MANAGED FUNDS ASSOCIATION

EIN: 770277826

WASHINGTON, DC

Total Revenue
$31,707,591
Total Expenses
$31,053,135
Total Assets
$37,124,683
Net Assets
$11,875,756
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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
IL
Principal Officer
BRYAN CORBETT
Phone
2027302600
Tax Period
2023-10-01 to 2024-09-30

MANAGED FUNDS ASSOCIATION, founded in 1991, is a mid-sized nonprofit that reported $31.7M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

MANAGED FUNDS ASSOCIATION (MFA), BASED IN WASHINGTON, DC, NEW YORK, BRUSSELS, AND LONDON, REPRESENTS THE GLOBAL ALTERNATIVE ASSET MANAGEMENT INDUSTRY. MFA'S MISSION IS TO ADVANCE THE ABILITY OF ALTERNATIVE ASSET MANAGERS TO RAISE CAPITAL, INVEST, AND GENERATE RETURNS FOR THEIR BENEFICIARIES. MFA ADVOCATES ON BEHALF OF ITS MEMBERSHIP AND CONVENES STAKEHOLDERS TO ADDRESS GLOBAL REGULATORY, OPERATIONAL, AND BUSINESS ISSUES. MFA HAS MORE THAN 180 MEMBER FUND MANAGERS, INCLUDING TRADITIONAL HEDGE FUNDS, CREDIT FUNDS, AND CROSSOVER FUNDS, THAT COLLECTIVELY MANAGE OVER $3.2 TRILLION ACROSS A DIVERSE GROUP OF INVESTMENT STRATEGIES. MEMBER FIRMS HELP PENSION PLANS, UNIVERSITY ENDOWMENTS, CHARITABLE FOUNDATIONS, AND OTHER INSTITUTIONAL INVESTORS TO DIVERSIFY THEIR INVESTMENTS, MANAGE RISK, AND GENERATE ATTRACTIVE RETURNS OVER TIME.

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Trantor Score

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

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $30,292,299
Investment Income $1,383,073
Other Revenue $32,219
TOTAL REVENUE $31,707,591

Expense Breakdown

Grants Paid $0
Salaries & Benefits $15,530,384
Fundraising Expenses $0
Other Expenses $15,522,751
TOTAL EXPENSES $31,053,135

Year-over-Year Comparison

2023 2022 Change
Revenue $31,707,591 $27,969,801 +0.1%
Expenses $31,053,135 $26,960,387 +0.2%
Net Income $654,456 $1,009,414 -0.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
38
Independent Members
38
Employees
N/A
Volunteers
38

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
8
$6,227,265
Total Directors
38
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NATALIE BIRRELL CHAIR 2.00
Officer Director
$0 $0 $0
DAVID ZIRIN VICE CHAIR 2.00
Officer Director
$0 $0 $0
NATALIE DEAK JAROS SECRETARY & TREASURER 2.00
Officer Director
$0 $0 $0
DES ANDERSON ELECTED DIRECTOR 2.00
Director
$0 $0 $0
MARK BAILEY ELECTED DIRECTOR 2.00
Director
$0 $0 $0
DARCY BRADBURY ELECTED DIRECTOR 2.00
Director
$0 $0 $0
JULIA DAILEY ELECTED DIRECTOR 2.00
Director
$0 $0 $0
BRUCE DARRINGER ELECTED DIRECTOR 2.00
Director
$0 $0 $0
BRIAN DOUGLAS ELECTED DIRECTOR 2.00
Director
$0 $0 $0
ERIC EPSTEIN ELECTED DIRECTOR 2.00
Director
$0 $0 $0
ANDREW FISHMAN ELECTED DIRECTOR 2.00
Director
$0 $0 $0
BRIAN GAVIN ELECTED DIRECTOR 2.00
Director
$0 $0 $0
REBECCA GINZBURG ELECTED DIRECTOR 2.00
Director
$0 $0 $0
JENNIFER GRAF ELECTED DIRECTOR 2.00
Director
$0 $0 $0
CHRIS HAYWARD ELECTED DIRECTOR 2.00
Director
$0 $0 $0
MICHAEL MENDELSON ELECTED DIRECTOR 2.00
Director
$0 $0 $0
CHRIS PAPAGIANIS ELECTED DIRECTOR 2.00
Director
$0 $0 $0
TONY PAQUETTE ELECTED DIRECTOR 2.00
Director
$0 $0 $0
SHAILINI RAO ELECTED DIRECTOR 2.00
Director
$0 $0 $0
GIL RAVIV ELECTED DIRECTOR 2.00
Director
$0 $0 $0
ZION SHOHET ELECTED DIRECTOR 2.00
Director
$0 $0 $0
JOHN SPINNEY ELECTED DIRECTOR 2.00
Director
$0 $0 $0
MARK SULLIVAN ELECTED DIRECTOR 2.00
Director
$0 $0 $0
TRACEY YURKO ELECTED DIRECTOR 2.00
Director
$0 $0 $0
JEFF BOYD APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
BRIAN DALY APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
ELIZABETH FRIES APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
TIM GATELY APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
PETER GREENE APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
MIKE KELLEHER APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
KENNY KING APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
EDOUARD MATITIA-COHEN APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
LOUIS MOLINARI APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
ANDREW PALMER APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
JAY PELLER APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
TED POST APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
CARLOS RANGEL APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
CARL STEWART APPOINTED DIRECTOR 2.00
Director
$0 $0 $0
BRYAN CORBETT PRESIDENT & CEO 39.50
Officer
$2,856,675 $60,877 $2,917,552
JENNIFER HAN EVP, CHIEF COUNSEL, HEAD REG AFFAIRS 40.00
Officer
$833,160 $66,321 $899,481
PETER DONOVAN EVP, COO 40.00
Officer
$834,939 $59,991 $894,930
JILLIEN FLORES EVP, HEAD OF US GOVERNMENT AFFAIRS 40.00
Officer
$820,768 $62,159 $882,927
NOAH THERAN GLOBAL HEAD OF COMMUNICATIONS 39.50
Officer
$564,892 $67,483 $632,375
NORA RICHARDSON VP, MEMBERSHIP & INV SERVS 40.00
Highest
$453,968 $25,841 $479,809
MATTHEW DAIGLER VP, REGULATORY AFFAIRS 40.00
Highest
$379,674 $14,354 $394,028
AMY D'ANNUNZIO MD, SPONSORSHIP & CONFERENCES 40.00
Highest
$353,126 $28,348 $381,474
ERIK JOHNSON VP, US GOVERNMENT RELATIONS 40.00
Highest
$353,792 $14,407 $368,199
RAPHAEL WILLIAMS VP, COMMUNICATIONS 40.00
Highest
$281,621 $25,392 $307,013
BROOKE HARLOW FORMER CHIEF COMMERICAL OFFICER 40.00
$505,471 $1,019 $506,490
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 $31,707,591 $31,053,135 $37,124,683 $654,456
2023 $27,969,801 $26,960,387 $34,909,058 $1,009,414
2022 $24,366,769 $25,185,826 $32,149,048 $-819,057
2021 $21,179,776 $21,578,744 $24,735,968 $-398,968
2020 $19,904,747 $20,825,709 $21,162,844 $-920,962
2019 $20,708,577 $19,708,465 $23,552,451 $1,000,112
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