Newberg Rotary Foundation
EIN: 237371454 · Newberg, OR · NTEE: S82Z
| Metric | Value |
|---|---|
| Total Revenue | $240K |
| Total Expenses | $142K |
| Net Assets | $578K |
Is Newberg Rotary Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Newberg Rotary Foundation
Newberg Rotary Foundation (EIN: 237371454) is a nonprofit organization based in Newberg, OR, classified under NTEE code S82Z. The organization reported total revenue of $240K and total assets of $740K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Newberg Rotary Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Newberg Rotary Foundation is a small nonprofit that has been operating for 49 years, with 12 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of -2.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $179K |
| Total Expenses | $142K |
| Surplus / Deficit | +$37K |
| Total Assets | $578K |
| Net Assets | $578K |
| Operating Margin | 20.6% |
| Months of Reserves | 48.8 months |
Financial Health Grade: A
In 2023, Newberg Rotary Foundation reported a surplus of $37K with revenue exceeding expenses, holds 48.8 months of operating reserves (strong position).
Financial Trends
Over 12 years of filings (2012–2023), Newberg Rotary Foundation's revenue has declined at a compound annual growth rate (CAGR) of -2.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +117.5% | +40.2% | +12.2% |
| 2022 | +17.9% | -23.2% | -27.2% |
| 2021 | +33.6% | -2.5% | +11.8% |
| 2020 | -73.4% | -39.5% | -4.4% |
| 2019 | +42.8% | -13.1% | -0.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1977 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Newberg Rotary Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Newberg Rotary Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $37K, with revenue exceeding expenses.
Frequently Asked Questions about Newberg Rotary Foundation
Is Newberg Rotary Foundation a legitimate charity?
Newberg Rotary Foundation (EIN: 237371454) is a registered tax-exempt nonprofit based in Oregon. It has 12 years of IRS 990 filings on record. Total revenue: $240K. No red flags identified. Financial health grade: A.
How does Newberg Rotary Foundation spend its money?
Newberg Rotary Foundation reported $240K in total revenue in IRS 990 filings. 12 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Newberg Rotary Foundation tax-deductible?
Newberg Rotary Foundation is registered as a tax-exempt nonprofit (EIN: 237371454). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Newberg Rotary Foundation located?
Newberg Rotary Foundation is headquartered in Newberg, Oregon and files with the IRS under EIN 237371454. It is classified under NTEE code S82Z.
How many years of IRS 990 filings does Newberg Rotary Foundation have?
Newberg 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 $240K in total revenue.
Filing History
IRS 990 filing history for Newberg Rotary Foundation showing financial trends over 12 years of public records:
Over 12 years of IRS 990 filings (2012–2023), Newberg Rotary Foundation's revenue has declined by 19.6%, moving from $223K to $179K. Total assets increased by 22.8% over the same period, from $471K to $578K. Total functional expenses fell by 14.9%, from $167K to $142K. In its most recent filing year (2023), Newberg Rotary Foundation reported a surplus of $37K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $179K | $142K | $578K | $0 | — | View 990 |
| 2022 | $82K | $101K | $515K | $3K | — | View 990 |
| 2021 | $70K | $132K | $708K | $0 | — | View 990 |
| 2020 | $52K | $136K | $633K | $0 | — | View 990 |
| 2019 | $197K | $224K | $663K | $-1,749 | — | View 990 |
| 2018 | $138K | $258K | $666K | $-1,749 | — | View 990 |
| 2017 | $200K | $234K | $735K | $-2,874 | — | View 990 |
| 2016 | $201K | $238K | $718K | $-2,374 | — | View 990 |
| 2015 | $356K | $225K | $752K | $-3,624 | — | View 990 |
| 2014 | $259K | $179K | $612K | $-2,524 | — | View 990 |
| 2013 | $146K | $151K | $491K | $-1,499 | — | View 990 |
| 2012 | $223K | $167K | $471K | $185 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $179K, expenses of $142K, and assets of $578K (revenue +117.5% year-over-year).
- 2022: Revenue of $82K, expenses of $101K, and assets of $515K (revenue +17.9% year-over-year).
- 2021: Revenue of $70K, expenses of $132K, and assets of $708K (revenue +33.6% year-over-year).
- 2020: Revenue of $52K, expenses of $136K, and assets of $633K (revenue -73.4% year-over-year).
- 2019: Revenue of $197K, expenses of $224K, and assets of $663K (revenue +42.8% year-over-year).
- 2018: Revenue of $138K, expenses of $258K, and assets of $666K (revenue -31.0% year-over-year).
- 2017: Revenue of $200K, expenses of $234K, and assets of $735K (revenue -0.4% year-over-year).
- 2016: Revenue of $201K, expenses of $238K, and assets of $718K (revenue -43.6% year-over-year).
- 2015: Revenue of $356K, expenses of $225K, and assets of $752K (revenue +37.4% year-over-year).
- 2014: Revenue of $259K, expenses of $179K, and assets of $612K (revenue +77.8% year-over-year).
- 2013: Revenue of $146K, expenses of $151K, and assets of $491K (revenue -34.6% year-over-year).
- 2012: Revenue of $223K, expenses of $167K, and assets of $471K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Newberg Rotary Foundation:
Data Sources and Methodology
This transparency report for Newberg 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.