Newberg Early Birds Rotary Foundation

Newberg Early Birds Rotary Foundation maintains growing assets with volunteer leadership and fluctuating annual revenues.

EIN: 203306635 · Newberg, OR · NTEE: P20 · Updated: 2026-03-28

$158KRevenue
$151KGross Revenue
$1.7MAssets
90/100Mission Score (Excellent)
P20
Newberg Early Birds Rotary Foundation Financial Summary
MetricValue
Total Revenue$158K
Total Expenses$113K
Program Spending90%
CEO/Top Officer Pay$1.3
Net Assets$1.4M
Transparency Score90/100

Is Newberg Early Birds Rotary Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Newberg Early Birds Rotary Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Newberg Early Birds Rotary Foundation

Newberg Early Birds Rotary Foundation (EIN: 203306635) is a nonprofit organization based in Newberg, OR, classified under NTEE code P20. The organization reported total revenue of $158K and total assets of $1.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Newberg Early Birds Rotary Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

11Years Operating
SmallSize Classification
12Years of Filings
MixedRevenue Trajectory

Newberg Early Birds Rotary Foundation is a small nonprofit that has been operating for 11 years, with 12 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of -1.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$105K
Total Expenses$113K
Surplus / Deficit$-7,949
Total Assets$1.4M
Total Liabilities$207
Net Assets$1.4M
Operating Margin-7.6%
Debt-to-Asset Ratio0.0%
Months of Reserves144.5 months

Financial Health Grade: B

In 2023, Newberg Early Birds Rotary Foundation reported a deficit of $8K with expenses exceeding revenue, holds 144.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 12 years of filings (2012–2023), Newberg Early Birds Rotary Foundation's revenue has declined at a compound annual growth rate (CAGR) of -1.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+2287.7%+44.3%+5.6%
2022-87.9%+204.8%-9.9%
2021-48.5%-61.5%+32.0%
2020-28.0%-24.0%+0.0%
2019+5.2%-28.0%+5.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2015

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Newberg Early Birds Rotary Foundation demonstrates a generally stable financial position, with assets consistently growing over the past decade, reaching $1,356,910 in the 202306 period. While revenue has fluctuated, the organization has maintained a healthy asset base. For instance, in 202306, the foundation reported revenues of $104,699 against expenses of $112,648, indicating a slight operational deficit for that period, but this is not uncommon for foundations that distribute grants. The organization's transparency is bolstered by its consistent filing of IRS Form 990s, and a key strength is its zero officer compensation reported across all available filings, suggesting that leadership is volunteer-based, which is a positive indicator for donor confidence and efficient use of funds. Spending efficiency appears strong given the lack of officer compensation. While specific program, administrative, and fundraising expense breakdowns are not provided in the summary data, the absence of paid executives implies a significant portion of funds likely goes directly to charitable activities or grants. The foundation's NTEE code P20 (Foundations, Grantmaking & Giving Services) suggests its primary function is to provide grants, which aligns with a model where expenses are primarily program-related distributions. The growth in assets from $764,337 in 201406 to $1,356,910 in 202306 also indicates sound financial management and an ability to build an endowment or reserve for future grantmaking.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Newberg Early Birds Rotary Foundation with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 90%
  • fundraising: 5%

According to IRS 990 filings, Newberg Early Birds Rotary Foundation allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$105KTotal Revenue
$113KTotal Expenses
$1.4MTotal Assets
$207Total Liabilities
$1.4MNet Assets
  • The organization reported a deficit of $8K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership is entirely volunteer-based, which is highly commendable for a foundation of its size with assets exceeding $1.3 million.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Newberg Early Birds Rotary Foundation's IRS 990 filings:

  • Fluctuating annual revenues could impact consistent grantmaking capacity if not managed by endowment distributions.

Strengths

The following positive indicators were identified for Newberg Early Birds Rotary Foundation:

  • Consistent growth in assets, reaching $1,356,910 in 202306.
  • Zero officer compensation reported across all filings, indicating volunteer leadership.
  • Regular IRS 990 filing history, demonstrating transparency.
  • Low liabilities relative to assets, with liabilities at $207 in 202306 against $1,356,910 in assets.

Frequently Asked Questions about Newberg Early Birds Rotary Foundation

Is Newberg Early Birds Rotary Foundation a legitimate charity?

Newberg Early Birds Rotary Foundation (EIN: 203306635) is a registered tax-exempt nonprofit based in Oregon. Our AI analysis gives it a Mission Score of 90/100. It has 12 years of IRS 990 filings on record. Total revenue: $158K. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Newberg Early Birds Rotary Foundation spend its money?

Newberg Early Birds Rotary Foundation directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Newberg Early Birds Rotary Foundation tax-deductible?

Newberg Early Birds Rotary Foundation is registered as a tax-exempt nonprofit (EIN: 203306635). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Newberg Early Birds Rotary Foundation CEO make?

Newberg Early Birds Rotary Foundation's highest-compensated officer earns $1.3 annually. The organization reported $158K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Newberg Early Birds Rotary Foundation's spending goes to programs?

Newberg Early Birds Rotary Foundation directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Newberg Early Birds Rotary Foundation compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Newberg Early Birds Rotary Foundation is above average for NTEE category P20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Newberg Early Birds Rotary Foundation located?

Newberg Early Birds Rotary Foundation is headquartered in Newberg, Oregon and files with the IRS under EIN 203306635. It is classified under NTEE code P20.

How many years of IRS 990 filings does Newberg Early Birds Rotary Foundation have?

Newberg Early Birds Rotary Foundation has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $158K in total revenue.

Is Newberg Early Birds Rotary Foundation a good charity?

Based on the provided data, the foundation appears to be a good charity. It has a strong asset base, no reported officer compensation, and a consistent history of IRS filings, all of which are positive indicators.

How has the foundation's asset base changed over time?

The foundation's assets have shown consistent growth, increasing from $764,337 in 201406 to $1,356,910 in 202306, demonstrating financial stability and growth.

What is the trend in the foundation's revenue?

Revenue has fluctuated significantly year-to-year, ranging from a low of $4,385 in 202206 to a high of $245,721 in 201406, with the latest reported revenue at $104,699 in 202306.

Filing History

IRS 990 filing history for Newberg Early Birds Rotary Foundation showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2012–2023), Newberg Early Birds Rotary Foundation's revenue has declined by 19%, moving from $129K to $105K. Total assets increased by 139.2% over the same period, from $567K to $1.4M. Total functional expenses rose by 649.3%, from $15K to $113K. In its most recent filing year (2023), Newberg Early Birds Rotary Foundation reported a deficit of $8K, with expenses exceeding revenue. The organization holds $207 in liabilities against $1.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.4M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $105K $113K $1.4M $207 View 990
2022 $4K $78K $1.3M $57 View 990
2021 $36K $26K $1.4M $0
2020 $70K $67K $1.1M $3K View 990
2019 $98K $88K $1.1M $11K View 990
2018 $93K $122K $1.0M $30K View 990
2017 $172K $158K $988K $40K View 990
2016 $126K $94K $840K $0 View 990
2015 $107K $42K $829K $0 View 990
2014 $246K $78K $764K $0 View 990
2013 $174K $180K $552K $0 View 990
2012 $129K $15K $567K $10K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $105K, expenses of $113K, and assets of $1.4M (revenue +2287.7% year-over-year).
  • 2022: Revenue of $4K, expenses of $78K, and assets of $1.3M (revenue -87.9% year-over-year).
  • 2021: Revenue of $36K, expenses of $26K, and assets of $1.4M (revenue -48.5% year-over-year).
  • 2020: Revenue of $70K, expenses of $67K, and assets of $1.1M (revenue -28.0% year-over-year).
  • 2019: Revenue of $98K, expenses of $88K, and assets of $1.1M (revenue +5.2% year-over-year).
  • 2018: Revenue of $93K, expenses of $122K, and assets of $1.0M (revenue -46.1% year-over-year).
  • 2017: Revenue of $172K, expenses of $158K, and assets of $988K (revenue +37.2% year-over-year).
  • 2016: Revenue of $126K, expenses of $94K, and assets of $840K (revenue +17.8% year-over-year).
  • 2015: Revenue of $107K, expenses of $42K, and assets of $829K (revenue -56.6% year-over-year).
  • 2014: Revenue of $246K, expenses of $78K, and assets of $764K (revenue +41.3% year-over-year).
  • 2013: Revenue of $174K, expenses of $180K, and assets of $552K (revenue +34.6% year-over-year).
  • 2012: Revenue of $129K, expenses of $15K, and assets of $567K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Newberg Early Birds Rotary Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Newberg Early Birds Rotary Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

Other Nonprofits in Oregon

Explore more nonprofits based in Oregon with AI-powered transparency reports.

View all Oregon nonprofits →

Similar Organizations (NTEE P20)

Other nonprofits classified under NTEE code P20.

View all P20 nonprofits →

Explore Related Nonprofits

Browse by State