- Revenue 2023
- $435,694
- Expenses 2023
- $394,238
Program services were 97.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- B82
- Classification
- 2000
- Street
- 685 EXCELSIOR BLVD
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2023
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.
Activities or mission (Part I)
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 EXCELSIOR MORNING ROTARY CLUB WAS FOUNDED IN 1996 AND CURRENTLY BOASTS A MEMBERSHIP OF MORE THAN 70. OUR CLUB IS OPEN TO MEN AND WOMEN WHO EITHER DO BUSINESS OR RESIDE IN THE EXCELSIOR/MINNETONKA AREA.
-
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 $382,781 · Grants $299,445
-
GAMBLING: THE FORMS OF GAMBLING CONDUCTED BY THE ORGANIZATION DURING THE YEAR ENDED 6/30/2024, 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 6/30/2024 WERE 9,243,198 TOTAL GAMING EXPENSES FOR THE YEAR ENDED 6/30/2024 WERE 9,231,773.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Mark JeterMARK JETER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Pam LangsethPAM LANGSETH
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Brian LarsonBRIAN LARSON
PRESIDENT EL
- Total calculated
- $0
- Hours/week
- 10
-
Colleen AldrittCOLLEEN ALDRITT
TREASURER
- Total calculated
- $0
- Hours/week
- 10
-
Mitch DayMITCH DAY
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Scott GerlicherSCOTT GERLICHER
EVENTS
- Total calculated
- $0
- Hours/week
- 2
-
Maggie TrenaryMAGGIE TRENARY
CLUB ADMIN
- Total calculated
- $0
- Hours/week
- 5
-
Meg LowMEG LOW
INTERNATIONA
- Total calculated
- $0
- Hours/week
- 2
-
Dan NarrDAN NARR
LOCAL SERVIC
- Total calculated
- $0
- Hours/week
- 2
-
Lisa WagnerLISA WAGNER
MEMBERSHIP
- Total calculated
- $0
- Hours/week
- 5
-
Larry LembrichLARRY LEMBRICH
GAMING CHAIR
- Total calculated
- $0
- Hours/week
- 15
-
Cari GerlicherCARI GERLICHER
YOUTH SERVIC
- Total calculated
- $0
- Hours/week
- 2
-
Matthew KusilekMATTHEW KUSILEK
MARKETING
- Total calculated
- $0
- Hours/week
- 2
-
Shelly KistSHELLY KIST
AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Kathleen MalleryKATHLEEN MALLERY
AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth NicolELIZABETH NICOL
AT LARGE
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $435,694
- Expenses
- $394,238
- Contributions
- $267,404
- Grants paid
- $299,445
-
2022
- Revenue
- $395,472
- Expenses
- $340,498
- Contributions
- $208,418
- Grants paid
- $257,791
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $415,383
- Expenses
- $306,839
- Assets (EOY)
- $301,847
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $255,081
- Expenses
- $202,684
- Assets (EOY)
- $138,685
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2019 · 990
- Revenue
- $294,764
- Expenses
- $320,375
- Assets (EOY)
- $113,174
-
2018 · 990
- Revenue
- $236,389
- Expenses
- $220,280
- Assets (EOY)
- $118,266
-
2017 · 990-EZ
- Revenue
- $157,967
- Expenses
- $133,697
- Assets (EOY)
- $102,157
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
-
$75,000
2023
-
EXCELSIOR CHAMBER OF COMMERCE
$30,000
2022
-
$24,197
2023 GIRLS TABLET PROJECT
-
SOUTHLAKE MINNETONKA POLICE DEPARTMENT
$18,500
2023
-
$16,900
2023
-
$16,500
2022
-
$13,050
2023
-
$13,000
2022 BOLIVIAN WELL
-
$13,000
2022
-
$12,000
2023
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
2023 For grant recipient's exempt purposes
-
2024 For grant recipient's exempt purposes
-
$10,000
2022 SAFE WATER - BOLIVIA
-
$10,000
2023 GIRL EMPOWERMENT - GUATEMALA
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.