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.
The Money Management Institute at a glance
In short: The Money Management Institute gave $28K across 1 grant in 2024 (avg $28K), mostly in New York. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $27,500
- Grants made (2024)
- 1
- Average grant
- $27,500
- Median grant
- $27,500
- Total assets
- $13,821,000
- +10.0% vs 2023
- Primary geography
- New York (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who The Money Management Institute funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Gateway to Leadership Foundation ($28K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Gateway to Leadership Foundation New York, NY | Charitable Support | $27,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $13,821,000 | $6,449,779 | $5,583,433 | $27,500 | 1 | $34,601 |
| 2023 | $12,565,599 | $5,859,694 | $5,068,401 | — | — | $24,292 |
| 2022 | $11,226,158 | $5,512,595 | $4,316,247 | — | — | $-3,097 |
| 2021 | $8,835,712 | $4,309,180 | $3,132,994 | — | — | $125,957 |
| 2020 | $6,701,440 | $3,882,612 | $3,152,598 | — | — | $19,944 |
About The Money Management Institute
Based on IRS filings
The Money Management Institute is a public charity, 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 grant totaling $28K. Net investment income was $35K.
Leadership & Key People
Officers and directors from IRS filings
The Money Management Institute is led by Craig Pfeiffer, President on every filing since 2020; 9 of 56 officers listed in 2024 are compensated.
Officers on the 2024 filing
Craig Pfeiffer
President
On filings since 2020
40 hrs/week
$639K (2020) → $663K (2024)
Anne Steer
Chair
Secretary → Treasurer, 2022
Treasurer → Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Samantha Greenstein
Senior Vice President & Director of Member Engagement
Fvp & Chief Administrative Officer → Fvp Chief Administrative Officer, 2023
Fvp Chief Administrative Officer → Senior Vice President & Director of Member Engagement, 2024
On filings since 2021
40 hrs/week
$95K (2021) → $147K (2024)
Anthony Rollo
Director of Operations & Administrator
New on the 2024 filing
40 hrs/week
$125K (2024)
Arlen Oransky
Senior Vice President Chief Membership Officer
Senior Vice President & Membership Services → Senior Vice President & Chief Membership Officer, 2021
Senior Vice President & Chief Membership Officer → Senior Vice President Chief Membership Officer, 2023
On filings since 2020
40 hrs/week
$249K (2020) → $307K (2024)
Joan Lensing
Senior Vice President Chief Programming Officer
Senior Vice President, Marketing & Media Rel. → Senior Vice President & Chief Programming Officer, 2021
Senior Vice President & Chief Programming Officer → Senior Vice President Chief Programming Officer, 2023
On filings since 2020
40 hrs/week
$248K (2020) → $315K (2024)
Kelly Caporale
Senior Vice President Chief Membership Officer
Fvp & Director of Marketing → Senior Vice President & Chief Marketing Officer, 2022
Senior Vice President & Chief Marketing Officer → Senior Vice President Chief Membership Officer, 2023
On filings since 2020
40 hrs/week
$134K (2020) → $195K (2024)
Tim Williams
Senior Vice President Director of Education
Senior Vice President & Director of Educational Sales → Senior Vice President & Director of Education, 2021
Senior Vice President & Director of Education → Senior Vice President Director of Education, 2023
On filings since 2020
40 hrs/week
$197K (2020) → $261K (2024)
Sandra Sowah
Fvp, Learn. Exp. Design & Platform Mngr.
Fvp, Learning Experience Design & Platform Manager → Fvp Learning Experience D, 2023
Fvp Learning Experience D → Fvp, Learn. Exp. Design & Platform Mngr., 2024
On filings since 2022
40 hrs/week
$111K (2022) → $132K (2024)
Josephine Orsini
Hco
New on the 2024 filing
40 hrs/week
$135K (2024)
Brendan Clark
Chair Elect
Member → Chair Elect, 2023
On filings since 2020
1 hr/week
No compensation reported
Eric Koestner
Chair Emeritus
Treasurer → Chair-Elect, 2022
Chair-Elect → Chair Emeritus, 2023
On filings since 2020
1 hr/week
No compensation reported
John McDonough
Member
On filings since 2020
1 hr/week
No compensation reported
John Moninger
Member
On filings since 2020
1 hr/week
No compensation reported
Keith Glenfield
Member - Termed
Chair-Elect → Member, 2023
Member → Member - Termed, 2024
On filings since 2020
1 hr/week
No compensation reported
Roger Paradiso
Member
On filings since 2020
1 hr/week
No compensation reported
Scott Kilgallen
Member
On filings since 2020
1 hr/week
No compensation reported
Tom Morelli
Member - Termed
Member → Member - Termed, 2024
On filings since 2020
1 hr/week
No compensation reported
Troy Thornton
Member
Chair → Chair Emeritus, 2022
Chair Emeritus → Member, 2023
On filings since 2020
1 hr/week
No compensation reported
Brad Jung
Member
On filings since 2021
1 hr/week
No compensation reported
Jill Brown
Secretary
Member → Secretary, 2023
On filings since 2021
1 hr/week
No compensation reported
Kara Julian
Member
On filings since 2021
1 hr/week
No compensation reported
Matt Coldren
Member
On filings since 2021
1 hr/week
No compensation reported
Mike Serchen
Member
On filings since 2021
1 hr/week
No compensation reported
David Chorba
Member
On filings since 2022
1 hr/week
No compensation reported
James Haddon
Member
On filings since 2022
1 hr/week
No compensation reported
Jonathan Linstra
Member - Termed
Member → Member - Termed, 2024
On filings since 2022
1 hr/week
No compensation reported
Matthew Caulfield
Member
On filings since 2022
1 hr/week
No compensation reported
Matthew Goulet
Member
On filings since 2022
1 hr/week
No compensation reported
Maureen Bromwell
Member - Termed
Member → Member - Termed, 2024
On filings since 2022
1 hr/week
No compensation reported
Patricia Loepker
Member
On filings since 2022
1 hr/week
No compensation reported
Robert Pettman
Member - Termed
Member → Member - Termed, 2024
On filings since 2022
1 hr/week
No compensation reported
Ryan Robertson
Member
On filings since 2022
1 hr/week
No compensation reported
Steve Houston
Member
On filings since 2022
1 hr/week
No compensation reported
Amos Robinson
Member
On filings since 2023
1 hr/week
No compensation reported
Brian Schappert
Member
On filings since 2023
1 hr/week
No compensation reported
David Giffen
Member
On filings since 2023
1 hr/week
No compensation reported
Jaime Magyera
Member
On filings since 2023
1 hr/week
No compensation reported
James Devaney
Treasurer
On filings since 2023
1 hr/week
No compensation reported
John Drahzal
Member - Termed
Member → Member - Termed, 2024
On filings since 2023
1 hr/week
No compensation reported
Kara Grehan
Member
On filings since 2023
1 hr/week
No compensation reported
Mark Connolly
Member
On filings since 2023
1 hr/week
No compensation reported
Matthew Huss
Member
On filings since 2023
1 hr/week
No compensation reported
Peter Hill
Member
On filings since 2023
1 hr/week
No compensation reported
Robert Kendall
Member
On filings since 2023
1 hr/week
No compensation reported
Steve Carl
Steve Carl
Member → Steve Carl, 2024
On filings since 2023
1 hr/week
No compensation reported
Tim Kresl
Member
On filings since 2023
1 hr/week
No compensation reported
Annie Brown
Member
New on the 2024 filing
1 hr/week
No compensation reported
Cheri Belski
Member
New on the 2024 filing
1 hr/week
No compensation reported
Jan Health
Member - Termed
New on the 2024 filing
1 hr/week
No compensation reported
Jay Link
Member
New on the 2024 filing
1 hr/week
No compensation reported
Karl Roessner
Member
New on the 2024 filing
1 hr/week
No compensation reported
Kyle Thompson
Member
New on the 2024 filing
1 hr/week
No compensation reported
Ron Pruitt
Member
New on the 2024 filing
1 hr/week
No compensation reported
Sarah Bauer
Member
New on the 2024 filing
1 hr/week
No compensation reported
Suzanne Casey
Member
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (42)
- Former: Bebe Wilkinson (2020–2023) — Member
- Former: Chad Papanier (2020–2023) — Vice President Educational Sales
- Former: Cheryl Nash (2020–2023) — Member
- Former: Jeff Dowdle (2020–2023) — Member
- Former: John Lunny (2020–2023) — Member
- Former: Pete Thatch (2020–2023) — Member
- Former: Robbie Cannon (2020–2023) — Member
- Former: Susan Thompson (2020–2023) — Member
- Former: Jackie Willis (2021–2023) — Vice President Conferences & Events
- Former: Noreen Beaman (2021–2023) — Member
- Former: Joel Schiffman (2022–2023) — Member
- Former: Ryan Beach (2023) — Member
- Former: Jim Devaney (2020–2022) — Member
- Former: Matt Huss (2020–2022) — Member
- Former: Eileen Norton (2021–2022) — Member
- Former: Steve Mattus (2021–2022) — Member
- Former: Brett Wright (2020–2021) — Member
- Former: Burt White (2020–2021) — Member
- Former: Jacob Tuzza (2020–2021) — Member
- Former: Marilee Ferone (2020–2021) — Chair Emeritus
- Former: Melinda Mecca (2020–2021) — Member
- Former: Nick Vanderschie (2020–2021) — Member
- Former: Pat Feigley (2020–2021) — Member
- Former: Ram Subramaniam (2020–2021) — Member
- Former: Tom Malone (2020–2021) — Member
- Former: Enrico Gaglioti (2021) — Member
- Former: Jean Heath (2021) — Member
- Former: Jeff Kletti (2021) — Member
- Former: David Berkowitz (2020) — Member
- Former: David Lindenbaum (2020) — Member
- Former: Jeff Carlin (2020) — Member
- Former: Jennifer Abate (2020) — Past Chair
- Former: Jim Tracy (2020) — Member
- Former: Joseph Schultz (2020) — Member
- Former: Kimberly Beck (2020) — Member
- Former: Martin Small (2020) — Member
- Former: Matt Johnson (2020) — Member
- Former: Michael McVicker (2020) — Member
- Former: Patty Loepker (2020) — Member
- Former: Steve Deangelis (2020) — Member
- Former: Tom Sholes (2020) — Member
- Former: William Turchyn (2020) — Member
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $663K, to Craig Pfeiffer (President). 9 officers or directors reported compensation on that filing.
Frequently asked questions about The Money Management Institute
How much does The Money Management Institute give each year?
The Money Management Institute gave $28K across 1 grant in 2024, according to its 2024 IRS Form 990.
How large is The Money Management Institute?
The Money Management Institute reported $13.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $6.4M.
Where does The Money Management Institute operate?
The Money Management Institute has awarded grants in New York.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS September 17, 2025)
- IRS filings on file for fiscal years 2020–2024
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The Money Management Institute down — hundreds of funders to go?