Civic Intelligence

Iota Fund

990PF • Fiscal year 2019 • EIN 77-0371721

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.04x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

61st percentile

8.6%

Higher net margin than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

1.2%

Faster asset growth than 51% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

76%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$75,678

Up $885 (+1.2%) from 2018

Net Assets

Up

$75,081

Up $1,162 (+1.6%) from 2018

Liabilities

Down

$597

Down $277 (-32%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin61st percentile

Revenue

Up

$13,562

Up $5,859 (+76%) from 2018

Expenses

Up

$12,400

Up $27 (+0.2%) from 2018

Net Income

Up

$1,162

Up $5,832 (+125%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2019

Assets$75,678
Liabilities$597
Net Assets$75,081
Open 2019 Filing

Operations Trend

Revenue Growth90th 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

2019

Revenue$13,562
Expenses$12,400
Net Income$1,162
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY CUBAPresident-$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
2020-10-27
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 Appendix307 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/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017293
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017293
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt080496
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011735
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012861
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014098
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012147
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt097789
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt085642
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/TotalContributionsAmt012000
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/Desc1OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SHIPPING COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0361
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1199
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2320
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt321
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0361
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt321
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1STREAMING RENTALS & SALES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0300
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11262
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0874
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0597
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1780
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PRODUCTION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PUBLIC RELATIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1780
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES AND FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt060
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CUBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
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/ReturnTs02020-11-04T16:53:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,678
Liabilities
$597
Net assets
$75,081
Revenue
$13,562
Expenses
$12,400
Net income
$1,162
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