
Part XI · Reconciliation of net assets $707,786 net assets at year end
XI-1 Total revenue$69,906
XI-2 Total expenses$132,051
XI-3 Revenue less expenses−$62,145
XI-4 Net assets at start of year$633,060
XI-5 Net unrealized gains (losses) on investments$136,871
XI-10 Net assets at end of year$707,786

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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