Civic Intelligence

Money Quotient Np

990 • Fiscal year 2019 • EIN 20-0352077

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 06, 2020

Organization ProfileMONEYQUOTIENT.COM
1045 NE Oneonta StreetPortland, OR 97211

(360) 697-4561

Siviq Scores

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

Liabilities / Assets

51st percentile

0.03x

Higher debt load relative to assets than 51% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

47th percentile

2.6%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

77th percentile

$71,506

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

51st percentile

3.6%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$160,437

Up $5,597 (+3.6%) from 2018

Net Assets

Up

$155,370

Up $14,682 (+10%) from 2018

Liabilities

Down

$5,067

Down $9,085 (-64%) from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin47th percentile

Revenue

Up

$565,146

Up $86,170 (+18%) from 2018

Expenses

Up

$550,464

Up $85,701 (+18%) from 2018

Net Income

Up

$14,682

Up $469 (+3.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st 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 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

2019

Assets$160,437
Liabilities$5,067
Net Assets$155,370
Open 2019 Filing

Operations Trend

Revenue Growth70th 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 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

2019

Revenue$565,146
Expenses$550,464
Net Income$14,682
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 6, 2020
Return Version
2019v5.0
Gross Receipts
$565,146
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.

To facilitate the exploration and implementation of a values-based, life- centered approach to financial planning. We believe that this holistic process engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives. 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$83,930$82,004▼ $1,926
Cash and Non-Interest-Bearing Accounts$67,885$73,704▲ $5,819
Accounts Receivable-$3,030-
Land, Buildings, and Equipment, Net$2,832$1,699▼ $1,133
Prepaid Expenses and Deferred Charges$193--
Total Assets$154,840$160,437▲ $5,597
Liabilities
Accounts Payable and Accrued Expenses-$2,848-
Other Liabilities$14,152$2,219▼ $11,933
Total Liabilities$14,152$5,067▼ $9,085
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$140,188$155,370▲ $15,182
Net Assets With Donor Restrictions$500--
Total Net Assets Fund Balance$140,688$155,370▲ $14,682
Total Liabilities and Net Assets / Fund Balance$154,840$160,437▲ $5,597

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,699$6,497$8,196
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amy MullenVice Pres. &FT$71,506$71,506
Carol AndersonPresidentFT$43,769$43,769
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$564,138
Investment Income
$8
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$14,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$344,346
Other Expenses$206,118
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$180,983--$180,983
Current Officers, Directors, Trustees, and Key Employees$71,506$43,769-$115,275
Office Expenses$20,844$20,186-$41,030
Conferences and Meetings$35,361--$35,361
Travel$25,793--$25,793
Payroll Taxes$20,733$3,357-$24,090
Other Employee Benefits$23,998--$23,998
Fees for Services Accounting-$16,623-$16,623
Fees for Services Legal-$15,350-$15,350
Fees for Services Management$13,575--$13,575
Fees for Services Other$13,478--$13,478
All Other Expenses-$1,400-$1,400
Depreciation Depletion$1,133--$1,133
Other Expenses$20,426$947-$947
Advertising$855--$855
Insurance-$500-$500
Interest-$44-$44
Total Functional Expenses$428,685$121,779$0$550,464
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 Taxes Payable$2,219
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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

Form 990, Page 6, Part VI, Line 2

“Carol anderson amy mullin president vp & sec mother - daughter”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the board of directors prior to filing.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents are availabe upon request.”

Filing and Contact Details

Filer

Filer Name
Money Quotient Np
EIN
20-0352077
Phone
3606974561
Address
1045 NE ONEONTA STREET, PORTLAND, OR 97211

Signing Officer

Name
Carol Anderson
Title
President
Phone
3606974561
Signed
2020-10-06
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
Integrated Tax Services LLC
Address
275 WEST 3RD STREET STE 500, VANCOUVER, WA 98660
Preparer
Lauren W Cousins CPA
Phone
3606951120
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To facilitate the exploration and implementation of a values-based, life- centered approach to financial planning. We believe that this holistic process engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives. 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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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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0378271
IRS990ScheduleA/Total509Grp/TotalAmt02111394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0565146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0478968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0334304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0354705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0378271
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02111394
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01699
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06497
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08196
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02219
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01699
IRS990ScheduleD/TotalLiabilityAmt02219
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO FACILITATE THE EXPLORATION AND IMPLEMENTATION OF A VALUES-BASED, LIFE- CENTERED APPROACH TO FINANCIAL PLANNING. WE BELIEVE THAT THIS HOLISTIC PROCESS ENGAGES INDIVIDUALS AND EMPOWERS THEM TO MAXIMIZE THEIR RESOURCES AND LIVE MEANINGFUL AND PURPOSEFUL LIVES. 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CAROL ANDERSON AMY MULLIN PRESIDENT VP & SEC MOTHER - DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121779
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0428685
IRS990/TotalFunctionalExpensesGrp/TotalAmt0550464
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014152
IRS990/TotalLiabilitiesEOYAmt05067
IRS990/TotalLiabilitiesGrp/BOYAmt014152
IRS990/TotalLiabilitiesGrp/EOYAmt05067
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0140688
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0155370
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0-52053
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0-52053
IRS990/TotalProgramServiceExpensesAmt0428685
IRS990/TotalProgramServiceRevenueAmt0564138
IRS990/TotalReportableCompFromOrgAmt0115275
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0564146
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0565146
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0154840
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160437
IRS990/TravelGrp/ProgramServicesAmt025793
IRS990/TravelGrp/TotalAmt025793
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01045 NE ONEONTA ST
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097211
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0MONEYQUOTIENT.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03606974561
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONEY QUOTIENT NP
ReturnHeader/Filer/BusinessNameControlTxt0MONE
ReturnHeader/Filer/EIN0200352077
ReturnHeader/Filer/PhoneNum03606974561
ReturnHeader/Filer/USAddress/AddressLine1Txt01045 NE ONEONTA STREET
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1125EC5615F92E0D48DD15CDCACA66B4A87D19E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId072F2E073F1774B42C328F37C9E970FB165C194DC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.231.53.210
ReturnHeader/FilingSecurityInformation/IPDt02020-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:22:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270937383
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INTEGRATED TAX SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0275 WEST 3RD STREET STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VANCOUVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098660
ReturnHeader/PreparerPersonGrp/PhoneNum03606951120
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN W COUSINS CPA
ReturnHeader/ReturnTs02020-10-08T13:22:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,437
Liabilities
$5,067
Net assets
$155,370
Revenue
$565,146
Expenses
$550,464
Net income
$14,682
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
2019Detailed filing. Detailed filing data is available for this year.$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

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