The Money Management Institute
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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.8M
+10.0% YoY
Annual Giving
$28K
Grant Count
1
Avg Grant Size
$28K
About The Money Management Institute
Based on IRS filings
The Money Management Institute is a nonprofit organization, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.8M in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $35K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,821,000 | $12,565,599 | $11,226,158 |
| Revenue | $6,449,779 | $5,859,694 | $5,512,595 |
| Expenses | $5,583,433 | $5,068,401 | $4,316,247 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $34,601 | $24,292 | $-3,097 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AMOS ROBINSON | MEMBER | 1 | — |
| ANNE STEER | CHAIR | 1 | — |
| ANNIE BROWN | MEMBER | 1 | — |
| BRAD JUNG | MEMBER | 1 | — |
| BRENDAN CLARK | CHAIR ELECT | 1 | — |
| BRIAN SCHAPPERT | MEMBER | 1 | — |
| CHERI BELSKI | MEMBER | 1 | — |
| CRAIG PFEIFFER | PRESIDENT | 40 | $662,719 |
| DAVID CHORBA | MEMBER | 1 | — |
| DAVID GIFFEN | MEMBER | 1 | — |
| ERIC KOESTNER | CHAIR EMERITUS | 1 | — |
| JAIME MAGYERA | MEMBER | 1 | — |
| JAMES DEVANEY | TREASURER | 1 | — |
| JAMES HADDON | MEMBER | 1 | — |
| JAN HEALTH | MEMBER - TERMED 8/1/24 | 1 | — |
| JAY LINK | MEMBER | 1 | — |
| JILL BROWN | SECRETARY | 1 | — |
| JOHN DRAHZAL | MEMBER - TERMED 4/30/24 | 1 | — |
| JOHN MCDONOUGH | MEMBER | 1 | — |
| JOHN MONINGER | MEMBER | 1 | — |
| JONATHAN LINSTRA | MEMBER - TERMED 4/30/24 | 1 | — |
| KARA GREHAN | MEMBER | 1 | — |
| KARA JULIAN | MEMBER | 1 | — |
| KARL ROESSNER | MEMBER | 1 | — |
| KEITH GLENFIELD | MEMBER - TERMED 4/3/24 | 1 | — |
| KYLE THOMPSON | MEMBER | 1 | — |
| MARK CONNOLLY | MEMBER | 1 | — |
| MATT COLDREN | MEMBER | 1 | — |
| MATTHEW CAULFIELD | MEMBER | 1 | — |
| MATTHEW GOULET | MEMBER | 1 | — |
| MATTHEW HUSS | MEMBER | 1 | — |
| MAUREEN BROMWELL | MEMBER - TERMED 7/1/24 | 1 | — |
| MIKE SERCHEN | MEMBER | 1 | — |
| PATRICIA LOEPKER | MEMBER | 1 | — |
| PETER HILL | MEMBER | 1 | — |
| ROBERT KENDALL | MEMBER | 1 | — |
| ROBERT PETTMAN | MEMBER - TERMED 4/30/24 | 1 | — |
| ROGER PARADISO | MEMBER | 1 | — |
| RON PRUITT | MEMBER | 1 | — |
| RYAN ROBERTSON | MEMBER | 1 | — |
| SARAH BAUER | MEMBER | 1 | — |
| SCOTT KILGALLEN | MEMBER | 1 | — |
| STEVE CARL | STEVE CARL | 1 | — |
| STEVE HOUSTON | MEMBER | 1 | — |
| SUZANNE CASEY | MEMBER | 1 | — |
| TIM KRESL | MEMBER | 1 | — |
| TOM MORELLI | MEMBER - TERMED 2/29/24 | 1 | — |
| TROY THORNTON | MEMBER | 1 | — |
| SAMANTHA GREENSTEIN | SVP, DIRECTOR OF MEMBER ENGAGEMENT | 40 | $147,031 |
| ARLEN ORANSKY | SVP CHIEF MEMBERSHIP OFFICER | 40 | $307,268 |
| JOAN LENSING | SVP CHIEF PROGRAMMING OFFICER | 40 | $315,050 |
| ANTHONY ROLLO | DIRECTOR OF OPERATIONS & ADMIN. | 40 | $124,567 |
| JOSEPHINE ORSINI | HCO | 40 | $135,359 |
| KELLY CAPORALE | SVP CHIEF MEMBERSHIP OFFICER | 40 | $194,853 |
| SANDRA SOWAH | FVP, LEARN. EXP. DESIGN AND PLATFORM MNGR. | 40 | $132,399 |
| TIM WILLIAMS | SVP DIRECTOR OF EDUCATION | 40 | $261,417 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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