Public Charity

THE MONEY MANAGEMENT INSTITUTE

Based in NEW YORK, NY, THE MONEY MANAGEMENT INSTITUTE operates as a Public Charity. The organization reported $6.4M in revenue, $5.6M in expenses, $13.8M in total assets for fiscal year 2024. Imperigo tracks 1 reported grants from this foundation totaling approximately $28K.

EIN: 522032530 NEW YORK, NY Latest filing: 2024
Total Revenue$6.4M
Total Expenses$5.6M
Total Assets$13.8M
Grants Given1
Grant Total$28K
Filing Years2019–2024

Mission

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.

Sample Grants Given

NEW YORK, NY · 2024
CHARITABLE SUPPORT
$27,500

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

MEMBER Amos Robinson
CHAIR Anne Steer
MEMBER Annie Brown
DIRECTOR OF OPERATIONS & ADMIN. Anthony Rollo
SVP CHIEF MEMBERSHIP OFFICER Arlen Oransky
MEMBER Brad Jung

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE SUPPORT
$27,500 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $6.4M $5.6M $13.8M
2023 $5.9M $5.1M $12.6M
2022 $5.5M $4.3M $11.2M
2020 $3.9M $3.2M $6.7M
2019 $4.7M $3.9M $5.5M

Between 2019 and 2024, reported annual revenue grew from $4.7M to $6.4M (+39%), with total assets most recently reported at $13.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in NY.

NY

Full geographic grant map with state-by-state breakdown available with membership.

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