Aline Underhill Orten Foundation Inc

Energy Center

Sterling Hts, MI
Tax-exempt since Dec. 2000
EIN: 72-1477797

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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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

−$101k (2023)

Expenses

$154k (2023)

Total Assets

$1.7M (2023)

Total Liabilities

$3.66k (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

-$100,650

Expenses

$153,824

Net Income

-$254,474

Net Assets

$1,696,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,385
Sales of Assets	-$150,707
Other Income	$1,672

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,032	49.4%
Compensation of Officers*	$93,231	60.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,700,032
Total Liabilities	$3,660
Net Assets	$1,696,372

Compensation

Key Employees and Officers	Compensation	Other
Charles Roehl (President/Director)	$45,231	$0
Michele Worden (Secretary/Treasurer)	$43,000	$5,250
Kathy Roehl (Vice President)	$1,000	$0
Thomas Roehl (Director)	$1,000	$0
Christopher Roehl (Director)	$1,000	$0
Amanda Roehl (Director)	$1,000	$0

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990-PF

Filed on Sept. 9, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

-$117,840

Expenses

$197,816

Net Income

-$315,656

Net Assets

$1,950,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,057
Sales of Assets	-$146,518
Other Income	$3,621

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,346	56.3%
Compensation of Officers*	$112,500	56.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,954,432
Total Liabilities	$3,586
Net Assets	$1,950,846

Compensation

Key Employees and Officers	Compensation	Other
Charles Roehl (President/Director)	$63,000	$0
Michele Worden (Secretary/Treasurer)	$43,500	$5,250
Kathy Roehl (Vice President)	$1,500	$0
Christopher Roehl (Director)	$1,500	$0
Thomas Roehl (Director)	$1,500	$0
Amanda Roehl (Director)	$1,500	$0

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990-PF

Filed on Oct. 16, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$316,229

Expenses

$241,785

Net Income

$74,444

Net Assets

$2,266,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,780	12.3%
Sales of Assets	$264,431	83.6%
Other Income	$13,018	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,237	55.1%
Compensation of Officers*	$112,500	46.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,270,524
Total Liabilities	$4,022
Net Assets	$2,266,502

Compensation

Key Employees and Officers	Compensation	Other
Joyce Roehl (President)	$56,885	$0
Michele Worden (Secretary/Treasurer)	$43,500	$5,260
Charles Roehl (President)	$6,615	$0
Christopher Roehl (Director)	$1,500	$0
Thomas Roehl (Director)	$1,500	$0
Amanda Roehl (Director)	$1,500	$0
Kathy Roehl (Vice President)	$1,000	$0

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990-PF

Filed on Sept. 7, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

-$234,787

Expenses

$221,504

Net Income

-$456,291

Net Assets

$2,192,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,624
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,091	53.8%
Compensation of Officers*	$119,923	54.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,198,782
Total Liabilities	$6,718
Net Assets	$2,192,064

Compensation

Key Employees and Officers	Compensation	Other
Joyce Roehl (President)	$64,308	$0
Michele Worden (Secretary/Treasurer)	$45,615	$5,260
Kathy Roehl (Vice President)	$2,000	$0
Charles Roehl (Director)	$2,000	$0
Christopher Roehl (Director)	$2,000	$0
Thomas Roehl (Director)	$2,000	$0
Amanda Roehl (Director)	$2,000	$0
William Roethel (Director)	$1,000	$0

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990-PF

Filed on Aug. 31, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$182,078

Expenses

$312,608

Net Income

-$130,530

Net Assets

$2,648,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$152,439	83.7%
Sales of Assets	$29,639	16.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,337	60.9%
Compensation of Officers*	$130,000	41.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,653,692
Total Liabilities	$5,307
Net Assets	$2,648,385

Compensation

Key Employees and Officers	Compensation	Other
Joyce Roehl (President)	$64,000	$0
Michele Worden (Secretary/Treasurer)	$46,000	$5,260
Kathy Roehl (Vice President)	$4,000	$0
Charles Roehl (Director)	$4,000	$0
William Roethel (Director)	$4,000	$0
Thomas Roehl (Director)	$4,000	$0
Amanda Roehl (Director)	$4,000	$0

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990-PF

Filed on June 10, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$668,182

Expenses

$301,746

Net Income

$366,436

Net Assets

$2,778,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$144,130	21.6%
Sales of Assets	$519,552	77.8%
Other Income	$4,500	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,927	57.3%
Compensation of Officers*	$130,000	43.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,784,277
Total Liabilities	$5,314
Net Assets	$2,778,963

Compensation

Key Employees and Officers	Compensation	Other
Joyce Roehl (President)	$64,000	$0
Michele Worden (Secretary/Treasurer)	$46,000	$5,042
Kathy Roehl (Vice President)	$4,000	$0
Charles Roehl (Director)	$4,000	$0
William Roethel (Director)	$4,000	$0
Thomas Roehl (Director)	$4,000	$0
Amanda Roehl (Director)	$4,000	$0

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990-PF

Filed on May 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$442,516

Expenses

$287,077

Net Income

$155,439

Net Assets

$2,412,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,126	28.1%
Sales of Assets	$318,390	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,500	58.0%
Compensation of Officers*	$130,000	45.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,418,015
Total Liabilities	$5,478
Net Assets	$2,412,537

Compensation

Key Employees and Officers	Compensation	Other
Joyce Roehl (President)	$64,000	$0
Michele Worden (Secretary/Treasurer)	$46,000	$5,042
Kathy Roehl (Vice President)	$4,000	$0
Charles Roehl (Director)	$4,000	$0
William Roethel (Director)	$4,000	$0
Thomas Roehl (Director)	$4,000	$0
Amanda Roehl (Director)	$4,000	$0

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990-PF

Filed on May 31, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$364,651

Expenses

$251,367

Net Income

$113,284

Net Assets

$2,257,140

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,101	32.9%
Sales of Assets	$244,550	67.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,100	49.4%
Compensation of Officers*	$128,200	51.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,264,187
Total Liabilities	$7,047
Net Assets	$2,257,140

Compensation

Key Employees and Officers	Compensation	Other
Joyce Roehl (President)	$64,000	$0
Michele Worden (Secretary/Treasurer)	$46,000	$5,042
Kathy Roehl (Vice President)	$4,000	$0
Charles Roehl (Director)	$4,000	$0
William Roethel (Director)	$4,000	$0
Thomas Roehl (Director)	$4,000	$0
Amanda Roehl (Director)	$2,200	$0

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990-PF

Filed on May 15, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$52,294

Expenses

$261,299

Net Income

-$209,005

Net Assets

$2,155,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$146,565	> 100%
Sales of Assets	-$94,271
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,250	52.9%
Compensation of Officers*	$116,500	44.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,155,065
Total Liabilities	$0
Net Assets	$2,155,065

Compensation

Key Employees and Officers	Compensation	Other
Joyce Roehl (President)	$64,000	$0
Michele Worden (Secretary/Treasurer)	$35,500	$3,884
Kathy Roehl (Vice President)	$4,000	$0
Charles Roehl (Director)	$4,000	$0
William Roethel (Director)	$4,000	$0
Thomas Roehl (Director)	$4,000	$0
David Kenny (Director)	$1,000	$0

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990-PF

Filed on June 13, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$361,429

Expenses

$242,920

Net Income

$118,509

Net Assets

$2,364,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,182	41.0%
Sales of Assets	$209,356	57.9%
Other Income	$3,891	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,427	57.4%
Compensation of Officers*	$116,854	48.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,364,070
Total Liabilities	$0
Net Assets	$2,364,070

Compensation

Key Employees and Officers	Compensation	Other
Joyce Roehl (President)	$64,000	$0
Michele Worden (Secretary/Treasurer)	$32,854	$3,884
Kathy Roehl (Vice President)	$4,000	$0
Charles Roehl (Director)	$4,000	$0
William Roethel (Director)	$4,000	$0
David Kenny (Director)	$4,000	$0
Thomas Roehl (Director)	$4,000	$0

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990-PF

Filed on June 5, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$242,671

Expenses

$249,974

Net Income

-$7,303

Net Assets

$2,245,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,151	61.1%
Sales of Assets	$81,262	33.5%
Other Income	$13,258	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,986	53.6%
Compensation of Officers*	$108,571	43.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,245,561
Total Liabilities	$0
Net Assets	$2,245,561

Compensation

Key Employees and Officers	Compensation	Other
Joyce Roehl (President)	$64,000	$0
Michele Worden (Secretary/Treasurer)	$30,571	$0
Kathy Roehl (Vice President)	$4,000	$0
William Roethel (Director)	$4,000	$0
David Kenny (Director)	$4,000	$0
Charles Roehl (Director)	$2,000	$0

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990-PF

Filed on July 31, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$189,836

Expenses

$325,820

Net Income

-$135,984

Net Assets

$2,252,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59,698	31.4%
Dividends	$92,728	48.8%
Sales of Assets	$35,532	18.7%
Other Income	$1,878	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,000	66.0%
Compensation of Officers*	$102,000	31.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,252,864
Total Liabilities	$0
Net Assets	$2,252,864

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$105,803

Expenses

$291,215

Net Income

-$185,412

Net Assets

$2,388,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$85,576	80.9%
Dividends	$77,156	72.9%
Sales of Assets	$0
Other Income	$1,304	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,500	66.4%
Compensation of Officers*	$102,000	35.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,388,896
Total Liabilities	$0
Net Assets	$2,388,896

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

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Aline Underhill Orten Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$101k (2023)

Expenses $154k (2023)

Total Assets $1.7M (2023)

Total Liabilities $3.66k (2023)

Tax Filings by Year

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

−$101k (2023)

Expenses

$154k (2023)

Total Assets

$1.7M (2023)

Total Liabilities

$3.66k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

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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

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2006

Fiscal Year Ending Dec.
2005

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2002

Fiscal Year Ending Dec.
2001