Civic Intelligence

Money Quotient Np

990 • Fiscal year 2017 • EIN 20-0352077

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.02x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$51,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-34%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-5.9%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Flat

$133,343

Flat from 2017

Net Assets

Flat

$126,475

Flat from 2017

Liabilities

Flat

$6,868

Flat from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin15th percentile

Revenue

Flat

$334,507

Flat from 2017

Expenses

Flat

$404,995

Flat from 2017

Net Income

Flat

-$70,488

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th 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 2017: $133,343Liabilities 2017: $6,868Net Assets 2017: $126,4752017Assets 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

2017

Assets$133,343
Liabilities$6,868
Net Assets$126,475
Open 2017 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 2017: $334,507Expenses 2017: $404,995Net Income 2017: -$70,4882017Revenue 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

2017

Revenue$334,507
Expenses$404,995
Net Income-$70,488
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$334,507
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$196,965$126,475▼ $70,490
Savings and Temporary Cash Investments$84,888$83,921▼ $967
Cash and Non-Interest-Bearing Accounts$117,429$49,422▼ $68,007
Prepaid Expenses and Deferred Charges$802--
Total Assets$203,119$133,343▼ $69,776
Liabilities
Other Liabilities$6,154$6,868▲ $714
Total Liabilities$6,154$6,868▲ $714
Net Assets / Fund Balance
Total Net Assets Fund Balance$196,965$126,475▼ $70,490
Total Liabilities and Net Assets / Fund Balance$203,119$133,343▼ $69,776

Asset Categories

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

Employees

NameTitleFull / Part TimeBaseTotal
Amy MullenVicepresident SecretaryFT$51,000$51,000
Carol AndersonPresidentFT$30,000$30,000
Revenue and Support

Revenue Composition

Contributions and Grants
$3,060
Program Service Revenue
$331,244
Investment Income
$0
Other Revenue
$203
All Other Contributions
$3,060
Change in Net Assets
$-70,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$217,394
Other Expenses$187,601
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$118,621--$118,621
All Other Expenses$44,607$50,077-$94,684
Current Officers, Directors, Trustees, and Key Employees$51,000$30,000-$81,000
Fees for Services Other$34,008$680-$34,688
Conferences and Meetings$26,022--$26,022
Other Expenses$19,657$8-$19,657
Payroll Taxes$15,099$2,674-$17,773
Fees for Services Accounting-$8,820-$8,820
Travel$2,213$309-$2,522
Insurance-$500-$500
Total Functional Expenses$311,927$93,068$0$404,995
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$6,184
Credit Card Payables$684
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
2018-11-15
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

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

Explanation of other changes in net assets or fund balances Part XI line 9

“Net fund balance was adjusted for rounding”

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 Appendix346 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/ExplanationTxt3NET FUND BALANCE WAS ADJUSTED FOR ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER FEES ARE PAID TO TECHNICAL SUPPORT COMPANY AND COACHING/EDUCATION COMPANIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER 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/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0203119
IRS990/TotalAssetsEOYAmt0133343
IRS990/TotalAssetsGrp/BOYAmt0203119
IRS990/TotalAssetsGrp/EOYAmt0133343
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03060
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt093068
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0311927
IRS990/TotalFunctionalExpensesGrp/TotalAmt0404995
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06154
IRS990/TotalLiabilitiesEOYAmt06868
IRS990/TotalLiabilitiesGrp/BOYAmt06154
IRS990/TotalLiabilitiesGrp/EOYAmt06868
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0196965
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0126475
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0311927
IRS990/TotalProgramServiceRevenueAmt0331244
IRS990/TotalReportableCompFromOrgAmt081000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0331447
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0334507
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0203119
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0133343
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt0309
IRS990/TravelGrp/ProgramServicesAmt02213
IRS990/TravelGrp/TotalAmt02522
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.MONEYQUOTIENT.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03606974561
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/AtSubmissionCreationDeviceId087EC8A79E61BC554F3CEE669B00994313FC0C6BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087EC8A79E61BC554F3CEE669B00994313FC0C6BB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09314962018318yx24zam
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.93.188.102
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTm017:14:30
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/ReturnTs02018-11-14T12:50:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,343
Liabilities
$6,868
Net assets
$126,475
Revenue
$334,507
Expenses
$404,995
Net income
-$70,488
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
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.07$1.26$3.35$4.05$0.70
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