Nonprofit · EIN 72-1477797
ALINE UNDERHILL ORTEN FOUNDATION INC
Also known as ENERGY CENTER
Tax-exempt · STERLING HTS, MI 48312
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $74,822 | $181,378 | -$106,556 | $1,476,213 | $661 | $1,475,552 |
| December 31, 2024 | 990-PF | $92,486 | $206,750 | -$114,264 | $1,584,489 | $2,381 | $1,582,108 |
| December 31, 2023 | 990-PF | -$100,650 | $153,824 | -$254,474 | $1,700,032 | $3,660 | $1,696,372 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $28,437
- Net gain from sales of assets
- $36,706
- Other income
- $9,679
Expenses
- Grants and similar amounts paid
- $47,000
- Compensation of officers, directors and key employees
- $75,385
- Disbursements for charitable purposes
- $104,003
Balance sheet and other
- Total assets, start of year
- $1,584,489
- Total assets, end of year
- $1,476,213
- Total liabilities, end of year
- $661
- Net assets, end of year
- $1,475,552
- Fair market value of assets
- $1,786,991
- Qualifying distributions
- $104,003
- Net investment income
- $74,822
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELE WORDEN 6877 GALVIN ROAD, TRAVERSE CITY, MI 48684 | SECRETARY/TREASURER | 10 | $44,500 |
| CHARLES ROEHL II 419 MAISON, GROSSE POINTE FARMS, MI 48236 | PRESIDENT/DIRECTOR | 10 | $15,885 |
| KATHY ROEHL 56734 KIRKRIDGE TRAIL, SHELBY TOWNSHIP, MI 48316 | VICE-PRESIDENT | 0.25 | $2,500 |
| CHRISTOPHER ROEHL 22712 EUCLID ST, SAINT CLAIR SHORES, MI 48082 | DIRECTOR | 0.25 | $2,500 |
| AMANDA ROEHL 22712 EUCLID ST, SAINT CLAIR SHORES, MI 48082 | DIRECTOR | 0.25 | $2,500 |
| CHARLES ROEHL III 35745 BEATTIE DR, STERLING HEIGHTS, MI 48312 | DIRECTOR | 0.25 | $2,500 |
| MARGARET WORDEN 6877 GALVIN ROAD, TRAVERSE CITY, MI 49684 | DIRECTOR | 0.25 | $2,500 |
| PETER WORDEN III 6877 GALVIN ROAD, TRAVERSE CITY, MI 49684 | DIRECTOR | 0.25 | $2,500 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES ROEHL II 419 MAISON, GROSSE POINTE FARMS, MI 48236 | PRESIDENT/DIRECTOR | 10 | $71,800 |
| MICHELE WORDEN 6877 GALVIN ROAD, TRAVERSE CITY, MI 48684 | SECRETARY/TREASURER | 10 | $43,000 |
| KATHY ROEHL 56734 KIRKRIDGE TRAIL, SHELBY TOWNSHIP, MI 48316 | VICE-PRESIDENT | 0.25 | $1,000 |
| THOMAS ROEHL 453 TOURAINE, GROSSE POINTE FARMS, MI 48236 | DIRECTOR | 1 | $1,000 |
| CHRISTOPHER ROEHL 22712 EUCLID ST, SAINT CLAIR SHORES, MI 48082 | DIRECTOR | 0.25 | $1,000 |
| AMANDA ROEHL 22712 EUCLID ST, SAINT CLAIR SHORES, MI 48082 | DIRECTOR | 0.25 | $1,000 |
| CHARLES ROEHL III 35745 BEATTIE DR, STERLING HEIGHTS, MI 48312 | DIRECTOR | 0.25 | $1,000 |
| MARGARET WORDEN 6877 GALVIN ROAD, TRAVERSE CITY, MI 49684 | DIRECTOR | 0.25 | $500 |
| PETER WORDEN III 6877 GALVIN ROAD, TRAVERSE CITY, MI 49684 | DIRECTOR | 0.25 | $500 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES ROEHL 419 MAISON, GROSSE POINTE FARMS, MI 48236 | PRESIDENT/DIRECTOR | 25 | $45,231 |
| MICHELE WORDEN 6877 GALVIN ROAD, TRAVERSE CITY, MI 48684 | SECRETARY/TREASURER | 10 | $43,000 |
| KATHY ROEHL 56734 KIRKRIDGE TRAIL, SHELBY TOWNSHIP, MI 48316 | VICE-PRESIDENT | 0.25 | $1,000 |
| THOMAS ROEHL 453 TOURAINE, GROSSE POINTE FARMS, MI 48236 | DIRECTOR | 1 | $1,000 |
| CHRISTOPHER ROEHL 22712 EUCLID ST, SAINT CLAIR SHORES, MI 48082 | DIRECTOR | 0.25 | $1,000 |
| AMANDA ROEHL 22712 EUCLID ST, SAINT CLAIR SHORES, MI 48082 | DIRECTOR | 0.25 | $1,000 |
Address and contacts
- Address (IRS master file)
- 35745 BEATTIE DR, STERLING HTS, MI 48312-2619
- Signed the 990-PF
- MICHELE WORDEN, SECRETARY/TREASURER
- Phone
- (586) 838-2128
- Return prepared by
- DGN LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 72-1477797
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,476,213
- Income (IRS master file)
- $354,897
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $74,822 | $181,378 | $1,476,213 | XML |
| 990-PF | December 2024 | $92,486 | $206,750 | $1,584,489 | IRS |
| 990-PF | December 2023 | -$100,650 | $153,824 | $1,700,032 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-1477797).
Questions about ALINE UNDERHILL ORTEN FOUNDATION INC
- What is the EIN of ALINE UNDERHILL ORTEN FOUNDATION INC?
- The employer identification number (EIN) of ALINE UNDERHILL ORTEN FOUNDATION INC is 72-1477797.
- Is ALINE UNDERHILL ORTEN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ALINE UNDERHILL ORTEN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALINE UNDERHILL ORTEN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALINE UNDERHILL ORTEN FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALINE UNDERHILL ORTEN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ALINE UNDERHILL ORTEN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 8 received compensation from the organization, the highest $44,500 (MICHELE WORDEN, SECRETARY/TREASURER).
- How much revenue does ALINE UNDERHILL ORTEN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $74,822, expenses of $181,378 and total assets of $1,476,213 at year end.
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