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THE MONEY MANAGEMENT INSTITUTE

EIN: 52-2032530New York, NYZIP: 10018
501(c)(6)

Misión

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.

Finanzas

AñoIngresosGastosActivos
2024$6.4M$0$13.8M
2023$5.9M$0$12.6M

Compensación

2024

CRAIG PFEIFFER
President
chief executive officer
$287,719
$375,000
$0
$694,266
JOAN LENSING
SVP Chief Programming Officer
senior vice president
$225,050
$90,000
$0
$331,363
ARLEN ORANSKY
SVP Chief Membership Officer
senior vice president
$227,268
$80,000
$0
$323,321
TIM WILLIAMS
SVP Director of Education
senior vice president
$228,917
$32,500
$0
$274,870
KELLY CAPORALE
SVP Chief Membership Officer
senior vice president
$152,353
$42,500
$0
$202,738
SAMANTHA GREENSTEIN
Svp, Director of Member Engagement
senior vice president
$120,531
$26,500
$0
$155,495
JOSEPHINE ORSINI
Hco
highest compensated employee
$0
$0
$0
$142,602
SANDRA SOWAH
Fvp, Learn. Exp. Design and Platform Mngr.
highest compensated employee
$0
$0
$0
$138,347
ANTHONY ROLLO
Director of Operations & Admin.
chief operating officer
$0
$0
$0
$135,600
JAN HEALTH
Member - Termed 8/1/24
board member
$0
$0
$0
$0
JILL BROWN
Secretary
officer (unspecified)
$0
$0
$0
$0
KARL ROESSNER
Member
board member
$0
$0
$0
$0
MATTHEW CAULFIELD
Member
board member
$0
$0
$0
$0
MATTHEW HUSS
Member
board member
$0
$0
$0
$0
RON PRUITT
Member
board member
$0
$0
$0
$0
SARAH BAUER
Member
board member
$0
$0
$0
$0
TOM MORELLI
Member - Termed 2/29/24
board member
$0
$0
$0
$0
JONATHAN LINSTRA
Member - Termed 4/30/24
board member
$0
$0
$0
$0
STEVE CARL
Steve Carl
board member
$0
$0
$0
$0
BRAD JUNG
Member
board member
$0
$0
$0
$0
JAMES DEVANEY
Treasurer
officer (unspecified)
$0
$0
$0
$0
JOHN DRAHZAL
Member - Termed 4/30/24
board member
$0
$0
$0
$0
JOHN MCDONOUGH
Member
board member
$0
$0
$0
$0
KEITH GLENFIELD
Member - Termed 4/3/24
board member
$0
$0
$0
$0
MAUREEN BROMWELL
Member - Termed 7/1/24
board member
$0
$0
$0
$0
MIKE SERCHEN
Member
board member
$0
$0
$0
$0
STEVE HOUSTON
Member
board member
$0
$0
$0
$0
AMOS ROBINSON
Member
board member
$0
$0
$0
$0
DAVID GIFFEN
Member
board member
$0
$0
$0
$0
ERIC KOESTNER
Chair Emeritus
board chair
$0
$0
$0
$0
JOHN MONINGER
Member
board member
$0
$0
$0
$0
MATT COLDREN
Member
board member
$0
$0
$0
$0
MATTHEW GOULET
Member
board member
$0
$0
$0
$0
PATRICIA LOEPKER
Member
board member
$0
$0
$0
$0
ROBERT PETTMAN
Member - Termed 4/30/24
board member
$0
$0
$0
$0
ROGER PARADISO
Member
board member
$0
$0
$0
$0
RYAN ROBERTSON
Member
board member
$0
$0
$0
$0
SCOTT KILGALLEN
Member
board member
$0
$0
$0
$0
TROY THORNTON
Member
board member
$0
$0
$0
$0
BRIAN SCHAPPERT
Member
board member
$0
$0
$0
$0
CHERI BELSKI
Member
board member
$0
$0
$0
$0
DAVID CHORBA
Member
board member
$0
$0
$0
$0
JAMES HADDON
Member
board member
$0
$0
$0
$0
MARK CONNOLLY
Member
board member
$0
$0
$0
$0
ROBERT KENDALL
Member
board member
$0
$0
$0
$0
KARA GREHAN
Member
board member
$0
$0
$0
$0
JAY LINK
Member
board member
$0
$0
$0
$0
PETER HILL
Member
board member
$0
$0
$0
$0
ANNE STEER
Chair
board chair
$0
$0
$0
$0
ANNIE BROWN
Member
board member
$0
$0
$0
$0
JAIME MAGYERA
Member
board member
$0
$0
$0
$0
KARA JULIAN
Member
board member
$0
$0
$0
$0
KYLE THOMPSON
Member
board member
$0
$0
$0
$0
SUZANNE CASEY
Member
board member
$0
$0
$0
$0
TIM KRESL
Member
board member
$0
$0
$0
$0
BRENDAN CLARK
Chair Elect
board chair
$0
$0
$0
$0

2023

CRAIG PFEIFFER
President
chief executive officer
$264,948
$375,000
$0
$675,850
JOAN LENSING
SVP Chief Programming Officer
senior vice president
$216,021
$82,500
$0
$317,592
ARLEN ORANSKY
SVP Chief Membership Officer
senior vice president
$219,474
$77,500
$0
$317,424
TIM WILLIAMS
SVP Director of Education
senior vice president
$216,417
$35,000
$0
$268,342
KELLY CAPORALE
SVP Chief Membership Officer
senior vice president
$145,717
$43,000
$0
$197,941
SAMANTHA GREENSTEIN
Fvp Chief Administrative Officer
officer (unspecified)
$0
$0
$0
$138,637
CHAD PAPANIER
Vp Educational Sales
vice president
$0
$0
$0
$133,909
SANDRA SOWAH
Fvp Learning Experience D
highest compensated employee
$0
$0
$0
$130,508
JACKIE WILLIS
Vp Conferences & Events
vice president
$0
$0
$0
$128,448
ROBBIE CANNON
Member Thru 8/2023
board member
$0
$0
$0
$0
STEVE CARL
Member
board member
$0
$0
$0
$0
DAVID GIFFEN
Member
board member
$0
$0
$0
$0
TOM MORELLI
Member
board member
$0
$0
$0
$0
ANNE STEER
Chair
board chair
$0
$0
$0
$0
ROGER PARADISO
Member
board member
$0
$0
$0
$0
DAVID CHORBA
Member
board member
$0
$0
$0
$0
BRENDAN CLARK
Chair Elect
board chair
$0
$0
$0
$0
RYAN BEACH
Member
board member
$0
$0
$0
$0
MARK CONNOLLY
Member
board member
$0
$0
$0
$0
BEBE WILKINSON
Member Thru 4/2023
board member
$0
$0
$0
$0
PETE THATCH
Member Thru 4/2023
board member
$0
$0
$0
$0
JOHN DRAHZAL
Member
board member
$0
$0
$0
$0
PETER HILL
Member
board member
$0
$0
$0
$0
MATTHEW GOULET
Member
board member
$0
$0
$0
$0
ERIC KOESTNER
Chair Emeritus
board chair
$0
$0
$0
$0
MATT COLDREN
Member
board member
$0
$0
$0
$0
SCOTT KILGALLEN
Member
board member
$0
$0
$0
$0
RYAN ROBERTSON
Member
board member
$0
$0
$0
$0
JAIME MAGYERA
Member
board member
$0
$0
$0
$0
ROBERT PETTMAN
Member
board member
$0
$0
$0
$0
JILL BROWN
Secretary
officer (unspecified)
$0
$0
$0
$0
BRAD JUNG
Member
board member
$0
$0
$0
$0
JOHN LUNNY
Member Thru 10/2023
board member
$0
$0
$0
$0
MATTHEW CAULFIELD
Member
board member
$0
$0
$0
$0
TIM KRESL
Member
board member
$0
$0
$0
$0
PATRICIA LOEPKER
Member
board member
$0
$0
$0
$0
AMOS ROBINSON
Member
board member
$0
$0
$0
$0
TROY THORNTON
Member
board member
$0
$0
$0
$0
JOEL SCHIFFMAN
Member Thru 10/2023
board member
$0
$0
$0
$0
JONATHAN LINSTRA
Member
board member
$0
$0
$0
$0
NOREEN BEAMAN
Member Thru 2/2023
board member
$0
$0
$0
$0
BRIAN SCHAPPERT
Member
board member
$0
$0
$0
$0
KARA JULIAN
Member
board member
$0
$0
$0
$0
KARA GREHAN
Member
board member
$0
$0
$0
$0
KEITH GLENFIELD
Member
board member
$0
$0
$0
$0
JAMES HADDON
Member
board member
$0
$0
$0
$0
JEFF DOWDLE
Member Thru 3/2023
board member
$0
$0
$0
$0
MAUREEN BROMWELL
Member
board member
$0
$0
$0
$0
SUSAN THOMPSON
Member Thru 2/2023
board member
$0
$0
$0
$0
CHERYL NASH
Member Thru 4/2023
board member
$0
$0
$0
$0
MATTHEW HUSS
Member
board member
$0
$0
$0
$0
JAMES DEVANEY
Treasurer
officer (unspecified)
$0
$0
$0
$0
JOHN MCDONOUGH
Member
board member
$0
$0
$0
$0
MIKE SERCHEN
Member
board member
$0
$0
$0
$0
ROBERT KENDALL
Member
board member
$0
$0
$0
$0
STEVE HOUSTON
Member
board member
$0
$0
$0
$0

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Aprende más

Datos de declaraciones del Formulario 990 del IRS (2023-2024).