MY MONEY WORKSHOP INC (EIN 270726256) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

ROBERT YAFFA

Phone

9176893447

Tax Period

2025-01-01 to 2025-12-31

Mission

MY MONEY WORKSHOP'S MISSION IS TO EDUCATE PEOPLE TO MANAGE THEIR FINANCES WISELY AND TO MAKE A LIFETIME OF INFORMED DECISIONS. WE TEACH PEOPLE TO UNDERSTAND THE DECISIONS THEY MAKE ABOUT MONEY SO THEY CAN BUILD POSITIVE FINANCIAL FUTURES. WE KNOW THAT EDUCATION ALONE DOES NOT CHANGE BEHAIVOR. WE CREATE INDIVIDUALIZED AND CUSTOMIZED FINANCIAL LITERACY WORSHOPS THAT HELP EMPOWER COMMUNITY MEMBERS ON THEIR PERSONAL JOURNEY TOWARDS FINANCIAL SELF- SUFFICIENCY. WE PARTNER WITH COMMUNITY ORGANIZATIONS TO GIVE STUDENTS AND ADULT THE RESOURCES THEY NEED TO BE SET UP FOR ECONOMIC SUCCESS. WE EDUCATE AND EMPOWER INDIVIDUALS TO MANAGE THEIRE FINANCES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,696

Fundraising Expenses $0

Program Expenses $41,176

Other Expenses $38,480

TOTAL EXPENSES $41,176

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	$100,107	-1.0%
Expenses	$41,176	$112,825	-0.6%
Net Income	N/A	$-12,718	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY CANNELL	DIRECTOR	N/A	Director	$0	$0	$0
NEIL CANNELL	DIRECTOR	N/A	Director	$0	$0	$0
JUNE JAFFE	DIRECTOR	N/A	Director	$0	$0	$0
MARC JEROME	DIRECTOR	N/A	Director	$0	$0	$0
CELENE MENSCHEL	SECRETARY	N/A	Director	$0	$0	$0
ERIC RIBACHONEK	TREASURER	N/A	Director	$0	$0	$0
EARLE YAFFA	DIRECTOR	N/A	Director	$0	$0	$0
RICH YAFFA	CO-PRESIDENT	N/A	Officer	$0	$0	$0
ROBERT YAFFA	CO-PRESIDENT	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	$41,176	No data	No data
2024	$100,107	$112,825	$55,144	$-12,718
2023	$130,594	$171,486	$67,862	$-40,892
2022	$187,988	$201,177	$108,754	$-13,189
2021	$267,783	$188,446	$121,943	$79,337

MY MONEY WORKSHOP INC