2024-11-15T16:27:44-05:00 2023-12-31 270937383 INTEGRATED TAX SERVICES LLC 275 WEST 3RD STREET STE 500 VANCOUVER WA 98660 990 2023-01-01 200352077 MONEY QUOTIENT NP MONE 3606974561 1045 NE ONEONTA STREET PORTLAND OR 97211 AMY MULLEN VICE PRESIDENT 3606974561 2024-11-15 true false JOHN W CATON CPA P00264907 3606951120 2024-11-15 2023 2024-10-15 13:58:12Z MQ RESEARCH & EDUCATION CAROL ANDERSON 1045 NE ONEONTA ST PORTLAND OR 97211 64451 false X WWW.MQRE.ORG X 2003 OR 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. 4 2 0 0 26000 50731 4520 8590 5692 5130 0 36212 64451 0 0 18499 37163 0 0 16577 39793 35076 76956 1136 -12505 198100 189351 1338 5094 196762 184257 X 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. false false 57854 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. 57854 true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true false false false true false false false false false true false false false true 5 0 0 false false false false false false false false X 4 2 true false false false false false false true true false false true false false false false false false OR X X AMY MULLEN 3606974561 8828 NE WARD STREET PORTLAND OR 97220 X CAROL ANDERSON PRESIDENT 32.00 X X 0 25464 0 AMY MULLEN VICE PRESIDE 4.00 X X 0 6366 0 MARILYN BERGEN SECRETARY 0.25 X X 0 0 0 JULIE DAVIS BOARD MEMBER 0.40 X 0 0 0 DEANNA SHARPE BOARD MEMBER 0.25 X 0 0 0 31830 false false false 50731 50731 TELECONFERENCES/WEBINARS 7090 7090 SPEAKING/PESENTATIONS 1500 1500 8590 5130 5130 64451 8590 5130 X 31830 31830 5333 5333 32 32 5913 5913 14804 14804 436 436 6081 6081 2484 2484 1703 1703 68 68 1050 1050 TAXES - B&O 5141 5141 PROF DUES AND MEMBERSHIPS 1048 1048 QUICKBOOKS PAYMENTS FEES 350 350 BANK SERVICE CHARGES 302 302 381 216 165 76956 57854 19102 0 25596 9463 37964 61797 133919 118091 621 198100 189351 918 1338 4176 1338 5094 X 196762 184257 196762 184257 198100 189351 -12505 X false false false X 1000 21250 44398 26000 50731 143379 564146 212783 10270 4520 8590 800309 565146 234033 54668 30520 59321 943688 943688 4109 6288 5692 5130 21219 4109 6288 5692 5130 21219 565146 238142 60956 36212 64451 964907 0.97800 0.98830 0.02000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED UNCLEARED PAYROLL 4176 4176 MONEY QUOTIENT INC MONEY QUOTIENT INC 35% CONTROLLED ENTIT CONTRACT FOR ASSET SALE X 172000 118091 false true true 118091 MONEY QUOTIENT INC 35% CONTROLLED 20897 CONTRACT PAYMENTS false MONEY QUOTIENT INC 35% CONTROLLED 20897 CONTRACT PAYMENTS false SCHEDULE L, PART V PART IV CAROL ANDERSON IS PRESIDENT OF MONEY QUOTIENT NP AND A SHAREHOLDER OF MONEY QUOTIENT INC AND MOTHER OF AMY MULLEN. AMY MULLEN IS VICE PRESIDENT OF MONEY QUOTINET NP AND MAJORITY SHAREHOLDER OF MONEY QUOTIENT INC AND DAUGHTER OF CAROL ANDERSON. FORM 990 - ORGANIZATION'S MISSION 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. FORM 990, PAGE 2, PART III, LINE 4A 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. FORM 990, PAGE 6, PART VI, LINE 2 CAROL ANDERSON AMY MULLIN PRESIDENT VICE PRES MOTHER - DAUGHTER FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS SENT TO THE BOARD MEMBERS AND REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT AT THE START OF THEIR TERM ON THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL INFORMATION, AND FORMS 990 AND 1023 ARE AVAILABE UPON REQUEST. FORM 990, PART VII SECTION A, LINE 1A, 1 CAROL ANDERSON: COMPENSATION FROM THE RELATED ORGANIZATION IS FOR THE ENTIRE YEAR AND REPRESENTS THE PORTION THAT ONLY RELATES TO ACTIVITIES WITH THE NP. SECTION A, LINE 1A, 2 AMY MULLEN: THERE IS NO COMPENSATION FROM THE RELATED ORGANIZATION FOR ACTIVITIES WITH THE NP. FORM 990, PART IX, LINE 11G CONSULTING/COACHING 1,943 0 0 WEBSITE DESIGN & SUPPORT 7,600 0 0 GRAPHIC DESIGN & PUBLISHING 1,166 0 0 SPEAKER/TRAINER/FACILITATOR:D 4,095 0 0 TOTAL 14,804 0 0 MONEY QUOTIENT INC 1045 NE ONEONTA STREET PORTLAND OR 97211 912084961 FINANCIAL WA NA S CORP false false false false false false false false false false false false false false false true false false false true MONEY QUOTIENT INC O 31830 REIMBURSEMENT MONEY QUOTIENT INC S 20897 CONTRACT SCHEDULE R PART IV AND PART V THE ORGANIZATION SOLD, ON MAY 1, 2020, AN OPERATING ACTIVITY AND ITS ASSOCIATED ASSETS TO A RELATED FOR-PROFIT S-CORP, MONEY QUOTIENT, INC, FOR 172,000. THE SALE IS PAYABLE IN THE FORM OF A PROMISSORY NOTE FOR THE FULL AMOUNT WITH A 10 YEAR AMORTIZATION AT 4% INTEREST. THE CONTRACT BALANCE AT YEAR END WAS 118,091. THE ASSETS SOLD WERE VALUED BY INDEPENDENT APPRAISAL. THE BUYER IS A RELATED ORGANIZATION BY WAY OF TWO SHAREHOLDERS WHO ARE ALSO OFFICERS AND BOARD MEMBERS OF THE SELLING NOT- FOR-PROFIT, MONEY QUOTIENT NP. THE SALE WAS AUTHORIZED BY THE BOARD OF DIRECTORS WITH THE TWO INTERESTED MEMBERS RECUSING THEMSELVES.