Civic Intelligence

Moore Wealth Inc

EIN 85-3785378 • 501(c)3 • Gainesville, FL

Profile

We hold workshops with participants in which we ask personalized questions around each participant's financial goals. We also prompt each participant to consider and plan for their financial future by discussing budgets, credit scores, student loans and other debt as well as investing strategies for the future. We donate money in the form of scholarships for students (currently enrolled in any degree-granting program) who have expressed both a financial need and demonstrated a commitment to financial literacy.

1017 NE 3rd AveGainesville, FL 32601
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

$37,697

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$37,697

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin97th percentile

Revenue

$41,932

No earlier filing loaded for comparison.

Expenses

$4,235

No earlier filing loaded for comparison.

Net Income

$37,697

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2021: $37,697Liabilities 2021: $0Net Assets 2021: $37,6972021

Highlighted filing

2021

Assets$37,697
Liabilities$0
Net Assets$37,697
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2021: $41,932Expenses 2021: $4,235Net Income 2021: $37,6972021

Highlighted filing

2021

Revenue$41,932
Expenses$4,235
Net Income$37,697
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,697
Liabilities
$0
Net assets
$37,697
Revenue
$41,932
Expenses
$4,235
Net income
$37,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$41.9$4.24$37.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Dec 13, 2022
Return Version
2021v4.0
Gross Receipts
$41,932
Mission and Program Overview

Mission

We hold workshops with participants in which we ask personalized questions around each participant's financial goals. We also prompt each participant to consider and plan for their financial future by discussing budgets, credit scores, student loans and other debt as well as investing strategies for the future. We donate money in the form of scholarships for students (currently enrolled in any degree-granting program) who have expressed both a financial need and demonstrated a commitment to financial literacy.

Program Services

DescriptionGrantsExpenses
Seminar Workshops on Financial Literacy: What is the activity: We hold workshops with participants in which we ask personalized questions around each participant's financial goals. We also prompt each participant to consider and plan for their financial future by discussing budgets, credit scores, student loans and other debt as well as investing strategies for the future. Who conducts the activity: The activities are currently hosted by Dr. Erika Moore Taylor. In the future, volunteer staff will aid in conducting the activity. Where is the activity conducted: Because of the COVID-19 pandemic, all workshops are hosted virtually via Zoom or Google Meet. In the future following the global pandemic, we aim to conduct workshops in person in the United States of America. What percentage of your total time is allocated to the activity: Approximately 40% of the total time at Moore Wealth Inc. is devoted to Seminar Workshops on Financial literacy. How is the activity funded and what percentage of your overall expenses is allocated to this activity: The activity is funded through donations from each partnership. Currently, 0% of Moore Wealth's overall expenses is allocated to this activity. In the future, 10% of Moore Wealth's expenses will be allocated to this activity to include fees associated with Google Suite for Moore Wealth and Zoom licensing. How does the activity further your exempt purposes: The activity encourages participants to think critically about their own financial goals and to plan for their financial future, thus, empowering participants in financial literacy. Scholarships for students to encourage financial literacy: What is the activity: We donate money in the form of scholarships for students (currently enrolled in any degree granting program) who have expressed both a financial need and demonstrated a commitment to financial literacy. Who conducts the activity: The activities are currently conducted by volunteers (including the Moore Wealth Compass Board and blinded reviewers for ranking each applicant). In the future, volunteer staff will continue to aid in conducting the activity. Where is the activity conducted: Because of the COVID-19 pandemic, all meetings for the scholarships are hosted virtually via Zoom. In the future following the global pandemic, we will continue to conduct the scholarship activities virtually given our volunteers are located throughout the United States of America. What percentage of your total time is allocated to the activity: Approximately 40% of the total time at Moore Wealth Inc. is devoted to scholarships for students to encourage financial literacy. How is the activity funded and what percentage of your overall expenses is allocated to this activity: The activity is funded through donations from fundraising (see last activity). Currently, 100% of Moore Wealth's overall expenses is allocated to this activity as each scholarship is awarded through these funds. In the future, 65% of Moore Wealth's expenses will be allocated to this activity to include fees associated with Google Drive (including Form and Google Sheets) for each scholarship and dissemination of the scholarships. How does the activity further your exempt purposes: The activity encourages participants to think critically about their own financial goals and empowers participants in financial literacy through the scholarship application and financial aid (if the applicant is awarded). Fundraising for Moore Wealth: What is the activity: Fundraising events through email and Paypal services. Who conducts the activity: The activities are currently conducted by volunteers. In the future, volunteer staff will continue to aid in conducting the activity. Where is the activity conducted: Because of the COVID-19 pandemic, all fundraising efforts are limited to virtual (mainly email correspondence). In the future following the global pandemic, we will increase our efforts for charity events and in-person fundraising efforts. What percentage of your total time is allocated to the activity: Approximately 20% of the total time at Moore Wealth Inc. is devoted to fundraising. How is the activity funded and what percentage of your overall expenses is allocated to this activity: The activity is funded through donations$2,575$1,660
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erika MoorePresidentPT$0--
Brandon TaylorVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Moore Wealth Inc
EIN
85-3785378
Phone
7202333908
Address
1017 NE 3rd Ave, Gainesville, FL 32601

Signing Officer

Name
Brandon Taylor
Title
Vice President
Phone
8036342601
Signed
2022-12-13
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