Civic Intelligence

The Edina Rotary Foundation Inc

EIN 41-1456869 • 501(c)3 • Edina, MN

Profile

To provide funding for various international and domestic charitable causes and youth activities including camp enterprise.

5101 Vernon Ave S 501Edina, MN 55436

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-8.1%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$862,240

Up $56,961 (+7.1%) from 2023

Liabilities

Down

$12,533

Down $27,827 (-69%) from 2023

Net Assets

Up

$849,707

Up $84,788 (+11%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin66th percentile

Revenue

Down

$225,262

Down $19,803 (-8.1%) from 2023

Expenses

Down

$194,629

Down $70,726 (-27%) from 2023

Net Income

Up

$30,633

Up $50,923 (+251%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $128,696Liabilities 2011: $98,302Net Assets 2011: $30,3942011Assets 2012: $82,362Liabilities 2012: $25,340Net Assets 2012: $57,0222012Assets 2013: $100,875Liabilities 2013: $18,758Net Assets 2013: $82,1172013Assets 2014: $83,877Liabilities 2014: $18,119Net Assets 2014: $65,7582014Assets 2015: $214,835Liabilities 2015: $18,354Net Assets 2015: $196,4812015Assets 2016: $295,781Liabilities 2016: $36,113Net Assets 2016: $259,6682016Assets 2017: $365,533Liabilities 2017: $42,225Net Assets 2017: $323,3082017Assets 2018: $372,492Liabilities 2018: $3,900Net Assets 2018: $368,5922018Assets 2019: $387,701Liabilities 2019: $12,995Net Assets 2019: $374,7062019Assets 2020: $489,034Liabilities 2020: $31,294Net Assets 2020: $457,7402020Assets 2021: $820,031Liabilities 2021: $60,014Net Assets 2021: $760,0172021Assets 2022: $786,639Liabilities 2022: $12,128Net Assets 2022: $774,5112022Assets 2023: $805,279Liabilities 2023: $40,360Net Assets 2023: $764,9192023Assets 2024: $862,240Liabilities 2024: $12,533Net Assets 2024: $849,7072024

Highlighted filing

2024

Assets$862,240
Liabilities$12,533
Net Assets$849,707
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $96,022Expenses 2011: $96,605Net Income 2011: -$5832011Revenue 2012: $107,532Expenses 2012: $80,904Net Income 2012: $26,6282012Revenue 2013: $133,631Expenses 2013: $108,536Net Income 2013: $25,0952013Revenue 2014: $144,357Expenses 2014: $160,716Net Income 2014: -$16,3592014Revenue 2015: $271,873Expenses 2015: $141,150Net Income 2015: $130,7232015Revenue 2016: $211,306Expenses 2016: $148,119Net Income 2016: $63,1872016Revenue 2017: $189,815Expenses 2017: $126,175Net Income 2017: $63,6402017Revenue 2018: $200,379Expenses 2018: $155,095Net Income 2018: $45,2842018Revenue 2019: $207,442Expenses 2019: $201,328Net Income 2019: $6,1142019Revenue 2020: $253,220Expenses 2020: $170,186Net Income 2020: $83,0342020Revenue 2021: $435,856Expenses 2021: $133,579Net Income 2021: $302,2772021Revenue 2022: $244,916Expenses 2022: $230,422Net Income 2022: $14,4942022Revenue 2023: $245,065Expenses 2023: $265,355Net Income 2023: -$20,2902023Revenue 2024: $225,262Expenses 2024: $194,629Net Income 2024: $30,6332024

Highlighted filing

2024

Revenue$225,262
Expenses$194,629
Net Income$30,633
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$862,240
Liabilities
$12,533
Net assets
$849,707
Revenue
$225,262
Expenses
$194,629
Net income
$30,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.62$0.13$8.50$2.25$1.95$0.31
2023Detailed filing. Detailed filing data is available for this year.$8.05$0.40$7.65$2.45$2.65$0.20
2022Detailed filing. Detailed filing data is available for this year.$7.87$0.12$7.75$2.45$2.30$0.14
2021Detailed filing. Detailed filing data is available for this year.$8.20$0.60$7.60$4.36$1.34$3.02
2020Detailed filing. Detailed filing data is available for this year.$4.89$0.31$4.58$2.53$1.70$0.83
2019Detailed filing. Detailed filing data is available for this year.$3.88$0.13$3.75$2.07$2.01$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.72$0.04$3.69$2.00$1.55$0.45
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.42$3.23$1.90$1.26$0.64
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.36$2.60$2.11$1.48$0.63
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.18$1.96$2.72$1.41$1.31
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.18$0.66$1.44$1.61$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.19$0.82$1.34$1.09$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.25$0.57$1.08$0.81$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.98$0.30$0.96$0.97$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 1, 2025
Return Version
2023v6.0
Gross Receipts
$291,750
Mission and Program Overview

Mission

To provide funding for various international and domestic charitable causes and youth activities including camp enterprise.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$764,919$849,707▲ $84,788
Investments Other Securities$585,171$658,684▲ $73,513
Cash and Non-Interest-Bearing Accounts$220,108$203,556▼ $16,552
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$805,279$862,240▲ $56,961
Liabilities
Other Liabilities$40,360$12,533▼ $27,827
Total Liabilities$40,360$12,533▼ $27,827
Net Assets / Fund Balance
Total Net Assets Fund Balance$764,919$849,707▲ $84,788
Total Liabilities and Net Assets / Fund Balance$805,279$862,240▲ $56,961

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$658,684--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
John FlynnDirector
Mike KallasDirector
Ryan WilsonDirector
Sam ThompsonDirector
Susan StilesDirector
Gerry NortonOfficer
Joe HayesOfficer
Lisa WalkerOfficer
Paul PetersonOfficer
Shelly LobergOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$172,585
Program Service Revenue
$35,820
Investment Income
$16,857
Other Revenue
$0
All Other Contributions
$46,349
Change in Net Assets
$30,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$117,021
Grants and Similar Amounts Paid$77,608
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,608--$77,608
All Other Expenses$22,556$378-$22,934
Other Expenses$11,024$22,437-$11,024
Total Functional Expenses$171,814$22,815$0$194,629
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Edina Education FundEdina, MN-Edina Global Scholar Program$14,000
Edina Morningside Rotary FoundationEdina, MN-Gg2233922 - Ukraine Project$9,000
City of Edina Parks and RecMinneapolis, MN-Pamela Park Outside Aed Project$8,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$66,488
Fundraising Gross Income$66,488
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$12,133
Deposit Youth Exchange Students$400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 was distributed and reviewed by the officers of the foundation, but not the full board, prior to filing.”

Form 990, Part VI, Section C, Line 18

“Copies of the annual report and form 990 are available for review upon request.”

Form 990, Part VI, Section C, Line 19

“Copies of the annual report and form 990 are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
The Edina Rotary Foundation Inc
EIN
41-1456869
Phone
9529290315
Address
5101 VERNON AVE S 501, EDINA, MN 55436

Signing Officer

Name
Lisa Walker
Title
Treasurer
Phone
9529290315
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Walker
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ellingson & Ellingson Ltd
Address
5101 VERNON AVE S SUITE 501, EDINA, MN 55436
Preparer
Mark Gasner
Phone
9529290315
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Community service projects: program service expenses 9,150. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,150. Global scholars program: program service expenses 6,606. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,606. Club service - thank yous and polio: program service expenses 3,800. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,800. Public relation sponsorships/awareness: program service expenses 2,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,500. Diversity, equity, and inclusion: program service expenses 500. Management and general expenses 0. Fundraising expenses 0. Total expenses 500. Bank fees: program service expenses 0. Management and general expenses 378. Fundraising expenses 0. Total expenses 378.”

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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0183669
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0418865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0234085
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016991
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020286
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt079152
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0RAYMOND JAMES MUTUAL FUNDS
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IRS990ScheduleI/RecipientTable/CashGrantAmt19000
IRS990ScheduleI/RecipientTable/CashGrantAmt28000
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDINA GLOBAL SCHOLAR PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GG2233922 - UKRAINE PROJECT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PAMELA PARK OUTSIDE AED PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EDINA EDUCATION FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EDINA MORNINGSIDE ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CITY OF EDINA PARKS AND REC
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05701 NORMANDALE RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15101 VERNON AVE S STE 501
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt24711 W 70TH ST
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS DISTRIBUTED AND REVIEWED BY THE OFFICERS OF THE FOUNDATION, BUT NOT THE FULL BOARD, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE ANNUAL REPORT AND FORM 990 ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE ANNUAL REPORT AND FORM 990 ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY SERVICE PROJECTS: PROGRAM SERVICE EXPENSES 9,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,150. GLOBAL SCHOLARS PROGRAM: PROGRAM SERVICE EXPENSES 6,606. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,606. CLUB SERVICE - THANK YOUS AND POLIO: PROGRAM SERVICE EXPENSES 3,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,800. PUBLIC RELATION SPONSORSHIPS/AWARENESS: PROGRAM SERVICE EXPENSES 2,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,500. DIVERSITY, EQUITY, AND INCLUSION: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500. BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 378. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 378.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09529290315
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDINA ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EDIN
ReturnHeader/Filer/EIN0411456869
ReturnHeader/Filer/PhoneNum09529290315
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411399624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLINGSON & ELLINGSON LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05101 VERNON AVE S SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN

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