Nonprofit · EIN 46-2060554
APEREO FOUNDATION INCORPORATED
Also known as APEREO
Tax-exempt · BEAVERTON, OR 97008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $364,789 | $388,523 | -$23,734 | $797,845 | $122,003 | $675,842 |
| December 31, 2023 | 990 | $393,052 | $406,973 | -$13,921 | $857,470 | $157,964 | $699,506 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $334,502
- Membership dues
- $312,695
- Program service revenue
- $265
- Investment income
- $29,846
- Other revenue
- $176
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $88,547
- Salaries, compensation and benefits (total)
- $98,306
- Professional fundraising fees
- $0
- Accounting fees
- $27,213
- Occupancy
- $1,296
- Travel
- $10,910
- Program services (functional)
- $222,220
- Management and general (functional)
- $88,865
- Fundraising (functional)
- $77,438
Balance sheet and other
- Total assets, start of year
- $857,470
- Total assets, end of year
- $797,845
- Total liabilities, end of year
- $122,003
- Net assets, end of year
- $675,842
- Net assets without donor restrictions
- $202,458
- Net assets with donor restrictions
- $473,384
- Gross receipts
- $364,789
- Employees
- 1
- Volunteers
- 38
- Year formed
- 2012
- State of legal domicile
- NJ
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patrick Masson | Secretary, Executive Director Trustee or director, Officer | 24 | $81,136 |
| Josh Wilson | Chair, Director Trustee or director, Officer | 5 | $0 |
| Wes Turner | Vice Chair, Director Trustee or director, Officer | 5 | $0 |
| Theresa Rowe | Treasurer, ex officio Trustee or director, Officer | 5 | $0 |
| Wilma Hodges | Secretary, Director Trustee or director, Officer | 5 | $0 |
| Inge Donkevoort | Director Trustee or director | 2 | $0 |
| Daniel Izquierdo Cortazar | Director Trustee or director | 2 | $0 |
| Shoji Kajita | Director Trustee or director | 2 | $0 |
| Thierry Koscielniak | Director Trustee or director | 2 | $0 |
| Stephanie Lieggi | Director Trustee or director | 2 | $0 |
| Angela Newell | Director Trustee or director | 2 | $0 |
| Sam Lee Pan | Director Trustee or director | 2 | $0 |
| Salvador Pellicer | Director Trustee or director | 2 | $0 |
| Stuart Phillipson | Director Trustee or director | 2 | $0 |
| Anne-Marie Scott | Former Chair, Former Director Trustee or director, Officer | 5 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Francois Campbell | Secretary, Director Trustee or director, Officer | 5 | $0 |
| Clint Lalonde | Former Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patrick Masson | Executive Director Trustee or director | 24 | $80,709 |
| Anne-Marie Scott | Chair, Director Trustee or director, Officer | 5 | $0 |
| Josh Wilson | Vice Chair, Director Trustee or director, Officer | 5 | $0 |
| Theresa Rowe | Treasurer, ex officio Trustee or director, Officer | 5 | $0 |
| Francois Campbell | Secretary, Director Trustee or director, Officer | 5 | $0 |
| Inge Donkevoort | Director Trustee or director | 2 | $0 |
| Shoji Kajita | Director Trustee or director | 2 | $0 |
| Thierry Koscielniak | Director Trustee or director | 2 | $0 |
| Clint Lalonde | Director Trustee or director | 2 | $0 |
| Sam Lee Pan | Director Trustee or director | 2 | $0 |
| Salvador Pellicer | Director Trustee or director | 2 | $0 |
| Stuart Phillipson | Director Trustee or director | 2 | $0 |
| Wes Turner | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 9450 SW GEMINI DR PMB 98572, BEAVERTON, OR 97008-7105
- In care of
- % CHARLES LEONHARDT
- Mailing address (990-N for 2013)
- 2723 S State Street Suite 150, Ann Arbor MI 48104
- Principal officer (990 for 2024)
- Phyllis Dobbs, 9450 SW Gemini Dr PMB 98572, Beaverton, OR 970087105
- Principal officer (990-N for 2013)
- Charles Leonhardt, 2723 S State Street Suite 150, Ann Arbor MI 48104
- Signed the 990
- Phyllis Dobbs, Controller
- Phone
- (847) 567-3962
- Website
- www.apereo.org
Mission
Foster, develop, and sustain open source technologies and innovate to support learning, teaching, and research.
Program accomplishments
- The Apereo Foundation acts as fiscal sponsoree for multiple active projects. Each project provides collaborative open source software that supports educational, and research efforts. Projects include Bedework, CAS, OAE, Opencast, Sakai, uPortal ,Xerte, K-12 Federation, Karuta, ELMS Learning Network, OnTask, and UniTime.Expenses $197,175 · revenue $160,426
- The Apereo Foundation is actively involved in community building, education, and public advocacy to promote awareness and the importance of open source software for educational initiatives.Expenses $25,045
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-2060554
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $797,845
- Income (IRS master file)
- $364,789
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $364,789 | $388,523 | $797,845 | XML |
| 990 | December 2023 | $393,052 | $406,973 | $857,470 | XML |
| 990 | December 2022 | $629,020 | $414,219 | $876,499 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: Charles Leonhardt | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 46-2060554).
Questions about APEREO FOUNDATION INCORPORATED
- What is the EIN of APEREO FOUNDATION INCORPORATED?
- The employer identification number (EIN) of APEREO FOUNDATION INCORPORATED is 46-2060554.
- Is APEREO FOUNDATION INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to APEREO FOUNDATION INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does APEREO FOUNDATION INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of APEREO FOUNDATION INCORPORATED due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did APEREO FOUNDATION INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of APEREO FOUNDATION INCORPORATED?
- The 990 for the year ended December 31, 2024 names Phyllis Dobbs.
- Who are the officers and directors of APEREO FOUNDATION INCORPORATED?
- The 990 for the year ended December 31, 2024 lists 17 people; 1 received compensation from the organization, the highest $81,136 (Patrick Masson, Secretary, Executive Director).
- How much revenue does APEREO FOUNDATION INCORPORATED have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $364,789, expenses of $388,523 and total assets of $797,845 at year end.
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