2025-11-17T14:56:07-05:00 2024-12-31 270937383 INTEGRATED TAX SERVICES LLC 275 WEST 3RD STREET STE 500 VANCOUVER WA 98660 990 2024-01-01 200352077 MONEY QUOTIENT NP MONE 3606974561 8828 NE WARD STREET PORTLAND OR 97220 AMY MULLEN PRESIDENT 3606974561 2025-11-13 true false JOHN W CATON CPA P00264907 3606951120 2025-11-17 2024 2025-03-06 01:10:19Z X MQ RESEARCH & EDUCATION AMY MULLEN 8828 NE WARD STREET PORTLAND OR 97220 36298 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. 6 2 0 6 0 50731 22039 8590 9830 5130 4429 0 64451 36298 0 0 37163 30285 0 0 39793 15497 76956 45782 -12505 -9484 189351 175275 5094 502 184257 174773 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 37872 EDUCATIONAL PROGRAMING 1. IN 2023 AND 2024 MADE AVAILABLE "TOWARDS AWARE AND VALUES-CENTERED INVESTING"-10 WEEK, 5 SESSION ONLINE COURSE; PRESENTED BY MARCO VANGELISTI, CFP. 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. IN 2024 INTRODUCED A NEW 8-WEEK COURSE TITLED "MOTIVATIONAL INTERVIEWING BOOTCAMP" CONDUCTED BY DEREK HAGEN, CFA, CFP, CFT, FSB, CIPM. THIS COURSE IS DESIGNED TO EQUIP FINANCIAL PROFESSIONALS WITH THE SKILLS AND TECHNIQUES OF MOTIVATIONAL INTERVIEWING (MI), AN EVIDENCE-BASED COMMUNICATION METHOD THAT HELPS CLIENTS FIND THE MOTIVATION TO MAKE POSITIVE DECISIONS AND ACHIEVE THEIR OBJECTIVES. 37872 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 0 0 0 false false false false false false false false false false false false false false X 6 2 true false false false false false false true true false false true true false true false false false false false OR X X AMY MULLEN 3606974561 8828 NE WARD STREET PORTLAND OR 97220 X AMY MULLEN PRESIDENT 1.25 X X 0 0 0 DEVON KLUMB TREASURER 0.25 X X 0 0 0 MARILYN BERGEN SECRETARY 0.17 X X 0 0 0 JULIE DAVIS BOARD MEMBER 0.17 X 0 0 0 DEANNA SHARPE BOARD MEMBER 0.17 X 0 0 0 CAROL ANDERSON PAST PRESIDE 32.00 X X 0 22460 0 22460 false false false 22039 22039 TELECONFERENCES/WEBINARS 8830 8830 LEGACIES AND BEQUESTS 1000 1000 9830 4429 4429 36298 9830 4429 22460 22460 7825 7825 2447 2447 4045 4045 135 135 3694 3694 4 4 1374 1374 707 707 1062 1062 PENALTIES 837 837 PROF DUES AND MEMBERSHIPS 549 549 QUICKBOOKS PAYMENTS FEES 375 375 ANNUAL REPORTS & STATE LI 138 138 130 130 45782 37872 7910 0 9463 25165 61797 48492 118091 101618 189351 175275 918 244 4176 258 5094 502 X 184257 174773 184257 174773 189351 175275 -9484 X false false false X 21250 44398 26000 50731 15039 157418 212783 10270 4520 8590 8830 244993 234033 54668 30520 59321 23869 402411 402411 4109 6288 5692 5130 4429 25648 4109 6288 5692 5130 4429 25648 238142 60956 36212 64451 28298 428059 0.94010 0.97800 0.06000 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED UNCLEARED PAYROLL 258 258 MONEY QUOTIENT INC MONEY QUOTIENT INC 35% CONTROLLED ENTIT CONTRACT FOR ASSET SALE X 172000 101618 false true true 101618 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 WAS PRESIDENT (RETIRED 6/30/25) OF MONEY QUOTIENT NP AND A SHAREHOLDER OF MONEY QUOTIENT INC AND MOTHER OF AMY MULLEN. AMY MULLEN IS VICE PRESIDENT (PRESIDENT AS OF 7/01/25)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 EDUCATIONAL PROGRAMING 1. IN 2023 AND 2024 MADE AVAILABLE "TOWARDS AWARE AND VALUES-CENTERED INVESTING"-10 WEEK, 5 SESSION ONLINE COURSE; PRESENTED BY MARCO VANGELISTI, CFP. 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. IN 2024 INTRODUCED A NEW 8-WEEK COURSE TITLED "MOTIVATIONAL INTERVIEWING BOOTCAMP" CONDUCTED BY DEREK HAGEN, CFA, CFP, CFT, FSB, CIPM. THIS COURSE IS DESIGNED TO EQUIP FINANCIAL PROFESSIONALS WITH THE SKILLS AND TECHNIQUES OF MOTIVATIONAL INTERVIEWING (MI), AN EVIDENCE-BASED COMMUNICATION METHOD THAT HELPS CLIENTS FIND THE MOTIVATION TO MAKE POSITIVE DECISIONS AND ACHIEVE THEIR OBJECTIVES. 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. 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 30285 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.