Nonprofit · EIN 41-1750809
ROTARY CLUB OF DULUTH FOUNDATION
Tax-exempt · DULUTH, MN 55802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $56,264 | $37,935 | $18,329 | $412,699 | $14,300 | $398,399 |
| June 30, 2024 | 990 | $46,698 | $71,297 | -$24,599 | $380,270 | $0 | $380,270 |
| June 30, 2023 | 990 | $52,193 | $18,538 | $33,655 | $383,977 | $6,000 | $377,977 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,537
- Program service revenue
- $0
- Investment income
- $37,727
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $29,775
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $575
- Program services (functional)
- $29,775
- Management and general (functional)
- $8,160
Balance sheet and other
- Total assets, start of year
- $380,270
- Total assets, end of year
- $412,699
- Total liabilities, end of year
- $14,300
- Net assets, end of year
- $398,399
- Publicly traded securities
- $397,502
- Net assets without donor restrictions
- $97,055
- Net assets with donor restrictions
- $301,344
- Gross receipts
- $56,264
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1991
- 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 |
|---|---|---|---|
| DEAN CASPERSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| GERALD PELOFSKE | SECRETARY Trustee or director, Officer | 1 | $0 |
| JENNIFER SMITH | TREASURER Trustee or director, Officer | 1 | $0 |
| ELAINE HANSON | DIRECTOR Trustee or director | 1 | $0 |
| ZACH WALTERS | DIRECTOR Trustee or director | 1 | $0 |
| DARLENE ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| ALLEN ANWAY | DIRECTOR Trustee or director | 1 | $0 |
| BOB BENNETT | DIRECTOR Trustee or director | 1 | $0 |
| TIM MOWBRAY | DIRECTOR Trustee or director | 1 | $0 |
| JACK SEILER | DIRECTOR Trustee or director | 1 | $0 |
| GEIGER YOUNT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ELAINE HANSON | DIRECTOR Trustee or director | 1 | $0 | $9,000 |
| DEAN CASPERSON | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| GERALD PELOFSKE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER SMITH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DARLENE ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLEN ANWAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB BENNETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COREY COLLIER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELIZABETH SIMONSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEIGER YOUNT | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ELAINE HANSON | DIRECTOR Trustee or director | 1 | $0 | $9,000 |
| DEAN CASPERSON | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JERRY OSTROSKI | PRESIDENT (TERMED 08/2022) Trustee or director, Officer | 2 | $0 | $0 |
| COREY COLLIER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| GERALD PELOFSKI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER SMITH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DARLENE ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLEN ANWAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB BENNETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM SCHWARTZ | DIRECTOR (TERMED 08/2022) Trustee or director | 1 | $0 | $0 |
| GEIGER YOUNT | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 207 WEST SUPERIOR ST, DULUTH, MN 55802-1914
- In care of
- % PATTY SHOGREN
- Principal officer (990 for 2024)
- DEAN CASPERSON, 207 WEST SUPERIOR ST, DULUTH, MN 55802
- Signed the 990
- Jennifer Smith, Treasurer
- Phone
- (218) 722-0451
Mission
THE ROTARY CLUB OF DULUTH FOUNDATION WILL PROVIDE A VEHICLE FOR ROTARIANS AND OTHERS TO EXTEND THE TRADITION OF SERVICE ABOVE SELF, WITH FUNDING OF LOCAL COMMUNITY PROJECTS INCLUDING LOCAL CHARITABLE AND HUMANITARIAN CAUSES.
Program accomplishments
- $15,000 WAS GRANTED TO NEIGHBORHOOD YOUTH SERVICES TO SUPPORT THEIR MENTAL HEALTH INITIATIVE.Expenses $15,000 · grants $15,000
- SCHOLARSHIPS TOTALING $13,750 WERE GIVEN TO STUDENTS ATTENDING LOCAL VOCATIONAL SCHOOLSExpenses $13,750
- $1,025 WAS GRANTED TO THE ROTARY CLUB OF DULUTH TO SUPPORT THEIR INITIATIVESExpenses $1,025 · grants $1,025
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
- 41-1750809
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $412,699
- Income (IRS master file)
- $56,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $56,264 | $37,935 | $412,699 | IRS |
| 990 | June 2024 | $46,698 | $71,297 | $380,270 | XML |
| 990 | June 2023 | $52,193 | $18,538 | $383,977 | XML |
| 990 | June 2022 | $58,582 | $48,666 | $338,035 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 41-1750809).
Questions about ROTARY CLUB OF DULUTH FOUNDATION
- What is the EIN of ROTARY CLUB OF DULUTH FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF DULUTH FOUNDATION is 41-1750809.
- Is ROTARY CLUB OF DULUTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to ROTARY CLUB OF DULUTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF DULUTH FOUNDATION 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 DULUTH FOUNDATION 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 DULUTH FOUNDATION 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 DULUTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names DEAN CASPERSON.
- Who are the officers and directors of ROTARY CLUB OF DULUTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF DULUTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $56,264, expenses of $37,935 and total assets of $412,699 at year end.
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