Civic Intelligence

The Octavia Foundation

990PF • Fiscal year 2021 • EIN 20-3393226

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profile
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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-117%

Higher net margin than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

8th percentile

-9.8%

Faster asset growth than 8% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

99%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,428,063

Down $154,652 (-9.8%) from 2020

Net Assets

Down

$1,428,063

Down $154,652 (-9.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin4th percentile

Revenue

Up

$131,943

Up $65,685 (+99%) from 2020

Expenses

Up

$286,595

Up $6,619 (+2.4%) from 2020

Net Income

Up

-$154,652

Up $59,066 (+28%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2021

Assets$1,428,063
Liabilities$0
Net Assets$1,428,063
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

2021

Revenue$131,943
Expenses$286,595
Net Income-$154,652
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th 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
2022-05-11
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 Appendix334 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GOLDMAN SACHS #4607 - SEE STMT A
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0427 W PLUMB LANE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6IN SUPPORT OF GENERAL OPERATIONS IN THE BANNER LAKE AREA OF HOBE SOUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRSTLINE SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIRSTLINE SCHOOLS (EDIBLE SCHOOLYARD)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE BANNER LAKE CLUB INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE EVERGLADES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE SYLVIA CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE EVERGLADES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PROJECT LIFT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7FRIENDS OF ZARA'S CENTER CO PG FAMILY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 NORTH BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1300 N BROAD STREET STE 207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212212 SE LANTANA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt318001 OLD CUTLER ROAD STE 625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42417 3RD AVE STE 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt518001 OLD CUTLER ROAD STE 625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6201 INTERNATIONAL CIRCLE STE 230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7201 INTERNATIONAL CIRCLE STE 230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 207
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PALMETTO BAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HUNT VALLEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410451
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd621030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd721030
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt083751
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0182137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0193811
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0123367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0218046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0134783
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0134783
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0896640
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0179279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0182137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0193811
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0123367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0218046
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0263030
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0179279
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01031423
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0852144
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/DisbursementsCharitablePrpsAmt0146
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1862
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2862
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3291
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY RUTTER CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503132000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
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/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRISTINA ROSADO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-11T13:20:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUTTER CLARK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,428,063
Liabilities
$0
Net assets
$1,428,063
Revenue
$131,943
Expenses
$286,595
Net income
-$154,652
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
2021Detailed filing. Detailed filing data is available for this year.$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