Money Confidence Project

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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

2025

Legal Domicile

Principal Officer

GEOFFREY HOWARD

Phone

2132709668

Tax Period

2025-07-10 to 2025-12-31

Money Confidence Project, founded in 2025, is a small nonprofit in the Human Services sector that reported $800K in total revenue in fiscal year 2025. Expenses of $755K left a modest 6% surplus.

Mission

THE MONEY CONFIDENCE PROJECT SEEKS TO PROMOTE FINANCIAL WELLNESS AND ENTREPRENEURSHIP AMONG THE GENERAL PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $681,151 Revenue: $800,000

THE MONEY CONFIDENCE PROJECT USES AN INTERNET BASED AND MOBILE PLATFORM TO TRANSFORM USERS' RELATIONSHIP WITH MONEY BY APPLYING RESEARCH BASED TECHNOLOGY ENGAGEMENT TO REDUCE FINANCIAL ANXIETIES. BY FUNDEMENTALLY TRANSFORMING THE USER'S RELATIONSHIP WITH MONEY, THE MONEY CONFIDENCE PROJECT HELPS USERS TO DEVELOP HEALTHIER SPENDING HABITS, BUDGETING, AND GREATER FINANCIAL LITERACY.

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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 $800,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $800,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $194,900

Fundraising Expenses $0

Program Expenses $681,151

Other Expenses $559,708

TOTAL EXPENSES $754,608

Year-over-Year Comparison

	2025	2024	Change
Revenue	$800,000	N/A	N/A
Expenses	$754,608	N/A	N/A
Net Income	$45,392	N/A	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

N/A

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
JESSICA PATEL	MARKETING MANAGER		$0	$0	$85,786
LEA REED	HEAD OF CONTENT		$0	$0	$47,273
SHELLEY MILES	EXECUTIVE DIRECTOR		$0	$0	$19,877
GEOFFrey HOWARD	CFO		$0	$0	$18,881
ERIK BASS	IT MANAGER		$0	$0	$15,980
Breau Ayer	Director	Director	$0	$0	$0
Bicky Law	Director	Director	$0	$0	$0
Carolyn Singleton	Director	Director	$0	$0	$0
SHELLEY MILES	President	Director	$0	$0	$0
GEOFFREY HOWARD	Sec./Treas	Director	$0	$0	$0
Sarah Adolphson	Director	Director	$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	$800,000	$754,608	$800,000	$45,392