Civic Intelligence

The Octavia Foundation

990PF • Fiscal year 2019 • EIN 20-3393226

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 02, 2020

427 W Plumb LaneReno, NV 89509

(650) 313-2000

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-223%

Higher net margin than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

10th percentile

-10%

Faster asset growth than 10% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-6.9%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,796,433

Down $209,779 (-10%) from 2018

Net Assets

Down

$1,796,433

Down $209,779 (-10%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$94,170

Down $6,937 (-6.9%) from 2018

Expenses

Up

$303,949

Up $58,017 (+24%) from 2018

Net Income

Down

-$209,779

Down $64,954 (-45%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$1,796,433
Liabilities$0
Net Assets$1,796,433

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$94,170
Expenses$303,949
Net Income-$209,779
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 2, 2020
Return Version
2019v5.1
Compensation and Service Providers

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
2020-07-02
Discuss with paid preparer
Yes

Preparer

Firm
Rosewood Family Advisors LLP
Address
2475 Hanover Street Ste 100, Palo Alto, CA 94304
Preparer
Cristina Rosado
Phone
6503132000
Raw XML Appendix367 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE MIAMI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE EVERGLADES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FIRSTLINE SCHOOLS (EDIBLE SCHOOLYARD)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE BANNER LAKE CLUB INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE MONUMENTAL TASK COMMITTEE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CRU INNER CITY (CAMPUS CRUSADE OF CHRIST)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8MULTIPLYING GOOD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03141 CHESTNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O Box 684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt240 NW 3RD ST 305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt318001 OLD CUTLER RD STE 625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4300 N BROAD STREET STE 207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt512212 SE LANTANA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61215 PRYTANIA STREET SUITE 333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt79-11 44TH DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt815 WEST 38TH STREET SUITE 1210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FISHERS ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PALMETTO BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HOBE SOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LONG ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106390
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd470119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd670130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd711101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0278500
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/AppliedToCurrentYearAmt096150
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0123367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0218046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0134783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0316000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt078503
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt078503
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0986007
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0193811
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0123367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0218046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0134783
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0316000
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0289961
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0193811
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01064510
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0870699
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES & LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0211
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21268
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3211
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31268
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4421
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY RUTTER CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503132000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-02
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosewood Family Advisors LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02475 Hanover Street Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094304
ReturnHeader/PreparerPersonGrp/PhoneNum06503132000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cristina Rosado
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-07T13:52:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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