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Nonprofit · EIN 20-1194576

IOTA FOUNDATION

Tax-exempt · PETALUMA, CA 94952

Financials

$21K$19K2025
Revenue Expenses · by fiscal year end
Financials of IOTA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-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.

NameTitleHours / weekCompensation
DAN MEADETRUSTEE1$0
ROB GIBBONSTRUSTEE1$0
RAY POUNDSTREASURER2$0
SAM SKINNERSECRETARY1$0
MATT TUNNEYPRESIDENT3$0
MIKE MAECHLINGVICE-PRESIDENT2$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
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.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • SUPPORT OF THE ZETA PSI FRATERNITY AT THE UNIVERSITY OF CALIFORNIA, BERKELEY
    Expenses $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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-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

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025–––IRS
990December 2024–––IRS
990-EZDecember 2023-$540$37,951$401,884IRS
990December 2022$26,564$23,355$440,375IRS
990December 2021–––IRS
990-N for 2020
Officer: STEPHEN HARPER
December 31, 2020≤ $50,000 receipts––e-Postcard
990-EZDecember 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.

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