Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Liabilities / Revenue
68th percentile
Higher debt load relative to revenue than 68% of similar nonprofits.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
13th percentile
Faster asset growth than 13% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
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
This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.
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.
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990Summary only. Only limited summary data is available for this year.
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