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
Among its reported 2024 grants, the largest include Gateway to Leadership Foundation ($27,500).
| Recipient | Purpose | Amount |
|---|---|---|
| GATEWAY TO LEADERSHIP FOUNDATION NEW YORK, NY | CHARITABLE SUPPORT | $27,500 |
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 |
Frequently Asked Questions
How large is The Money Management Institute?
As of 2024, The Money Management Institute holds $13.8M in total assets with $6.4M in annual revenue. It awarded 1 grants totaling $28K in 2024.
Where does The Money Management Institute operate?
The Money Management Institute has awarded grants in New York.
What size grants does The Money Management Institute award?
In 2024, The Money Management Institute awarded 1 grants totaling $28K — an average of about $28K per grant, based on its IRS Form 990 filings.
What is The Money Management Institute's EIN?
The Money Management Institute's EIN (Employer Identification Number) is 52-2032530. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Money Management Institute's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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