Civic Intelligence

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

990PF • Fiscal year 2023 • EIN 77-0372490

Sep 01, 2022 to Aug 31, 2023 • Filed on Jun 13, 2024

Organization Profile
1224 Coast Village Circle 11Santa Barbara, CA 93108

(805) 570-6933

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

9th percentile

-88%

Higher net margin than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$6,476

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-1.4%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-84%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,276,952

Down $18,219 (-1.4%) from 2022

Net Assets

Down

$1,276,952

Down $18,219 (-1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$20,599

Down $107,010 (-84%) from 2022

Expenses

Down

$38,818

Down $104,039 (-73%) from 2022

Net Income

Down

-$18,219

Down $2,971 (-19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2023

Assets$1,276,952
Liabilities$0
Net Assets$1,276,952
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$20,599
Expenses$38,818
Net Income-$18,219
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jun 13, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA MILLERCo-TrusteePT$6,476-$6,476
ARTHUR MILLERCo-TrusteePT$6,475-$6,475
Filing and Contact Details

Filer

Filer Name
Bp Moser Trust
EIN
77-0372490
Phone
8055706933
Address
1224 COAST VILLAGE CIRCLE 11, SANTA BARBARA, CA 93108

Signing Officer

Name
Arthur Miller
Title
Co-trustee
Phone
8055706933
Signed
2024-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Goodland CPA
Address
735 STATE ST STE 512, SANTA BARBARA, CA 93101
Preparer
Fabio De Oliveira
Phone
8056995255
Raw XML Appendix326 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GLOBAL EMPOWERMENT MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HAWAII COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01850 NW 84TH AVE SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1444 HNA HWY SUITE 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DORAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KAHULUI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196732
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt08734
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015598
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024332
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt069788
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015598
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02324
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04648
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02324
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0450
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1292
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0450
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1293
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1585
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0585
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0585
TaxesSchedule/TaxesDetail/Amt01567
TaxesSchedule/TaxesDetail/CategoryTxt0IRS TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08055706933
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BP MOSER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O IMPACT FAMILY OFFICE
ReturnHeader/Filer/BusinessNameControlTxt0BPMO
ReturnHeader/Filer/EIN0770372490
ReturnHeader/Filer/PhoneNum08055706933
ReturnHeader/Filer/USAddress/AddressLine1Txt01224 COAST VILLAGE CIRCLE 11
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0922025724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOODLAND CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 STATE ST STE 512
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08056995255
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FABIO DE OLIVEIRA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-13T12:17:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARTHUR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,276,952
Liabilities
$0
Net assets
$1,276,952
Revenue
$20,599
Expenses
$38,818
Net income
-$18,219
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
2023Detailed filing. Detailed filing data is available for this year.$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