Civic Intelligence

Iota Fund

990PF • Fiscal year 2016 • EIN 77-0371721

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 24, 2017

Organization Profile
849 Almar Ave C-164Santa Cruz, CA 95060

(310) 842-8704

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

50th percentile

2.5%

Higher net margin than 50% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

50th percentile

0.5%

Faster asset growth than 50% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$91,494

Up $493 (+0.5%) from 2015

Net Assets

Up

$90,467

Up $755 (+0.8%) from 2015

Liabilities

Down

$1,027

Down $262 (-20%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin50th percentile

Revenue

Up

$30,410

Up $6,245 (+26%) from 2015

Expenses

Up

$29,655

Up $14,932 (+101%) from 2015

Net Income

Down

$755

Down $8,687 (-92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$91,494
Liabilities$1,027
Net Assets$90,467
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$30,410
Expenses$29,655
Net Income$755
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 24, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY CUBAPresidentFT$0--
JEREMY S SCHWARTZSecretary-$0--
AUDRI PHILLIPSDirector-$0--
ROBERTA FRIEDMANTreasurer-$0--
SARA PETTYDirector-$0--
PAMELA TAYLORDirector-$0--
PAUL SHEPHARDDirector-$0--
ANGELA DIAMOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Iota Fund
EIN
77-0371721
Phone
3108428704
Address
849 ALMAR AVE C-164, SANTA CRUZ, CA 95060

Signing Officer

Name
Larry Cuba
Title
President
Signed
2017-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Gekakis & Company
Address
1400 Fashion Island Blvd STE 1050, San Mateo, CA 94404
Preparer
William L Gekakis
Phone
6503495700
Raw XML Appendix324 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt058425
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01013
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt057412
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0117438
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030195
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026197
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029655
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0174850
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0146208
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt029655
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/TotalContributionsAmt030000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt058176
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt15898
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt21194
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ARTIST COLLECTIONS & CAPITALIZED COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1RESEARCH CENTER LIBRARY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2TRADEMARKS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt058176
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt15898
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21194
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt058176
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt15898
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt21194
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LAB/MATERIALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ROYALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0423
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1535
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt284
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0423
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1535
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3174
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01263
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt126
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SALES TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0987
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016816
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1845
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PUBLIC RELATIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt016816
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1845
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
SalesOfInventoryList/InventorySaleGrp/CostOfGoodsSoldAmt01283
SalesOfInventoryList/InventorySaleGrp/GrossSalesAmt01693
SalesOfInventoryList/InventorySaleGrp/NetAmt0410
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
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES AND FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt030
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CUBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOTA FUND
ReturnHeader/Filer/BusinessNameControlTxt0IOTA
ReturnHeader/Filer/EIN0770371721
ReturnHeader/Filer/PhoneNum03108428704
ReturnHeader/Filer/USAddress/AddressLine1Txt0849 ALMAR AVE C-164
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEKAKIS & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 Fashion Island Blvd STE 1050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Mateo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094404
ReturnHeader/PreparerPersonGrp/PhoneNum06503495700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William L Gekakis
ReturnHeader/ReturnTs02017-10-31T14:17:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,494
Liabilities
$1,027
Net assets
$90,467
Revenue
$30,410
Expenses
$29,655
Net income
$755
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