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Oertly Surianata Family Foundation

  • Quechee, VT
  • Tax-exempt since July 2013
  • EIN: 27-7053502

Organization summary

Type of Nonprofit

Designated as a 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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$14.8k (2024)

Expenses
$7.16k (2024)

Total Assets
$97.8k (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,798
Expenses
$7,159
Net Income
$7,639
Net Assets
$97,791
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $135
0.9%
Dividends $3,808
25.7%
Sales of Assets $10,855
73.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,000
41.9%
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 $97,791
Total Liabilities $0
Net Assets $97,791
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Thomas W Torti (Secretary) $0 $0
Thomas W Torti (Treasurer) $0 $0
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Document Links

990-PF
Filed on March 17, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,941
Expenses
$14,816
Net Income
-$875
Net Assets
$88,514
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $56
0.4%
Dividends $3,799
27.3%
Sales of Assets $10,086
72.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,000
74.2%
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 $88,514
Total Liabilities $0
Net Assets $88,514
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Thomas W Torti (Secretary) $0 $0
Thomas W Torti (Treasurer) $0 $0
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Document Links

990-PF
Filed on March 7, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,862
Expenses
$6,964
Net Income
$1,898
Net Assets
$87,786
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13
0.1%
Dividends $3,688
41.6%
Sales of Assets $5,161
58.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,160
45.4%
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 $87,786
Total Liabilities $0
Net Assets $87,786
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Thomas W Torti (Secretary) $0 $0
Thomas W Torti (Treasurer) $0 $0
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Document Links

990-PF
Filed on March 14, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,336
Expenses
$14,228
Net Income
$108
Net Assets
$84,295
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,648
25.4%
Sales of Assets $10,688
74.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,400
73.1%
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 $84,295
Total Liabilities $0
Net Assets $84,295
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Sarah R Oertly (Secretary) $0 $0
Sarah R Oertly (Treasurer) $0 $0
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Document Links

990-PF
Filed on March 24, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,375
Expenses
$13,408
Net Income
-$2,033
Net Assets
$82,789
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,765
33.1%
Sales of Assets $7,610
66.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,000
74.6%
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 $82,790
Total Liabilities $1
Net Assets $82,789
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Sarah R Oertly (Secretary) $0 $0
Sarah R Oertly (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on March 14, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,002
Expenses
$11,827
Net Income
-$2,825
Net Assets
$83,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,621
40.2%
Sales of Assets $5,381
59.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,500
71.9%
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 $83,579
Total Liabilities $1
Net Assets $83,578
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Sarah R Oertly (Secretary) $0 $0
Sarah R Oertly (Treasurer) $0 $0
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Document Links

990-PF
Filed on March 30, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,036
Expenses
$10,335
Net Income
-$1,299
Net Assets
$85,212
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,574
39.6%
Sales of Assets $5,462
60.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,404
71.6%
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 $85,212
Total Liabilities $0
Net Assets $85,212
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Sarah R Oertly (Secretary) $0 $0
Sarah R Oertly (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on March 20, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,154
Expenses
$10,224
Net Income
-$1,070
Net Assets
$85,998
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,401
37.2%
Sales of Assets $5,753
62.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,500
73.4%
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 $85,998
Total Liabilities $0
Net Assets $85,998
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Sarah R Oertly (Secretary) $0 $0
Sarah R Oertly (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on March 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,238
Expenses
$9,658
Net Income
-$1,420
Net Assets
$86,174
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,387
41.1%
Sales of Assets $4,851
58.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,000
72.5%
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 $86,174
Total Liabilities $0
Net Assets $86,174
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Sarah R Oertly (Secretary) $0 $0
Sarah R Oertly (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on March 20, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,765
Expenses
$9,637
Net Income
$1,128
Net Assets
$82,263
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,511
32.6%
Sales of Assets $7,254
67.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,000
72.6%
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 $82,263
Total Liabilities $0
Net Assets $82,263
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Sarah R Oertly (Secretary) $0 $0
Sarah R Oertly (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on March 23, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,582
Expenses
$9,959
Net Income
-$1,377
Net Assets
$80,999
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,371
39.3%
Sales of Assets $5,211
60.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,000
70.3%
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 $80,999
Total Liabilities $0
Net Assets $80,999
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Sarah R Oertly (Secretary) $0 $0
Sarah R Oertly (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on March 25, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,553
Expenses
$17,740
Net Income
-$11,187
Net Assets
$86,491
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,087
47.1%
Sales of Assets $3,466
52.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,000
39.5%
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 $86,491
Total Liabilities $0
Net Assets $86,491
Compensation
Key Employees and Officers Compensation Other
Rukiah S Oertly (President) $0 $0
Sarah R Oertly (Vice President) $0 $0
Sarah R Oertly (Secretary) $0 $0
Sarah R Oertly (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on March 24, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,135
Expenses
$8,158
Net Income
-$3,023
Net Assets
$91,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,289
64.1%
Sales of Assets $1,846
35.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,000
73.5%
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 $91,972
Total Liabilities $0
Net Assets $91,972

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)
990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,724
Expenses
$8,717
Net Income
$95,007
Net Assets
$95,244
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $102,202
98.5%
Interest Revenue $3
0.0%
Dividends $980
0.9%
Sales of Assets $539
0.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,717
100%
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 $95,244
Total Liabilities $0
Net Assets $95,244

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)
990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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