Civic Intelligence

Octavia Foundation

EIN 20-3393226 • Reno, NV

Reno, NV
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-45%

Higher net margin than 10% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

24th percentile

-3.9%

Faster asset growth than 24% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

110%

Faster revenue growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,156,662

Down $46,340 (-3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,156,662

Down $46,340 (-3.9%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin10th percentile

Revenue

Up

$103,630

Up $54,333 (+110%) from 2023

Expenses

Down

$149,970

Down $29,918 (-17%) from 2023

Net Income

Up

-$46,340

Up $84,251 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,420,115Liabilities 2011: $02011Assets 2012: $1,186,807Liabilities 2012: $02012Assets 2013: $1,381,640Liabilities 2013: $02013Assets 2014: $2,072,737Liabilities 2014: $02014Assets 2015: $2,295,536Liabilities 2015: $02015Assets 2018: $2,006,212Liabilities 2018: $0Net Assets 2018: $2,006,2122018Assets 2019: $1,796,433Liabilities 2019: $0Net Assets 2019: $1,796,4332019Assets 2020: $1,582,715Liabilities 2020: $0Net Assets 2020: $1,582,7152020Assets 2021: $1,428,063Liabilities 2021: $0Net Assets 2021: $1,428,0632021Assets 2022: $1,333,593Liabilities 2022: $0Net Assets 2022: $1,333,5932022Assets 2023: $1,203,002Liabilities 2023: $0Net Assets 2023: $1,203,0022023Assets 2024: $1,156,662Liabilities 2024: $0Net Assets 2024: $1,156,6622024

Highlighted filing

2024

Assets$1,156,662
Liabilities$0
Net Assets$1,156,662
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $346,968Expenses 2011: $382,463Net Income 2011: -$35,4952011Revenue 2012: $269,257Expenses 2012: $502,565Net Income 2012: -$233,3082012Revenue 2013: $338,891Expenses 2013: $144,058Net Income 2013: $194,8332013Revenue 2014: $840,839Expenses 2014: $149,742Net Income 2014: $691,0972014Revenue 2015: $627,012Expenses 2015: $424,963Net Income 2015: $202,0492015Revenue 2018: $101,107Expenses 2018: $245,932Net Income 2018: -$144,8252018Revenue 2019: $94,170Expenses 2019: $303,949Net Income 2019: -$209,7792019Revenue 2020: $66,258Expenses 2020: $279,976Net Income 2020: -$213,7182020Revenue 2021: $131,943Expenses 2021: $286,595Net Income 2021: -$154,6522021Revenue 2022: $91,068Expenses 2022: $185,538Net Income 2022: -$94,4702022Revenue 2023: $49,297Expenses 2023: $179,888Net Income 2023: -$130,5912023Revenue 2024: $103,630Expenses 2024: $149,970Net Income 2024: -$46,3402024

Highlighted filing

2024

Revenue$103,630
Expenses$149,970
Net Income-$46,340
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,156,662
Liabilities
$0
Net assets
$1,156,662
Revenue
$103,630
Expenses
$149,970
Net income
-$46,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.10$0.15$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.05$0.18$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.09$0.19$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.13$0.29$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.07$0.28$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.09$0.30$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.10$0.25$0.14
2015Summary only. Only limited summary data is available for this year.$2.30$0.00$0.63$0.42$0.20
2014Summary only. Only limited summary data is available for this year.$2.07$0.00$0.84$0.15$0.69
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$0.34$0.14$0.19
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$0.27$0.50$0.23
2011Summary only. Only limited summary data is available for this year.$1.42$0.00$0.35$0.38$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY RUTTER CLARKPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Octavia Foundation
EIN
20-3393226
In Care Of
% ROSEWOOD FAMILY ADVISORS LLP
Phone
6503132000
Address
427 W PLUMB LANE, RENO, NV 89509

Signing Officer

Name
Nancy Rutter Clark
Title
President
Phone
6503132000
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Rosewood Family Advisors LLP
Address
3000 EL CAMINO REAL STE 2-1000, Palo Alto, CA 94306
Preparer
Cristina Rosado
Phone
6503132000
Raw XML Appendix286 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0106000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062798
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt096536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt095796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0179279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0182137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0193811
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0193811
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0616855
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt063107
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt096536
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt095796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0179279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0182137
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125905
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt063107
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0810666
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0747559
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES & LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0157
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0344
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1766
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2157
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1344
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2766
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3315
TaxesSchedule/TaxesDetail/Amt03000
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY RUTTER CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503132000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OCTAVIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OCTA
ReturnHeader/Filer/EIN0203393226
ReturnHeader/Filer/InCareOfNm0% ROSEWOOD FAMILY ADVISORS LLP
ReturnHeader/Filer/PhoneNum06503132000
ReturnHeader/Filer/USAddress/AddressLine1Txt0427 W PLUMB LANE
ReturnHeader/Filer/USAddress/CityNm0RENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089509
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosewood Family Advisors LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 EL CAMINO REAL STE 2-1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06503132000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cristina Rosado
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-05T14:11:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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