The Money Management Institute

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 522032530 ✦ New york, NY ✦ Designated as a 501(c)(6)

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Overview

What is The Money Management Institute?

The Money Management Institute (MMI) is a prominent nonprofit organization situated in New York, specifically at 1410 BROADWAY SUITE 2601. Its primary focus is on advocating for and supporting global financial services organizations providing investment advisory solutions. MMI offers a range of programs and committees, including major conferences, regional events, and thematic gatherings, which cater to various roles and types of member companies. The organization's committees cover areas such as legal and compliance, technology and operations, human resources, and emerging asset managers, to name a few. MMI also identifies significant trends within the membership and acts as a leading voice in the sector, promoting member interaction, professional development, and thought leadership. With a dedicated workforce of 18 individuals, MMI is committed to fostering growth and innovation within the investment advisory solutions industry.


Official website here: www.mminst.org

Is The Money Management Institute legitimate?

The Money Management Institute is a legitimate nonprofit organization registered as a 501(c)(6) entity. The Money Management Institute submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $1,449,503
Professional Fundraising Fees: $0
Other Salaries and Wages: $1,033,923

For more financial information, click here


Official website here: www.mminst.org

What is the mission statement of The Money Management Institute?

The Money Management Institute (MMI) serves as the leading advocate for global financial services organizations that offer investment advisory solutions. Their mission is centered around member interaction, professional development, fostering next-generation initiatives, promoting thought leadership, and advocacy. MMI provides various programs and committees, including major conferences, regional events, and focus groups, catering to different roles within member companies or the type of company itself. The organization identifies significant disciplines and trends within its membership base.


Official website here: www.mminst.org

What is the revenue of The Money Management Institute?

The Money Management Institute's revenue in 2023 was $5,859,694.


Official website here: www.mminst.org

Who are the executives of The Money Management Institute and what are their salaries?

The average compensation at The Money Management Institute during 2023 was $107,975. There are 23 employees and 38 volunteers at The Money Management Institute.

Here are 56 key members and their salaries:


Amos Robinson (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anne Steer (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bebe Wilkinson (Member Thru 4/2023)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brad Jung (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brendan Clark (Chair Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brian Schappert (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cheryl Nash (Member Thru 4/2023)
  • Compensation: $0
  • Related: $0
  • Other: $0
Craig Pfeiffer (President)
  • Compensation: $639,948
  • Related: $0
  • Other: $35,902
David Chorba (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Giffen (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eric Koestner (Chair Emeritus)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jaime Magyera (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
James Devaney (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
James Haddon (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Dowdle (Member Thru 3/2023)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jill Brown (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joel Schiffman (Member Thru 10/2023)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Lunny (Member Thru 10/2023)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Mcdonough (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Drahzal (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jonathan Linstra (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kara Julian (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kara Grehan (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Keith Glenfield (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Connolly (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matt Coldren (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Caulfield (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Goulet (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Huss (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Maureen Bromwell (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mike Serchen (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Noreen Beaman (Member Thru 2/2023)
  • Compensation: $0
  • Related: $0
  • Other: $0
Patricia Loepker (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Pete Thatch (Member Thru 4/2023)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peter Hill (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robbie Cannon (Member Thru 8/2023)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Pettman (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Kendall (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Roger Paradiso (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ryan Robertson (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ryan Beach (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Scott Kilgallen (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steve Houston (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steve Carl (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Susan Thompson (Member Thru 2/2023)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tim Kresl (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tom Morelli (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Troy Thornton (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Samantha Greenstein (Fvp Chief Administrative Officer)
  • Compensation: $128,614
  • Related: $0
  • Other: $10,023
Arlen Oransky (Svp Chief Membership Officer)
  • Compensation: $296,974
  • Related: $0
  • Other: $20,450
Joan Lensing (Svp Chief Programming Officer)
  • Compensation: $298,521
  • Related: $0
  • Other: $19,071
Chad Papanier (Vp Educational Sales)
  • Compensation: $126,326
  • Related: $0
  • Other: $7,583
Jackie Willis (Vp Conferences & Events)
  • Compensation: $120,212
  • Related: $0
  • Other: $8,236
Kelly Caporale (Svp Chief Membership Officer)
  • Compensation: $188,717
  • Related: $0
  • Other: $9,224
Sandra Sowah (Fvp Learning Experience D)
  • Compensation: $122,912
  • Related: $0
  • Other: $7,596
Tim Williams (Svp Director Of Education)
  • Compensation: $251,417
  • Related: $0
  • Other: $16,925


Official website here: www.mminst.org

Where can I find the form 990 for The Money Management Institute?

The Money Management Institute's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.mminst.org

Learn more at the official website: www.mminst.org

Mission Statement of The Money Management Institute

The Money Management Institute (MMI) serves as a prominent advocate for global financial services organizations that offer investment advisory solutions. Their mission is multifaceted, encompassing programs focused on fostering member engagement, professional development, promoting next-generation initiatives, encouraging thought leadership, and championing advocacy efforts. Through these programs, MMI aims to provide a platform for interaction between its members, facilitate their professional growth, and drive innovation in the investment advisory sector. The organization also identifies significant disciplines and trends within its membership, thereby staying abreast of the evolving landscape and ensuring its members remain at the forefront of industry developments.

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Impact



October, 2024

The Money Management Institute (MMI) plays a pivotal role in shaping the landscape of the global financial services sector, particularly in the area of investment advisory solutions. By serving as the leading voice for financial organizations, MMI fosters an environment where member interaction and professional development thrive. Its programs provide essential networking opportunities and knowledge sharing through major conferences and regional events that cater to various interests and specialties within the industry.

The organization addresses the diverse needs of its membership through specialized committees that delve into key areas such as legal compliance, technology, operations, and human resources. This focus on disciplines and industry-specific roles allows member companies, including emerging asset managers and alternative investment firms, to navigate the complexities of the financial landscape more effectively.

Moreover, MMI emphasizes next-generation initiatives and thought leadership, ensuring that its members are well-informed about noteworthy trends and best practices. By advocating for its members, MMI not only enhances their capabilities but also contributes to the overall improvement of the financial services community. Its impact extends beyond individual firms, fostering a more robust and responsible investment advisory industry that ultimately benefits clients and communities alike.



This information is meant to be a general summary of The Money Management Institute. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$5,859,694 (2023)
Expenses
$5,068,401 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $18,895
  • Program Service Revenue: $5,835,402
  • Gross Receipts: $6,137,799

Assets and Liabilities:

  • Total Assets: $11,226,158
  • Total Liabilities: $4,698,522
  • Net Assets: $6,527,636

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MEMBERSHIP DUES

Revenue

$3,213,342

SEMINAR & CONFERENCES

Revenue

$2,622,060

Organization Details

Founding Year

1997

Principal Officer

Craig Pfeiffer

Website

www.mminst.org

NTEE Category

Code: S41 - Community improvement

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