PORTLAND, OR
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)MONEY QUOTIENT NP, founded in 2003, is a micro nonprofit in the Human Services sector that reported $64K in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. Expenses of $77K exceeded revenue, resulting in a 19% operating deficit.
MONEY QUOTIENT IS A 501(C)(3) NON-PROFIT ORGANIZATION FOUNDED ON THE BELIEF THAT A MULTIDISCIPLINARY AND RESEARCH-BASED APPROACH TO FINANCIAL PLANNING EDUCATION, COUNSELING, AND THERAPEUTIC PROCESSES WILL GUIDE BEST PRACTICES FOR FOSTERING ECONOMIC AND PERSONAL WELL-BEING. TO THIS END, WE CONDUCT INNOVATIVE STUDIES; FORM FRUITFUL COLLABORATIONS WITH RESEARCHERS, SCHOLARS, AND PRACTITIONERS; AND PROVIDE OPPORTUNITIES FOR IN-DEPTH LEARNING AND DIALOGUE. OUR GOAL IS TO FACILITATE A GREATER UNDERSTANDING OF BOTH THE EMOTIONAL AND PRACTICAL FACTORS THAT SUPPORT ACHIEVEMENT OF FINANCIAL ACUMEN AND MEANINGFUL LIFE GOALS.
RESEARCH RELATED ACTIVITIES 1. STUDY: "FACTORS RELATED TO CLIENT SATISFACTION AND ADHERENCE IN A FINANCIAL PLANNING RELATIONSHIP" CONDUCTED LITERATURE REVIEW AND DATA ANALYSES FOR STUDY; PREPARED A...
RESEARCH RELATED ACTIVITIES 1. STUDY: "FACTORS RELATED TO CLIENT SATISFACTION AND ADHERENCE IN A FINANCIAL PLANNING RELATIONSHIP" CONDUCTED LITERATURE REVIEW AND DATA ANALYSES FOR STUDY; PREPARED A RESEARCH PRESENTATION FOR THE FINANCIAL THERAPY ASSOCIATION CONFERENCE; WORKED ON JOURNAL ARTICLE TO PUBLISH RESULTS 2. OUTLINE STANDARDS AND REQUIREMENTS FOR RESEARCH PROJECTS CONDUCTED BY MQRE EDUCATIONAL PROGRAMING 1. ONLINE COURSE: "TOWARDS AWARE AND VALUES-CENTERED INVESTING"-10 WEEK, 5 SESSION ONLINE COURSE; PRESENTED BY MARCO VANGELISTI, CFP; APRIL 29, 2023- JULY 16, 2023-13.5 CFP CE THIS COURSE IS DESIGNED TO HELP FINANCIAL PLANNERS GAIN AN UNDERSTANDING OF INVESTMENT OPTIONS AND TOOLS THAT ARE AVAILABLE TO HELP CLIENTS TRULY ALIGN THEIR FINANCIAL AND LIFE PLANS WITH THEIR VALUES. 2. WEBINAR: "LESSONS LEARNED FROM THE PANDEMIC, SHUTDOWNS, AND FINANCIAL UNCERTAINTY" PRESENTED BY MARTY MARTIN, PH.D; MAY 9, 2023-1.0 CFP CE THIS LEARNING EXPERIENCE WILL CHALLENGE US TO REFLECT AND REFRAME ALL THE UNCERTAINTY, ANXIETY AND LOSSES EXPERIENCED DURING THE COVID-19 PANDEMIC 3. WEBINAR: "DISCOVERY PROCESS AND POLICY-BASED FINANCIAL PLANNING" PRESENTED BY DAVID YESKE, CFP AND ELISSA BUIE, CFP; AUG. 15, 2023-1.5 CFP CE ALL GOOD FINANCIAL PLANNING RESTS ON A FOUNDATION OF GOOD DISCOVERY. UNDERSTANDING WHO AND WHAT MATTERS TO CLIENTS AND WHY ALLOWS US TO CRAFT ADVICE THAT CLIENTS WILL EMBRACE AND ACT ON WHILE ALSO FOSTERING DEEPER LEVELS OF TRUST AND COMMITMENT. 4. WEBINAR: "IMPROVING CLIENT RELATIONSHIPS AND OUTCOMES THROUGH THE INCLUSIVE FINANCIAL WELLBEING AND EMPOWERMENT MODEL" PRESENTED BY TIMI JORGENSEN, PH.D.; DEC. 19, 2023-1.5 CFP CE INDIVIDUAL IDENTITY SHAPES THE WAY WE THINK, FEEL, BEHAVE, AND INTERACT WITH OUR FINANCIAL WORLD. REVIEW RESEARCH FINDINGS THAT UNLOCK STRUCTURAL, BEHAVIORAL, AND CULTURAL BARRIERS YOUR CLIENTS FACE IN ACHIEVING FINANCIAL HEALTH AND EXPLORE TOOLS AND TECHNIQUES TO NAVIGATE THE PLANNER / CLIENT RELATIONSHIPS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $64,451 | $36,212 | +0.8% |
| Expenses | $76,956 | $35,076 | +1.2% |
| Net Income | $-12,505 | $1,136 | -12.0% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| CAROL ANDERSON | PRESIDENT | 32.00 |
Officer
Director
|
$0 | $0 | $25,464 |
| AMY MULLEN | VICE PRESIDE | 4.00 |
Officer
Director
|
$0 | $0 | $6,366 |
| MARILYN BERGEN | SECRETARY | 0.25 |
Officer
Director
|
$0 | $0 | $0 |
| JULIE DAVIS | BOARD MEMBER | 0.40 |
Director
|
$0 | $0 | $0 |
| DEANNA SHARPE | BOARD MEMBER | 0.25 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $64,451 | $76,956 | $189,351 | $-12,505 |
| 2022 | $36,212 | $35,076 | $198,100 | $1,136 |
| 2021 | $60,956 | $74,072 | $195,626 | $-13,116 |
| 2020 | $262,193 | $208,821 | $209,818 | $53,372 |
| 2019 | $565,146 | $550,464 | $160,437 | $14,682 |
| 2018 | $478,976 | $464,763 | $154,840 | $14,213 |
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