Civic Intelligence

Moiso Family Foundation

990PF • Fiscal year 2016 • EIN 95-2576203

Nov 01, 2015 to Oct 31, 2016 • Filed on Aug 15, 2017

Organization Profile
28811 Ortega HighwaySan Juan Capistrano, CA 92675

(949) 240-3363

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

59th percentile

3.4%

Faster asset growth than 59% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-13%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$830,835

Up $27,532 (+3.4%) from 2015

Net Assets

Up

$830,835

Up $27,532 (+3.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin97th percentile

Revenue

Down

$32,290

Down $4,987 (-13%) from 2015

Expenses

Up

$4,758

Up $3,028 (+175%) from 2015

Net Income

Down

$27,532

Down $8,015 (-23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $90,340Liabilities 2011: $02011Assets 2012: $89,395Liabilities 2012: $02012Assets 2013: $89,077Liabilities 2013: $0Net Assets 2013: $89,0772013Assets 2014: $767,756Liabilities 2014: $0Net Assets 2014: $767,7562014Assets 2015: $803,303Liabilities 2015: $0Net Assets 2015: $803,3032015Assets 2016: $830,835Liabilities 2016: $0Net Assets 2016: $830,8352016Assets 2019: $2,089,457Liabilities 2019: $0Net Assets 2019: $2,089,4572019Assets 2020: $3,765,172Liabilities 2020: $125,000Net Assets 2020: $3,640,1722020Assets 2021: $4,545,092Liabilities 2021: $75,000Net Assets 2021: $4,470,0922021Assets 2022: $4,067,594Liabilities 2022: $50,000Net Assets 2022: $4,017,5942022Assets 2023: $3,987,980Liabilities 2023: $234,957Net Assets 2023: $3,753,0232023Assets 2024: $3,740,072Liabilities 2024: $155,000Net Assets 2024: $3,585,0722024

Highlighted filing

2016

Assets$830,835
Liabilities$0
Net Assets$830,835
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $248Expenses 2011: $116,160Net Income 2011: -$115,9122011Revenue 2012: $260Expenses 2012: $1,205Net Income 2012: -$9452012Expenses 2013: $6702013Revenue 2014: $681,170Expenses 2014: $2,491Net Income 2014: $678,6792014Revenue 2015: $37,277Expenses 2015: $1,730Net Income 2015: $35,5472015Revenue 2016: $32,290Expenses 2016: $4,758Net Income 2016: $27,5322016Revenue 2019: $2,001,584Expenses 2019: $499,732Net Income 2019: $1,501,8522019Revenue 2020: $2,026,556Expenses 2020: $272,743Net Income 2020: $1,753,8132020Revenue 2021: $1,024,229Expenses 2021: $194,309Net Income 2021: $829,9202021Revenue 2022: $135,253Expenses 2022: $612,751Net Income 2022: -$477,4982022Revenue 2023: $1,115,400Expenses 2023: $1,379,971Net Income 2023: -$264,5712023Revenue 2024: $1,088,328Expenses 2024: $1,453,434Net Income 2024: -$365,1062024

Highlighted filing

2016

Revenue$32,290
Expenses$4,758
Net Income$27,532
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATRINA MOISO LAMKINPresident & Director-$0--
SONGIA COXTreasurer & Secretary-$0--
ANTHONY R MOISODirector-$0--
JEREMY T LASTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Moiso Family Foundation
EIN
95-2576203
Phone
9492403363
Address
28811 ORTEGA HIGHWAY, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Katrina Moiso Lamkin
Title
President
Phone
9492403363
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Rose Snyder & Jacobs Llp
Address
15821 VENTURA BLVD SUITE 490, ENCINO, CA 91436
Preparer
Craig M Frye
Phone
8184610600
Raw XML Appendix320 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt179148
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATRINA MOISO LAMKIN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09492403363
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0102100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0102100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0265
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0265
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0265
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0265
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0102365
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0102100
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt056
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0895
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt130770
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KAYNE ANDERSON MLP FUND, LP - PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1KAYNE ANDERSON MLP FUND, LP - PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0895
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0895
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt130770
TaxesSchedule/TaxesDetail/Amt01819
TaxesSchedule/TaxesDetail/Amt183
TaxesSchedule/TaxesDetail/Amt2150
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2150
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATRINA MOISO LAMKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09492403363
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOISO FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MOIS
ReturnHeader/Filer/EIN0952576203
ReturnHeader/Filer/PhoneNum09492403363
ReturnHeader/Filer/USAddress/AddressLine1Txt028811 ORTEGA HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454095250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSE SNYDER & JACOBS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015821 VENTURA BLVD SUITE 490
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08184610600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG M FRYE
ReturnHeader/ReturnTs02017-09-13T20:08:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-11-01
ReturnHeader/TaxPeriodEndDt02016-10-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$830,835
Liabilities
$0
Net assets
$830,835
Revenue
$32,290
Expenses
$4,758
Net income
$27,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.16$3.59$1.09$1.45$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.23$3.75$1.12$1.38$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.05$4.02$0.14$0.61$0.48
2021Detailed filing. Detailed filing data is available for this year.$4.55$0.08$4.47$1.02$0.19$0.83
2020Detailed filing. Detailed filing data is available for this year.$3.77$0.13$3.64$2.03$0.27$1.75
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$2.00$0.50$1.50
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.00$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.04$0.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.68$0.00$0.68
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.09$0.00$0.00$0.12$0.12