OTREE OPEN SOURCE RESEARCH FOUNDAT… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

DANIEL CHEN

Phone

7735625670

Tax Period

2025-01-01 to 2025-12-31

OTREE OPEN SOURCE RESEARCH FOUNDATION, founded in 2018, is a small nonprofit in the Science & Technology sector that reported $365K in total revenue in fiscal year 2025. Revenue surged 82% from the prior year, signaling strong growth momentum.

Mission

INCREASING ACCESS TO JUSTICE THROUGH IMPROVED JUDICIAL EFFICIENCY

Program Service Accomplishments

Program 1

Expenses: $116,517 Revenue: $116,517

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...

Program 2

Expenses: $11,476 Revenue: $11,476

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 CHANGES

Program 3

Expenses: $42,157 Revenue: $42,157

BENSON NJOGU MBAU DESIGNED AND MAINTAINS MACHINE LEARNING PIPELINES ENABLING TARGETED POLICY FIXES THAT SHORTEN TIME-TO-JUDGMENT FOR VULNERABLE LITIGANTS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $364,670

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $364,670

Expense Breakdown

Grants Paid $116,517

Salaries & Benefits $271,250

Fundraising Expenses $0

Program Expenses $387,767

Other Expenses $658

TOTAL EXPENSES $388,425

Year-over-Year Comparison

	2025	2024	Change
Revenue	$364,670	$200,000	+0.8%
Expenses	$388,425	$472,348	-0.2%
Net Income	$-23,755	$-272,348	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$100,006

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS WICKENS	PRESIDENT	40.0	Officer	$100,006	$0	$100,006
DANIEL LI CHEN	TREASURER	40.0	Officer	$0	$0	$0
PETER GEHRED	SECRETARY	2.0	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$364,670	$388,425	$489,091	$-23,755
2024	$200,000	$472,348	$825,449	$-272,348

OTREE OPEN SOURCE RESEARCH FOUNDATION