Civic Intelligence

Mosher Foundation

990PF • Fiscal year 2022 • EIN 95-6037266

Sep 01, 2022 to Dec 31, 2022 • Filed on Aug 22, 2023

PO Box 1079Santa Barbara, CA 93102

(805) 962-1700

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

1st percentile

-2043%

Higher net margin than 1% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

50th percentile

-0.2%

Faster asset growth than 50% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Down

$33,314,153

Down $76,756 (-0.2%) from 2021

Net Assets

Down

$33,314,153

Down $76,756 (-0.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$39,367

Down $2,179,341 (-98%) from 2021

Expenses

Down

$843,734

Down $1,473,866 (-64%) from 2021

Net Income

Down

-$804,367

Down $705,475 (-713%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$33,314,153
Liabilities$0
Net Assets$33,314,153

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$39,367
Expenses$843,734
Net Income-$804,367
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Dec 31, 2022
Signed
Aug 22, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD BIRCHChief Executive Officer & ChairmanPT$62,269$1,400$63,669
YVETTE GILLERPresidentPT$45,000$6,750$51,750
JENNIFER ENGMYRChief Financial OfficerFT$39,000$5,850$44,850
CHRISTINE EMMONSDirector-$2,100-$2,100
ALIXE MATTINGLYDirector-$2,100-$2,100
R BRUCE MCFADDENDirector/Secretary-$2,100-$2,100
SUZANNE BIRCHDirector-$2,100-$2,100
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
Yvette Giller
Title
President
Phone
8059621700
Signed
2023-08-22
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/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0336189
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03551
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09066624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt137880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-671979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-37880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2198373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-671979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-37880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2198373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08394645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1198373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UNION BANK #3680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1COST BASIS ADJUSTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-511486
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-804367
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt033314153
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt034118520
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt033314153
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0619962
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0619962
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0619962
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0626001
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06039
IRS990PF/DistributableAmountGrp/TotalTaxAmt06039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03936
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03936
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010000
IRS990PF/FMVAssetsEOYAmt038787928
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021637
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt040742
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt040742
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt011143658
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06139883
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05600384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt019382140
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016095114
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021515068
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt095506
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt099391
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt06676
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03885
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03885
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012848
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt012848
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt012848
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03928825
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt06000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0950000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0950000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0840576
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt028745
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt034118520
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt033314153
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02528816
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01841314
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01841314
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt034124520
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt033314153
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt038787928
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt034124520
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt033314153
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt034118520
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt033314153
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt05230367
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt05004286
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt038028610
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01918164
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt036110446
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0570429
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0626001
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt037458181
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt038028610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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/CompensationAmt062269
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt145000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt239000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt42100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt52100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt62100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt16750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt25850
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60

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