Civic Intelligence

Iota Foundation C/O Pisenti & Brinker LLP

990 • Fiscal year 2021 • EIN 20-1194576

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization ProfileWWW.IOTAFOUNDATION.COM
201 First Street 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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

14%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Revenue Growth

93rd percentile

214%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$437,166

Up $144,814 (+50%) from 2018

Net Assets

Up

$437,166

Up $144,814 (+50%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

Up

$40,792

Up $39,475 (+2997%) from 2018

Expenses

Down

$1,827

Down $99,710 (-98%) from 2018

Net Income

Up

$38,965

Up $139,185 (+139%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2021

Assets$437,166
Liabilities$0
Net Assets$437,166
Open 2021 Filing

Operations Trend

Revenue Growth93rd 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

2021

Revenue$40,792
Expenses$1,827
Net Income$38,965
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$312,919
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
Investments in Publicly Traded Securities$310,767$334,724▲ $23,957
Accounts Receivable$80,250$95,250▲ $15,000
Cash and Non-Interest-Bearing Accounts$7,184$7,192▲ $8
Total Assets$398,201$437,166▲ $38,965
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$398,201$437,166▲ $38,965
Total Net Assets Fund Balance$398,201$437,166▲ $38,965
Total Liabilities and Net Assets / Fund Balance$398,201$437,166▲ $38,965
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Matt Tunney Beginning 01052021President
Stephen Harper Until 01042021President
Greig LagomarsinoTrustee
Sam SkinnerTrustee
Mike MarinoSecretary
Ray PoundsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,550
Program Service Revenue
$0
Investment Income
$24,242
Other Revenue
$0
All Other Contributions
$16,550
Change in Net Assets
$38,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,827
Total Fundraising Expense$648
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$1,164-$1,164
Office Expenses-$15$648$663
Total Functional Expenses$0$1,179$648$1,827
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
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 35% controlled entity
No
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 11B

“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
EIN
20-1194576
Phone
7077629900
Address
201 FIRST STREET 208, PETALUMA, CA 94952

Signing Officer

Name
Matt Tunney
Title
President
Phone
7077629900
Signed
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Tunney
Formed
2009
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Pisenti & Brinker Llp
Address
201 FIRST STREET SUITE 208, PETALUMA, CA 94952
Preparer
Raymond Pounds
Phone
7077629900
Raw XML Appendix359 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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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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE FURNISHED STUDENT HOUSING FOR IOTA CHAPTER OF ZETA PSI FRATERNITY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1500 MINER RD
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalContributionsAmt016550
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0648
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01179
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-03
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ReturnHeader/ReturnTs02022-11-15T16:00:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATT
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$437,166
Liabilities
$0
Net assets
$437,166
Revenue
$40,792
Expenses
$1,827
Net income
$38,965
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