Nonprofit · EIN 40-0002180
CEO ROUNDTABLES OF MINNESOTA INC
Tax-exempt · PLYMOUTH, MN 55441
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $454,194 | $463,408 | -$9,214 | $25,961 | $26,804 | -$843 |
| December 31, 2023 | 990 | $464,858 | $476,804 | -$11,946 | $19,595 | $9,730 | $9,865 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $454,179
- Membership dues
- $454,179
- Program service revenue
- $0
- Investment income
- $15
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $230,278
- Salaries, compensation and benefits (total)
- $269,387
- Professional fundraising fees
- $0
- Legal fees
- $2,025
- Accounting fees
- $7,760
- Travel
- $116
- Program services (functional)
- $318,996
- Management and general (functional)
- $144,412
Balance sheet and other
- Total assets, start of year
- $19,595
- Total assets, end of year
- $25,961
- Total liabilities, end of year
- $26,804
- Net assets, end of year
- -$843
- Gross receipts
- $454,194
- Employees
- 2
- Volunteers
- 0
- Year formed
- 2002
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA ORTS | CEO & PRESIDENT Trustee or director, Officer | 5 | $165,000 |
| JENNIFER LINDEMEIER | SECRETARY Trustee or director, Officer | 5 | $65,278 |
| BRENT LAU | TREASURER Trustee or director, Officer | 1 | $0 |
| BOB FREYTAG | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JENNIFER GORDON | DIRECTOR Trustee or director | 1 | $0 |
| RICH HAMER | DIRECTOR Trustee or director | 1 | $0 |
| STEVE YAKESH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA ORTS | CEO & PRESIDENT Trustee or director, Officer | 5 | $150,000 |
| JENNIFER LINDEMEIER | SECRETARY Trustee or director, Officer | 5 | $64,783 |
| BRENT LAU | TREASURER Trustee or director, Officer | 1 | $0 |
| BOB FREYTAG | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA DENNIS | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| CHRIS HEIM | DIRECTOR Trustee or director | 1 | $0 |
| STEVE YAKESH | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1886 BERKSHIRE LN N, PLYMOUTH, MN 55441-3723
- In care of
- % CEO ROUNDTABLE
- Principal officer (990 for 2024)
- BOB FREYTAG, PO BOX 130882, ROSEVILLE, MN 55113
- Signed the 990
- BOB FREYTAG, CHAIRMAN
- Phone
- (952) 412-7069
- Website
- WWW.CEO-ROUNDTABLE.ORG
- Return prepared by
- BARTON WALTER & KRIER PC
Mission
SERVING CEO'S OF GROWTH-DRIVEN COMPANIES
Program accomplishments
- KEPT ELEVEN ACTIVE ROUND TABLES ENGAGED AND MEETING WITH THEIR PEERS ON A MONTHLY BASIS. PROVIDED NUMEROUS EDUCATIONAL EVENTS AND WORKSHOPS. HOSTED MULTIPLE NETWORKING EVENTS FOR MEMBERS AND THEIR GUESTS.Expenses $318,996 · revenue $454,179
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 40-0002180
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $25,961
- Income (IRS master file)
- $454,194
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $454,194 | $463,408 | $25,961 | IRS |
| 990 | December 2023 | $464,858 | $476,804 | $19,595 | XML |
| 990 | December 2022 | $581,594 | $537,357 | $46,965 | IRS |
| 990 | December 2021 | – | – | – | 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 40-0002180).
Questions about CEO ROUNDTABLES OF MINNESOTA INC
- What is the EIN of CEO ROUNDTABLES OF MINNESOTA INC?
- The employer identification number (EIN) of CEO ROUNDTABLES OF MINNESOTA INC is 40-0002180.
- Is CEO ROUNDTABLES OF MINNESOTA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2002.
- Are donations to CEO ROUNDTABLES OF MINNESOTA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does CEO ROUNDTABLES OF MINNESOTA INC 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 CEO ROUNDTABLES OF MINNESOTA INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CEO ROUNDTABLES OF MINNESOTA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CEO ROUNDTABLES OF MINNESOTA INC?
- The 990 for the year ended December 31, 2024 names BOB FREYTAG.
- Who are the officers and directors of CEO ROUNDTABLES OF MINNESOTA INC?
- The 990 for the year ended December 31, 2024 lists 7 people; 2 received compensation from the organization, the highest $165,000 (LISA ORTS, CEO & PRESIDENT).
- How much revenue does CEO ROUNDTABLES OF MINNESOTA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $454,194, expenses of $463,408 and total assets of $25,961 at year end.
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