Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1998.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
56 people listed on the 990; $2.3M paid to officers and key staff.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Craig Pfeiffer | $662,719 | $639,948 | $640,077 | $640,180 | $639,471 |
| Joan Lensing | $315,050 | $298,521 | $275,244 | $267,486 | $248,017 |
| Arlen Oransky | $307,268 | $296,974 | $283,104 | $273,102 | $248,663 |
| Tim Williams | $261,417 | $251,417 | $234,167 | $223,083 | $196,500 |
| Kelly Caporale | $194,853 | $188,717 | $171,083 | $161,667 | $134,444 |
| Chad Papanier | — | $126,326 | $156,440 | $142,238 | $122,181 |
| Samantha Greenstein | $147,031 | $128,614 | $102,086 | $94,527 | — |
| Josephine Orsini | $135,359 | — | — | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Represents financial firms offering investment advice, focusing on member engagement and professional growth.
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Analysis and Insight
Mmi develops, curates and presents insightful analysis thought leadership from trusted industry experts. Mmi coordinates with an industry data provider on data insights in the industry to produce a quarterly advisory solutions portal and host a data portal to view data trends.
Membership Services
Membership services includes our programs and committees. Our programs consist of both major conferences as well as regional and thematic events. Our committees are focused on different roles in our member companies organizations; I.E legal and compliance, technology and operations, human resources, etc, or the type of member company…
Education & Professional Development
Mmi helps our members to know by expanding their industry knowledge and understanding of key trends. Mmi is committed to a culture of continuous learning and to helping member firms and their teams be "career ready, at every stage."
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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2024 990, line by line.
Download 990
| Line | Start FY24 | End FY24 |
|---|---|---|
| Cash and savingsLn 1–2 | $4.0M | $4.4M |
| InvestmentsLn 11–13 | $794K | $876K |
| Land, buildings, equipmentLn 10c | $173K | $138K |
| Total assetsLn 16 | $12.6M | $13.8M |
| LiabilitiesLn 26 | $5.2M | $5.5M |
| Net assetsLn 32 | $7.4M | $8.3M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $28K | |||
| Pay of current officers, directors and key staffLn 5 | $1.5M | |||
| Other salaries and wagesLn 7 | $1.2M | |||
| Pension plan contributionsLn 8 | $93K | |||
| Other employee benefitsLn 9 | $367K | |||
| Payroll taxesLn 10 | $184K | |||
| Legal feesLn 11b | $31K | |||
| Accounting feesLn 11c | $30K | |||
| Investment management feesLn 11f | $9K | |||
| Other fees for servicesLn 11g | $156K | |||
| Advertising and promotionLn 12 | $117K | |||
| Office expensesLn 13 | $118K | |||
| Information technologyLn 14 | $137K | |||
| OccupancyLn 16 | $129K | |||
| TravelLn 17 | $80K | |||
| Conferences, conventions and meetingsLn 19 | $1.1M | |||
| Depreciation, depletion and amortizationLn 22 | $47K | |||
| InsuranceLn 23 | $5K | |||
| Other expenses (24a–d)Ln 24 | $224K | |||
| All other expensesLn 24e | $12K | |||
| Total functional expensesLn 25 | $5.6M |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest Viewing | $6.4M | $5.6M | $866K | $8.3M | 990 PDF |
| FY2023 | $5.9M | $5.1M | $791K | $7.4M | 990 PDF |
| FY2022 | $5.5M | $4.3M | $1.2M | $6.5M | 990 PDF |
| FY2021 | $4.3M | $3.1M | $1.2M | $5.5M | 990 PDF |
| FY2020 | $3.9M | $3.2M | $730K | $4.4M | 990 PDF |
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Schedules filed Part IV
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $6,449,779 across 4 lines filed
Part IX · Statement of functional expenses $5,583,433 across 20 lines filed
Part X · Balance sheet $13,821,000 assets, 16 lines filed
Part XI · Reconciliation of net assets $8,304,861 net assets at year end
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
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