Civic Intelligence

Bp Moser Trust C/O Frank R Miller III & Arthur Miller

990PF • Fiscal year 2016 • EIN 77-0372490

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 30, 2017

Organization Profile
1224 Coast Village Circle No 20Santa Barbara, CA 93108

(805) 969-4761

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

59th percentile

5.4%

Higher net margin than 59% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-48%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,597,312

Up $2,456 (+0.2%) from 2015

Net Assets

Up

$1,597,312

Up $2,456 (+0.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin59th percentile

Revenue

Down

$45,431

Down $41,578 (-48%) from 2015

Expenses

Down

$42,975

Down $54,660 (-56%) from 2015

Net Income

Up

$2,456

Up $13,082 (+123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,076,196Liabilities 2011: $02011Assets 2012: $1,637,427Liabilities 2012: $02012Assets 2013: $1,615,783Liabilities 2013: $02013Assets 2014: $1,605,482Liabilities 2014: $02014Assets 2015: $1,594,856Liabilities 2015: $0Net Assets 2015: $1,594,8562015Assets 2016: $1,597,312Liabilities 2016: $0Net Assets 2016: $1,597,3122016Assets 2017: $1,556,633Liabilities 2017: $0Net Assets 2017: $1,556,6332017Assets 2018: $1,591,171Liabilities 2018: $0Net Assets 2018: $1,591,1712018Assets 2019: $1,462,321Liabilities 2019: $0Net Assets 2019: $1,462,3212019Assets 2020: $1,297,262Liabilities 2020: $0Net Assets 2020: $1,297,2622020Assets 2021: $1,310,419Liabilities 2021: $0Net Assets 2021: $1,310,4192021Assets 2022: $1,295,171Liabilities 2022: $0Net Assets 2022: $1,295,1712022Assets 2023: $1,276,952Liabilities 2023: $0Net Assets 2023: $1,276,9522023Assets 2024: $1,163,095Liabilities 2024: $0Net Assets 2024: $1,163,0952024

Highlighted filing

2016

Assets$1,597,312
Liabilities$0
Net Assets$1,597,312
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,075,262Expenses 2011: $2,668,359Net Income 2011: -$1,593,0972011Revenue 2012: $2,832Expenses 2012: $441,601Net Income 2012: -$438,7692012Revenue 2013: $6,190Expenses 2013: $27,834Net Income 2013: -$21,6442013Revenue 2014: $13,447Expenses 2014: $23,748Net Income 2014: -$10,3012014Revenue 2015: $87,009Expenses 2015: $97,635Net Income 2015: -$10,6262015Revenue 2016: $45,431Expenses 2016: $42,975Net Income 2016: $2,4562016Revenue 2017: $51,006Expenses 2017: $91,685Net Income 2017: -$40,6792017Revenue 2018: $60,780Expenses 2018: $25,735Net Income 2018: $35,0452018Revenue 2019: $70,583Expenses 2019: $199,055Net Income 2019: -$128,4722019Revenue 2020: -$19,457Expenses 2020: $145,602Net Income 2020: -$165,0592020Revenue 2021: $112,326Expenses 2021: $99,169Net Income 2021: $13,1572021Revenue 2022: $127,609Expenses 2022: $142,857Net Income 2022: -$15,2482022Revenue 2023: $20,599Expenses 2023: $38,818Net Income 2023: -$18,2192023Revenue 2024: $43,557Expenses 2024: $157,414Net Income 2024: -$113,8572024

Highlighted filing

2016

Revenue$45,431
Expenses$42,975
Net Income$2,456
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK ROBERT MILLER IIICo-TrusteePT$0--
ARTHUR MILLERCo-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Bp Moser Trust
EIN
77-0372490
Phone
8059694761
Address
1224 COAST VILLAGE CIRCLE NO 20, SANTA BARBARA, CA 93108

Signing Officer

Name
Frank R Miller Iii
Title
Co-trustee
Phone
8059694761
Signed
2017-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Bartlett Pringle & Wolf Llp
Address
1123 CHAPALA ST PO BOX 90860, SANTA BARBARA, CA 93190-0860
Preparer
Robert R Maloy
Phone
8059637811
Raw XML Appendix340 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK ROBERT MILLER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ARTHUR MILLER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHEMISTRY PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VISITING NURSE & HOSPICE CARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SANTA BARBARA MARITIME MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF CALIFORNIA AT SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0509 E MONTECITO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1113 HARBOR WAY 190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2OFFICE OF DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt075495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt056995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0294360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01616403
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt056995
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01559408
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0294360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0294360
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01853768
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01910763
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LAZARD - K-1 - FLOWTHROUGH EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2320
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014984
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014984
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1183
TaxesSchedule/TaxesDetail/Amt21425
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2IRS TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1183
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK R MILLER III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059694761
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BP MOSER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FRANK R MILLER III & ARTHUR MILLER
ReturnHeader/Filer/BusinessNameControlTxt0BPMO
ReturnHeader/Filer/EIN0770372490
ReturnHeader/Filer/PhoneNum08059694761
ReturnHeader/Filer/USAddress/AddressLine1Txt01224 COAST VILLAGE CIRCLE NO 20
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952089835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARTLETT PRINGLE & WOLF LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01123 CHAPALA ST PO BOX 90860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0931900860
ReturnHeader/PreparerPersonGrp/PhoneNum08059637811
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT R MALOY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-13T10:28:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,597,312
Liabilities
$0
Net assets
$1,597,312
Revenue
$45,431
Expenses
$42,975
Net income
$2,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.16$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.02$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.13$0.14$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.11$0.10$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.02$0.15$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.07$0.20$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.06$0.03$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.05$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.09$0.10$0.01
2014Summary only. Only limited summary data is available for this year.$1.61$0.00$0.01$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$1.62$0.00$0.01$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$1.64$0.00$0.00$0.44$0.44
2011Summary only. Only limited summary data is available for this year.$2.08$0.00$1.08$2.67$1.59