Civic Intelligence

Money Quotient Np

990 • Fiscal year 2011 • EIN 20-0352077

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 17, 2012

17667 Noll Rd NE98370
Siviq Scores

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

Liabilities / Assets

93rd percentile

0.97x

Higher debt load relative to assets than 93% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

31st percentile

-11%

Faster asset growth than 31% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$44,272

Down $5,241 (-11%) from 2010

Net Assets

Up

$1,165

Up $29,750 (+104%) from 2010

Liabilities

Down

$43,107

Down $34,991 (-45%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$180,854

Up $37,196 (+26%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2010: $49,513Liabilities 2010: $78,098Net Assets 2010: -$28,5852010Assets 2011: $44,272Liabilities 2011: $43,107Net Assets 2011: $1,1652011Assets 2012: $43,154Liabilities 2012: $27,379Net Assets 2012: $15,7752012Assets 2013: $15,140Liabilities 2013: $12,471Net Assets 2013: $2,6692013Assets 2014: $90,396Liabilities 2014: $5,601Net Assets 2014: $84,7952014Assets 2015: $209,926Liabilities 2015: $9,322Net Assets 2015: $200,6042015Assets 2016: $203,119Liabilities 2016: $6,154Net Assets 2016: $196,9652016Assets 2017: $133,343Liabilities 2017: $6,868Net Assets 2017: $126,4752017Assets 2018: $154,840Liabilities 2018: $14,152Net Assets 2018: $140,6882018Assets 2019: $160,437Liabilities 2019: $5,067Net Assets 2019: $155,3702019Assets 2020: $209,818Liabilities 2020: $1,076Net Assets 2020: $208,7422020Assets 2021: $195,626Liabilities 2021: $0Net Assets 2021: $195,6262021Assets 2022: $198,100Liabilities 2022: $1,338Net Assets 2022: $196,7622022Assets 2023: $189,351Liabilities 2023: $5,094Net Assets 2023: $184,2572023Assets 2024: $175,275Liabilities 2024: $502Net Assets 2024: $174,7732024

Highlighted filing

2011

Assets$44,272
Liabilities$43,107
Net Assets$1,165

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $143,6582010Expenses 2011: $180,8542011Expenses 2012: $226,9282012Revenue 2013: $224,283Expenses 2013: $237,389Net Income 2013: -$13,1062013Revenue 2014: $343,613Expenses 2014: $261,487Net Income 2014: $82,1262014Revenue 2015: $378,276Expenses 2015: $262,467Net Income 2015: $115,8092015Revenue 2016: $355,415Expenses 2016: $359,054Net Income 2016: -$3,6392016Revenue 2017: $334,507Expenses 2017: $404,995Net Income 2017: -$70,4882017Revenue 2018: $478,976Expenses 2018: $464,763Net Income 2018: $14,2132018Revenue 2019: $565,146Expenses 2019: $550,464Net Income 2019: $14,6822019Revenue 2020: $262,193Expenses 2020: $208,821Net Income 2020: $53,3722020Revenue 2021: $60,956Expenses 2021: $74,072Net Income 2021: -$13,1162021Revenue 2022: $36,212Expenses 2022: $35,076Net Income 2022: $1,1362022Revenue 2023: $64,451Expenses 2023: $76,956Net Income 2023: -$12,5052023Revenue 2024: $36,298Expenses 2024: $45,782Net Income 2024: -$9,4842024

Highlighted filing

2011

Revenue-
Expenses$180,854
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 17, 2012
Return Version
2011v1.2
Gross Receipts
$228,474
Mission and Program Overview

Mission

As a non-profit section 501(c)(3) organization focused on education and research. Our mission is to facilitate the exploration and implementation of an evidence-based approach to financial planning that engages individuals and empowers them to maximize their resources and live purposeful lives. We are founded on the belief that a multi- disciplinary, evidenced based approach to financial planning, education, counseling, and therapeutic processes will clarify best practices and promote successful client relationships. We facilitate innovative studies; form fruitful collaborations with researchers, scholars, and practitioners; and provide learning opportunities that facilitate a deeper understanding of both the emotional and practical factors that improve and enhance financial well-being and life satisfaction.

Major Activities

Activity 2
(continued from above) our mission statement: the mission of money quotient is to facilitate the exploration and implementation of a values-based, life-centered approach to finanical planning. We believe that this holistic process engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives. (continued below):
Activity 3
(continued from above) to this end, we conduct innovative research; provide the highest quality tools and training, and nurture a community of like-minded professionals who truly want to affect positive change in the lives of those they serve.
Filing and Contact Details

Filer

EIN
20-0352077
Raw XML AppendixShowing 400 of 408 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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IRS990/Activity2/Description0(CONTINUED FROM ABOVE) OUR MISSION STATEMENT: THE MISSION OF MONEY QUOTIENT IS TO FACILITATE THE EXPLORATION AND IMPLEMENTATION OF A VALUES-BASED, LIFE-CENTERED APPROACH TO FINANICAL PLANNING. WE BELIEVE THAT THIS HOLISTIC PROCESS ENGAGES INDIVIDUALS AND EMPOWERS THEM TO MAXIMIZE THEIR RESOURCES AND LIVE MEANINGFUL AND PURPOSEFUL LIVES. (CONTINUED BELOW):
IRS990/Activity3/Description0(CONTINUED FROM ABOVE) TO THIS END, WE CONDUCT INNOVATIVE RESEARCH; PROVIDE THE HIGHEST QUALITY TOOLS AND TRAINING, AND NURTURE A COMMUNITY OF LIKE-MINDED PROFESSIONALS WHO TRULY WANT TO AFFECT POSITIVE CHANGE IN THE LIVES OF THOSE THEY SERVE.
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IRS990ScheduleO/GeneralExplanation/Explanation0Officer Amy Mullen is daughter of officer Carol Anderson
IRS990ScheduleO/GeneralExplanation/Explanation1This organization makes its documents available upon
IRS990ScheduleO/GeneralExplanation/Explanation2request to President Carol Anderson.
IRS990ScheduleO/GeneralExplanation/Explanation3The President of the organization works closely with
IRS990ScheduleO/GeneralExplanation/Explanation4CPA tax preparer to compile a complete and accurate
IRS990ScheduleO/GeneralExplanation/Explanation5Form 990. Organization was provided with a Discussion
IRS990ScheduleO/GeneralExplanation/Explanation6Draft of the 990 prior to filing.
IRS990ScheduleO/GeneralExplanation/Explanation7Line 5 to correct prior-year balance-sheet accrual
IRS990ScheduleO/GeneralExplanation/Explanation8STAFF EDUCATION 544. 544. 0. 0. COMPUTER & EQUIP REPAIRS 43. 0. 43. 0. TRAINING-ROOM RENTALS 2552. 2552. 0. 0. POSTAGE & SHIPPING 1484. 1336. 148. FFLP TRAINING CATERING 1182. 1182. PROGRAM EVENT CATERING 9160. 9160. PROGRAM EVENT LODGING 3997. 3997. 0. 0. TRANSPORTATION 8361. 8361. 0. 0. PROF. DUES, CONFERENCES, 2195. 2195. BOOKS, PUBLICATIONS, 366. 366. 0. 0. QUICKBOOKS, PAYROLL SOFTWARE 591. 591. STAFF PARTY 124. 124. OTHER OPERATING COSTS 611. 573. 38.
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ReturnHeader/Filer/USAddress/ZIPCode098370
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-10-17
ReturnHeader/Officer/Name0CAROL ANDERSON
ReturnHeader/Officer/Phone03606974561
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-11-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARK ULLOA CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 10177
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BAINBRIDGE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode098110

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.01$1.75$0.36$0.46$0.09
2023Summary only. Only limited summary data is available for this year.$1.89$0.05$1.84$0.64$0.77$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.01$1.97$0.36$0.35$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.61$0.74$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.01$2.09$2.62$2.09$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.05$1.55$5.65$5.50$0.15
2018Summary only. Only limited summary data is available for this year.$1.55$0.14$1.41$4.79$4.65$0.14
2017Summary only. Only limited summary data is available for this year.$1.33$0.07$1.26$3.35$4.05$0.70
2016Summary only. Only limited summary data is available for this year.$2.03$0.06$1.97$3.55$3.59$0.04
2015Summary only. Only limited summary data is available for this year.$2.10$0.09$2.01$3.78$2.62$1.16
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.06$0.85$3.44$2.61$0.82
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.12$0.03$2.24$2.37$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.27$0.16$2.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.43$0.01$1.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.78$0.29$1.44
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)3 • <$500k nonprofits