Civic Intelligence

Mosher Foundation

990PF • Fiscal year 2023 • EIN 95-6037266

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

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

Higher debt load relative to assets than 15% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

9th percentile

-63%

Higher net margin than 9% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$181,769

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

14th percentile

-4.8%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-60%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$32,501,714

Flat from 2023

Net Assets

$32,501,588

No earlier filing loaded for comparison.

Liabilities

Flat

$126

Flat from 2023

Revenue

Flat

$1,289,538

Flat from 2023

Expenses

Flat

$2,102,103

Flat from 2023

Net Income

Flat

-$812,565

Flat from 2023

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: $126Net Assets 2023: $32,501,5882023Assets 2023: $32,501,714Liabilities 2023: $1262023Assets 2024: $34,252,495Liabilities 2024: $0Net Assets 2024: $34,252,4952024

Highlighted filing

2023

Assets$32,501,714
Liabilities$126
Net Assets$32,501,588

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 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

2023

Revenue$1,289,538
Expenses$2,102,103
Net Income-$812,565
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD BIRCHCEO & TrusteePT$181,769-$181,769
YVETTE GILLERPresidentPT$139,995$20,999$160,994
JENNIFER ENGMYRChief Financial OfficerFT$124,440$18,666$143,106
CHRISTINE EMMONSTrustee-$6,300-$6,300
ALIXE MATTINGLYTrustee-$6,300-$6,300
SUZANNE BIRCHTrustee-$6,300-$6,300
R BRUCE MCFADDENTrustee/Secretary-$5,800-$5,800
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
2024-11-11
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/TotalRevAndExpnssAmt01289538
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0585942
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0298844
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0922638
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02369
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0263
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt081305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0331649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-81305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt261824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0331649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-81305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt261824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0331649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0US BANK #3680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1COST BASIS ADJUSTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0312168
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-812565
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032501588
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt033314153
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032501588
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01909010
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01909010
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01909010
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01922781
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013771
IRS990PF/DistributableAmountGrp/TotalTaxAmt013771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021860
IRS990PF/FMVAssetsEOYAmt041915595
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt040742
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013078
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06139883
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt012701237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt012657705
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016095114
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013240998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt022507721
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt088956
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt090916
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03885
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01960
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01960
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012848
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt012848
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt012848
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03978162
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04280710
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0126
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0900000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0950000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0900000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0790576
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt033314153
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt032501588
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01841314
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01593431
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01593431
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt033314153
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt032501714
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt041915595
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt033314153
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt032501714
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt033314153
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt032501588
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05230367
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt060000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt057566
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039041246
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01368754
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt037672492
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0585619
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01922781
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt038455627
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039041246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0197547
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/CompensationAmt0181769
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1139995
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2124440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt46300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt55800

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