Nonprofit · EIN 35-2589100
ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR
Tax-exempt · EXCELSIOR, MN 55331
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $322,271 | $343,061 | -$20,790 | $421,370 | $99,306 | $322,064 |
| June 30, 2024 | 990 | $435,694 | $394,238 | $41,456 | $362,545 | $19,691 | $342,854 |
| June 30, 2023 | 990 | $395,472 | $340,498 | $54,974 | $374,219 | $72,821 | $301,398 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $209,028
- Membership dues
- $88,670
- Program service revenue
- $585
- Investment income
- $7,865
- Net income from fundraising events
- -$96,701
- Net income from gaming
- $201,494
- Other revenue
- $104,793
Expenses
- Grants and similar amounts paid
- $246,192
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $7,376
- Program services (functional)
- $334,446
- Management and general (functional)
- $8,615
Balance sheet and other
- Total assets, start of year
- $362,545
- Total assets, end of year
- $421,370
- Total liabilities, end of year
- $99,306
- Net assets, end of year
- $322,064
- Land, buildings and equipment
- $19,283
- Net assets without donor restrictions
- $188,695
- Net assets with donor restrictions
- $133,369
- Gross unrelated business income
- $203,349
- Gross receipts
- $10,679,580
- Employees
- 16
- Volunteers
- 124
- Year formed
- 2017
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN LARSON | PRESIDENT Trustee or director, Officer | 10 | $0 |
| MARK JETER | PAST PRESIDE Officer | 2 | $0 |
| ZARIR ERANI | PRESIDENT EL Officer | 10 | $0 |
| COLLEEN ALDRITT | TREASURER Officer | 10 | $0 |
| TOM LANGSETH | SECRETARY Officer | 5 | $0 |
| SCOTT GERLICHER | EVENTS Trustee or director | 2 | $0 |
| MAGGIE TRENARY | CLUB ADMIN Trustee or director | 5 | $0 |
| KATHERINE JOHNSON | INTERNATIONA Trustee or director | 2 | $0 |
| DAN NARR | LOCAL SERVIC Trustee or director | 2 | $0 |
| LISA WAGNER | MEMBERSHIP Trustee or director | 5 | $0 |
| LARRY LEMBRICH | GAMING CHAIR Trustee or director | 15 | $0 |
| CARI GERLICHER | YOUTH SERVIC Trustee or director | 2 | $0 |
| MATTHEW KUSILEK | MARKETING Trustee or director | 2 | $0 |
| SHELLY KIST | AT LARGE Trustee or director | 2 | $0 |
| GREG REINHARDT | AT LARGE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK JETER | PRESIDENT Trustee or director, Officer | 10 | $0 |
| PAM LANGSETH | PAST PRESIDE Officer | 2 | $0 |
| BRIAN LARSON | PRESIDENT EL Officer | 10 | $0 |
| COLLEEN ALDRITT | TREASURER Officer | 10 | $0 |
| MITCH DAY | SECRETARY Officer | 5 | $0 |
| SCOTT GERLICHER | EVENTS Trustee or director | 2 | $0 |
| MAGGIE TRENARY | CLUB ADMIN Trustee or director | 5 | $0 |
| MEG LOW | INTERNATIONA Trustee or director | 2 | $0 |
| DAN NARR | LOCAL SERVIC Trustee or director | 2 | $0 |
| LISA WAGNER | MEMBERSHIP Trustee or director | 5 | $0 |
| LARRY LEMBRICH | GAMING CHAIR Trustee or director | 15 | $0 |
| CARI GERLICHER | YOUTH SERVIC Trustee or director | 2 | $0 |
| MATTHEW KUSILEK | MARKETING Trustee or director | 2 | $0 |
| SHELLY KIST | AT LARGE Trustee or director | 2 | $0 |
| KATHLEEN MALLERY | AT LARGE Trustee or director | 2 | $0 |
| ELIZABETH NICOL | AT LARGE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAM LANGSETH | PRESIDENT Trustee or director, Officer | 10 | $0 |
| JAKE STURGIS | PAST PRESIDE Officer | 2 | $0 |
| MARK JETER | PRESIDENT EL Officer | 10 | $0 |
| KATHLEEN MALLERY | TREASURER Officer | 10 | $0 |
| MITCH DAY | SECRETARY Officer | 5 | $0 |
| SCOTT GERLICHER | EVENTS Trustee or director | 2 | $0 |
| MAGGIE TRENARY | CLUB ADMIN Trustee or director | 5 | $0 |
| MEG LOW | INTERNATIONA Trustee or director | 2 | $0 |
| DAN NARR | LOCAL SERVIC Trustee or director | 2 | $0 |
| LISA WAGNER | MEMBERSHIP Trustee or director | 5 | $0 |
| LARRY LEMBRICH | GAMING CHAIR Trustee or director | 15 | $0 |
| CARI GERLICHER | YOUTH SERVIC Trustee or director | 2 | $0 |
| MATTHEW KUSILEK | MARKETING Trustee or director | 2 | $0 |
| CHELSEA JONES | AT LARGE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 685 EXCELSIOR BLVD, EXCELSIOR, MN 55331-1934
- In care of
- % KAREN WALKOWSKI
- Principal officer (990 for 2024)
- BRIAN LARSON, PO BOX 368, EXCELSIOR, MN 55331
- Signed the 990
- ZARIR ERANI, PRESIDENT ELECT
- Phone
- (612) 600-8582
- Return prepared by
- MAIR & ASSOCIATES PLLP
Mission
ROTARY IS A WORLDWIDE ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS THAT PROVIDE HUMANITARIAN SERVICE. PROMOTING HIGH ETHICAL STANDARDS IN ALL VOCATIONS, OUR MISSION OF "SERVICE BEFORE SELF" AIMS TO BUILD GOODWILL AND PEACE IN THE WORLD. THE LAKE MINNETONKA EXCELSIOR ROTARY CLUB WAS FOUNDED IN 1996 AND CURRENTLY BOASTS A MEMBERSHIP OF MORE THAN 100. OUR CLUB IS OPEN TO EVERYONE WHO EITHER DOES BUSINESS OR RESIDES IN THE EXCELSIOR/LAKE MINNETONKA AREA. WE ORGANIZE SEVERAL LOCAL EVENTS EACH YEAR INCLUDING ROSE SALE IN MARCH, BINGO AND BURGERS BY THE BAY (FIRST SATURDAY IN MAY) AND THE CONCERTS IN THE COMMONS MUSIC SERIES IN EXCELSIOR. THESE EVENTS BUILD GOODWILL WITHIN OUR COMMUNITY AS WELL AS RAISE FUNDS TO PROVIDE HUMANITARIAN SERVICE AND SUPPORT. THE FUNDS WE RAISE SUPPORT LOCAL AND INTERNATIONAL ORGANIZATIONS THAT FOCUS ON REDUCING FOOD AND HOUSING INSECURITY, EDUCATION, CLEAN WATER, MENTAL HEALTH, AND YOUTH SERVICES.
Program accomplishments
- SOME OF THE PROJECTS AND EVENTS OUR ROTARY CLUB HAS WORKED ON AND SUPPORTED INCLUDE: INTERNATIONAL WORK: OUR ROTARY CLUB HAS PROVIDED GRANTS TO: CREATE AN EARLY CHILDHOOD EDUCATION PROGRAM IN GHANA, DEVELOP A SEWING CENTER FOR WOMEN ENTREPRENEURS IN GUATEMALA, BUILD DEEP WELLS IN RURAL BOLIVIA, PROVIDE MICRO LOANS FOR WOMEN GINGER FARMERS IN TANZANIA, DEVELOP A YOUTH SPORTS CENTER IN NICARAGUA, PROVIDE SCHOLARSHIPS FOR CHILDREN IN GUATEMALA, AND CONTRIBUTE TO SHELTERBOX'S MISSION TO PROVIDE EMERGENCY SHELTER TO DISPLACED FAMILIES AROUND THE GLOBE. ADDITIONALLY, EACH YEAR WE PARTICIPATE IN ROTARY INTERNATIONAL'S CAMPAIGN TO ERADICATE POLIO WORLDWIDE. LOCAL PROGRAMS: SIGNIFICANT GRANTS ARE GIVEN ANNUALLY TO CAUSES SUCH AS THE ICA FOOD SHELF, WECAN, LOAVES AND FISHES, ONWARD EDEN PRAIRIE, TREE HOUSE, HOPE HOUSE, IMHOTEP CENTER FOR SCIENCE EDUCATION, 180 DEGREES, LIVIN FOUNDATION AND TO OUTSTANDING TEACHERS IN OUR SCHOOLS. WE ARE ALSO A KEY SUPPORTER OF THE COMMUNITY FOR THE COMMONS IN THEIR WORK TO RE-VITALIZE THE COMMUNITY AREAS AROUND THE LAKE IN EXCELSIOR. WE ALSO SUPPORT YOUTH IN TWO WAYS. FIRST, WE SPONSOR AN INTERACT CLUB (HIGH SCHOOL ROTARY GROUP) AT MINNETONKA HIGH SCHOOL. THIS INTERACT CLUB DOES THEIR OWN FUND RAISING AND SUPPORTS LOCAL AND INTERNATIONAL PROJECTS WITH TIME AND/OR DONATIONS. SECOND, WE ALSO SPONSOR TWO HIGH SCHOOL EXCHANGE STUDENTS PER YEAR. ONE OUTBOUND FROM MINNETONKA AND ONE INBOUND. WE ARE PROUD TO SPONSOR THESE TWO GROUPS OF FUTURE LEADERS.Expenses $334,446 · grants $246,192
- GAMBLING: THE FORMS OF GAMBLING CONDUCTED BY THE ORGANIZATION DURING THE YEAR ENDED 6/30/2025, INCLUDED PAPER PULL-TABS, NON-LINKED BINGO, PADDLETICKETS, LINKED BINGO, AND ELECTRONIC PULL-TABS. REVENUE IN EXCESS OF ALLOWABLE EXPENSES GENERATED BY THE LAWFUL GAMBLING FUND WERE USED FOR LAWFUL PURPOSES AND BOARD APPROVED EXPENDITURES AS DEFINED BY MINNESOTA STATUTE. GROSS RECEIPTS FOR THE YEAR ENEDED 6/30/2025 WERE 10,292,492 TOTAL GAMING EXPENSES FOR THE YEAR ENDED 6/30/2025 WERE 10,294,958.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-2589100
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $421,370
- Income (IRS master file)
- $10,679,580
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $322,271 | $343,061 | $421,370 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $435,694 | $394,238 | $362,545 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $395,472 | $340,498 | $374,219 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $415,383 | $306,839 | $301,847 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2589100).
Questions about ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR
- What is the EIN of ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR?
- The employer identification number (EIN) of ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR is 35-2589100.
- Is ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR?
- The 990 for the year ended June 30, 2025 names BRIAN LARSON.
- Who are the officers and directors of ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF LAKE MINNETONKA - EXCELSIOR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $322,271, expenses of $343,061 and total assets of $421,370 at year end.
Other nonprofits in EXCELSIOR
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- ACCREDITATION COMMISSION FOR ACUPUNCTURE AND ORIENTAL MEDICINE EIN 52-1353469 · last filed 990 for 2024
- MINNETONKA DIAMOND CLUB EIN 20-0711155 · last filed 990 for 2024
- IV FOUNDATION EIN 41-1796849 · last filed 990-PF for 2025
- MINNEWASHTA ELEMENTARY PTO INC EIN 26-2113073 · last filed 990-EZ for 2025
- MINNETONKA MIDDLE SCHOOL WEST PARENT TEACHER ORGANIZATION EIN 46-2628151 · last filed 990-EZ for 2025
- EXCELSIOR ELEMENTARY PTO INC EIN 26-1614614 · last filed 990-EZ for 2026
- WOLF INSPIRES FOUNDATION EIN 26-3050378 · last filed 990-PF for 2025