Nonprofit · EIN 20-0352077
MONEY QUOTIENT NP
Tax-exempt · PORTLAND, OR 97220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $7,512 | $19,964 | -$12,452 | $162,819 | $498 | $162,321 |
| December 31, 2024 | 990 | $36,298 | $45,782 | -$9,484 | $175,275 | $502 | $174,773 |
| December 31, 2023 | 990 | $64,451 | $76,956 | -$12,505 | $189,351 | $5,094 | $184,257 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $432
- Program service revenue
- $3,900
- Investment income
- $3,180
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $4,215
- Professional fees and payments to contractors
- $10,588
- Other expenses
- $5,161
- Program services (functional)
- $10,054
Balance sheet and other
- Total assets, start of year
- $175,275
- Total assets, end of year
- $162,819
- Total liabilities, end of year
- $498
- Net assets, end of year
- $162,321
- Cash, savings and investments
- $75,441
- Gross receipts
- $7,512
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY MULLEN | PRESIDENT | 0.1 | $0 |
| JULIE DAVIS | BOARD MEMBER | 0.1 | $0 |
| DEANNA SHARPE | BOARD MEMBER | 0.1 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CAROL ANDERSON | PAST PRESIDE Trustee or director, Officer | 32 | $0 | $22,460 |
| AMY MULLEN | PRESIDENT Trustee or director, Officer | 1.25 | $0 | $0 |
| DEVON KLUMB | TREASURER Trustee or director, Officer | 0.25 | $0 | $0 |
| MARILYN BERGEN | SECRETARY Trustee or director, Officer | 0.17 | $0 | $0 |
| JULIE DAVIS | BOARD MEMBER Trustee or director | 0.17 | $0 | $0 |
| DEANNA SHARPE | BOARD MEMBER Trustee or director | 0.17 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CAROL ANDERSON | PRESIDENT Trustee or director, Officer | 32 | $0 | $25,464 |
| AMY MULLEN | VICE PRESIDE Trustee or director, Officer | 4 | $0 | $6,366 |
| MARILYN BERGEN | SECRETARY Trustee or director, Officer | 0.25 | $0 | $0 |
| JULIE DAVIS | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| DEANNA SHARPE | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8828 NE WARD ST, PORTLAND, OR 97220-5002
- In care of
- % CAROL ANDERSON
- Signed the 990-EZ
- AMY MULLEN, PRESIDENT
- Phone
- (360) 697-4561
- Return prepared by
- INTEGRATED TAX SERVICES LLC
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.
Program accomplishments
- EDUCATIONAL PROGRAMING PRESENTED AN 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.Expenses $10,054
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0352077
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Human services (P51)
- Assets (IRS master file)
- $162,819
- Income (IRS master file)
- $7,512
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $7,512 | $19,964 | $162,819 | XML |
| 990 | December 2024 | $36,298 | $45,782 | $175,275 | XML |
| 990 | December 2023 | $64,451 | $76,956 | $189,351 | XML |
| 990 | December 2022 | $36,212 | $35,076 | $198,100 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0352077).
Questions about MONEY QUOTIENT NP
- What is the EIN of MONEY QUOTIENT NP?
- The employer identification number (EIN) of MONEY QUOTIENT NP is 20-0352077.
- Is MONEY QUOTIENT NP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to MONEY QUOTIENT NP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONEY QUOTIENT NP file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of MONEY QUOTIENT NP due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONEY QUOTIENT NP last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of MONEY QUOTIENT NP?
- The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MONEY QUOTIENT NP have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $7,512, expenses of $19,964 and total assets of $162,819 at year end.
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