VISIT NEWBERG (EIN 833945739) - 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

2019

Legal Domicile

Principal Officer

DENNIS LEWIS

Phone

5035300780

Tax Period

2023-07-01 to 2024-06-30

VISIT NEWBERG, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $487K in total revenue in fiscal year 2023. Expenses of $559K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO ENHANCE THE ECONOMIC VITALITY OF THE COMMUNITY BY PROMOTING NEWBERG AS A YEAR-ROUND VISITOR, CONVENTION AND EVENT DESTINATION BY MAXIMIZING COLLABORATIVE PARTNERSHIPS, EFFICIENTLY ACTIVATING TRANSIENT LODGING TAX REVENUE AND IMPLEMENTING EFFECTIVE SALES AND MARKETING PROGRAMS, WHILE CULTIVATING A WORLD-CLASS VISITOR EXPERIENCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $471,883

Program Service Revenue $0

Investment Income $14,721

Other Revenue $0

TOTAL REVENUE $486,604

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,061

Fundraising Expenses $0

Other Expenses $440,659

TOTAL EXPENSES $558,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$486,604	$482,526	+0.0%
Expenses	$558,720	$401,454	+0.4%
Net Income	$-72,116	$81,072	-1.9%

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

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

$100,577

Total Directors

$100,577

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEIGH JENSEN	EXECUTIVE DI	40.00	Officer Director	$100,577	$0	$100,577
PHIL AMAYA	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
MEGAN CARDA	TREASURER	1.00	Director	$0	$0	$0
MARY CZARNECKI	BOARD MEMBER	N/A	Director	$0	$0	$0
STEFAN CZARNECKI	BOARD MEMBER	N/A	Director	$0	$0	$0
ROB FELTON	BOARD MEMBER	1.00	Director	$0	$0	$0
AUSTIN HOWE	BOARD MEMBER	1.00	Director	$0	$0	$0
DENNIS LEWIS	BOARD CHAIRM	1.00	Officer Director	$0	$0	$0
BRITTA STEWART MANSFIELD	SECRETARY	1.00	Director	$0	$0	$0
CATHY MARTIN	BOARD MEMBER	N/A	Director	$0	$0	$0
LISA NOFIELD	BOARD MEMBER	N/A	Director	$0	$0	$0
JAVIER SANTOS	BOARD MEMBER	N/A	Director	$0	$0	$0
JENNA WHITE	BOARD MEMBER	N/A	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	No data	No data	No data	No data
2024	$486,604	$558,720	$395,010	$-72,116
2023	$482,526	$401,454	$463,201	$81,072
2022	$289,500	$316,684	$381,854	$-27,184
2021	$164,726	$232,928	$409,038	$-68,202
2020	$484,078	$242,569	$477,240	$241,509

VISIT NEWBERG