Public Charity

MONEY QUOTIENT NP

MONEY QUOTIENT NP, of PORTLAND, OR, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $36K in revenue, $46K in expenses, $175K in total assets. 3 publicly reported grants to this organization, totaling roughly $55K, appear in IRS filings.

EIN: 200352077 PORTLAND, OR Financial Counseling NTEE: P51 Latest filing: 2024
Total Revenue$36K
Total Expenses$46K
Total Assets$175K
Grant Records3
Funding Total$55K
Filing Years2019–2024

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.

Sample Grants Received

2022
FOR GENERAL OPERATING SUPPORT
$15,000
2021
FOR GENERAL OPERATING SUPPORT FOR CAPACITY BUILDING
$20,000
2020
FOR GENERAL OPERATING SUPPORT FOR CAPACITY BUILDING
$20,000

Showing up to 5 of 3 total records — full history available with membership.

Officers & Directors

PRESIDENT Amy Mullen
PAST PRESIDE Carol Anderson
BOARD MEMBER Deanna Sharpe
TREASURER Devon Klumb
BOARD MEMBER Julie Davis
SECRETARY Marilyn Bergen

Officer compensation and complete director data available with membership.

Top Grant Purposes

FOR GENERAL OPERATING SUPPORT FOR CAPACITY BUILDING
$40,000 2 grants
FOR GENERAL OPERATING SUPPORT
$15,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $36K $46K $175K
2023 $64K $77K $189K
2022 $36K $35K $198K
2020 $262K $209K $210K
2019 $565K $550K $160K

Between 2019 and 2024, reported annual revenue declined from $565K to $36K (-94%), with total assets most recently reported at $175K.

Interactive year-over-year charts and full filing details available with membership.

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