Civic Intelligence

Financial and Estate Literacy Inc

EIN 46-1117177 • 501(c)3 • Mission Viejo, CA

Profile

Financial Education

26440 La Alameda STE 250Mission Viejo, CA 92691

www.itsyourmoneyandestate.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

96th percentile

284%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

392%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$84,308

Up $24,291 (+40%) from 2023

Liabilities

Flat

$630

Flat from 2023

Net Assets

Up

$83,678

Up $24,291 (+41%) from 2023

Revenue

Up

$80,375

Up $9,343 (+13%) from 2023

Expenses

Up

$56,084

Up $20,197 (+56%) from 2023

Net Income

Down

$24,291

Down $10,854 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2013: $21,602Liabilities 2013: $6302013Assets 2014: $11,626Liabilities 2014: $630Net Assets 2014: $10,9962014Assets 2015: $2,668Liabilities 2015: $630Net Assets 2015: $2,0382015Assets 2016: $7,056Liabilities 2016: $630Net Assets 2016: $6,4262016Assets 2017: $21,778Liabilities 2017: $630Net Assets 2017: $21,1482017Assets 2018: $25,357Liabilities 2018: $630Net Assets 2018: $24,7272018Assets 2019: $36,593Liabilities 2019: $630Net Assets 2019: $35,9632019Assets 2020: $38,758Liabilities 2020: $630Net Assets 2020: $38,1282020Assets 2021: $65,809Liabilities 2021: $630Net Assets 2021: $65,1792021Assets 2022: $24,872Liabilities 2022: $630Net Assets 2022: $24,2422022Assets 2023: $60,017Liabilities 2023: $630Net Assets 2023: $59,3872023Assets 2024: $84,308Liabilities 2024: $630Net Assets 2024: $83,6782024

Highlighted filing

2024

Assets$84,308
Liabilities$630
Net Assets$83,678

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $25,001Expenses 2013: $25,394Net Income 2013: -$3932013Revenue 2014: $28,592Expenses 2014: $38,568Net Income 2014: -$9,9762014Revenue 2015: $38,189Expenses 2015: $47,147Net Income 2015: -$8,9582015Revenue 2016: $27,728Expenses 2016: $23,340Net Income 2016: $4,3882016Revenue 2017: $34,518Expenses 2017: $19,796Net Income 2017: $14,7222017Revenue 2018: $32,718Expenses 2018: $29,139Net Income 2018: $3,5792018Revenue 2019: $30,317Expenses 2019: $19,081Net Income 2019: $11,2362019Revenue 2020: $11,725Expenses 2020: $9,560Net Income 2020: $2,1652020Revenue 2021: $34,372Expenses 2021: $7,321Net Income 2021: $27,0512021Revenue 2022: $22,919Expenses 2022: $63,856Net Income 2022: -$40,9372022Revenue 2023: $71,032Expenses 2023: $35,887Net Income 2023: $35,1452023Revenue 2024: $80,375Expenses 2024: $56,084Net Income 2024: $24,2912024

Highlighted filing

2024

Revenue$80,375
Expenses$56,084
Net Income$24,291

Filings