Civic Intelligence

My Future-Money Management Workshops Inc

EIN 27-0726256 • 501(c)3 • New York, NY

Pub. 78 Eligible990-N CoverageNTEE B90

Profile

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 behavior. We create individualized and customized financial literacy workshops that help empower community members on their personal journey towards financial self-sufficiency. We partner with community organizations to give students and adults the resources they need to be set up for economic success. We educate and empower individuals to manage their finances,

1202 Lexington Avenue Suite 212New York, NY 10028

mymoneyworkshop.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

27th percentile

-27%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$55,144

Down $12,718 (-19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$55,144

Down $12,718 (-19%) from 2023

Revenue

Down

$100,107

Down $30,487 (-23%) from 2023

Expenses

Down

$112,825

Down $58,661 (-34%) from 2023

Net Income

Up

-$12,718

Up $28,174 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2015: $13,535Net Assets 2015: $13,5352015Assets 2016: $39,819Liabilities 2016: $30,000Net Assets 2016: $9,8192016Assets 2018: $83,382Liabilities 2018: $0Net Assets 2018: $83,3822018Assets 2019: $63,029Liabilities 2019: $0Net Assets 2019: $63,0292019Assets 2020: $42,606Liabilities 2020: $0Net Assets 2020: $42,6062020Assets 2021: $121,943Liabilities 2021: $0Net Assets 2021: $121,9432021Assets 2022: $108,754Liabilities 2022: $0Net Assets 2022: $108,7542022Assets 2023: $67,862Liabilities 2023: $0Net Assets 2023: $67,8622023Assets 2024: $55,144Liabilities 2024: $0Net Assets 2024: $55,1442024

Highlighted filing

2024

Assets$55,144
Liabilities$0
Net Assets$55,144

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $19,105Expenses 2015: $66,546Net Income 2015: -$47,4412015Revenue 2016: $76,450Expenses 2016: $80,166Net Income 2016: -$3,7162016Revenue 2018: $188,399Expenses 2018: $146,332Net Income 2018: $42,0672018Revenue 2019: $178,205Expenses 2019: $198,558Net Income 2019: -$20,3532019Revenue 2020: $159,430Expenses 2020: $179,853Net Income 2020: -$20,4232020Revenue 2021: $267,783Expenses 2021: $188,446Net Income 2021: $79,3372021Revenue 2022: $187,988Expenses 2022: $201,177Net Income 2022: -$13,1892022Revenue 2023: $130,594Expenses 2023: $171,486Net Income 2023: -$40,8922023Revenue 2024: $100,107Expenses 2024: $112,825Net Income 2024: -$12,7182024

Highlighted filing

2024

Revenue$100,107
Expenses$112,825
Net Income-$12,718

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Gross Receipts
$100,107
Mission and Program Overview

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 behavior. We create individualized and customized financial literacy workshops that help empower community members on their personal journey towards financial self-sufficiency. We partner with community organizations to give students and adults the resources they need to be set up for economic success. We educate and empower individuals to manage their finances,

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$67,862$55,144▼ $12,718
Total Assets$67,862$55,144▼ $12,718
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$67,862$55,144▼ $12,718
Total Net Assets Fund Balance$67,862$55,144▼ $12,718
Total Liabilities and Net Assets / Fund Balance$67,862$55,144▼ $12,718
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rich YaffaCo-president
Robert YaffaCo-president
Earle YaffaDirector
Jay CannellDirector
June JaffeDirector
Marc JeromeDirector
Neil CannellDirector
Celene MenschelSecretary
Eric RibachonekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$100,107
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-12,718
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$79,863
Other Expenses$32,962
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$74,700--$74,700
Fees for Services Management$19,600--$19,600
Office Expenses$8,122--$8,122
Payroll Taxes$5,163--$5,163
Other Expenses$3,131--$3,131
Fees for Services Accounting$1,200--$1,200
Insurance$909--$909
Total Functional Expenses$112,825$0$0$112,825
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Robert yaffa richard yaffa co-president co-president brother robert yaffa earle yaffa co-president director uncle richard yaffa earle yaffa co-president director uncle

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
My Money Workshop Inc
EIN
27-0726256
Phone
9176893447
Address
1202 LEXINGTON AVENUE SUITE 212, NEW YORK, NY 10028

Signing Officer

Name
Robert Yaffa
Title
Co-president
Phone
9176893447
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Yaffa
Formed
2009
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
25

Preparer

Firm
Gregg Jaffe
Address
30 WHITLOCK STREET, PLAINVIEW, NY 11803-3134
Preparer
Gregg Jaffe
Phone
5167705305
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Form 990, Page 2, Part III, Line 4D

All expenditures were incurred in connection with presenting workshops at

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MY 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL EXPENDITURES WERE INCURRED IN CONNECTION WITH PRESENTING WORKSHOPS AT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROBERT YAFFA RICHARD YAFFA CO-PRESIDENT CO-PRESIDENT BROTHER ROBERT YAFFA EARLE YAFFA CO-PRESIDENT DIRECTOR UNCLE RICHARD YAFFA EARLE YAFFA CO-PRESIDENT DIRECTOR UNCLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt067862
IRS990/TotalAssetsEOYAmt055144
IRS990/TotalAssetsGrp/BOYAmt067862
IRS990/TotalAssetsGrp/EOYAmt055144
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0112825
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt067862
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055144
IRS990/TotalOtherProgSrvcExpenseAmt0112825
IRS990/TotalProgramServiceExpensesAmt0112825
IRS990/TotalProgramServiceRevenueAmt0100107
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100107
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0100107
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt067862
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055144
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt030 EAST 81ST STREET
IRS990/USAddress/AddressLine2Txt0APT 11B
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010028
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0MYMONEYWORKSHOP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT YAFFA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09176893447
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MY MONEY WORKSHOP INC
ReturnHeader/Filer/BusinessNameControlTxt0MYMO
ReturnHeader/Filer/EIN0270726256
ReturnHeader/Filer/PhoneNum09176893447
ReturnHeader/Filer/USAddress/AddressLine1Txt01202 LEXINGTON AVENUE SUITE 212
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010028
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGG JAFFE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 WHITLOCK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLAINVIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0118033134
ReturnHeader/PreparerPersonGrp/PhoneNum05167705305
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGG JAFFE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-29T09:44:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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