Civic Intelligence

Iota Fund

EIN 77-0371721 • Santa Cruz, CA

849 Almar Ave C-164Santa Cruz, CA 95060
Siviq Scores

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

Liabilities / Assets

79th percentile

0.07x

Higher debt load relative to assets than 79% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.47x

Higher debt load relative to revenue than 92% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

16th percentile

-55%

Higher net margin than 16% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-4.6%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

26th percentile

-28%

Faster revenue growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$74,611

Down $1,838 (-2.4%) from 2023

Liabilities

Up

$4,895

Up $3,887 (+386%) from 2023

Net Assets

Down

$69,716

Down $5,725 (-7.6%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin16th percentile

Revenue

Down

$10,498

Down $313 (-2.9%) from 2023

Expenses

Down

$16,223

Down $322 (-1.9%) from 2023

Net Income

Up

-$5,725

Up $9 (+0.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$100K$50K$0Assets 2015: $91,001Liabilities 2015: $1,289Net Assets 2015: $89,7122015Assets 2016: $91,494Liabilities 2016: $1,027Net Assets 2016: $90,4672016Assets 2017: $78,974Liabilities 2017: $385Net Assets 2017: $78,5892017Assets 2018: $74,793Liabilities 2018: $874Net Assets 2018: $73,9192018Assets 2019: $75,678Liabilities 2019: $597Net Assets 2019: $75,0812019Assets 2020: $75,556Liabilities 2020: $925Net Assets 2020: $74,6312020Assets 2021: $75,190Liabilities 2021: $612Net Assets 2021: $74,5782021Assets 2022: $82,051Liabilities 2022: $876Net Assets 2022: $81,1752022Assets 2023: $76,449Liabilities 2023: $1,008Net Assets 2023: $75,4412023Assets 2024: $74,611Liabilities 2024: $4,895Net Assets 2024: $69,7162024

Highlighted filing

2024

Assets$74,611
Liabilities$4,895
Net Assets$69,716
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$40K$20K$0-$20KRevenue 2015: $24,165Expenses 2015: $14,723Net Income 2015: $9,4422015Revenue 2016: $30,410Expenses 2016: $29,655Net Income 2016: $7552016Revenue 2017: $1,731Expenses 2017: $13,609Net Income 2017: -$11,8782017Revenue 2018: $7,703Expenses 2018: $12,373Net Income 2018: -$4,6702018Revenue 2019: $13,562Expenses 2019: $12,400Net Income 2019: $1,1622019Revenue 2020: $10,949Expenses 2020: $11,399Net Income 2020: -$4502020Revenue 2021: $11,260Expenses 2021: $11,313Net Income 2021: -$532021Revenue 2022: $20,474Expenses 2022: $13,877Net Income 2022: $6,5972022Revenue 2023: $10,811Expenses 2023: $16,545Net Income 2023: -$5,7342023Revenue 2024: $10,498Expenses 2024: $16,223Net Income 2024: -$5,7252024

Highlighted filing

2024

Revenue$10,498
Expenses$16,223
Net Income-$5,725
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,611
Liabilities
$4,895
Net assets
$69,716
Revenue
$10,498
Expenses
$16,223
Net income
-$5,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.6$4.90$69.7$10.5$16.2$5.73
2023Detailed filing. Detailed filing data is available for this year.$76.4$1.01$75.4$10.8$16.5$5.73
2022Detailed filing. Detailed filing data is available for this year.$82.1$0.88$81.2$20.5$13.9$6.60
2021Detailed filing. Detailed filing data is available for this year.$75.2$0.61$74.6$11.3$11.3$0.05
2020Detailed filing. Detailed filing data is available for this year.$75.6$0.93$74.6$10.9$11.4$0.45
2019Detailed filing. Detailed filing data is available for this year.$75.7$0.60$75.1$13.6$12.4$1.16
2018Detailed filing. Detailed filing data is available for this year.$74.8$0.87$73.9$7.70$12.4$4.67
2017Detailed filing. Detailed filing data is available for this year.$79.0$0.39$78.6$1.73$13.6$11.9
2016Detailed filing. Detailed filing data is available for this year.$91.5$1.03$90.5$30.4$29.7$0.76
2015Detailed filing. Detailed filing data is available for this year.$91.0$1.29$89.7$24.2$14.7$9.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY CUBAPresident-$0--
JEREMY S SCHWARTZSecretary-$0--
AUDRI PHILLIPSDirector-$0--
ROBERTA FRIEDMANTreasurer-$0--
SARA PETTYDirector-$0--
PAMELA TAYLORDirector-$0--
DR MAX HATTLERDirector-$0--
ANGELA DIAMOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Iota Fund
EIN
77-0371721
Phone
8314291230
Address
849 ALMAR AVE C-164, SANTA CRUZ, CA 95060

Signing Officer

Name
Larry Cuba
Title
President
Signed
2025-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Allworth Tax Solutions
Address
340 Palladio Parkway Ste 501, Folsom, CA 95630
Preparer
Maria Lyan CPA
Phone
9164261555
Raw XML Appendix301 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/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt0176
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063598
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013708
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011119
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014014
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013838
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt075745
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061907
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LARRY CUBA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0849 ALMAR AVE C-164
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA CRUZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095060
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt058176
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt15898
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt21194
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ARTIST COLLECTIONS & CAPITALIZED COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER ASSET
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2RESEARCH CENTER LIBRARY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4TRADEMARKS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt058176
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13128
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt25898
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt31
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt41194
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt058176
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13128
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt25898
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt31194
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2199
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STREAMING RENTALS & SALES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0498
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01008
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt04895
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0864
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PUBLIC RELATIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0864
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0LARRY CUBA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0849 ALMAR AVE C-164
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SANTA CRUZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd095060
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CUBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOTA FUND
ReturnHeader/Filer/BusinessNameControlTxt0IOTA
ReturnHeader/Filer/EIN0770371721
ReturnHeader/Filer/PhoneNum08314291230
ReturnHeader/Filer/USAddress/AddressLine1Txt0849 ALMAR AVE C-164
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320577874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allworth Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0340 Palladio Parkway Ste 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Folsom
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095630
ReturnHeader/PreparerPersonGrp/PhoneNum09164261555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maria Lyan CPA
ReturnHeader/ReturnTs02025-07-17T15:26:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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