NEWBERG EDUCATION FOUNDATION

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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

2015

Legal Domicile

Principal Officer

KRISTEN STOLLER

Phone

5035545038

Tax Period

2019-07-01 to 2020-06-30

NEWBERG EDUCATION FOUNDATION, founded in 2015, is a small nonprofit that reported $116K in total revenue in fiscal year 2019. Revenue fell 55% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $32K, a strong 28% operating margin.

Mission

TO RAISE AND DISPERSE FUNDS IN ORDER TO SUPPORT, PROMOTE AND INCREASE THE QUALITY OF PUBLIC EDUCATION IN NEWBERG SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $2,000

SUPPORT, PROMOTE AND INCREASE THE QUALITY OF PUBLIC EDUCATION IN THE NEWBERG SCHOOL DISTRICT.

Program 2

Expenses: $9,500

COLLEGE SCHOLARSHIPS FOR NEWBERG SCHOOL DISTRICT GRADUATES

Program 3

Expenses: $70,059

SUPPORT THE DEVELOPMENT OF WELLNESS SERVICES FOR THE NEWBERG SCHOOL DISTRICT

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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 (2019)

Revenue Breakdown

Contributions & Grants $107,498

Program Service Revenue $0

Investment Income $8,853

Other Revenue $0

TOTAL REVENUE $116,351

Expense Breakdown

Grants Paid $80,984

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,559

Other Expenses $2,923

TOTAL EXPENSES $83,907

Year-over-Year Comparison

	2019	2018	Change
Revenue	$116,351	$260,310	-0.6%
Expenses	$83,907	$182,449	-0.5%
Net Income	$32,444	$77,861	-0.6%

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
DENISE BACON	SECRETARY	2.00	Officer Director	$0	$0	$0
HEATH CORNICK	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ROB DAILY	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTEN STOLLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
RON WOLFE	TREASURER	2.00	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
2020	$116,351	$83,907	$258,884	$32,444
2019	$260,310	$182,449	$226,440	$77,861