Nonprofit · EIN 41-1456869
EDINA ROTARY FOUNDATION INC
Tax-exempt · EDINA, MN 55424
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $305,973 | $237,662 | $68,311 | $969,082 | $20,150 | $948,932 |
| June 30, 2024 | 990 | $225,262 | $194,629 | $30,633 | $862,240 | $12,533 | $849,707 |
| June 30, 2023 | 990 | $245,065 | $265,355 | -$20,290 | $805,279 | $40,360 | $764,919 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $243,020
- Program service revenue
- $35,261
- Investment income
- $27,692
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $167,417
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,000
- Program services (functional)
- $235,222
- Management and general (functional)
- $2,440
Balance sheet and other
- Total assets, start of year
- $862,240
- Total assets, end of year
- $969,082
- Total liabilities, end of year
- $20,150
- Net assets, end of year
- $948,932
- Gross receipts
- $375,707
- Employees
- 0
- Volunteers
- 0
- 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 |
|---|---|---|---|
| ERICA ALLENBURG | OFFICER Trustee or director, Officer | 2 | $0 |
| LISA WALKER | OFFICER Trustee or director, Officer | 2 | $0 |
| PAUL PETERSON | OFFICER Trustee or director, Officer | 2 | $0 |
| SHELLY LOBERG | OFFICER Trustee or director, Officer | 2 | $0 |
| GERRY NORTON | OFFICER Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE HAYES | OFFICER Trustee or director, Officer | 2 | $0 |
| LISA WALKER | OFFICER Trustee or director, Officer | 2 | $0 |
| PAUL PETERSON | OFFICER Trustee or director, Officer | 2 | $0 |
| RYAN WILSON | DIRECTOR Trustee or director | 1 | $0 |
| SHELLY LOBERG | OFFICER Trustee or director, Officer | 2 | $0 |
| MIKE KALLAS | DIRECTOR Trustee or director | 1 | $0 |
| SAM THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN STILES | DIRECTOR Trustee or director | 1 | $0 |
| GERRY NORTON | OFFICER Trustee or director, Officer | 2 | $0 |
| JOHN FLYNN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE GUMP | DIRECTOR Trustee or director | 1 | $0 |
| ANDRE BREWER | DIRECTOR Trustee or director | 1 | $0 |
| RYAN WILSON | DIRECTOR Trustee or director | 1 | $0 |
| RENEE HARBERTS | DIRECTOR Trustee or director | 1 | $0 |
| JOHN BUTTOLPH | DIRECTOR Trustee or director | 1 | $0 |
| JOE HAYES | OFFICER Officer | 2 | $0 |
| LISA WALKER | OFFICER Officer | 2 | $0 |
| PAUL PETERSON | OFFICER Officer | 2 | $0 |
| SHELLY LOBERG | OFFICER Officer | 2 | $0 |
| MICHAEL STANZAK | OFFICER Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 24481, EDINA, MN 55424-0481
- In care of
- % ELLINGSON & ELLINGSON LTD
- Principal officer (990 for 2024)
- GERRY NORTON, PO BOX 24481, MINNEAPOLIS, MN 55424
- Signed the 990
- GERRY NORTON, TREASURER
- Phone
- (952) 929-0315
- Return prepared by
- ELLINGSON CPAS
Mission
TO PROVIDE FUNDING FOR VARIOUS INTERNATIONAL AND DOMESTIC CHARITABLE CAUSES AND YOUTH ACTIVITIES INCLUDING CAMP ENTERPRISE.
Program accomplishments
- FUNDING PROVIDED TO VARIOUS CHARITABLE ORGANIZATIONS.Expenses $167,417 · grants $167,417
- GENERAL COSTS OF OPERATING CAMP ENTERPRISE ALONG WITH SCHOLARSHIPS PROVIDED TO VARIOUS YOUTH WHO ATTEND CAMP ENTERPRISE.Expenses $48,530 · revenue $35,261
- COST OF OTHER FOUNDATION-RELATED ACTIVITIES, SUCH AS YOUTH SERVICE-RELATED ACTIVITIES SUCH AS EXCHANGES STUDENTS, EDINA HIGH SCHOOL SCHOLARSHIPS, AND OTHER SUPPORT ACTIVITIES.Expenses $19,275
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
- 41-1456869
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $969,082
- Income (IRS master file)
- $375,707
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $305,973 | $237,662 | $969,082 | IRS |
| 990 | June 2024 | $225,262 | $194,629 | $862,240 | IRS |
| 990 | June 2023 | $245,065 | $265,355 | $805,279 | XML |
| 990 | June 2022 | $244,916 | $230,422 | $786,639 | 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 41-1456869).
Questions about EDINA ROTARY FOUNDATION INC
- What is the EIN of EDINA ROTARY FOUNDATION INC?
- The employer identification number (EIN) of EDINA ROTARY FOUNDATION INC is 41-1456869.
- Is EDINA ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to EDINA ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EDINA ROTARY FOUNDATION 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 EDINA ROTARY FOUNDATION INC 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 EDINA ROTARY FOUNDATION INC 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 EDINA ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names GERRY NORTON.
- Who are the officers and directors of EDINA ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does EDINA ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $305,973, expenses of $237,662 and total assets of $969,082 at year end.
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