Newberg Early Birds Rotary Foundation (EIN 203306635) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

DOUG CAFFALL

Phone

5035371000

Tax Period

2024-07-01 to 2025-06-30

Newberg Early Birds Rotary Foundation, founded in 2001, is a small nonprofit in the Human Services sector that reported $151K in total revenue in fiscal year 2024. Revenue surged 223% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 40% operating margin.

Mission

THE NEWBERG EARLY BIRDS ROTARY FOUNDATION'S PRIMARY PURPOSE IS TO FUND PROJECTS IN AND AROUND THE NEWBERG, OREGON COMMUNITY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $140,800

Program Service Revenue $0

Investment Income $14,308

Other Revenue $-4,457

TOTAL REVENUE $150,651

Expense Breakdown

Grants Paid $73,589

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,589

Other Expenses $16,445

TOTAL EXPENSES $90,034

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,651	$46,679	+2.2%
Expenses	$90,034	$108,125	-0.2%
Net Income	$60,617	$-61,446	-2.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG CAFFALL	President	1.00	Officer Director	$0	$0	$0
LINDA SANDBERG	Vice President	1.00	Officer Director	$0	$0	$0
ROB MOLZAHN	Secretary	1.00	Officer Director	$0	$0	$0
PETE MILLER	Treasurer	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$150,651	$90,034	$1,654,367	$60,617
2024	$46,679	$108,125	$1,437,164	$-61,446
2023	$104,699	$112,648	$1,356,910	$-7,949
2022	$4,385	$78,083	$1,284,516	$-73,698
2021	$36,219	$25,614	$1,425,204	$10,605
2020	$70,300	$66,569	$1,079,798	$3,731
2019	$97,585	$87,549	$1,079,793	$10,036

Newberg Early Birds Rotary Foundation