Civic Intelligence

Iota Foundation C/O Pisenti & Brinker LLP

990EZ • Fiscal year 2017 • EIN 20-1194576

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 14, 2018

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-283%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-89%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$392,572

Down $1,445 (-0.4%) from 2016

Net Assets

Down

$392,572

Down $1,445 (-0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin2nd percentile

Revenue

Down

$511

Down $3,979 (-89%) from 2016

Expenses

Down

$1,956

Down $4,230 (-68%) from 2016

Net Income

Up

-$1,445

Up $251 (+15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2017

Assets$392,572
Liabilities$0
Net Assets$392,572
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$511
Expenses$1,956
Net Income-$1,445
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 14, 2018
Return Version
2017v2.2
Gross Receipts
$511
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.

Program Services

DescriptionGrantsExpenses
Support of the Zeta Psi Fraternity at the University of California, Berkeley$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN HARPERPresident-$0--
MIKE MARINOSecretary-$0--
RAY POUNDSTreasurer-$0--
SAM SKINNERTrustee-$0--
GREIG LAGOMARSINOTrustee-$0--
ANDREW JONESTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Stephen Harper
Title
President
Phone
7077629900
Signed
2018-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Pisenti & Brinker Llp
Address
201 1ST STREET SUITE 208, PETALUMA, CA 94952
Preparer
Raymond Pounds
Phone
7077629900
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest. Amount: 510. Description: Dividends. Amount: 1. Total Included on Form 990-EZ, line 4: 511.”

Raw XML Appendix165 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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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/PreparerPersonGrp/PhoneNum07077629900
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ReturnHeader/ReturnTs02018-06-26T15:13:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$392,572
Liabilities
$0
Net assets
$392,572
Revenue
$511
Expenses
$1,956
Net income
-$1,445
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