THE MONEY MANAGEMENT INSTITUTE (EIN 522032530) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

CRAIG PFEIFFER

Phone

6468688500

Tax Period

2024-01-01 to 2024-12-31

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.

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,389,685

Investment Income $34,601

Other Revenue $25,493

TOTAL REVENUE $6,449,779

Expense Breakdown

Grants Paid $27,500

Salaries & Benefits $3,340,760

Fundraising Expenses $0

Other Expenses $2,215,173

TOTAL EXPENSES $5,583,433

Year-over-Year Comparison

	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%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$849,761

Total Directors

$694,266

Key Employees

$654,684

Highest Compensated

reported

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

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

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

THE MONEY MANAGEMENT INSTITUTE