Nonprofit · EIN 20-1194576
IOTA FOUNDATION
Tax-exempt · PETALUMA, CA 94952
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $21,306 | $19,063 | $2,243 | $411,960 | $0 | $411,960 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,150
- Investment income
- $21,775
- Net gain from sales of assets
- -$1,339
- Net income from fundraising events
- -$280
Expenses
- Grants and similar amounts paid
- $13,250
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $5,813
- Program services (functional)
- $14,288
Balance sheet and other
- Total assets, start of year
- $409,704
- Total assets, end of year
- $411,960
- Total liabilities, end of year
- $0
- Net assets, end of year
- $411,960
- Cash, savings and investments
- $7,684
- Gross receipts
- $159,891
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN MEADE | TRUSTEE | 1 | $0 |
| ROB GIBBONS | TRUSTEE | 1 | $0 |
| RAY POUNDS | TREASURER | 2 | $0 |
| SAM SKINNER | SECRETARY | 1 | $0 |
| MATT TUNNEY | PRESIDENT | 3 | $0 |
| MIKE MAECHLING | VICE-PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 201 1ST ST STE 208, PETALUMA, CA 94952-4289
- In care of
- % STEPHEN S HARPER
- Mailing address (990-N for 2020)
- 201 FIRST STREET NO 208, PETALUMA CA 94952
- Principal officer (990-N for 2020)
- STEPHEN HARPER, 201 FIRST STREET NO 208, PETALUMA CA 94952
- Signed the 990-EZ
- RAYMOND POUNDS, TREASURER
- Phone
- (707) 762-9900
- Website
- WWW.IOTAFOUNDATION.COM
- Return prepared by
- SORREN INC
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.
Program accomplishments
- SUPPORT OF THE ZETA PSI FRATERNITY AT THE UNIVERSITY OF CALIFORNIA, BERKELEYExpenses $14,288 · grants $13,250
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-1194576
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $411,960
- Income (IRS master file)
- $159,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990-EZ | December 2023 | -$540 | $37,951 | $401,884 | IRS |
| 990 | December 2022 | $26,564 | $23,355 | $440,375 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: STEPHEN HARPER | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about IOTA FOUNDATION
- What is the EIN of IOTA FOUNDATION?
- The employer identification number (EIN) of IOTA FOUNDATION is 20-1194576.
- Is IOTA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to IOTA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IOTA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of IOTA FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IOTA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of IOTA FOUNDATION?
- The 990-N for 2020 names STEPHEN HARPER.
- Who are the officers and directors of IOTA FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does IOTA FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $21,306, expenses of $19,063 and total assets of $411,960 at year end.
Other nonprofits in PETALUMA
- SPRING HILL MONTESSORI EIN 94-2285285 · last filed 990 for 2026
- LIVE OAK CHARTER SCHOOL EIN 68-0469314 · last filed 990 for 2025
- FLYWHEEL FUND FOR CAREER CHOICE EIN 88-2596234 · last filed 990 for 2024
- RIVER MONTESSORI CHARTER SCHOOL EIN 27-0431277 · last filed 990 for 2025
- HARVEST CHRISTIAN SCHOOL EIN 20-3762144 · last filed 990 for 2025
- PETALUMA EDUCATIONAL FDN EIN 94-2847212 · last filed 990 for 2025
- THE GUY FIERI FOUNDATION EIN 27-3432011 · last filed 990 for 2025
- INVESTIGATIVE STUDIOS INC EIN 81-0750717 · last filed 990 for 2025