Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Lake Elmo Rotary Club
EIN 20-2814804 • 501(c)4 • Lake Elmo, MN
Profile
Provide local and international services
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
17th percentile
Higher net margin than 17% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
45th percentile
Faster revenue growth than 45% of similar nonprofits.
Balance Sheet
Assets
Down$16,055
Down $7,104 (-31%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Down$16,055
Down $7,104 (-31%) from 2024
Revenue
Down$21,322
Down $980 (-4.4%) from 2024
Expenses
Down$28,426
Down $2,211 (-7.2%) from 2024
Net Income
Up-$7,104
Up $1,231 (+15%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $16,055
- Liabilities
- $0
- Net assets
- $16,055
- Revenue
- $21,322
- Expenses
- $28,426
- Net income
- -$7,104
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Mar 15, 2026
- Return Version
- 2024v5.2
- Gross Receipts
- $29,028
Mission and Program Overview
Mission
Provide local and international services
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. See Schedule O. | $2,703 | $22,122 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Temre Pugh | President | - | $0 | - | - |
| Elizabeth Niehouse | Secretary | PT | $0 | - | - |
| Tammy Malmquist | Past President | - | $0 | - | - |
| Paul Fitzpatrick | International Service Chair | - | $0 | - | - |
| Jenny Dreher | Club Service Chair | - | $0 | - | - |
| Rita Shepard | Treasurer | PT | $0 | - | - |
| Pam Baker | President Elect | - | $0 | - | - |
| Paul Erickson | Club Service Chair | - | $0 | - | - |
| Tara Cadenhead | Club Service Chair | - | $0 | - | - |
| Cole Birkland | Community Service Chaie | - | $0 | - | - |
| Teresa Moes | Community Service Chair | - | $0 | - | - |
| Tammy Malmquist | Vocational Service Chair | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Lake Elmo Rotary Club
- EIN
- 20-2814804
- In Care Of
- % Rita Shepard
- Phone
- 6513546933
- Address
- PO Box 263, Lake Elmo, MN 55042
Signing Officer
- Name
- Rita Shepard
- Title
- Treasurer
- Phone
- 6513546933
- Signed
- 2026-03-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Schutz CPA Ltd
- Address
- PO Box 898, Stillwater, MN 55082
- Preparer
- Jennifer Schutz
- Phone
- 6514395990
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description AmountGuest Meals 440Happy Dollars 1,110Misc Income 1,130”
List of grants and similar amounts paid Part I line 10
“Activity No single recipient over $5000 Amount 2,703”
Description of other expenses Part I line 16
“Description AmountTraining 425Office Expense 408Insurance 257Dues 2,806Meeting Meals 8,175Mixers and Events 5,879Recognition Awards, Gifts, Pins 313Advertising/Branding/Website 924Storage Unit 487Supplies 4,949”
Part III response or note to any other line in Part III
“Part III Line 28 - Continued The Club exists to improve communities locally and around the world. Rotary also encourages high ethical standards in business and professions. The Club works to advance international understanding by partnering with clubs in other countries.”
Raw XML Appendix173 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6513546933 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 263 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Lake Elmo |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55042 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 23159 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 16055 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3160 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -7104 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1100 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 16055 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 3010 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 11350 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2703 |
| IRS990EZ/GrossReceiptsAmt | 0 | 29028 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 193 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 8635 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 23159 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 16055 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 23159 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 16055 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Temre Pugh |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Elizabeth Niehouse |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Tammy Malmquist |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Paul Fitzpatrick |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jenny Dreher |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Rita Shepard |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Pam Baker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Paul Erickson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Tara Cadenhead |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Cole Birkland |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Teresa Moes |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Tammy Malmquist |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | International Service Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Club Service Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Club Service Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Club Service Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Community Service Chaie |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Community Service Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Vocational Service Chair |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 24623 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2680 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Provide local and international services |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. See Schedule O. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 2703 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 22122 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 7706 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 6654 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 28426 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 22122 |
| IRS990EZ/TotalRevenueAmt | 0 | 21322 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountGuest Meals 440Happy Dollars 1,110Misc Income 1,130 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity No single recipient over $5000 Amount 2,703 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountTraining 425Office Expense 408Insurance 257Dues 2,806Meeting Meals 8,175Mixers and Events 5,879Recognition Awards, Gifts, Pins 313Advertising/Branding/Website 924Storage Unit 487Supplies 4,949 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Part III Line 28 - Continued The Club exists to improve communities locally and around the world. Rotary also encourages high ethical standards in business and professions. The Club works to advance international understanding by partnering with clubs in other countries. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Part III response or note to any other line in Part III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RITA SHEPARD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6513546933 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-03-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Lake Elmo Rotary Club |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 202814804 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Rita Shepard |
| ReturnHeader/Filer/PhoneNum | 0 | 6513546933 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 263 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Lake Elmo |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 55042 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 811374244 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Schutz CPA Ltd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO Box 898 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Stillwater |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 55082 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6514395990 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-03-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JENNIFER SCHUTZ |
| ReturnHeader/ReturnTs | 0 | 2026-03-15T04:09:33-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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