Civic Intelligence

Olivann

EIN 27-2265572 • 501(c)3 • Berkeley, CA

Profile

Provide counseling services to low-income individuals and public servants suffering from trauma;Improve the environment, including creating environmental and educationprograms around restoration ecology, public access to nature, and educationaround sustainable and equitable provision of food, shelter, energy, and materials;Conduct research to promote advancement in the sciences and humanities and develop technologies and processes to facilitate others to do the same; and Make grants to promote the above.

127 University AveBerkeley, CA 94710

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

9528%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

98th percentile

205%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Assets

Up

$16,274,794

Up $761,019 (+4.9%) from 2023

Liabilities

Up

$20,455

Up $20,445 (+204450%) from 2023

Net Assets

Up

$16,254,339

Up $740,574 (+4.8%) from 2023

Revenue

Down

-$8,772

Down $14,342,101 (-100%) from 2023

Expenses

Up

$826,995

Up $136,795 (+20%) from 2023

Net Income

Down

-$835,767

Down $14,478,896 (-106%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2014: $125,342Liabilities 2014: $0Net Assets 2014: $125,3422014Assets 2015: $208,205Liabilities 2015: $0Net Assets 2015: $208,2052015Assets 2016: $325,666Liabilities 2016: $0Net Assets 2016: $325,6662016Assets 2017: $664,804Liabilities 2017: $0Net Assets 2017: $664,8042017Assets 2018: $81,862Liabilities 2018: $0Net Assets 2018: $81,8622018Assets 2019: $202,256Liabilities 2019: $10Net Assets 2019: $202,2462019Assets 2020: $1,248,990Liabilities 2020: $10Net Assets 2020: $1,248,9802020Assets 2021: $1,187,765Liabilities 2021: $10Net Assets 2021: $1,187,7552021Assets 2022: $1,748,771Liabilities 2022: $10Net Assets 2022: $1,748,7612022Assets 2023: $15,513,775Liabilities 2023: $10Net Assets 2023: $15,513,7652023Assets 2024: $16,274,794Liabilities 2024: $20,455Net Assets 2024: $16,254,3392024

Highlighted filing

2024

Assets$16,274,794
Liabilities$20,455
Net Assets$16,254,339

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $253,965Expenses 2014: $308,910Net Income 2014: -$54,9452014Revenue 2015: $250,000Expenses 2015: $167,137Net Income 2015: $82,8632015Revenue 2016: $478,067Expenses 2016: $360,606Net Income 2016: $117,4612016Revenue 2017: $701,124Expenses 2017: $361,986Net Income 2017: $339,1382017Revenue 2018: $844Expenses 2018: $583,786Net Income 2018: -$582,9422018Revenue 2019: $701,433Expenses 2019: $581,049Net Income 2019: $120,3842019Revenue 2020: $1,683,811Expenses 2020: $639,804Net Income 2020: $1,044,0072020Revenue 2021: $611,280Expenses 2021: $667,051Net Income 2021: -$55,7712021Revenue 2022: $1,202,130Expenses 2022: $641,124Net Income 2022: $561,0062022Revenue 2023: $14,333,329Expenses 2023: $690,200Net Income 2023: $13,643,1292023Revenue 2024: -$8,772Expenses 2024: $826,995Net Income 2024: -$835,7672024

Highlighted filing

2024

Revenue-$8,772
Expenses$826,995
Net Income-$835,767

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$3,585,183
Mission and Program Overview

Mission

Olivann's mission is to provide services to low-income individuals and public servants suffering from trauma. In addition olivann is dedicated to educating low-income students through scholarships and financial aid, and to making grants to promote scientific advancement and education.

Provide counseling services to low-income individuals and public servants suffering from trauma;Improve the environment, including creating environmental and educationprograms around restoration ecology, public access to nature, and educationaround sustainable and equitable provision of food, shelter, energy, and materials;Conduct research to promote advancement in the sciences and humanities and develop technologies and processes to facilitate others to do the same; and Make grants to promote the above.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,843,516$14,910,593▲ $1,067,077
Land, Buildings, and Equipment, Net$515,420$510,962▼ $4,458
Savings and Temporary Cash Investments$759,951$367,217▼ $392,734
Investments Program Related$350,000$350,000→ $0
Cash and Non-Interest-Bearing Accounts$34,812$127,782▲ $92,970
Prepaid Expenses and Deferred Charges$3,669$8,240▲ $4,571
Accounts Receivable$6,407$0▼ $6,407
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$15,513,775$16,274,794▲ $761,019
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$10$20,455▲ $20,445
Total Liabilities$10$20,455▲ $20,445
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,513,765$16,254,339▲ $740,574
Total Net Assets Fund Balance$15,513,765$16,254,339▲ $740,574
Total Liabilities and Net Assets / Fund Balance$15,513,775$16,274,794▲ $761,019

Asset Categories

AssetBook ValueDepreciationBasis
Land$400,000-$400,000
Leasehold Improvements$65,425$8,174$73,599
Buildings$45,537$5,902$51,439
Investment Program Related Org$350,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather WilliamsTreas/Sec/EDFT$259,696$71,456$310,602
Rocky KahnPresidentFT$188,022$8,755$217,327

Board Members and Trustees

NameTitle
Jennifer CanipeDirector
Octavio ChoiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$84,231
Program Service Revenue
$0
Investment Income
$-93,003
Other Revenue
$0
All Other Contributions
$84,231
Change in Net Assets
$-835,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$555,976
Other Expenses$266,019
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$419,788$108,142-$527,930
Fees for Service Investment Mgmnt Fees-$141,386-$141,386
Payroll Taxes$22,437$5,609-$28,046
Fees for Services Management-$20,750-$20,750
Occupancy$19,800--$19,800
Office Expenses-$12,129-$12,129
Insurance-$9,501-$9,501
Fees for Services Accounting-$6,255-$6,255
Grants to Domestic Orgs$5,000--$5,000
All Other Expenses$1,887$2,800-$4,687
Fees for Services Other$4,650--$4,650
Depreciation Depletion$4,457--$4,457
Fees for Services Legal-$3,854-$3,854
Travel$2,700--$2,700
Other Expenses$4,157$1,681-$1,681
Total Functional Expenses$513,849$313,146$0$826,995
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 2

Rocky Kahn (President) and Heather Williams (Officer) are married.

Form 990, Part VI, Section B, Line 11B

The Form 990 is provided to members of the Board for review before filing.

Form 990, Part VI, Section B, Line 12C

Each Director, corporate officer and employee of Olivann shall annually sign a statement that affirms that the person has received a copy of the Conflict of Interest policy. Certain individuals will also be required to disclose any financial interests and family relationships that could give rise to potential conflicts of interest. All signed documents are retained in the organizations files. Minutes from Board or Committee meetings will memorialize any conflicts of interests that are identified during these meetings clearly indicating the conflict. Any Board member with a perceived conflict of interest involving a particular act or transaction shall recuse themselves from voting on the manner and such action shall be included in the minutes.

Form 990, Part VI, Section B, Line 15A

The process for determining compensation of the CEO included contemporaneous substantiation of the independent Board members' deliberation and decision as they reviewed comparability data prepared by an independent compensation consultant and approved a written employment contract.

Form 990, Part VI, Section B, Line 15B

The process for determining compensation of the Executive Director included contemporaneous substantiation of the independent Board members' deliberation and decision as they reviewed comparability data prepared by an independent consultant and approved a written employment contract.

Form 990, Part VI, Section C, Line 19

Available upon request.

Filing and Contact Details

Filer

Filer Name
Olivann
EIN
27-2265572
Phone
5108414123
Address
127 University Ave, Berkeley, CA 94710

Signing Officer

Name
Rocky Kahn
Title
President
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rocky Kahn
Formed
2010
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
2

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
111 Pine Street Suite 1750, San Francisco, CA 94111
Preparer
Antonio Tellez Jr
Phone
4159830200
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IRS990/PYOtherExpensesAmt0176366
IRS990/PYOtherRevenueAmt05448
IRS990/PYRevenuesLessExpensesAmt013643129
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IRS990/PYTotalExpensesAmt0690200
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01200000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0611000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01683811
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017879042
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0165925
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0240
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08685
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IRS990ScheduleA/PublicSupportPY170Pct00.99800
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017879042
IRS990ScheduleA/TotalSupportAmt018053652
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt045537
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05902
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt051439
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0350000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0All Power Labs
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/LandGrp/BookValueAmt0400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0400000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt065425
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08174
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt073599
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0510962
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1188022
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount020550
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt050906
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt18755
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Heather Williams
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Rocky Kahn
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Treas/Sec/ED
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0310602
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1217327
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rocky Kahn (President) and Heather Williams (Officer) are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is provided to members of the Board for review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each Director, corporate officer and employee of Olivann shall annually sign a statement that affirms that the person has received a copy of the Conflict of Interest policy. Certain individuals will also be required to disclose any financial interests and family relationships that could give rise to potential conflicts of interest. All signed documents are retained in the organizations files. Minutes from Board or Committee meetings will memorialize any conflicts of interests that are identified during these meetings clearly indicating the conflict. Any Board member with a perceived conflict of interest involving a particular act or transaction shall recuse themselves from voting on the manner and such action shall be included in the minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The process for determining compensation of the CEO included contemporaneous substantiation of the independent Board members' deliberation and decision as they reviewed comparability data prepared by an independent compensation consultant and approved a written employment contract.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The process for determining compensation of the Executive Director included contemporaneous substantiation of the independent Board members' deliberation and decision as they reviewed comparability data prepared by an independent consultant and approved a written employment contract.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
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IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0true
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IRS990/TotalEmployeeCnt02
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0313146
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0513849
IRS990/TotalFunctionalExpensesGrp/TotalAmt0826995
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IRS990/TotalLiabilitiesGrp/BOYAmt010
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IRS990/TotalOtherCompensationAmt059661
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IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt0-93003
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-8772
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015513775
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IRS990/TravelGrp/ProgramServicesAmt02700
IRS990/TravelGrp/TotalAmt02700
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0127 University Ave
IRS990/USAddress/CityNm0Berkeley

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