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Alena Foundation EIN 27-1059467

Alena Foundation

EIN  27-1059467 Private foundation / grantmaker Royal Oak, MI
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Size
$100K–1M
What they do
A private foundation based in Royal Oak, MI. It reported about $344K in revenue for 2025.
Leadership
Diane L Lambert · VP/Director
Money in and out
$344K revenue, $280K expenses
Bottom line
—

A private foundation based in Royal Oak, MI. It reported about $344K in revenue for 2025. For fiscal year 2025 it reported $344K in revenue, $280K in expenses, and $2.0M in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$344K
Pt VIII · Ln 12
Total expenses
$280K
Pt IX · Ln 25
Net assets
$2.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $65K
Total assets
2.0M
deployed as grants and operations
Grants paid
267K
in FY2025
Grants made
11grants
total in period
Payout rate
14%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 11 grants · $267K · 2025–2025
Family Outreach CenterMI · FY2025$200,000
Avalon Healing CenterMI · FY2025$23,000
Vista MariaMI · FY2025$11,000
Capuchin Soup KitchenFY2025$10,000
Comm Fd of Great RochesterFY2025$5,000
Building Beds 4 KidsFY2025$5,000
Oxfordorion Fish Food PantryFY2025$5,000
Pere Marquette District LibraryFY2025$2,000
Harrison Community SchoolsFY2025$2,000
Farwell Area School DistrictFY2025$2,000
Oxford Open HandedMI · FY2025$2,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV4
Average grantPart XV$24K
Median grantPart XV$5K
Largest grantPart XV$200K
Top cause focusNTEEMental Health (9%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$344K
FY2025▲ +307%
Expenses
$280K
FY2025▲ +96%
Total assets
$2.0M
FY2025▲ +3%
Total liabilities
$0
FY2025
Total revenue
$344K
Pt VIII · Ln 12
Total expenses
$280K
Pt IX · Ln 25
Net assets
$2.0M
Pt X · Ln 32
Total assetsPt II$2.0M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAlena Foundation
EINHdr · item D27-1059467
Principal addressHdr · item CRoyal Oak, MI
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MMI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20)
Ruling yearIRS BMFNov 2009

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Diane L Lambert
VP/Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Jennifer Roop
President
$0Pt VII · Sec A
See Alena Foundation executive salaries →

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Statement of Revenue

Part VIII
Investment income$232K · 67%
Contributions & grants$113K · 33%
Investment income67%$232K
Contributions & grants33%$113K
Total revenueLn 12$344K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.95 Operating & administrative $0.05
Grants & contributions paid95%$267K
Operating & administrative5%$13K
Total functional expensesLn 25$280K

Balance Sheet

Part X · end of year
CashLn 1$22K
Total assetsLn 16$2.0M
Total liabilitiesLn 26$0
Total net assetsLn 32$2.0M
Months of cash on handcomputed0.9

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $2.0M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $344K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $344K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $344K · Prior year $85K
+307%
Net-asset trend (YoY)
End of year $2.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $344K · Expenses $280K
+19%
Liabilities-to-Assets
Total liabilities — · Total assets $2.0M
—
Net-asset ratio
Net assets $2.0M · Total assets $2.0M
100%
People & payroll
Highest Reported Total Compensation
Individual Diane L Lambert · Reported title VP/DIRECTOR · Highest reported compensation $0 · Total expenses $280K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 307%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$344K revenue · viewing · ⤓ 990 PDF
FY2024$85K revenue · ⤓ 990 PDF
FY2023$152K revenue · ⤓ 990 PDF
FY2022$205K revenue · ⤓ 990 PDF
FY2021$117K revenue · ⤓ 990 PDF
FY2020$-14K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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