Nonprofit · EIN 20-5915125
AL OERTER FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $54,539 | $44,363 | $10,176 | $28,326 | $422 | $27,904 |
| December 31, 2024 | 990-EZ | $22,171 | $40,049 | -$17,878 | $17,728 | – | $17,728 |
| December 31, 2023 | 990-EZ | $26,121 | $20,775 | $5,346 | $35,606 | – | $35,606 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $54,539
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $14,345
- Occupancy
- $1,402
- Printing, publications and postage
- $1,477
- Other expenses
- $27,139
- Program services (functional)
- $30,588
Balance sheet and other
- Total assets, start of year
- $17,728
- Total assets, end of year
- $28,326
- Total liabilities, end of year
- $422
- Net assets, end of year
- $27,904
- Cash, savings and investments
- $28,326
- Gross receipts
- $54,539
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY JO OERTER | DIRECTOR | 0 | $0 |
| MARKUS SHERRY DMD | DIRECTOR | 0 | $0 |
| ROALD BRADSTOCK | EXECUTIVE DI | 0 | $0 |
990-EZ for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY JO OERTER | DIRECTOR | 0 | $0 |
| MARKUS SHERRY DMD | DIRECTOR | 0 | $0 |
| ROALD BRADSTOCK | EXECUTIVE DI | 0 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY JO OERTER | DIRECTOR | 0 | $0 |
| MARKUS SHERRY DMD | DIRECTOR | 0 | $0 |
| ROALD BRADSTOCK | EXECUTIVE DI | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2566, FORT MYERS, FL 33902-2566
- In care of
- % MARKUS SHERRY
- Mailing address (990-N for 2007)
- 1361 Royal Palm Square Blvd, Suite 1, Fort Myers FL 33919
- Principal officer (990-N for 2007)
- Markus Sherry, 25 Carrotwood Ct, Fort Myers FL 33919
- Signed the 990-EZ
- MARKUS SHERRY DMD, DIRECTOR
- Phone
- (239) 229-6255
- Return prepared by
- MINETTE L LA CROIX CPA PA
Mission
PROMOTE CULTURAL AFFAIRS INCLUDING ART, EDUCATION AND COMMUNITY ACTIVITIES
Program accomplishments
- LAKE PLACID, NY ART EXHIBITIONS: AOF PARTNERED WITH LAKE PLACID OLYMPIC REGIONAL DEVELOPMENT AUTHORITY TO HOST OLYMPIAN ARTISTS EXHIBITIONS AT THE OLYMPIC CENTER. THIS COLLABORATION SERVES HUNDREDS OF STUDENTS IN THE LAKE PLACID SCHOOL DISTRICT, THE LAKE PLACID COMMUNITY AND ITS VISITORS. SELECTON OF HIGH SCHOOLS IN LAKE PLACID, NY TO PARTICIPATE IN ART EXHIBITS AND COMBINED CLASSROOM PRESENTATIONS WITH OLYMPIAN ARTIST IN COLLABORATION WITH THE LAKE PLACID OLYMPIC MUSEUM.Expenses $30,588
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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-5915125
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A20)
- Assets (IRS master file)
- $28,326
- Income (IRS master file)
- $54,539
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $54,539 | $44,363 | $28,326 | XML |
| 990-EZ | December 2024 | $22,171 | $40,049 | $17,728 | XML |
| 990-EZ | December 2023 | $26,121 | $20,775 | $35,606 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2007 Officer: Markus Sherry | December 31, 2007 | ≤ $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 20-5915125).
Questions about AL OERTER FOUNDATION INC
- What is the EIN of AL OERTER FOUNDATION INC?
- The employer identification number (EIN) of AL OERTER FOUNDATION INC is 20-5915125.
- Is AL OERTER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to AL OERTER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AL OERTER FOUNDATION INC 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 AL OERTER 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 AL OERTER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of AL OERTER FOUNDATION INC?
- The 990-N for 2007 names Markus Sherry.
- Who are the officers and directors of AL OERTER FOUNDATION INC?
- The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does AL OERTER FOUNDATION INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $54,539, expenses of $44,363 and total assets of $28,326 at year end.
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