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 (Part VII, Section A).
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.
See Money Management executive salaries →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.
Questions for Money Management
Your first name shows with your question. Money Management answers here, for everyone.
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.
Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-2032530) · Dispute this lineMembership 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…
Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-2032530) · Dispute this lineEducation & 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."
Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-2032530) · Dispute this lineFunders
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 officers and key staff (Part IX, line 5)Ln 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 ViewingFiled with the IRS Sep 17, 2025 | $6.4M | $5.6M | $866K | $8.3M | 990 PDF |
| FY2023Filed with the IRS Oct 28, 2024 | $5.9M | $5.1M | $791K | $7.4M | 990 PDF |
| FY2022Filed with the IRS Nov 7, 2023 | $5.5M | $4.3M | $1.2M | $6.5M | 990 PDF |
| FY2021Filed with the IRS Nov 10, 2022 | $4.3M | $3.1M | $1.2M | $5.5M | 990 PDF |
| FY2020Filed with the IRS Nov 12, 2021 | $3.9M | $3.2M | $730K | $4.4M | 990 PDF |
Schedules filed Part IV
See the full FY2024 990
Part I · Summary $6,449,779 revenue, 12 lines filed
Part VI · Governance 40 of 41 board members independent, no flags
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 FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File
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