2024-10-28T07:58:56-05:00 2023-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2023-01-01 522032530 THE MONEY MANAGEMENT INSTITUTE MONE 6468688500 1410 BROADWAY SUITE 2601 NEW YORK NY 10018 CRAIG PFEIFFER PRESIDENT 6468688500 2024-10-28 1 1 LAURA KIELCZEWSKI P00740769 3016529100 2024-10-25 2023 2024-10-15 13:58:12Z CRAIG PFEIFFER 1410 BROADWAY SUITE 2601 NEW YORK NY 10018 6137799 0 X WWW.MMINST.ORG X 1997 DC MMI IS THE LEADING VOICE FOR THE GLOBAL FINANCIAL SERVICES ORGANIZATIONS THAT PROVIDE INVESTMENT ADVISORY SOLUTIONS WITH PROGRAMS FOCUSED ON MEMBER INTERACTION, PROFESSIONAL DEVELOPMENT, NEXT-GENERATION INITIATIVES, THOUGHT LEADERSHIP AND ADVOCACY. 39 38 23 38 0 0 0 0 5503964 5835402 -3097 24292 11728 0 5512595 5859694 0 0 0 0 2593358 2984299 0 0 0 1722889 2084102 4316247 5068401 1196348 791293 11226158 12565599 4698522 5182641 6527636 7382958 MMI IS THE LEADING VOICE FOR THE GLOBAL FINANCIAL SERVICES ORGANIZATIONS THAT PROVIDE INVESTMENT ADVISORY SOLUTIONS WITH PROGRAMS FOCUSED ON MEMBER INTERACTION, PROFESSIONAL DEVELOPMENT, NEXT-GENERATION INITIATIVES, THOUGHT LEADERSHIP AND ADVOCACY. 0 0 MEMBERSHIP SERVICES: MEMBERSHIP SERVICES INCLUDES OUR PROGRAMS AND COMMITTEES. 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ADDITIONALLY, MMI PRODUCES PUBLICATIONS ON INDUSTRY RELEVANT TOPICS, PARTNERS WITH RESEARCH FIRMS, AND PUBLISHES A BI ANNUAL INVESTMENT ADVISORY SOLUTIONS JOURNAL CONTAINING RELEVANT PUBLICATIONS FROM MMI'S MEMBERS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 11 0 1 23 1 0 0 0 0 0 0 0 0 X 39 38 0 0 0 0 1 1 1 1 1 0 0 0 1 0 0 1 1 1 0 0 X SAMANTHA GREENSTEIN 6468688500 1410 BROADWAY SUITE 2601 NEW YORK NY 10018 AMOS ROBINSON MEMBER 1.00 X 0 0 0 ANNE STEER CHAIR 1.00 X X 0 0 0 BEBE WILKINSON MEMBER THRU 4/2023 1.00 X 0 0 0 BRAD JUNG MEMBER 1.00 X 0 0 0 BRENDAN CLARK CHAIR ELECT 1.00 X X 0 0 0 BRIAN SCHAPPERT MEMBER 1.00 X 0 0 0 CHERYL NASH MEMBER THRU 4/2023 1.00 X 0 0 0 CRAIG PFEIFFER PRESIDENT 40.00 X X 639948 0 35902 DAVID CHORBA MEMBER 1.00 X 0 0 0 DAVID GIFFEN MEMBER 1.00 X 0 0 0 ERIC KOESTNER CHAIR EMERITUS 1.00 X 0 0 0 JAIME MAGYERA MEMBER 1.00 X 0 0 0 JAMES DEVANEY TREASURER 1.00 X X 0 0 0 JAMES HADDON MEMBER 1.00 X 0 0 0 JEFF DOWDLE MEMBER THRU 3/2023 1.00 X 0 0 0 JILL BROWN SECRETARY 1.00 X X 0 0 0 JOEL SCHIFFMAN MEMBER THRU 10/2023 1.00 X 0 0 0 JOHN LUNNY MEMBER THRU 10/2023 1.00 X 0 0 0 JOHN MCDONOUGH MEMBER 1.00 X 0 0 0 JOHN DRAHZAL MEMBER 1.00 X 0 0 0 JONATHAN LINSTRA MEMBER 1.00 X 0 0 0 KARA JULIAN MEMBER 1.00 X 0 0 0 KARA GREHAN MEMBER 1.00 X 0 0 0 KEITH GLENFIELD MEMBER 1.00 X 0 0 0 MARK CONNOLLY MEMBER 1.00 X 0 0 0 MATT COLDREN MEMBER 1.00 X 0 0 0 MATTHEW CAULFIELD MEMBER 1.00 X 0 0 0 MATTHEW GOULET MEMBER 1.00 X 0 0 0 MATTHEW HUSS MEMBER 1.00 X 0 0 0 MAUREEN BROMWELL MEMBER 1.00 X 0 0 0 MIKE SERCHEN MEMBER 1.00 X 0 0 0 NOREEN BEAMAN MEMBER THRU 2/2023 1.00 X 0 0 0 PATRICIA LOEPKER MEMBER 1.00 X 0 0 0 PETE THATCH MEMBER THRU 4/2023 1.00 X 0 0 0 PETER HILL MEMBER 1.00 X 0 0 0 ROBBIE CANNON MEMBER THRU 8/2023 1.00 X 0 0 0 ROBERT PETTMAN MEMBER 1.00 X 0 0 0 ROBERT KENDALL MEMBER 1.00 X 0 0 0 ROGER PARADISO MEMBER 1.00 X 0 0 0 RYAN ROBERTSON MEMBER 1.00 X 0 0 0 RYAN BEACH MEMBER 1.00 X 0 0 0 SCOTT KILGALLEN MEMBER 1.00 X 0 0 0 STEVE HOUSTON MEMBER 1.00 X 0 0 0 STEVE CARL MEMBER 1.00 X 0 0 0 SUSAN THOMPSON MEMBER THRU 2/2023 1.00 X 0 0 0 TIM KRESL MEMBER 1.00 X 0 0 0 TOM MORELLI MEMBER 1.00 X 0 0 0 TROY THORNTON MEMBER 1.00 X 0 0 0 SAMANTHA GREENSTEIN FVP CHIEF ADMINISTRATIVE OFFICER 40.00 X 128614 0 10023 ARLEN ORANSKY SVP CHIEF MEMBERSHIP OFFICER 40.00 X 296974 0 20450 JOAN LENSING SVP CHIEF PROGRAMMING OFFICER 40.00 X 298521 0 19071 CHAD PAPANIER VP EDUCATIONAL SALES 40.00 X 126326 0 7583 JACKIE WILLIS VP CONFERENCES & EVENTS 40.00 X 120212 0 8236 KELLY CAPORALE SVP CHIEF MEMBERSHIP OFFICER 40.00 X 188717 0 9224 SANDRA SOWAH FVP LEARNING EXPERIENCE D 40.00 X 122912 0 7596 TIM WILLIAMS SVP DIRECTOR OF EDUCATION 40.00 X 251417 0 16925 2173641 0 135010 12 0 1 0 0 MEMBERSHIP DUES 900099 3213342 3213342 SEMINAR & CONFERENCES 900099 2622060 2622060 5835402 18895 18895 283502 278105 5397 5397 5397 5859694 5835402 0 24292 1449503 1033923 52069 278724 170080 21781 30835 6945 100000 32215 128992 113021 133761 90871 1180418 41617 4759 GATEWAY TO LEADERSHIP P 155000 DUES & SUBSCRIPTIONS 19438 MEMBERSHIP DEVELOPMENT 16440 REPAIRS & MAINTENANCE 8009 5068401 3708202 3972235 62929 45169 5917362 6972577 85656 109141 227335 54831 151534 172504 695014 794149 545792 440155 59669 59669 11226158 12565599 2673672 3090476 1459509 1616918 565341 475247 4698522 5182641 X 6527636 7382958 6527636 7382958 11226158 12565599 791293 64029 0 X 1 X 0 0 0 0 1 0 227335 54831 172504 172504 OPERATING LEASE OBLIGATION 475247 475247 X PART X, LINE 2: MMI IS EXEMPT FROM FEDERAL INCOME TAX BASED ON THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. 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X 0 0 0 CRAIG PFEIFFER PRESIDENT 264948 0 375000 0 0 0 14850 0 21052 0 675850 0 0 0 JOAN LENSING SVP CHIEF PROGRAMMING OFFICER 216021 0 82500 0 0 0 13676 0 5395 0 317592 0 0 0 ARLEN ORANSKY SVP CHIEF MEMBERSHIP OFFICER 219474 0 77500 0 0 0 13669 0 6781 0 317424 0 0 0 TIM WILLIAMS SVP DIRECTOR OF EDUCATION 216417 0 35000 0 0 0 11314 0 5611 0 268342 0 0 0 KELLY CAPORALE SVP CHIEF MEMBERSHIP OFFICER 145717 0 43000 0 0 0 8524 0 700 0 197941 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF MMI ELECT AND APPROVE OTHER MEMBERS AND MAKE DECISIONS AS STATED IN THE ORGANIZATIONAL BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A PLEASE SEE THE DESCRIPTION FOR FORM 990, PART VI, SECTION A, LINE 6. FORM 990, PART VI, SECTION A, LINE 7B PLEASE SEE THE DESCRIPTION FOR FORM 990, PART VI, SECTION A, LINE 6. 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