Civic Intelligence

Money Quotient Np

990 • Fiscal year 2016 • EIN 20-0352077

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization ProfileWWW.MONEYQUOTIENT.ORG
1045 NE Oneonta StPortland, OR 97211

(360) 697-4561

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$50,092

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-6.0%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets69th percentile

Assets

Flat

$203,119

Flat from 2016

Net Assets

Flat

$196,965

Flat from 2016

Liabilities

Flat

$6,154

Flat from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin38th percentile

Revenue

Flat

$355,415

Flat from 2016

Expenses

Flat

$359,054

Flat from 2016

Net Income

Flat

-$3,639

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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 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

2016

Assets$203,119
Liabilities$6,154
Net Assets$196,965
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

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 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

2016

Revenue$355,415
Expenses$359,054
Net Income-$3,639
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$355,415
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.

Financial education and counseling

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$200,604$196,965▼ $3,639
Cash and Non-Interest-Bearing Accounts$151,906$117,429▼ $34,477
Savings and Temporary Cash Investments$57,687$84,888▲ $27,201
Prepaid Expenses and Deferred Charges$333$802▲ $469
Total Assets$209,926$203,119▼ $6,807
Liabilities
Other Liabilities$9,322$6,154▼ $3,168
Total Liabilities$9,322$6,154▼ $3,168
Net Assets / Fund Balance
Total Net Assets Fund Balance$200,604$196,965▼ $3,639
Total Liabilities and Net Assets / Fund Balance$209,926$203,119▼ $6,807

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,162$5,162
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amy MullenVicepresident SecretaryFT$50,092$50,092
Carol AndersonPresidentFT$30,000$30,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,300
Program Service Revenue
$352,405
Investment Income
$0
Other Revenue
$710
All Other Contributions
$2,300
Change in Net Assets
$-3,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,266
Salaries, Compensation, and Employee Benefits$170,788
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$56,067$35,468-$91,535
Current Officers, Directors, Trustees, and Key Employees-$80,092-$80,092
Other Salaries and Wages-$75,617-$75,617
Fees for Services Other$15,872$10,508-$26,380
Conferences and Meetings$25,074--$25,074
Travel$18,816--$18,816
Other Expenses$16,907--$16,907
Payroll Taxes-$15,079-$15,079
Fees for Services Accounting-$5,988-$5,988
Office Expenses-$1,886-$1,886
Insurance$500--$500
Interest-$308-$308
Total Functional Expenses$134,108$224,946$0$359,054
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$5,999
Credit Card Payables$147
Sales Tax Payable$8
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“The organizations president and secretary are related parties. Accounting information is reconciled by external bookkeeping company and then transferred to external accounting firm for irs form 990 preparation. The form 990 is reviewed by the president prior to filing.”

Form 990 governing body review Part VI line 11

“President reviews tax form 990 prior to filing with the internal revenue service.”

Governing documents etc available to public Part VI line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Money Quotient Np
EIN
20-0352077
Address
1045 NE ONEONTA ST, PORTLAND, OR 97211

Signing Officer

Name
Carol Anderson
Title
President
Phone
3606974561
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Anderson
Formed
2003
Legal Domicile
Or
Voting Board Members
2
Independent Board Members
0
Employees
7
Volunteers
5

Preparer

Firm
Bruce R Tabor CPA PC
Address
7501 SW Findlay Rd, Durham, OR 97224
Preparer
Mark Tabor Ea Ltc
Phone
5035981011
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Other fees are paid to technical support company and coaching/education companies.”

List of other expenses Part IX line 24E

“Other expenses related to operations and service revenue.”

Raw XML Appendix352 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS PRESIDENT AND SECRETARY ARE RELATED PARTIES. ACCOUNTING INFORMATION IS RECONCILED BY EXTERNAL BOOKKEEPING COMPANY AND THEN TRANSFERRED TO EXTERNAL ACCOUNTING FIRM FOR IRS FORM 990 PREPARATION. THE FORM 990 IS REVIEWED BY THE PRESIDENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT REVIEWS TAX FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER FEES ARE PAID TO TECHNICAL SUPPORT COMPANY AND COACHING/EDUCATION COMPANIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER EXPENSES RELATED TO OPERATIONS AND SERVICE REVENUE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0203119
IRS990/TotalAssetsGrp/BOYAmt0209926
IRS990/TotalAssetsGrp/EOYAmt0203119
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02300
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0224946
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0134108
IRS990/TotalFunctionalExpensesGrp/TotalAmt0359054
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09322
IRS990/TotalLiabilitiesEOYAmt06154
IRS990/TotalLiabilitiesGrp/BOYAmt09322
IRS990/TotalLiabilitiesGrp/EOYAmt06154
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0200604
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0196965
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0134108
IRS990/TotalProgramServiceRevenueAmt0352405
IRS990/TotalReportableCompFromOrgAmt080092
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0353115
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0355415
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0209926
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0203119
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt018816
IRS990/TravelGrp/TotalAmt018816
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.MONEYQUOTIENT.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03606974561
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONEY QUOTIENT NP
ReturnHeader/Filer/BusinessNameControlTxt0MONE
ReturnHeader/Filer/EIN0200352077
ReturnHeader/Filer/USAddress/AddressLine1Txt01045 NE ONEONTA ST
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05FE5D124A67188C5265C2ED4F867CBC077CC7C52
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05FE5D124A67188C5265C2ED4F867CBC077CC7C52
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09314962017318oiitsi2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.63.150.11
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTm012:14:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930695984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bruce R Tabor CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 SW Findlay Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Durham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097224
ReturnHeader/PreparerPersonGrp/PhoneNum05035981011
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK TABOR EA LTC
ReturnHeader/ReturnTs02017-11-13T15:42:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$203,119
Liabilities
$6,154
Net assets
$196,965
Revenue
$355,415
Expenses
$359,054
Net income
-$3,639
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
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.06$1.97$3.55$3.59$0.04
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