Civic Intelligence

Edina Morningside Rotary Foundation

990EZ • Fiscal year 2016 • EIN 41-1739293

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 20, 2017

7500 Flying Cloud Drive No 800Minneapolis, MN 55344

(952) 893-9320

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-0.5%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$92,990

Up $2,264 (+2.5%) from 2015

Net Assets

Down

$86,651

Down $2,027 (-2.3%) from 2015

Liabilities

Up

$6,339

Up $4,291 (+210%) from 2015

Revenue

Up

$76,208

Up $39,571 (+108%) from 2015

Expenses

Up

$76,599

Up $22,304 (+41%) from 2015

Net Income

Up

-$391

Up $17,267 (+98%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $67,249Liabilities 2011: $0Net Assets 2011: $67,2492011Assets 2012: $125,678Liabilities 2012: $19,105Net Assets 2012: $106,5732012Assets 2013: $138,936Liabilities 2013: $38,422Net Assets 2013: $100,5142013Assets 2014: $121,286Liabilities 2014: $13,496Net Assets 2014: $107,7902014Assets 2015: $90,726Liabilities 2015: $2,048Net Assets 2015: $88,6782015Assets 2016: $92,990Liabilities 2016: $6,339Net Assets 2016: $86,6512016Assets 2017: $93,366Liabilities 2017: $0Net Assets 2017: $93,3662017Assets 2018: $90,966Liabilities 2018: $3,248Net Assets 2018: $87,7182018Assets 2019: $91,379Liabilities 2019: $15,104Net Assets 2019: $76,2752019Assets 2020: $78,512Liabilities 2020: $2,073Net Assets 2020: $76,4392020Assets 2021: $106,706Liabilities 2021: $18,863Net Assets 2021: $87,8432021Assets 2022: $110,032Liabilities 2022: $17,476Net Assets 2022: $92,5562022Assets 2023: $97,505Liabilities 2023: $8,441Net Assets 2023: $89,0642023Assets 2024: $106,513Liabilities 2024: $9,697Net Assets 2024: $96,8162024

Highlighted filing

2016

Assets$92,990
Liabilities$6,339
Net Assets$86,651

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $43,900Expenses 2011: $44,441Net Income 2011: -$5412011Revenue 2012: $70,639Expenses 2012: $31,135Net Income 2012: $39,5042012Revenue 2013: $95,647Expenses 2013: $106,474Net Income 2013: -$10,8272013Revenue 2014: $53,671Expenses 2014: $44,400Net Income 2014: $9,2712014Revenue 2015: $36,637Expenses 2015: $54,295Net Income 2015: -$17,6582015Revenue 2016: $76,208Expenses 2016: $76,599Net Income 2016: -$3912016Revenue 2017: $64,632Expenses 2017: $60,273Net Income 2017: $4,3592017Revenue 2018: $57,364Expenses 2018: $59,356Net Income 2018: -$1,9922018Revenue 2019: $65,882Expenses 2019: $77,698Net Income 2019: -$11,8162019Revenue 2020: $57,925Expenses 2020: $54,734Net Income 2020: $3,1912020Revenue 2021: $104,613Expenses 2021: $105,074Net Income 2021: -$4612021Revenue 2022: $139,872Expenses 2022: $125,280Net Income 2022: $14,5922022Revenue 2023: $46,766Expenses 2023: $54,157Net Income 2023: -$7,3912023Revenue 2024: $76,615Expenses 2024: $73,515Net Income 2024: $3,1002024

Highlighted filing

2016

Revenue$76,208
Expenses$76,599
Net Income-$391
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 20, 2017
Return Version
2015v3.0
Gross Receipts
$93,076
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
FUNDING PROVIDED TO VARIOUS CHARITABLE ORGANIZATIONS.$74,771$74,771
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GUY LOGANExecutive Director-$0--
MARK SHOCKEYBoard Member-$0--
JANE EHRESMANNTreasurer-$0--
TOM GUMPSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$31,265$31,125$354$30,771
Beer Tasting$7,850$7,850$143$7,707
Total Events$44,028$43,888$16,868$27,020
Filing and Contact Details

Filer

Filer Name
Edinamorningside Rotary Foundation
EIN
41-1739293
Phone
9528939320
Address
7500 FLYING CLOUD DRIVE NO 800, MINNEAPOLIS, MN 55344

Signing Officer

Name
Jane Ehresmann
Title
Treasurer
Phone
9528939320
Signed
2017-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Boulay Pllp
Address
7500 FLYING CLOUD DRIVE 800, MINNEAPOLIS, MN 55344
Preparer
Joseph P Meyer
Phone
9528939320
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend income. Amount: 483. Description: interest income. Amount: 5. Description: capital gain distribution income. Amount: 1,050. Total included on form 990-ez, line 4: 1,538.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary international edina/rotary club. Purpose of payment: payment for operations. Amount of payment: 11,993.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: becon interfaith. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: southdale ymca. Amount given: 750.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: edina connecting with kids. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: edina community foundation. Amount given: 750.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: veap. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: matter. Amount given: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: bridging. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: senior community services. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: volunteers of america. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: minnesota evans scholars. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: warm hands warm hearts. Amount given: 17,027.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: fairview foundation. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: bloomington rotary daymakers. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: international village clinic. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: isd #273. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: edina challenge. Amount given: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: edina abc foundation. Amount given: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: edina education fund. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: oasis for youth. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: sojourner project. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: youth impact racing. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: junior police. Amount given: 2,223.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: hondras global grant. Amount given: 250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: world water day. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: maternity hospital. Amount given: 1,100.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: south metro rotary club for guatemala girls grantee name: south metro rotary club for guatemala girls. Amount given: 560.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: children and youth first. Amount given: 11,118.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: harmony bridge. Amount given: 7,000. Total included on form 990-ez, line 10: 62,778.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: financial advisor fees. Amount: 375. Description: quickbooks dues. Amount: 345. Description: filing fees. Amount: 25. Description: bank charges. Amount: 264. Description: investment fee expense. Amount: 59. Total to form 990-ez, line 16: 1,068.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized loss on investments. Amount: -1,636.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments - publicly traded securities. Beg. Of year amount: 24,995. End of year amount: 24,826. Description: prepaid expense. Beg. Of year amount: 150. End of year amount: 3,000.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 2,048. End of year amount: 6,339.

Raw XML Appendix246 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JANE EHRESMANN
IRS990EZ/BooksInCareOfDetail/PhoneNum09529290315
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05101 VERNON AVE SOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDINA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055436
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065581
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065164
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt047650
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-391
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0760
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090726
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092990
IRS990EZ/FundraisingGrossIncomeAmt043888
IRS990EZ/GrantsAndSimilarAmountsPaidAmt074771
IRS990EZ/GrossReceiptsAmt093076
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01538
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088678
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086651
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088678
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086651
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GUY LOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK SHOCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE EHRESMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM GUMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025145
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027826
IRS990EZ/OtherChangesInNetAssetsAmt0-1636
IRS990EZ/OtherExpensesTotalAmt01068
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING FOR VARIOUS INTERNATIONAL AND DOMESTIC CHARITABLE CAUSES AND YOUTH ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING PROVIDED TO VARIOUS CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt074771
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074771
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt016868
IRS990EZ/SpecialEventsNetIncomeLossAmt027020
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02048
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06339
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt076599
IRS990EZ/TotalProgramServiceExpensesAmt074771
IRS990EZ/TotalRevenueAmt076208
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt074368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt072765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0251682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01291
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01394
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05197
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03169
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02027
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0205
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02232
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97130
IRS990ScheduleA/PublicSupportPY170Pct00.97150
IRS990ScheduleA/PublicSupportTotal170Amt0251682
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt074368
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066023
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0251682
IRS990ScheduleA/TotalSupportAmt0259111
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0140
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0140
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016868
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BEER TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03303
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044028
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043888
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027020
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03855
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0354
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0143
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08850
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0860
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 483. DESCRIPTION: INTEREST INCOME. AMOUNT: 5. DESCRIPTION: CAPITAL GAIN DISTRIBUTION INCOME. AMOUNT: 1,050. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY INTERNATIONAL EDINA/ROTARY CLUB. PURPOSE OF PAYMENT: PAYMENT FOR OPERATIONS. AMOUNT OF PAYMENT: 11,993.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: BECON INTERFAITH. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: SOUTHDALE YMCA. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: EDINA CONNECTING WITH KIDS. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: EDINA COMMUNITY FOUNDATION. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: . GRANTEE NAME: VEAP. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: . GRANTEE NAME: MATTER. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: . GRANTEE NAME: BRIDGING. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: . GRANTEE NAME: SENIOR COMMUNITY SERVICES. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: . GRANTEE NAME: VOLUNTEERS OF AMERICA. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: . GRANTEE NAME: MINNESOTA EVANS SCHOLARS. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: . GRANTEE NAME: WARM HANDS WARM HEARTS. AMOUNT GIVEN: 17,027.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: . GRANTEE NAME: FAIRVIEW FOUNDATION. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: . GRANTEE NAME: BLOOMINGTON ROTARY DAYMAKERS. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: . GRANTEE NAME: INTERNATIONAL VILLAGE CLINIC. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACTIVITY CLASSIFICATION: . GRANTEE NAME: ISD #273. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ACTIVITY CLASSIFICATION: . GRANTEE NAME: EDINA CHALLENGE. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ACTIVITY CLASSIFICATION: . GRANTEE NAME: EDINA ABC FOUNDATION. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19ACTIVITY CLASSIFICATION: . GRANTEE NAME: EDINA EDUCATION FUND. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20ACTIVITY CLASSIFICATION: . GRANTEE NAME: OASIS FOR YOUTH. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21ACTIVITY CLASSIFICATION: . GRANTEE NAME: SOJOURNER PROJECT. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22ACTIVITY CLASSIFICATION: . GRANTEE NAME: YOUTH IMPACT RACING. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23ACTIVITY CLASSIFICATION: . GRANTEE NAME: JUNIOR POLICE. AMOUNT GIVEN: 2,223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24ACTIVITY CLASSIFICATION: . GRANTEE NAME: HONDRAS GLOBAL GRANT. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25ACTIVITY CLASSIFICATION: . GRANTEE NAME: WORLD WATER DAY. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26ACTIVITY CLASSIFICATION: . GRANTEE NAME: MATERNITY HOSPITAL. AMOUNT GIVEN: 1,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27ACTIVITY CLASSIFICATION: . GRANTEE NAME: SOUTH METRO ROTARY CLUB FOR GUATEMALA GIRLS GRANTEE NAME: SOUTH METRO ROTARY CLUB FOR GUATEMALA GIRLS. AMOUNT GIVEN: 560.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28ACTIVITY CLASSIFICATION: . GRANTEE NAME: CHILDREN AND YOUTH FIRST. AMOUNT GIVEN: 11,118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29ACTIVITY CLASSIFICATION: . GRANTEE NAME: HARMONY BRIDGE. AMOUNT GIVEN: 7,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 62,778.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30DESCRIPTION: FINANCIAL ADVISOR FEES. AMOUNT: 375. DESCRIPTION: QUICKBOOKS DUES. AMOUNT: 345. DESCRIPTION: FILING FEES. AMOUNT: 25. DESCRIPTION: BANK CHARGES. AMOUNT: 264. DESCRIPTION: INVESTMENT FEE EXPENSE. AMOUNT: 59. TOTAL TO FORM 990-EZ, LINE 16: 1,068.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: -1,636.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32DESCRIPTION: INVESTMENTS - PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 24,995. END OF YEAR AMOUNT: 24,826. DESCRIPTION: PREPAID EXPENSE. BEG. OF YEAR AMOUNT: 150. END OF YEAR AMOUNT: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 2,048. END OF YEAR AMOUNT: 6,339.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE EHRESMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09528939320
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDINAMORNINGSIDE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDIN
ReturnHeader/Filer/EIN0411739293
ReturnHeader/Filer/PhoneNum09528939320
ReturnHeader/Filer/USAddress/AddressLine1Txt07500 FLYING CLOUD DRIVE NO 800
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055344
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410887288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOULAY PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07500 FLYING CLOUD DRIVE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055344
ReturnHeader/PreparerPersonGrp/PhoneNum09528939320
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH P MEYER
ReturnHeader/ReturnTs02017-02-06T10:23:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.10$0.97$0.77$0.74$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.08$0.89$0.47$0.54$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.17$0.93$1.40$1.25$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.19$0.88$1.05$1.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.76$0.58$0.55$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.15$0.76$0.66$0.78$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.03$0.88$0.57$0.59$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.65$0.60$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.06$0.87$0.76$0.77$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.02$0.89$0.37$0.54$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.13$1.08$0.54$0.44$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.38$1.01$0.96$1.06$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.19$1.07$0.71$0.31$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.44$0.44$0.01