Civic Intelligence

Money Quotient Np

990 • Fiscal year 2017 • EIN 20-0352077

Jan 01, 2017 to Dec 31, 2017

Portland, OR
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

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

Assets

Down

$133,343

Down $69,776 (-34%) from 2016

Net Assets

Down

$126,475

Down $70,490 (-36%) from 2016

Liabilities

Up

$6,868

Up $714 (+12%) from 2016

Revenue

Down

$334,507

Down $20,908 (-5.9%) from 2016

Expenses

Up

$404,995

Up $45,941 (+13%) from 2016

Net Income

Down

-$70,488

Down $66,849 (-1837%) from 2016

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

2017

Assets$133,343
Liabilities$6,868
Net Assets$126,475

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

2017

Revenue$334,507
Expenses$404,995
Net Income-$70,488
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
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.

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