Nonprofit · EIN 52-2032530
MONEY MANAGEMENT
Tax-exempt · NEW YORK, NY 10018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,449,779 | $5,583,433 | $866,346 | $13,821,000 | $5,516,139 | $8,304,861 |
| December 31, 2023 | 990 | $5,859,694 | $5,068,401 | $791,293 | $12,565,599 | $5,182,641 | $7,382,958 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,389,685
- Investment income
- $34,601
- Net gain from sales of assets
- $12,042
- Other revenue
- $25,493
Expenses
- Grants and similar amounts paid
- $27,500
- Compensation of officers, directors and key employees
- $1,504,445
- Other salaries and wages
- $1,191,770
- Salaries, compensation and benefits (total)
- $3,340,760
- Professional fundraising fees
- $0
- Legal fees
- $30,726
- Accounting fees
- $29,669
- Occupancy
- $129,423
- Travel
- $79,596
- Depreciation
- $47,023
Balance sheet and other
- Total assets, start of year
- $12,565,599
- Total assets, end of year
- $13,821,000
- Total liabilities, end of year
- $5,516,139
- Net assets, end of year
- $8,304,861
- Land, buildings and equipment
- $138,231
- Publicly traded securities
- $876,184
- Net assets without donor restrictions
- $8,304,861
- Gross receipts
- $6,895,395
- Employees
- 22
- Volunteers
- 40
- Year formed
- 1997
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CRAIG PFEIFFER | PRESIDENT Trustee or director, Officer | 40 | $662,719 | $31,547 |
| JOAN LENSING | SVP CHIEF PROGRAMMING OFFICER Key employee | 40 | $315,050 | $16,313 |
| ARLEN ORANSKY | SVP CHIEF MEMBERSHIP OFFICER Key employee | 40 | $307,268 | $16,053 |
| TIM WILLIAMS | SVP DIRECTOR OF EDUCATION Highest-paid employee | 40 | $261,417 | $13,453 |
| KELLY CAPORALE | SVP CHIEF MEMBERSHIP OFFICER Highest-paid employee | 40 | $194,853 | $7,885 |
| SAMANTHA GREENSTEIN | SVP, DIRECTOR OF MEMBER ENGAGEMENT Officer | 40 | $147,031 | $8,464 |
| JOSEPHINE ORSINI | HCO Highest-paid employee | 40 | $135,359 | $7,243 |
| SANDRA SOWAH | FVP, LEARN. EXP. DESIGN AND PLATFORM MNGR. Highest-paid employee | 40 | $132,399 | $5,948 |
| ANTHONY ROLLO | DIRECTOR OF OPERATIONS & ADMIN. Highest-paid employee | 40 | $124,567 | $11,033 |
| AMOS ROBINSON | MEMBER Trustee or director | 1 | $0 | $0 |
| ANNE STEER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANNIE BROWN | MEMBER Trustee or director | 1 | $0 | $0 |
| BRAD JUNG | MEMBER Trustee or director | 1 | $0 | $0 |
| BRENDAN CLARK | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| BRIAN SCHAPPERT | MEMBER Trustee or director | 1 | $0 | $0 |
41 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERI BELSKI | MEMBER Trustee or director | 1 | $0 |
| DAVID CHORBA | MEMBER Trustee or director | 1 | $0 |
| DAVID GIFFEN | MEMBER Trustee or director | 1 | $0 |
| ERIC KOESTNER | CHAIR EMERITUS Trustee or director | 1 | $0 |
| JAIME MAGYERA | MEMBER Trustee or director | 1 | $0 |
| JAMES DEVANEY | TREASURER Trustee or director, Officer | 1 | $0 |
| JAMES HADDON | MEMBER Trustee or director | 1 | $0 |
| JAN HEALTH | MEMBER - TERMED 8/1/24 Trustee or director | 1 | $0 |
| JAY LINK | MEMBER Trustee or director | 1 | $0 |
| JILL BROWN | SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN DRAHZAL | MEMBER - TERMED 4/30/24 Trustee or director | 1 | $0 |
| JOHN MCDONOUGH | MEMBER Trustee or director | 1 | $0 |
| JOHN MONINGER | MEMBER Trustee or director | 1 | $0 |
| JONATHAN LINSTRA | MEMBER - TERMED 4/30/24 Trustee or director | 1 | $0 |
| KARA GREHAN | MEMBER Trustee or director | 1 | $0 |
| KARA JULIAN | MEMBER Trustee or director | 1 | $0 |
| KARL ROESSNER | MEMBER Trustee or director | 1 | $0 |
| KEITH GLENFIELD | MEMBER - TERMED 4/3/24 Trustee or director | 1 | $0 |
| KYLE THOMPSON | MEMBER Trustee or director | 1 | $0 |
| MARK CONNOLLY | MEMBER Trustee or director | 1 | $0 |
| MATT COLDREN | MEMBER Trustee or director | 1 | $0 |
| MATTHEW CAULFIELD | MEMBER Trustee or director | 1 | $0 |
| MATTHEW GOULET | MEMBER Trustee or director | 1 | $0 |
| MATTHEW HUSS | MEMBER Trustee or director | 1 | $0 |
| MAUREEN BROMWELL | MEMBER - TERMED 7/1/24 Trustee or director | 1 | $0 |
| MIKE SERCHEN | MEMBER Trustee or director | 1 | $0 |
| PATRICIA LOEPKER | MEMBER Trustee or director | 1 | $0 |
| PETER HILL | MEMBER Trustee or director | 1 | $0 |
| ROBERT KENDALL | MEMBER Trustee or director | 1 | $0 |
| ROBERT PETTMAN | MEMBER - TERMED 4/30/24 Trustee or director | 1 | $0 |
| ROGER PARADISO | MEMBER Trustee or director | 1 | $0 |
| RON PRUITT | MEMBER Trustee or director | 1 | $0 |
| RYAN ROBERTSON | MEMBER Trustee or director | 1 | $0 |
| SARAH BAUER | MEMBER Trustee or director | 1 | $0 |
| SCOTT KILGALLEN | MEMBER Trustee or director | 1 | $0 |
| STEVE CARL | STEVE CARL Trustee or director | 1 | $0 |
| STEVE HOUSTON | MEMBER Trustee or director | 1 | $0 |
| SUZANNE CASEY | MEMBER Trustee or director | 1 | $0 |
| TIM KRESL | MEMBER Trustee or director | 1 | $0 |
| TOM MORELLI | MEMBER - TERMED 2/29/24 Trustee or director | 1 | $0 |
| TROY THORNTON | MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 56 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CRAIG PFEIFFER | PRESIDENT Trustee or director, Officer | 40 | $639,948 | $35,902 |
| JOAN LENSING | SVP CHIEF PROGRAMMING OFFICER Key employee | 40 | $298,521 | $19,071 |
| ARLEN ORANSKY | SVP CHIEF MEMBERSHIP OFFICER Key employee | 40 | $296,974 | $20,450 |
| TIM WILLIAMS | SVP DIRECTOR OF EDUCATION Highest-paid employee | 40 | $251,417 | $16,925 |
| KELLY CAPORALE | SVP CHIEF MEMBERSHIP OFFICER Highest-paid employee | 40 | $188,717 | $9,224 |
| SAMANTHA GREENSTEIN | FVP CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $128,614 | $10,023 |
| CHAD PAPANIER | VP EDUCATIONAL SALES Highest-paid employee | 40 | $126,326 | $7,583 |
| SANDRA SOWAH | FVP LEARNING EXPERIENCE D Highest-paid employee | 40 | $122,912 | $7,596 |
| JACKIE WILLIS | VP CONFERENCES & EVENTS Highest-paid employee | 40 | $120,212 | $8,236 |
| AMOS ROBINSON | MEMBER Trustee or director | 1 | $0 | $0 |
| ANNE STEER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BEBE WILKINSON | MEMBER THRU 4/2023 Trustee or director | 1 | $0 | $0 |
| BRAD JUNG | MEMBER Trustee or director | 1 | $0 | $0 |
| BRENDAN CLARK | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| BRIAN SCHAPPERT | MEMBER Trustee or director | 1 | $0 | $0 |
| CHERYL NASH | MEMBER THRU 4/2023 Trustee or director | 1 | $0 | $0 |
| DAVID CHORBA | MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID GIFFEN | MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC KOESTNER | CHAIR EMERITUS Trustee or director | 1 | $0 | $0 |
| JAIME MAGYERA | MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES DEVANEY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JAMES HADDON | MEMBER Trustee or director | 1 | $0 | $0 |
| JEFF DOWDLE | MEMBER THRU 3/2023 Trustee or director | 1 | $0 | $0 |
| JILL BROWN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOEL SCHIFFMAN | MEMBER THRU 10/2023 Trustee or director | 1 | $0 | $0 |
| JOHN LUNNY | MEMBER THRU 10/2023 Trustee or director | 1 | $0 | $0 |
| JOHN MCDONOUGH | MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN DRAHZAL | MEMBER Trustee or director | 1 | $0 | $0 |
| JONATHAN LINSTRA | MEMBER Trustee or director | 1 | $0 | $0 |
| KARA JULIAN | MEMBER Trustee or director | 1 | $0 | $0 |
| KARA GREHAN | MEMBER Trustee or director | 1 | $0 | $0 |
| KEITH GLENFIELD | MEMBER Trustee or director | 1 | $0 | $0 |
| MARK CONNOLLY | MEMBER Trustee or director | 1 | $0 | $0 |
| MATT COLDREN | MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW CAULFIELD | MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW GOULET | MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW HUSS | MEMBER Trustee or director | 1 | $0 | $0 |
| MAUREEN BROMWELL | MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE SERCHEN | MEMBER Trustee or director | 1 | $0 | $0 |
| NOREEN BEAMAN | MEMBER THRU 2/2023 Trustee or director | 1 | $0 | $0 |
| PATRICIA LOEPKER | MEMBER Trustee or director | 1 | $0 | $0 |
| PETE THATCH | MEMBER THRU 4/2023 Trustee or director | 1 | $0 | $0 |
| PETER HILL | MEMBER Trustee or director | 1 | $0 | $0 |
| ROBBIE CANNON | MEMBER THRU 8/2023 Trustee or director | 1 | $0 | $0 |
| ROBERT PETTMAN | MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT KENDALL | MEMBER Trustee or director | 1 | $0 | $0 |
| ROGER PARADISO | MEMBER Trustee or director | 1 | $0 | $0 |
| RYAN ROBERTSON | MEMBER Trustee or director | 1 | $0 | $0 |
| RYAN BEACH | MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT KILGALLEN | MEMBER Trustee or director | 1 | $0 | $0 |
| STEVE HOUSTON | MEMBER Trustee or director | 1 | $0 | $0 |
| STEVE CARL | MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN THOMPSON | MEMBER THRU 2/2023 Trustee or director | 1 | $0 | $0 |
| TIM KRESL | MEMBER Trustee or director | 1 | $0 | $0 |
| TOM MORELLI | MEMBER Trustee or director | 1 | $0 | $0 |
| TROY THORNTON | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1410 BROADWAY RM 2601, NEW YORK, NY 10018-5092
- In care of
- % HILARY FIORELLA
- Principal officer (990 for 2024)
- CRAIG PFEIFFER, 1410 BROADWAY SUITE 2601, NEW YORK, NY 10018
- Signed the 990
- CRAIG PFEIFFER, PRESIDENT
- Phone
- (646) 868-8500
- Website
- WWW.MMINST.ORG
- Return prepared by
- COHNREZNICK ADVISORY LLC
Mission
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.
Program accomplishments
- MEMBERSHIP SERVICES: MEMBERSHIP SERVICES INCLUDES OUR PROGRAMS AND COMMITTEES. OUR PROGRAMS CONSIST OF BOTH MAJOR CONFERENCES AS WELL AS REGIONAL AND THEMATIC EVENTS. OUR COMMITTEES ARE FOCUSED ON DIFFERENT ROLES IN OUR MEMBER COMPANIES ORGANIZATIONS; I.E LEGAL AND COMPLIANCE, TECHNOLOGY AND OPERATIONS, HUMAN RESOURCES, ETC, OR THE TYPE OF MEMBER COMPANY; I.E. EMERGING ASSET MANAGERS, ALTERNATIVE INVESTMENTS, ETC. MMI IDENTIFIES DISCIPLINES AND NOTEWORTHY TRENDS OF OUR MEMBERSHIP.
- EDUCATION & PROFESSIONAL DEVELOPMENT: MMI HELPS OUR MEMBERS TO KNOW BY EXPANDING THEIR INDUSTRY KNOWLEDGE AND UNDERSTANDING OF KEY TRENDS. MMI IS COMMITTED TO A CULTURE OF CONTINUOUS LEARNING AND TO HELPING MEMBER FIRMS AND THEIR TEAMS BE "CAREER READY, AT EVERY STAGE."
- ANALYSIS AND INSIGHT: MMI DEVELOPS, CURATES AND PRESENTS INSIGHTFUL ANALYSIS THOUGHT LEADERSHIP FROM TRUSTED INDUSTRY EXPERTS. MMI COORDINATES WITH AN INDUSTRY DATA PROVIDER ON DATA INSIGHTS IN THE INDUSTRY TO PRODUCE A QUARTERLY ADVISORY SOLUTIONS PORTAL AND HOST A DATA PORTAL TO VIEW DATA TRENDS. 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-2032530
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $13,821,000
- Income (IRS master file)
- $6,895,395
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,449,779 | $5,583,433 | $13,821,000 | XML |
| 990 | December 2023 | $5,859,694 | $5,068,401 | $12,565,599 | XML |
| 990 | December 2022 | $5,512,595 | $4,316,247 | $11,226,158 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2032530).
Questions about MONEY MANAGEMENT
- What is the EIN of MONEY MANAGEMENT?
- The employer identification number (EIN) of MONEY MANAGEMENT is 52-2032530.
- Is MONEY MANAGEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1998.
- Are donations to MONEY MANAGEMENT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONEY MANAGEMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONEY MANAGEMENT due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONEY MANAGEMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MONEY MANAGEMENT?
- The 990 for the year ended December 31, 2024 names CRAIG PFEIFFER.
- Who are the officers and directors of MONEY MANAGEMENT?
- The 990 for the year ended December 31, 2024 lists 56 people; 9 received compensation from the organization, the highest $662,719 (CRAIG PFEIFFER, PRESIDENT).
- How much revenue does MONEY MANAGEMENT have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,449,779, expenses of $5,583,433 and total assets of $13,821,000 at year end.
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