Civic Intelligence

Iota Fund

990PF • Fiscal year 2023 • EIN 77-0371721

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

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

(831) 429-1230

Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.09x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-53%

Higher net margin than 13% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

35th percentile

-6.8%

Faster asset growth than 35% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-47%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$76,449

Down $5,602 (-6.8%) from 2022

Net Assets

Down

$75,441

Down $5,734 (-7.1%) from 2022

Liabilities

Up

$1,008

Up $132 (+15%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin13th percentile

Revenue

Down

$10,811

Down $9,663 (-47%) from 2022

Expenses

Up

$16,545

Up $2,668 (+19%) from 2022

Net Income

Down

-$5,734

Down $12,331 (-187%) from 2022

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

2023

Assets$76,449
Liabilities$1,008
Net Assets$75,441
Open 2023 Filing

Operations Trend

Revenue Growth13th 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

2023

Revenue$10,811
Expenses$16,545
Net Income-$5,734
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Cca Llp
Address
2300 CONTRA COSTA BLVD STE 220, PLEASANT HILL, CA 94523
Preparer
Maria Lyan
Phone
9256852911
Raw XML Appendix310 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/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0441
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011735
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011735
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061907
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013708
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012147
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014149
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013708
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073642
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt059934
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LARRY CUBA
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA CRUZ
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095060
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt15898
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt21194
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21194
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0326
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt183
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt285
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3199
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STREAMING RENTALS & SALES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0811
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0875
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0229
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1822
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONTRACTORS
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1822
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0LARRY CUBA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0849 ALMAR AVE C-164
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd095060
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CUBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
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/PreparerFirmEIN0454060696
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CCA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 CONTRA COSTA BLVD STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09256852911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maria Lyan
ReturnHeader/ReturnTs02024-11-01T15:44:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,449
Liabilities
$1,008
Net assets
$75,441
Revenue
$10,811
Expenses
$16,545
Net income
-$5,734
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