Civic Intelligence

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

990PF • Fiscal year 2018 • EIN 77-0372490

Sep 01, 2017 to Aug 31, 2018 • Filed on Nov 19, 2018

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

56th percentile

2.2%

Faster asset growth than 56% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,591,171

Up $34,538 (+2.2%) from 2017

Net Assets

Up

$1,591,171

Up $34,538 (+2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin91st percentile

Revenue

Up

$60,780

Up $9,774 (+19%) from 2017

Expenses

Down

$25,735

Down $65,950 (-72%) from 2017

Net Income

Up

$35,045

Up $75,724 (+186%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2018

Assets$1,591,171
Liabilities$0
Net Assets$1,591,171
Open 2018 Filing

Operations Trend

Revenue Growth73rd 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

2018

Revenue$60,780
Expenses$25,735
Net Income$35,045
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Nov 19, 2018
Return Version
2017v2.3
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
2018-11-19
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 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01651120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UNION BANK ACCT #6100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - SEPTEMBER 2017 TO AUGUST 2018 (ST & LT)
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK ROBERT MILLER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ARTHUR MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FRANK R MILLER III & ARTHUR MILLER
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084948
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT PER UNION BANK #6100 STATEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER MISCELLANEOUS EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016652
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1708
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TaxesSchedule/TaxesDetail/CategoryTxt1IRS TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK R MILLER III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059694761
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-19
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A587F1F7141E716C7E1980BF4A10C42C85AF0961
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D1907ECF7AF22DC366E5ACE348E2B0A9B6184C09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-11-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:50:32
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/ReturnTs02018-12-12T20:17:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,591,171
Liabilities
$0
Net assets
$1,591,171
Revenue
$60,780
Expenses
$25,735
Net income
$35,045
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