Rotary Club of Lake Minnetonka- Excelsior Inc

Public charity · Grantmaker Excelsior, MN EIN: 35-2589100

Rotary Club of Lake Minnetonka- is a public charity based in Excelsior, Minnesota. The club describes itself as the Excelsior Morning Rotary Club, founded in 1996, and says it supports local and international humanitarian projects through grants, fundraising, and service.

Key facts about Rotary Club of Lake Minnetonka- Excelsior Inc

In short: Rotary Club of Lake Minnetonka- Excelsior Inc gave $233K across 20 grants in 2025 (avg $12K), mostly in Minnesota. Source: 2025 IRS Form 990.

EIN
35-2589100
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$232,806
Grants made (2025)
20
Average grant
$11,640
Median grant
$10,000
Total assets
$421,370
Primary geography
Minnesota (100% of itemized 2025 grant dollars)
Accepts unsolicited proposals
Yes
How to apply
The club accepts unsolicited requests through its general funding request form; its website also lists international and local grant application forms. Full details ↓

Data from IRS Form 990, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$421K

+16.2% YoY

Annual Giving

$233K

-0.5% YoY

Grant Count

20

+33.3% YoY

Avg Grant Size

$12K

-25.4% YoY

How Rotary Club of Lake Minnetonka- Excelsior Inc gives

  • 40% of 2025 grantees were also funded in 2024. Method
  • Giving grew 24% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The club’s stated mission is “Service before Self,” with the aim of building goodwill and peace in the world through humanitarian service. Its website identifies areas of need including the environment; economic and community development; water and sanitation; education and literacy; and health and social services for families, individuals, and youth in need.

The club describes support for local organizations and international projects. Examples of grantees’ work, as described by the grantees, include LIVIN Foundation’s suicide-prevention work through mental-health conversations and partnerships; Africa Classroom Connection’s work with rural communities in South Africa to build classrooms; and Park Nicollet Foundation’s work to improve the health and well-being of patients, families, and the community. Other 2025 recipients include youth-serving organizations and a group that grants wishes to children with terminal or life-threatening conditions.

Grantmaking

In filing year 2025, the club reported $232,806 in grants across 20 awards. Grant amounts ranged from $5,750 to $30,000, with a median grant of $10,000.

Among the largest 2025 grants were $30,000 to The Open Hands Foundation, $25,000 to ICA Food Shelf, $17,500 to Bountiful Baskets Food Shelf, $15,000 to Livin Foundation, and $14,456 to Mano a Mano International for a Bolivian well. Other notable awards included $12,500 to Many Hands Many Meals, $12,000 to Africa Classroom Connection, and $10,850 to Park Nicollet Foundation.

The club’s website lists an international grant application for program year 2025–2026 and a general funding request form for organizations seeking support. It also describes local grants funded by charitable gaming proceeds. The local application shown for Fall 2025 is a past cycle. A separate 2024–2025 grant process and its May 1, 2024 deadline are also past. That process sought proposals benefiting residents in specified local school districts, international communities, or communities outside the Minnetonka School District in collaboration with Rotary clubs, and identified eligible areas of need. The available application information does not specify required materials or eligibility details for the current international application.

How to Apply

The club accepts unsolicited requests through its general funding request form; its website also lists international and local grant application forms.

Open Grants

4 open opportunities from Rotary Club of Lake Minnetonka- Excelsior Inc

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Geographic Focus

Where this funder awards grants

The club’s 2025 grants went entirely to recipients in Minnesota. Its website describes local work in the Lake Minnetonka area, including Excelsior, Minnetonka, and Mound/Westonka, as well as international projects. The past 2024–2025 grant process also included international communities and certain projects outside the Minnetonka School District when undertaken in collaboration with Rotary clubs in those communities.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 20 itemized grants.

States

Cities

ExcelsiorMinnetonkaMinneapolisMoundSt. PaulVictoriaBuffaloSt Louis ParkZimmermanHopkinsShorewoodAnokaBrooklyn ParkChaskaFridleyMedinaRichfield

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K0 grants2020 3 grants2021 15 grants2022 16 grants2023 15 grants2024 20 grants2025

From 2021 to 2025, annual grant giving ranged from $42K (2021) to $234K (2024). In 2025 it made 20 grants totaling $233K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

The Open Hands Foundation: $30KThe Open Hands Foundation$30KICA Food Shelf: $25KICA Food Shelf$25KBountiful Baskets Food Shelf: $18KBountiful Baskets Food Shelf$18KLivin Foundation: $15KLivin Foundation$15KMano a Mano International: $14KMano a Mano International$14KMany Hands Many Meals: $13KMany Hands Many Meals$13KAfrica Classroom Connection: $12KAfrica Classroom Connection$12KPark Nicollet Foundation: $11KPark Nicollet Foundation$11KBricks to Bread: $10KBricks to Bread$10KExcelsior Chamber of Commerce: $10KExcelsior Chamber of Commerce$10K

The largest 2025 recipient was The Open Hands Foundation ($30K). Together the top 10 received $157K.

Grant Size Distribution

69 grants across all recorded years

68<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 68 grants of 69 (99%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Open Hands Foundation Excelsior, MN—$30,000
ICA Food Shelf Minnetonka, MN—$25,000
Bountiful Baskets Food Shelf Chaska, MN—$17,500
Livin Foundation Anoka, MN—$15,000
Mano a Mano International St. Paul, MNBolivian Well$14,456
Many Hands Many Meals Excelsior, MN—$12,500
Africa Classroom Connection Minneapolis, MN—$12,000
Park Nicollet Foundation St Louis Park, MN—$10,850
Bricks to Bread St Louis Park, MN—$10,000
Excelsior Chamber of Commerce Excelsior, MN—$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $421,370 $322,271 $343,061 $232,806 (20 grants)
2024 $362,545 $435,694 $394,238 $233,962 (15 grants)
2023 $374,219 $395,472 $340,498 $178,300 (16 grants)
Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$421,370$362,545$374,219
Revenue$322,271$435,694$395,472
Expenses$343,061$394,238$340,498
Net Investment Income$7,865$8,283$707

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS April 28, 2022)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS May 13, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
  5. Added Form 990 for fiscal year 2025 (received by the IRS May 11, 2026)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Brian Larson as president, Mark Jeter as past president, Zarir Erani as president elect, Colleen Aldritt as treasurer, and Tom Langseth as secretary. It also lists Scott Gerlicher (events), Maggie Trenary (club administration), Katherine Johnson (international), Dan Narr (local service), and Lisa Wagner (membership).

Rotary Club of Lake Minnetonka- Excelsior Inc is led by Brian Larson, President since 2025 (on filings since 2024); none of the 15 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Brian Larson

    President

    President El → President, 2025

    On filings since 2024

    10 hrs/week

    No compensation reported

  • Zarir Erani

    President El

    New on the 2025 filing

    10 hrs/week

    No compensation reported

  • Larry Lembrich

    Gaming Chair

    On filings since 2021

    15 hrs/week

    No compensation reported

  • Cari Gerlicher

    Youth Servic

    Youth Exchan → Youth Servic, 2021

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Maggie Trenary

    Club Administrator

    Club Administrator D → Club Administrator, 2021

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Lisa Wagner

    Membership

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Matthew Kusilek

    Marketing

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Dan Narr

    Local Servic

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Mark Jeter

    Past President

    President El → President, 2024

    President → Past President, 2025

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Scott Gerlicher

    Events

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Colleen Aldritt

    Treasurer

    On filings since 2024

    10 hrs/week

    No compensation reported

  • Shelly Kist

    At Large

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Greg Reinhardt

    At Large

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Katherine Johnson

    Internationa

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Tom Langseth

    Secretary

    New on the 2025 filing

    5 hrs/week

    No compensation reported

Former officers (21)
  • Former: Kathleen Mallery (2020–2024) — At Large
  • Former: Meg Low (2020–2024) — Internationa
  • Former: Pam Langseth (2020–2024) — Past President
  • Former: Mitch Day (2023–2024) — Secretary
  • Former: Elizabeth Nicol (2024) — At Large
  • Former: Chelsea Jones (2021–2023) — At Large
  • Former: Jake Sturgis (2021–2023) — Past President
  • Former: Rick Bateson (2020–2022) — Fundraising
  • Former: Tammy Magney (2020–2022) — Secretary
  • Former: Tammy Schwartz (2020–2022) — Rotary Founder
  • Former: Suzanne Kochevar (2021–2022) — Local Servic
  • Former: Gregg Elliott (2020–2021) — At-Large
  • Former: Matt Kusilek (2021) — Marketing
  • Former: Tom Wolfe (2021) — At-Large
  • Former: Brian Nau (2020) — Past President
  • Former: Charlie Kanan (2020) — At-Large Director
  • Former: Ivan Anheluk (2020) — Marketing Di
  • Former: Jacob Sturgis (2020) — President El
  • Former: Kavid Kordonow (2020) — Gaming Director
  • Former: Phillip Marty (2020) — Local Director
  • Former: Tom Davis (2020) — Membership D

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: PO Box 368, Excelsior, MN 55331
Phone: (612) 600-8582

Frequently asked questions about Rotary Club of Lake Minnetonka- Excelsior Inc

How much does Rotary Club of Lake Minnetonka- Excelsior Inc give each year?

Rotary Club of Lake Minnetonka- Excelsior Inc gave $233K across 20 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $234K across 15 grants.

What is Rotary Club of Lake Minnetonka- Excelsior Inc's typical grant size?

Rotary Club of Lake Minnetonka- Excelsior Inc's median grant in 2025 was $10,000, and its average grant was $11,640, across 20 grants on its 2025 IRS Form 990.

Where does Rotary Club of Lake Minnetonka- Excelsior Inc give grants?

Rotary Club of Lake Minnetonka- Excelsior Inc gives mostly in Minnesota: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Excelsior, MN (4 grants), Minnetonka, MN (3 grants), Minneapolis, MN (3 grants) and St Louis Park, MN (2 grants).

Who are Rotary Club of Lake Minnetonka- Excelsior Inc's largest grantees?

Rotary Club of Lake Minnetonka- Excelsior Inc's largest 2025 grantees include The Open Hands Foundation ($30,000), ICA Food Shelf ($25,000) and Bountiful Baskets Food Shelf ($17,500), according to its 2025 IRS Form 990. Together they received 31% of its itemized 2025 grant dollars.

How large is Rotary Club of Lake Minnetonka- Excelsior Inc?

Rotary Club of Lake Minnetonka- Excelsior Inc reported $421K in total assets on its 2025 IRS Form 990. Its revenue that year was $322K.

What does Rotary Club of Lake Minnetonka- Excelsior Inc fund?

The club’s stated mission is “Service before Self,” with the aim of building goodwill and peace in the world through humanitarian service. See mission & focus areas ↑

How do I apply for a grant from Rotary Club of Lake Minnetonka- Excelsior Inc?

The club accepts unsolicited requests through its general funding request form; its website also lists international and local grant application forms. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Rotary Club of Lake Minnetonka- Excelsior Inc's EIN?

Rotary Club of Lake Minnetonka- Excelsior Inc's EIN (Employer Identification Number) is 35-2589100. IRS Form 990 filing data is available on this page for 2020–2025.

Does Rotary Club of Lake Minnetonka- Excelsior Inc accept unsolicited proposals?

Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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