Civic Intelligence

Mosher Foundation

EIN 95-6037266 • Santa Barbara, CA

PO Box 1079Santa Barbara, CA 93102
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

83rd percentile

42%

Higher net margin than 83% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$179,938

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.4%

Faster asset growth than 53% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

225%

Faster revenue growth than 94% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$34,252,495

Up $1,750,781 (+5.4%) from 2023

Liabilities

Down

$0

Down $126 (-100%) from 2023

Net Assets

$34,252,495

No earlier filing loaded for comparison.

Revenue

Up

$4,195,574

Up $2,906,036 (+225%) from 2023

Expenses

Up

$2,444,667

Up $342,564 (+16%) from 2023

Net Income

Up

$1,750,907

Up $2,563,472 (+315%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $29,614,776Liabilities 2011: $2842011Assets 2012: $28,665,555Liabilities 2012: $2862012Assets 2013: $27,948,751Liabilities 2013: $12013Assets 2014: $33,654,913Liabilities 2014: $12014Assets 2015: $34,880,596Liabilities 2015: $02015Assets 2019: $34,331,825Liabilities 2019: $3,7612019Assets 2020: $33,400,961Liabilities 2020: $02020Assets 2021: $33,390,909Liabilities 2021: $0Net Assets 2021: $33,390,9092021Assets 2022: $33,314,153Liabilities 2022: $0Net Assets 2022: $33,314,1532022Assets 2023: $32,501,714Liabilities 2023: $1262023Assets 2024: $34,252,495Liabilities 2024: $0Net Assets 2024: $34,252,4952024

Highlighted filing

2024

Assets$34,252,495
Liabilities$0
Net Assets$34,252,495

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $875,906Expenses 2011: $1,671,698Net Income 2011: -$795,7922011Revenue 2012: $823,148Expenses 2012: $1,879,417Net Income 2012: -$1,056,2692012Revenue 2013: $739,660Expenses 2013: $2,371,602Net Income 2013: -$1,631,9422013Revenue 2014: $7,402,196Expenses 2014: $1,694,773Net Income 2014: $5,707,4232014Revenue 2015: $3,493,521Expenses 2015: $2,267,455Net Income 2015: $1,226,0662015Revenue 2019: $2,128,405Expenses 2019: $2,119,095Net Income 2019: $9,3102019Revenue 2020: $1,292,868Expenses 2020: $2,252,835Net Income 2020: -$959,9672020Revenue 2021: $2,218,708Expenses 2021: $2,317,600Net Income 2021: -$98,8922021Revenue 2022: $39,367Expenses 2022: $843,734Net Income 2022: -$804,3672022Revenue 2023: $1,289,538Expenses 2023: $2,102,103Net Income 2023: -$812,5652023Revenue 2024: $4,195,574Expenses 2024: $2,444,667Net Income 2024: $1,750,9072024

Highlighted filing

2024

Revenue$4,195,574
Expenses$2,444,667
Net Income$1,750,907

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
YVETTE GILLERPresident & CEOPT$149,190$30,748$179,938
JENNIFER ENGMYRChief Financial OfficerFT$140,422$29,463$169,885
EDWARD BIRCHTrusteePT$135,414-$135,414
CHRISTINE EMMONSTrustee-$6,900-$6,900
ALIXE MATTINGLYTrustee-$6,900-$6,900
R BRUCE MCFADDENTrustee/Secretary-$6,900-$6,900
SUZANNE BIRCHTrustee-$6,900-$6,900
Filing and Contact Details

Filer

Filer Name
Mosher Foundation
EIN
95-6037266
Phone
8059621700
Address
PO BOX 1079, SANTA BARBARA, CA 93102

Signing Officer

Name
Jennifer Engmyr
Title
CFO
Phone
8059621700
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Bloodgood Llp
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
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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/DistributableAmountGrp/DistributableBeforeDedAmt02054635
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02108601
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt053966
IRS990PF/DistributableAmountGrp/TotalTaxAmt053966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025789
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt033000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt053966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt053966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt053966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt058789
IRS990PF/FMVAssetsEOYAmt043932864
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013078
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0948
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0948
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt012701237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt014895835
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt014409948
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013240998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014869651
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025040460
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt089058
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt090980
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01960
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01922
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01922
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012848
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt012862
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt012862
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03978162
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01833128
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01831503
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0126
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0850000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0900000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0850000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0850000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt032501588
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt034252495
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01593431
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01658631
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01658631
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt032501714
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt034252495
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt043932864
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt032501714
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt034252495
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt032501588
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt034252495
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt060000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0129518
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0126590
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt042814225
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02216626
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt040597599
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0642213
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02108601
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042172012
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt042814225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0211670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 0634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt235.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0135414
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1149190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2140422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt46900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt56900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt66900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt123211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt221063
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt17537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt28400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD BIRCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1YVETTE GILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER ENGMYR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHRISTINE EMMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ALIXE MATTINGLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5R BRUCE MCFADDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6SUZANNE BIRCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 1079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 1079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 1079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO BOX 1079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SANTA BARBARA

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