Civic Intelligence

Iota Fund

990PF • Fiscal year 2018 • EIN 77-0371721

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

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

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.11x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

35th percentile

-5.3%

Faster asset growth than 35% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

345%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$74,793

Down $4,181 (-5.3%) from 2017

Net Assets

Down

$73,919

Down $4,670 (-5.9%) from 2017

Liabilities

Up

$874

Up $489 (+127%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin9th percentile

Revenue

Up

$7,703

Up $5,972 (+345%) from 2017

Expenses

Down

$12,373

Down $1,236 (-9.1%) from 2017

Net Income

Up

-$4,670

Up $7,208 (+61%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2018

Assets$74,793
Liabilities$874
Net Assets$73,919
Open 2018 Filing

Operations Trend

Revenue Growth98th 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

2018

Revenue$7,703
Expenses$12,373
Net Income-$4,670
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY CUBAPresidentFT$0--
JEREMY S SCHWARTZSecretary-$0--
AUDRI PHILLIPSDirector-$0--
ROBERTA FRIEDMANTreasurer-$0--
SARA PETTYDirector-$0--
PAMELA TAYLORDirector-$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
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Gekakis & Company
Address
345 LORTON AVE SUITE 204, BURLINGAME, CA 94010
Preparer
William L Gekakis
Phone
6503495700
Raw XML Appendix323 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/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0338
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt085642
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011735
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012861
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017293
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012073
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011735
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0115837
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104102
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/TotalContributionsAmt05000
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/Desc0ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMPUTER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ROYALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SHIPPING COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0240
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1364
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2294
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt372
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1364
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2294
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt472
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5101
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXHIBITION FEE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc2STREAMING RENTALS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01280
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt113
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21410
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0364
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt121
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SALES TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0874
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PUBLIC RELATIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt082
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES AND FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt082
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CUBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
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/PreparerFirmEIN0943242397
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEKAKIS & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0345 LORTON AVE SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGAME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094010
ReturnHeader/PreparerPersonGrp/PhoneNum06503495700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William L Gekakis
ReturnHeader/ReturnTs02019-11-04T10:59:18-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,793
Liabilities
$874
Net assets
$73,919
Revenue
$7,703
Expenses
$12,373
Net income
-$4,670
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