Civic Intelligence

Iota Foundation C/O Pisenti & Brinker LLP

990 • Fiscal year 2022 • EIN 20-1194576

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 05, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-35%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$440,375

Up $3,209 (+0.7%) from 2021

Net Assets

Up

$440,375

Up $3,209 (+0.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin61st percentile

Revenue

Down

$26,564

Down $14,228 (-35%) from 2021

Expenses

Up

$23,355

Up $21,528 (+1178%) from 2021

Net Income

Down

$3,209

Down $35,756 (-92%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2022

Assets$440,375
Liabilities$0
Net Assets$440,375
Open 2022 Filing

Operations Trend

Revenue Growth16th 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

2022

Revenue$26,564
Expenses$23,355
Net Income$3,209
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 5, 2023
Return Version
2022v5.0
Gross Receipts
$88,407
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$334,724$334,396▼ $328
Accounts Receivable$95,250$95,250→ $0
Cash and Non-Interest-Bearing Accounts$7,192$10,729▲ $3,537
Total Assets$437,166$440,375▲ $3,209
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$437,166$440,375▲ $3,209
Total Net Assets Fund Balance$437,166$440,375▲ $3,209
Total Liabilities and Net Assets / Fund Balance$437,166$440,375▲ $3,209
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Matt TunneyPresident
Mike Maechling Joined 07012022Vice-president
Dan Meade Joined 07012022Trustee
Greig Lagomarsino Left 07012022Trustee
Rob Gibbons Joined 07012022Trustee
Mike Marino Left 07012022Secretary
Sam SkinnerSecretary
Ray PoundsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,737
Program Service Revenue
$0
Investment Income
$-250
Other Revenue
$1,077
All Other Contributions
$11,162
Change in Net Assets
$3,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,000
Other Expenses$5,355
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$18,000--$18,000
Fees for Services Accounting-$2,884-$2,884
Other Expenses$1,591--$1,591
Information Technology$777--$777
Office Expenses-$103-$103
Total Functional Expenses$20,368$2,987$0$23,355
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,700
Fundraising Direct Expenses$8,623
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon and Watching the Big Game$24,275$9,700$409$9,291
Total Events$24,275$9,700$8,623$1,077
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
2023-09-05
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pisenti & Brinker Llp
Address
201 FIRST STREET SUITE 208, PETALUMA, CA 94952
Preparer
Alicia Cerruti
Phone
7077629900
Raw XML AppendixShowing 400 of 411 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09700
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01077
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0409
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0409
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018000
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE GIVEN TO DEFRAY ATTENDANCE AND HOUSING COSTS BASED ON ASSESSMENT BY THE BOARD ON SCHOLASTICS, SPORTS, NEED, AND INVOLVEMENT WITH THE FRATERNITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
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/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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ZETA PSI ALUMNI ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237418818
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1946085814
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SHOLARSHIP GRANTS TO UNDERGRADS ATTENDING THE UNIV. OF CA, BERKELEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE FURNISHED STUDENT HOUSING FOR IOTA CHAPTER OF ZETA PSI FRATERNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(IV)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 746
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ROSS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
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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/InvolvedAmt075000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ZETA PSI ALUMNI ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0437166
IRS990/TotalAssetsGrp/EOYAmt0440375
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt025737
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020368
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0PETALUMA
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IRS990/USAddress/ZIPCd094952
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.IOTAFOUNDATION.COM
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT TUNNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07077629900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-05
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ReturnHeader/Filer/BusinessNameControlTxt0IOTA
ReturnHeader/Filer/EIN0201194576
ReturnHeader/Filer/PhoneNum07077629900
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$440,375
Liabilities
$0
Net assets
$440,375
Revenue
$26,564
Expenses
$23,355
Net income
$3,209
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