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Roehl Foundation Inc

  • Oconomowoc, WI
  • Tax-exempt since Dec. 1960
  • EIN: 39-6048089

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.03M (2025)

Expenses
$726k (2025)

Total Assets
$7.07M (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,031,022
Expenses
$725,805
Net Income
$305,217
Net Assets
$7,073,017
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $600,000
58.2%
Interest Revenue $14,205
1.4%
Dividends $208,808
20.3%
Sales of Assets $208,009
20.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $654,406
90.2%
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 $7,073,017
Total Liabilities $0
Net Assets $7,073,017
Compensation
Key Employees and Officers Compensation Other
Peter G Roehl (President/Director) $0 $0
Nancy A Roehl (Vice President/Director) $0 $0
Wendy A Luengen (Secretary/Treasurer/Direct) $0 $0

Document Links

990-PF
Filed on Oct. 16, 2025

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

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$584,288
Expenses
$616,546
Net Income
-$32,258
Net Assets
$6,762,800
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $328,811
56.3%
Interest Revenue $64,539
11.0%
Dividends $167,778
28.7%
Sales of Assets $18,855
3.2%
Other Income $4,305
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $557,774
90.5%
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 $6,762,800
Total Liabilities $0
Net Assets $6,762,800
Compensation
Key Employees and Officers Compensation Other
Peter G Roehl (President/Director) $0 $0
Nancy A Roehl (Vice President/Director) $0 $0
Wendy A Luengen (Secretary/Treasurer/Direct) $0 $0

Document Links

990-PF
Filed on Sept. 18, 2024

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

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$650,511
Expenses
$484,292
Net Income
$166,219
Net Assets
$6,795,058
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $320,895
49.3%
Interest Revenue $33,341
5.1%
Dividends $128,987
19.8%
Sales of Assets $167,288
25.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $418,494
86.4%
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 $6,795,058
Total Liabilities $0
Net Assets $6,795,058
Compensation
Key Employees and Officers Compensation Other
Peter G Roehl (President/Director) $0 $0
Nancy A Roehl (Vice President/Director) $0 $0
Wendy A Luengen (Secretary/Treasurer/Direct) $0 $0

Document Links

990-PF
Filed on Oct. 25, 2023

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

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,402,644
Expenses
$432,546
Net Income
$1,970,098
Net Assets
$6,628,839
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,480,000
61.6%
Interest Revenue $0
Dividends $119,415
5.0%
Sales of Assets $803,229
33.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $373,637
86.4%
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 $6,628,839
Total Liabilities $0
Net Assets $6,628,839
Compensation
Key Employees and Officers Compensation Other
Peter G Roehl (President/Director) $0 $0
Nancy A Roehl (Vice President/Director) $0 $0
Wendy A Luengen (Secretary/Treasurer/Direct) $0 $0

Document Links

990-PF
Filed on Nov. 2, 2022

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$612,592
Expenses
$399,234
Net Income
$213,358
Net Assets
$4,658,740
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $139,856
22.8%
Sales of Assets $472,736
77.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $360,420
90.3%
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 $4,658,741
Total Liabilities $1
Net Assets $4,658,740
Compensation
Key Employees and Officers Compensation Other
Peter G Roehl (President/Director) $0 $0
Nancy A Roehl (Vice President/Director) $0 $0
Wendy A Luengen (Secretary/Treasurer/Direct) $0 $0

Document Links

990-PF
Filed on Oct. 27, 2021

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$708,520
Expenses
$374,211
Net Income
$334,309
Net Assets
$4,445,383
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $300,080
42.4%
Interest Revenue $0
Dividends $137,843
19.5%
Sales of Assets $270,597
38.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $330,389
88.3%
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 $4,445,383
Total Liabilities $0
Net Assets $4,445,383

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2019

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$462,406
Expenses
$305,804
Net Income
$156,602
Net Assets
$3,157,082
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $118,364
25.6%
Sales of Assets $344,042
74.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $276,149
90.3%
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 $3,157,082
Total Liabilities $0
Net Assets $3,157,082

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$217,926
Expenses
$323,759
Net Income
-$105,833
Net Assets
$3,000,480
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $130,969
60.1%
Sales of Assets $86,957
39.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $288,414
89.1%
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 $3,000,480
Total Liabilities $0
Net Assets $3,000,480

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$319,443
Expenses
$298,445
Net Income
$20,998
Net Assets
$3,106,313
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $129,709
40.6%
Sales of Assets $189,734
59.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $270,000
90.5%
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 $3,106,313
Total Liabilities $0
Net Assets $3,106,313

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$207,697
Expenses
$259,824
Net Income
-$52,127
Net Assets
$3,085,315
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $58,763
28.3%
Sales of Assets $148,934
71.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $239,783
92.3%
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 $3,085,315
Total Liabilities $0
Net Assets $3,085,315

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$264,671
Expenses
$284,247
Net Income
-$19,576
Net Assets
$3,137,442
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $64,250
24.3%
Sales of Assets $200,421
75.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $258,489
90.9%
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 $3,137,442
Total Liabilities $0
Net Assets $3,137,442

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

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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