Nonprofit · EIN 83-2696847
OTREE OPEN SOURCE RESEARCH FOUNDATION
Tax-exempt (reinstated) · HOUSTON, TX 77045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $364,670 | $388,425 | -$23,755 | $489,091 | $350,000 | $139,091 |
| December 31, 2024 | 990 | $200,000 | $472,348 | -$272,348 | $825,449 | $825,449 | $0 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $364,670
- of which government grants
- $350,000
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $116,517
- Compensation of officers, directors and key employees
- $100,006
- Other salaries and wages
- $171,244
- Salaries, compensation and benefits (total)
- $271,250
- Professional fundraising fees
- $0
- Accounting fees
- $350
- Program services (functional)
- $387,767
- Management and general (functional)
- $658
Balance sheet and other
- Total assets, start of year
- $825,449
- Total assets, end of year
- $489,091
- Total liabilities, end of year
- $350,000
- Net assets, end of year
- $139,091
- Gross receipts
- $364,670
- Employees
- 0
- Year formed
- 2018
- State of legal domicile
- VA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS WICKENS | PRESIDENT Officer | 40 | $100,006 |
| DANIEL LI CHEN | TREASURER Officer | 40 | $0 |
| PETER GEHRED | SECRETARY Officer | 2 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL LI CHEN | TREASURER Officer | 30 | $0 |
| PETER GEHRED | SECRETARY Officer | 1 | $0 |
| CHRIS WICKENS | PRESIDENT Officer | 30 | $0 |
Address and contacts
- Address (IRS master file)
- 2016 ROYAL LANDING DR, HOUSTON, TX 77045-2110
- In care of
- % DANIEL CHEN
- Mailing address (990-N for 2023)
- 2016 ROYAL LANDING DR, HOUSTON TX 77045
- Principal officer (990 for 2025)
- DANIEL CHEN, 2016 ROYAL LANDING DR, HOUSTON, TX 77045
- Principal officer (990-N for 2023)
- DANIEL L CHEN, 2016 ROYAL LANDING DR, HOUSTON TX 77045
- Signed the 990
- DANIEL CHEN, FOUNDER
- Phone
- (773) 562-5670
- Website
- WWW.OTREE.ORG
- Return prepared by
- Block Advisors
Mission
INCREASING ACCESS TO JUSTICE THROUGH IMPROVED JUDICIAL EFFICIENCY
Program accomplishments
- GRANT TO MCGILL UNIVERSITY TO PROCESS AND HARMONIZE LARGE SCALE DATASETS FROM MCGILL UNCOVERING WHERE BOTTLENECKS SLOW CASE RESOLUTION, THEIR ANALYTICS FEED DIRECLTY INTO COST-SAVING REFORM THAT FREE UP RESOURCES FOR FASTER, FAIRER HEARING PROCESSESExpenses $116,517 · grants $116,517 · revenue $116,517
- HARVARD RESEARCH ASSISTANTS CLEAN CODE AND VISUALIZED JUDICIAL PERFORMANCE DATA, PRODUCING BRIEFS THAT GUIDE JUDGES AND COURT USER COMMITTEES IN ADOPTING HIGH-IMPACT, LOW COST PROCEDURAL CHANGESExpenses $11,476 · revenue $11,476
- BENSON NJOGU MBAU DESIGNED AND MAINTAINS MACHINE LEARNING PIPELINES ENABLING TARGETED POLICY FIXES THAT SHORTEN TIME-TO-JUDGMENT FOR VULNERABLE LITIGANTSExpenses $42,157 · revenue $42,157
- OTHER PROGRAM SERVICESExpenses $217,617 · revenue $194,320
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 83-2696847
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U05)
- Assets (IRS master file)
- $489,091
- Income (IRS master file)
- $364,670
Revocation and reinstatement
- Exemption revoked
- May 15, 2021
- Posted by the IRS
- August 9, 2021
- Reinstated
- Effective May 15, 2021
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $364,670 | $388,425 | $489,091 | IRS |
| 990 | December 2024 | $200,000 | $472,348 | $825,449 | XML |
| 990-N for 2023 Officer: DANIEL L CHEN | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 | December 31, 2022 | ≤ $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 83-2696847).
Questions about OTREE OPEN SOURCE RESEARCH FOUNDATION
- What is the EIN of OTREE OPEN SOURCE RESEARCH FOUNDATION?
- The employer identification number (EIN) of OTREE OPEN SOURCE RESEARCH FOUNDATION is 83-2696847.
- Is OTREE OPEN SOURCE RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2021 and reinstated it effective May 15, 2021.
- Are donations to OTREE OPEN SOURCE RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OTREE OPEN SOURCE RESEARCH FOUNDATION 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 OTREE OPEN SOURCE RESEARCH FOUNDATION 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 OTREE OPEN SOURCE RESEARCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OTREE OPEN SOURCE RESEARCH FOUNDATION?
- The 990 for the year ended December 31, 2025 names DANIEL CHEN.
- Who are the officers and directors of OTREE OPEN SOURCE RESEARCH FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $100,006 (CHRIS WICKENS, PRESIDENT).
- How much revenue does OTREE OPEN SOURCE RESEARCH FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $364,670, expenses of $388,425 and total assets of $489,091 at year end.
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