Roles Family Foundation

Prior Lake, MN
Tax-exempt since Sept. 2008
EIN: 26-1584011

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$443k (2024)

Expenses

$350k (2024)

Total Assets

$5.35M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$442,963

Expenses

$349,908

Net Income

$93,055

Net Assets

$5,347,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$101,949	23.0%
Interest Revenue	$0
Dividends	$144,464	32.6%
Sales of Assets	$196,550	44.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,861	77.4%
Compensation of Officers*	$8,188	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,347,587
Total Liabilities	$0
Net Assets	$5,347,587

Compensation

Key Employees and Officers	Compensation	Other
Lisa M Tonn (Treasurer)	$8,188	$0
Thomas M Roles (President)	$0	$0
Kari L Roles (Secretary)	$0	$0
Madison Roles (Director)	$0	$0
Shelby Graf (Director)	$0	$0

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990-PF

Filed on March 26, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,321,714

Expenses

$321,445

Net Income

$1,000,269

Net Assets

$5,331,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,703	9.5%
Interest Revenue	$0
Dividends	$121,006	9.2%
Sales of Assets	$65,682	5.0%
Other Income	$1,009,323	76.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,377	83.5%
Compensation of Officers*	$6,700	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,331,033
Total Liabilities	$0
Net Assets	$5,331,033

Compensation

Key Employees and Officers	Compensation	Other
Lisa M Tonn (Treasurer)	$6,700	$0
Thomas M Roles (President)	$0	$0
Kari L Roles (Secretary)	$0	$0
Madison Roles (Director)	$0	$0
Shelby Graf (Director)	$0	$0

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990-PF

Filed on March 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$86,603

Expenses

$353,159

Net Income

-$266,556

Net Assets

$4,411,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,818	> 100%
Sales of Assets	-$4,215
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$290,388	82.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,411,741
Total Liabilities	$0
Net Assets	$4,411,741

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Roles (President)	$0	$0
Kari L Roles (Secretary)	$0	$0
Lisa M Tonn (Treasurer)	$0	$0
Madison Roles (Director)	$0	$0
Shelby Graf (Director)	$0	$0

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990-PF

Filed on May 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$974,992

Expenses

$247,364

Net Income

$727,628

Net Assets

$4,684,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$251,988	25.8%
Interest Revenue	$0
Dividends	$87,506	9.0%
Sales of Assets	$635,341	65.2%
Other Income	$157	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,217	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,684,613
Total Liabilities	$0
Net Assets	$4,684,613

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Roles (President)	$0	$0
Kari L Roles (Secretary)	$0	$0
Lisa M Tonn (Treasurer)	$0	$0
Madison Roles (Director)	$0	$0
Shelby Graf (Director)	$0	$0

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990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$406,625

Expenses

$214,293

Net Income

$192,332

Net Assets

$4,127,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$255,564	62.9%
Interest Revenue	$0
Dividends	$79,155	19.5%
Sales of Assets	$71,906	17.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,423	78.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,127,222
Total Liabilities	$1
Net Assets	$4,127,221

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Roles (President)	$0	$0
Kari L Roles (Secretary)	$0	$0
Lisa M Tonn (Treasurer)	$0	$0
Madison Roles (Director)	$0	$0
Shelby Graf (Director)	$0	$0

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990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$533,912

Expenses

$182,980

Net Income

$350,932

Net Assets

$4,180,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$251,972	47.2%
Interest Revenue	$0
Dividends	$94,549	17.7%
Sales of Assets	$187,391	35.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,277	77.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,180,139
Total Liabilities	$1
Net Assets	$4,180,138

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Roles (President/Treasurer)	$0	$0
Kari L Roles (Vice President)	$0	$0
Lisa M Tonn (Secretary)	$0	$0
Kristi A Blee (Director)	$0	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$372,334

Expenses

$182,611

Net Income

$189,723

Net Assets

$3,875,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$242,397	65.1%
Interest Revenue	$20,026	5.4%
Dividends	$60,070	16.1%
Sales of Assets	$49,841	13.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,984	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,875,709
Total Liabilities	$0
Net Assets	$3,875,709

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Roles (President/Treasurer)	$0	$0
Kari L Roles (Vice President)	$0	$0
Lisa M Tonn (Secretary)	$0	$0
Kristi A Blee (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$349,369

Expenses

$189,378

Net Income

$159,991

Net Assets

$3,610,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$247,534	70.9%
Interest Revenue	$19,585	5.6%
Dividends	$57,992	16.6%
Sales of Assets	$24,258	6.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,078	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,610,113
Total Liabilities	$0
Net Assets	$3,610,113

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Roles (President/Treasurer)	$0	$0
Kari L Roles (Vice President)	$0	$0
Lisa M Tonn (Secretary)	$0	$0
Kristi A Blee (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$631,316

Expenses

$185,655

Net Income

$445,661

Net Assets

$3,612,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$254,192	40.3%
Interest Revenue	$8,589	1.4%
Dividends	$48,528	7.7%
Sales of Assets	$320,007	50.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,174	82.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,612,856
Total Liabilities	$0
Net Assets	$3,612,856

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Roles (President/Treasurer)	$0	$0
Kari L Roles (Vice President)	$0	$0
Lisa M Tonn (Secretary)	$0	$0
Kristi A Blee (Director)	$0	$0

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990-PF

Filed on Nov. 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$535,479

Expenses

$179,007

Net Income

$356,472

Net Assets

$3,245,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$498,421	93.1%
Interest Revenue	$15,653	2.9%
Dividends	$43,638	8.1%
Sales of Assets	-$34,084
Other Income	$11,851	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,531	81.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,245,385
Total Liabilities	$0
Net Assets	$3,245,385

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Roles (President/Treasurer)	$0	$0
Kari L Roles (Vice President)	$0	$0
Lisa M Tonn (Secretary)	$0	$0
Kristi A Blee (Director)	$0	$0

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990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$890,155

Expenses

$160,032

Net Income

$730,123

Net Assets

$3,184,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	56.2%
Interest Revenue	$2,199	0.2%
Dividends	$32,088	3.6%
Sales of Assets	$355,868	40.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,843	69.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,184,881
Total Liabilities	$0
Net Assets	$3,184,881

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Roles (President/Treasurer)	$0	$0
Kari L Roles (Vice President)	$0	$0
Lisa M Tonn (Secretary)	$0	$0
Kristi A Blee (Director)	$0	$0

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990-PF

Filed on Aug. 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$838,216

Expenses

$100,921

Net Income

$737,295

Net Assets

$2,454,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$228,719	27.3%
Interest Revenue	$7	0.0%
Dividends	$35,403	4.2%
Sales of Assets	$574,087	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,637	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,454,758
Total Liabilities	$0
Net Assets	$2,454,758

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Roles (President/Treasurer)	$0	$0
Kari L Roles (Vice President)	$0	$0
Lisa M Tonn (Secretary)	$0	$0
Kristi A Blee (Director)	$0	$0

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990-PF

Filed on May 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$271,192

Expenses

$141,838

Net Income

$129,354

Net Assets

$1,717,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$255,884	94.4%
Interest Revenue	$0
Dividends	$31,620	11.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,225	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,717,463
Total Liabilities	$1
Net Assets	$1,717,462

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$40,938

Expenses

$67,713

Net Income

-$26,775

Net Assets

$1,743,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35,360	86.4%
Interest Revenue	$0
Dividends	$30,061	73.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,400	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,743,330
Total Liabilities	$1
Net Assets	$1,743,329

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated September 25, 2025

Roles Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $443k (2024)

Expenses $350k (2024)

Total Assets $5.35M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$443k (2024)

Expenses

$350k (2024)

Total Assets

$5.35M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007