Civic Intelligence

Iota Foundation C/O Pisenti & Brinker LLP

990 • Fiscal year 2014 • EIN 20-1194576

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization ProfileWWW.IOTAFOUNDATION.COM
201 FIRST STREET No 208Petaluma, CA 94952

(707) 762-9900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-27%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$448,318

Down $2,621 (-0.6%) from 2013

Net Assets

Down

$448,318

Down $2,621 (-0.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin10th percentile

Revenue

Down

$7,527

Down $2,847 (-27%) from 2013

Expenses

Down

$10,148

Down $80,935 (-89%) from 2013

Net Income

Up

-$2,621

Up $78,088 (+97%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $936,336Liabilities 2010: $0Net Assets 2010: $936,3362010Assets 2011: $580,212Liabilities 2011: $0Net Assets 2011: $580,2122011Assets 2012: $531,648Liabilities 2012: $0Net Assets 2012: $531,6482012Assets 2013: $450,939Liabilities 2013: $0Net Assets 2013: $450,9392013Assets 2014: $448,318Liabilities 2014: $0Net Assets 2014: $448,3182014Assets 2015: $395,713Liabilities 2015: $0Net Assets 2015: $395,7132015Assets 2016: $394,017Liabilities 2016: $0Net Assets 2016: $394,0172016Assets 2017: $392,572Liabilities 2017: $0Net Assets 2017: $392,5722017Assets 2018: $292,352Liabilities 2018: $0Net Assets 2018: $292,3522018Assets 2021: $437,166Liabilities 2021: $0Net Assets 2021: $437,1662021Assets 2022: $440,375Liabilities 2022: $0Net Assets 2022: $440,3752022Assets 2023: $401,884Liabilities 2023: $0Net Assets 2023: $401,8842023Assets 2024: $409,704Liabilities 2024: $0Net Assets 2024: $409,7042024

Highlighted filing

2014

Assets$448,318
Liabilities$0
Net Assets$448,318
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $35,4202010Expenses 2011: $378,6432011Expenses 2012: $53,0382012Revenue 2013: $10,374Expenses 2013: $91,083Net Income 2013: -$80,7092013Revenue 2014: $7,527Expenses 2014: $10,148Net Income 2014: -$2,6212014Revenue 2015: $3,720Expenses 2015: $56,325Net Income 2015: -$52,6052015Revenue 2016: $4,490Expenses 2016: $6,186Net Income 2016: -$1,6962016Revenue 2017: $511Expenses 2017: $1,956Net Income 2017: -$1,4452017Revenue 2018: $1,317Expenses 2018: $101,537Net Income 2018: -$100,2202018Revenue 2021: $40,792Expenses 2021: $1,827Net Income 2021: $38,9652021Revenue 2022: $26,564Expenses 2022: $23,355Net Income 2022: $3,2092022Revenue 2023: -$540Expenses 2023: $37,951Net Income 2023: -$38,4912023Revenue 2024: $133,270Expenses 2024: $125,450Net Income 2024: $7,8202024

Highlighted filing

2014

Revenue$7,527
Expenses$10,148
Net Income-$2,621
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$7,527
Mission and Program Overview

Mission

The Iota Foundation's mission is to (a) support the educational and charitable programs and activities of the Iota Chapter of Zeta Psi Fraternity (the "Fraternity") at the University of California, Berkeley (Berkeley); (b) promote and further academic excellence at Berkeley; (c) provide academic scholarships and support to qualified needy and deserving individuals; (d) conduct and support the charitable and other community service programs and projects of the Fraternity and Berkeley; and (e) performing such other activities as are consistent with its exempt purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$195,768$235,453▲ $39,685
Pledges and Grants Receivable$242,656$180,350▼ $62,306
Other Notes and Loans Receivable, Net$10,967$30,967▲ $20,000
Investments Other Securities$1,548$1,548→ $0
Total Assets$450,939$448,318▼ $2,621
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$450,939$448,318▼ $2,621
Total Net Assets Fund Balance$450,939$448,318▼ $2,621
Total Liabilities and Net Assets / Fund Balance$450,939$448,318▼ $2,621
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Stephen HarperPresident
Andrew JonesTrustee
Gary StormTrustee
Greig LagomarsinoTrustee
Sam SkinnerTrustee
Mike MarinoSecretary
Ray PoundsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,744
Program Service Revenue
$0
Investment Income
$383
Other Revenue
$400
All Other Contributions
$6,744
Change in Net Assets
$-2,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,148
Total Fundraising Expense$7,304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other--$6,104$6,104
Fees for Services Accounting-$1,950-$1,950
Conferences and Meetings--$1,200$1,200
Fees for Services Legal-$884-$884
Office Expenses-$10-$10
Total Functional Expenses$0$2,844$7,304$10,148
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Raymond PoundsCurrent DirectorPOUNDS IS A PARTNER IN THE FIRM PROVIDING TAX AND ACCOUNTING SERVICES TO THE ORGANIZATION; WORK IS PERFORMED IN THE NORMAL COURSE OF BUSINESS AND ON THE SAME TERMS AS GENERALLY OFFERED TO THE PUBLIC.No$1,950
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The Foundation's governing body reviews the Form 990 prior to the filing of the return.”

Form 990, Part VI, Section B, line 12

“Code of Conduct Iota requires all directors, employees and volunteers ("representatives") to observe the highest standard of professionalism and ethics in the conduct of their duties and responsibilities. All representatives of Iota must comply with all policies of Iota, fulfill their duties and responsibilities with honesty and integrity and comply with all laws and regulations.”

Form 990, Part VI, Section C, line 18

“The Foundation makes available its governing documents and financial statements to the public upon request.”

Form 990, Part VI, Section C, line 19

“The Foundation makes available its Forms 1023 and 990 to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Iota Foundation Co Pisenti & Brinker Llp
EIN
20-1194576
Phone
7077629900
Address
201 FIRST STREET No 208, PETALUMA, CA 94952

Signing Officer

Name
Stephen Harper
Title
Treasurer
Phone
7077629900
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raymond Pounds
Formed
2004
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Pisenti & Brinker Llp
Address
201 FIRST STREET SUITE 208, PETALUMA, CA 94952
Preparer
Raymond Pounds
Phone
7077629900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“FUNDRAISING ADMINISTRATIVE ASSISTANCE: Program service expenses 0. Management and general expenses 0. Fundraising expenses 6,104. Total expenses 6,104.”

Raw XML Appendix385 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0The Foundation's mission is to (a) support the educational and charitable programs and activities of the Iota Chapter of Zeta Psi Fraternity (the "Fraternity") at the University of California, Berkeley (Berkeley); (b) promote and further academic excellence at Berkeley; (c) provide academic scholarships and support to qualified needy and deserving individuals; (d) conduct and support the charitable and other community service programs and projects of the Fraternity and Berkeley; and (e) performing such other activities as are consistent with its exempt purposes.
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Foundation's governing body reviews the Form 990 prior to the filing of the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Code of Conduct Iota requires all directors, employees and volunteers ("representatives") to observe the highest standard of professionalism and ethics in the conduct of their duties and responsibilities. All representatives of Iota must comply with all policies of Iota, fulfill their duties and responsibilities with honesty and integrity and comply with all laws and regulations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundation makes available its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Foundation makes available its Forms 1023 and 990 to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDRAISING ADMINISTRATIVE ASSISTANCE: Program service expenses 0. Management and general expenses 0. Fundraising expenses 6,104. Total expenses 6,104.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237418818
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE FURNISHED STUDENT HOUSING FOR IOTA CHAPTER OF ZETA PSI FRATERNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SCHOLARSHIP GRANTS TO UNDERGRADS ATTENDING THE UNIV. OF CA, BERKELEY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1One Embarcadero Center Suite 4000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ORINDA
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt030967
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0LOAN FOR ONGOING IMPROVEMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ZETA PSI ALUMNI ASSOCIATION
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IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0450939
IRS990/TotalAssetsGrp/EOYAmt0448318
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06744
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07304
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02844
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0448318
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0383
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0400
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07527
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0450939
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0450939
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd094952
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.IOTAFOUNDATION.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN HARPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07077629900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOTA FOUNDATION CO PISENTI & BRINKER LLP
ReturnHeader/Filer/BusinessNameControlTxt0IOTA
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ReturnHeader/Filer/PhoneNum07077629900
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ReturnHeader/PreparerPersonGrp/PhoneNum07077629900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND POUNDS
ReturnHeader/ReturnTs02015-11-11T13:24:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$448,318
Liabilities
$0
Net assets
$448,318
Revenue
$7,527
Expenses
$10,148
Net income
-$2,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$1.33$1.25$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.01$0.38$0.38
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.27$0.23$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.41$0.02$0.39
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.01$1.02$1.00
2017Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.01$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.04$0.56$0.53
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.08$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.10$0.91$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$0.00$5.32$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$0.00$5.80$3.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.36$0.00$9.36$0.35