Nonprofit · EIN 46-0789408
ROTARY CLUB OF LAKEVILLE FOUNDATION
Tax-exempt · LAKEVILLE, MN 55044
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $190,372 | $222,162 | -$31,790 | $281,750 | $54,810 | $226,940 |
| June 30, 2024 | 990 | $231,816 | $168,223 | $63,593 | $283,089 | $24,359 | $258,730 |
| June 30, 2023 | 990-EZ | $138,070 | $117,604 | $20,466 | $225,346 | $30,209 | $195,137 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $188,041
- Membership dues
- $6,630
- Program service revenue
- $0
- Investment income
- $2,331
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $205,362
- Compensation of officers, directors and key employees
- $7,824
- Other salaries and wages
- $1,460
- Salaries, compensation and benefits (total)
- $9,284
- Professional fundraising fees
- $0
- Program services (functional)
- $205,362
- Management and general (functional)
- $16,800
Balance sheet and other
- Total assets, start of year
- $283,089
- Total assets, end of year
- $281,750
- Total liabilities, end of year
- $54,810
- Net assets, end of year
- $226,940
- Gross receipts
- $190,372
- Employees
- 0
- Volunteers
- 75
- Year formed
- 2012
- 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 | From related orgs |
|---|---|---|---|---|
| Kathy Hughitt | Secretary Trustee or director, Officer | 10 | $7,824 | $4,213 |
| Laurie Bolin | President Trustee or director, Officer | 5 | $0 | $0 |
| Emily Fox Williams | Immediate Past President Trustee or director | 1 | $0 | $0 |
| Alan Williams | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| James Kretsch | President Elect Trustee or director | 1 | $0 | $0 |
| Jay Young | Foundation Committee Chair Trustee or director | 2 | $0 | $0 |
| Joshua Lee | International Service Chair Trustee or director | 2 | $0 | $0 |
| Chris Casey | Youth Services Chair Trustee or director | 1 | $0 | $0 |
| Holly Meyer | Community Service Chair Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Kathy Hughitt | Secretary Trustee or director, Officer | 10 | $7,588 | $4,086 |
| Emily Fox Williams | President Trustee or director, Officer | 5 | $0 | $0 |
| Ken Wentworth | Immediate Past President Trustee or director | 1 | $0 | $0 |
| Alan Williams | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| Laurie Bolin | President Elect Trustee or director | 1 | $0 | $0 |
| Jay Young | Foundation Committee Chair Trustee or director | 2 | $0 | $0 |
| Peg Duenow | International Service Chair Trustee or director | 2 | $0 | $0 |
| Chris Casey | Youth Services Chair Trustee or director | 1 | $0 | $0 |
| Sheila Longie | Community Service Chair Trustee or director | 1 | $0 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathy Hughitt | Secretary | 10 | $7,719 |
| Ken Wentworth | President | 5 | $0 |
| Tom Von Hof | Immediate Past President | 1 | $0 |
| Alan Williams | Treasurer | 5 | $0 |
| Emily Fox Williams | President Elect | 1 | $0 |
| Jay Young | Foundation Committee Chair | 2 | $0 |
| Peg Duenow | International Service Chair | 2 | $0 |
| Chris Casey | Youth Services Chair | 1 | $0 |
| Sheila Longie | Community Service Chair | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 433, LAKEVILLE, MN 55044-0258
- In care of
- % JIM CHRISTIAN
- Principal officer (990 for 2024)
- Alan Williams, PO Box 433, Lakeville, MN 55044
- Signed the 990
- Alan Williams, Treasurer
- Phone
- (952) 270-2413
- Website
- www.lakevillerotary.org
Mission
Service and financial support to local charities, students and Rotary International efforts
Program accomplishments
- Community Service - Charitable grants benefiting over one thousand people in Lakeville and surrounding communities. Charities supported include food shelves, schools, scouting, disabled, senior citizens, youth and community.Expenses $103,257 · grants $103,257
- Youth Service - Programs directly benefiting over 200 students in Lakeville. Main efforts include STRIVE mentorship program, scholarships, Camp RYLA, Camp Enterprise, Student of the Month recognition.Expenses $63,402 · grants $63,402
- International Service - Support for international efforts to eradicate polio, clean water initiatives, nutrition, and youth exchange programs. Overall efforts of Rotary International benefit millions of people worldwide.Expenses $38,703 · grants $38,703
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
- 46-0789408
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $281,750
- Income (IRS master file)
- $190,372
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $190,372 | $222,162 | $281,750 | IRS |
| 990 | June 2024 | $231,816 | $168,223 | $283,089 | IRS |
| 990-EZ | June 2023 | $138,070 | $117,604 | $225,346 | XML |
| 990 | June 2022 | $156,214 | $118,780 | $228,366 | 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 46-0789408).
Questions about ROTARY CLUB OF LAKEVILLE FOUNDATION
- What is the EIN of ROTARY CLUB OF LAKEVILLE FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF LAKEVILLE FOUNDATION is 46-0789408.
- Is ROTARY CLUB OF LAKEVILLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to ROTARY CLUB OF LAKEVILLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF LAKEVILLE 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 LAKEVILLE 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 LAKEVILLE 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 LAKEVILLE FOUNDATION?
- The 990 for the year ended June 30, 2025 names Alan Williams.
- Who are the officers and directors of ROTARY CLUB OF LAKEVILLE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $7,824 (Kathy Hughitt, Secretary).
- How much revenue does ROTARY CLUB OF LAKEVILLE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $190,372, expenses of $222,162 and total assets of $281,750 at year end.
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