NEW YORK, NY
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)THE MONEY MANAGEMENT INSTITUTE, founded in 1997, is a community nonprofit that reported $6.4M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $5.6M left a modest 13% surplus.
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.
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...
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...
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $6,449,779 | $5,859,694 | +0.1% |
| Expenses | $5,583,433 | $5,068,401 | +0.1% |
| Net Income | $866,346 | $791,293 | +0.1% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| AMOS ROBINSON | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| ANNE STEER | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| ANNIE BROWN | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| BRAD JUNG | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| BRENDAN CLARK | CHAIR ELECT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| BRIAN SCHAPPERT | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| CHERI BELSKI | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| CRAIG PFEIFFER | PRESIDENT | 40.00 |
Officer
Director
|
$662,719 | $31,547 | $694,266 |
| DAVID CHORBA | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVID GIFFEN | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| ERIC KOESTNER | CHAIR EMERITUS | 1.00 |
Director
|
$0 | $0 | $0 |
| JAIME MAGYERA | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMES DEVANEY | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JAMES HADDON | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JAN HEALTH | MEMBER - TERMED 8/1/24 | 1.00 |
Director
|
$0 | $0 | $0 |
| JAY LINK | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JILL BROWN | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JOHN DRAHZAL | MEMBER - TERMED 4/30/24 | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN MCDONOUGH | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN MONINGER | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JONATHAN LINSTRA | MEMBER - TERMED 4/30/24 | 1.00 |
Director
|
$0 | $0 | $0 |
| KARA GREHAN | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| KARA JULIAN | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| KARL ROESSNER | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| KEITH GLENFIELD | MEMBER - TERMED 4/3/24 | 1.00 |
Director
|
$0 | $0 | $0 |
| KYLE THOMPSON | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MARK CONNOLLY | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MATT COLDREN | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MATTHEW CAULFIELD | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MATTHEW GOULET | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MATTHEW HUSS | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MAUREEN BROMWELL | MEMBER - TERMED 7/1/24 | 1.00 |
Director
|
$0 | $0 | $0 |
| MIKE SERCHEN | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| PATRICIA LOEPKER | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| PETER HILL | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBERT KENDALL | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBERT PETTMAN | MEMBER - TERMED 4/30/24 | 1.00 |
Director
|
$0 | $0 | $0 |
| ROGER PARADISO | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| RON PRUITT | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| RYAN ROBERTSON | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SARAH BAUER | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SCOTT KILGALLEN | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| STEVE CARL | STEVE CARL | 1.00 |
Director
|
$0 | $0 | $0 |
| STEVE HOUSTON | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SUZANNE CASEY | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| TIM KRESL | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| TOM MORELLI | MEMBER - TERMED 2/29/24 | 1.00 |
Director
|
$0 | $0 | $0 |
| TROY THORNTON | MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SAMANTHA GREENSTEIN | SVP, DIRECTOR OF MEMBER ENGAGEMENT | 40.00 |
Officer
|
$147,031 | $8,464 | $155,495 |
| ARLEN ORANSKY | SVP CHIEF MEMBERSHIP OFFICER | 40.00 |
Key Emp
|
$307,268 | $16,053 | $323,321 |
| JOAN LENSING | SVP CHIEF PROGRAMMING OFFICER | 40.00 |
Key Emp
|
$315,050 | $16,313 | $331,363 |
| ANTHONY ROLLO | DIRECTOR OF OPERATIONS & ADMIN. | 40.00 |
Highest
|
$124,567 | $11,033 | $135,600 |
| JOSEPHINE ORSINI | HCO | 40.00 |
Highest
|
$135,359 | $7,243 | $142,602 |
| KELLY CAPORALE | SVP CHIEF MEMBERSHIP OFFICER | 40.00 |
Highest
|
$194,853 | $7,885 | $202,738 |
| SANDRA SOWAH | FVP, LEARN. EXP. DESIGN AND PLATFORM MNGR. | 40.00 |
Highest
|
$132,399 | $5,948 | $138,347 |
| TIM WILLIAMS | SVP DIRECTOR OF EDUCATION | 40.00 |
Highest
|
$261,417 | $13,453 | $274,870 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $6,449,779 | $5,583,433 | $13,821,000 | $866,346 |
| 2023 | $5,859,694 | $5,068,401 | $12,565,599 | $791,293 |
| 2022 | $5,512,595 | $4,316,247 | $11,226,158 | $1,196,348 |
| 2021 | $4,309,180 | $3,132,994 | $8,835,712 | $1,176,186 |
| 2020 | $3,882,612 | $3,152,598 | $6,701,440 | $730,014 |
| 2019 | $4,654,963 | $3,884,597 | $5,538,473 | $770,366 |
| 2018 | $4,590,570 | $3,643,112 | $4,531,830 | $947,458 |
Compare THE MONEY MANAGEMENT INSTITUTE with other nonprofits in New York and across the country.