Iota Fund

  • Santa Cruz, CA
  • Tax-exempt since Sept. 1994
  • EIN: 77-0371721

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,498
Expenses
$16,223
Net Income
-$5,725
Net Assets
$69,716
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
95.3%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $498
4.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,014
86.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $74,611
Total Liabilities $4,895
Net Assets $69,716
Compensation
Key Employees and Officers Compensation Other
Larry Cuba (President) $0 $0
Jeremy S Schwartz (Secretary) $0 $0
Audri Phillips (Director) $0 $0
Roberta Friedman (Treasurer) $0 $0
Sara Petty (Director) $0 $0
Pamela Taylor (Director) $0 $0
Dr Max Hattler (Director) $0 $0
Angela Diamos (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on July 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,811
Expenses
$16,545
Net Income
-$5,734
Net Assets
$75,441
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
92.5%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $811
7.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,149
85.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $76,449
Total Liabilities $1,008
Net Assets $75,441
Compensation
Key Employees and Officers Compensation Other
Larry Cuba (President) $0 $0
Jeremy S Schwartz (Secretary) $0 $0
Audri Phillips (Director) $0 $0
Roberta Friedman (Treasurer) $0 $0
Sara Petty (Director) $0 $0
Pamela Taylor (Director) $0 $0
Dr Max Hattler (Director) $0 $0
Angela Diamos (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,474
Expenses
$13,877
Net Income
$6,597
Net Assets
$81,175
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,000
97.7%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $474
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,877
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $82,051
Total Liabilities $876
Net Assets $81,175
Compensation
Key Employees and Officers Compensation Other
Larry Cuba (President) $0 $0
Jeremy S Schwartz (Secretary) $0 $0
Audri Phillips (Director) $0 $0
Roberta Friedman (Treasurer) $0 $0
Sara Petty (Director) $0 $0
Pamela Taylor (Director) $0 $0
Dr Max Hattler (Director) $0 $0
Angela Diamos (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,260
Expenses
$11,313
Net Income
-$53
Net Assets
$74,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
88.8%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $1,260
11.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,313
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $75,190
Total Liabilities $612
Net Assets $74,578
Compensation
Key Employees and Officers Compensation Other
Larry Cuba (President) $0 $0
Jeremy S Schwartz (Secretary) $0 $0
Audri Phillips (Director) $0 $0
Roberta Friedman (Treasurer) $0 $0
Sara Petty (Director) $0 $0
Pamela Taylor (Director) $0 $0
Dr Max Hattler (Director) $0 $0
Angela Diamos (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,949
Expenses
$11,399
Net Income
-$450
Net Assets
$74,631
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
91.3%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $949
8.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,399
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $75,556
Total Liabilities $925
Net Assets $74,631
Compensation
Key Employees and Officers Compensation Other
Larry Cuba (President) $0 $0
Jeremy S Schwartz (Secretary) $0 $0
Audri Phillips (Director) $0 $0
Roberta Friedman (Treasurer) $0 $0
Sara Petty (Director) $0 $0
Pamela Taylor (Director) $0 $0
Dr Max Hattler (Director) $0 $0
Angela Diamos (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,562
Expenses
$12,400
Net Income
$1,162
Net Assets
$75,081
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,000
88.5%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $1,562
11.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,400
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $75,678
Total Liabilities $597
Net Assets $75,081
Compensation
Key Employees and Officers Compensation Other
Larry Cuba (President) $0 $0
Jeremy S Schwartz (Secretary) $0 $0
Audri Phillips (Director) $0 $0
Roberta Friedman (Treasurer) $0 $0
Sara Petty (Director) $0 $0
Pamela Taylor (Director) $0 $0
Angela Diamos (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,703
Expenses
$12,373
Net Income
-$4,670
Net Assets
$73,919
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,000
64.9%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $2,703
35.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,073
97.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $74,793
Total Liabilities $874
Net Assets $73,919
Compensation
Key Employees and Officers Compensation Other
Larry Cuba (President) $0 $0
Jeremy S Schwartz (Secretary) $0 $0
Audri Phillips (Director) $0 $0
Roberta Friedman (Treasurer) $0 $0
Sara Petty (Director) $0 $0
Pamela Taylor (Director) $0 $0
Angela Diamos (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,731
Expenses
$13,609
Net Income
-$11,878
Net Assets
$78,589
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,609
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $78,974
Total Liabilities $385
Net Assets $78,589
Compensation
Key Employees and Officers Compensation Other
Larry Cuba (President) $0 $0
Jeremy S Schwartz (Secretary) $0 $0
Audri Phillips (Director) $0 $0
Roberta Friedman (Treasurer) $0 $0
Sara Petty (Director) $0 $0
Pamela Taylor (Director) $0 $0
Angela Diamos (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,410
Expenses
$29,655
Net Income
$755
Net Assets
$90,467
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $30,000
98.7%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,655
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $91,494
Total Liabilities $1,027
Net Assets $90,467
Compensation
Key Employees and Officers Compensation Other
Larry Cuba (President) $0 $0
Jeremy S Schwartz (Secretary) $0 $0
Audri Phillips (Director) $0 $0
Roberta Friedman (Treasurer) $0 $0
Sara Petty (Director) $0 $0
Pamela Taylor (Director) $0 $0
Paul Shephard (Director) $0 $0
Angela Diamos (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 31, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,165
Expenses
$14,723
Net Income
$9,442
Net Assets
$89,712
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $25,250
> 100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $1,008
4.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,723
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $91,001
Total Liabilities $1,289
Net Assets $89,712
Compensation
Key Employees and Officers Compensation Other
Larry Cuba (President) $0 $0
Sara Petty (Director) $0 $0
Roberta Friedman (Treasurer) $0 $0
Jeremy Speed Schwartz (Secretary) $0 $0
Pamela Taylor (Director) $0 $0
John Adamczyk (Director) $0 $0
Audri Phillips (Director) $0 $0
Paul Shepherd (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on July 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated