2016-11-15T15:04:36-06:00 2015-12-31 COHNREZNICK LLP 7501 WISCONSIN AVENUE 400E BETHESDA MD 208146583 990 2015-01-01 522032530 The Money Management Institute % HILARY FIORELLA MONE 2028224949 1177 AVENUE OF THE AMERICAS 7TH FL New York NY 10036 CRAIG PFEIFFER President 2028224949 2016-11-14 true DANIEL O'SHEA P00957510 3016529100 2015 2017-02-10 21:41:12Z X CRAIG PFEIFFER 1737 H STREET NW 5TH FLOOR WASHINGTON DC 20006 4025390 false X www.mminst.org X 1997 DC TO DISSEMINATE EDUCATIONAL INFORMATION ON INVESTING 39 38 13 0 0 0 0 3618021 3835547 26228 31721 0 4503 3644249 3871771 0 0 0 0 1986972 1448434 0 0 0 1828555 1891569 3815527 3340003 -171278 531768 2811926 2939323 2010083 1641464 801843 1297859 TO DISSEMINATE EDUCATIONAL INFORMATION ON INVESTING. false false Membership Services - Membership services include education of financial reporters on Managed Solutions, the MMI database which serves as the definitive source of information for MMI members, and surveys to gauge industry practices and trends. Seminars and Conferences help perpetuate the membership benefits even more by uniting the industry, bringing seasoned professionals to discuss key issues of the industry and help new entrants, and provide an informal opportunity to bring the industry's leaders together to exchange ideas and share concerns. false false false true false false false false false true false false false true true false false false false false false false false false false false false false true false false false false false false false false false false false true true true false true 11 0 true 13 true false false false false false false X 39 38 true false false false true true true true true false false false true false false false true true true true false X HILARY FIORELLA 2028214111 1177 AVENUE OF THE AMERICAS 7TH FL New York NY 10036 JENNIFER ABATE MEMBER 1.0 0.0 X 0 0 0 Frank Campanale MEMBER 1.0 0.0 X 0 0 0 Christopher Davis PRESIDENT THROUGH 5/15 40.0 0.0 X X 386687 0 25880 LEE CHERTAVIAN MEMBER 1.0 0.0 X 0 0 0 JOHN MONINGER MEMBER 1.0 0.0 X 0 0 0 JEFFREY CUSACK MEMBER 1.0 0.0 X 0 0 0 KEVIN OSBORN MEMBER 1.0 0.0 X 0 0 0 ROGER PARADISO TREASURER 1.0 0.0 X X 0 0 0 MARK PENNINGTON MEMBER 1.0 0.0 X 0 0 0 ERIC SUTHERLAND MEMBER 1.0 0.0 X 0 0 0 WILLIAM TURCHYN MEMBER 1.0 0.0 X 0 0 0 DAVID LINDENBAUM MEMBER 1.0 0.0 X 0 0 0 ROBERT NOELKE MEMBER 1.0 0.0 X 0 0 0 DANIEL O'LEAR MEMBER 1.0 0.0 X 0 0 0 MATT WITKOS MEMBER 1.0 0.0 X 0 0 0 JOSEPH SCHULTZ CHAIRMAN emeritus 1.0 0.0 X X 0 0 0 MARK SPINA MEMBER 1.0 0.0 X 0 0 0 MARILEE FERONE MEMBER 1.0 0.0 X 0 0 0 CARL KATERNDAHL MEMBER 1.0 0.0 X 0 0 0 PATTY LOEPKER SECRETARY 1.0 0.0 X X 0 0 0 JOHN SWEENEY CHAIRMAN ELECT 1.0 0.0 X X 0 0 0 Jason Ainsworth Member 1.0 0.0 X 0 0 0 JOHN COYNE MEMBER 1.0 0.0 X 0 0 0 WILLIAM GOLDEN MEMBER 1.0 0.0 X 0 0 0 STUART PARKER MEMBER 1.0 0.0 X 0 0 0 JEFFREY WILK MEMBER 1.0 0.0 X 0 0 0 STEVE DUNLAP MEMBER 1.0 0.0 X 0 0 0 LORNA SABBIA CHAIRPERSON 1.0 0.0 X X 0 0 0 STEVE SEIFERT MEMBER 1.0 0.0 X 0 0 0 David Berkowitz Member 1.0 0.0 X 0 0 0 Marc Brookman Member 1.0 0.0 X 0 0 0 Mark Hancock Member 1.0 0.0 X 0 0 0 Vincent Pandes Member 1.0 0.0 X 0 0 0 Burt White Member 1.0 0.0 X 0 0 0 JOHN BRETT MEMBER 1.0 0.0 X 0 0 0 MICHAEL LEWERS member 1.0 0.0 X 0 0 0 ANDREA LISCHER MEMBER 1.0 0.0 X 0 0 0 Stephen DeAngelis member 1.0 0.0 X 0 0 0 Jacob Tuzza Member 1.0 0.0 X 0 0 0 Craig Pfeiffer President EFFECTIVE 5/15 40.0 0.0 X X 171167 0 0 MICHELLE MARSH COMPTROLLER 40.0 0.0 X 85547 0 8258 ARLEN ORANSKY VP, MEMBERSHIP 40.0 0.0 X 235534 0 17836 JOAN LENSING VP, Marketing and Media 40.0 0.0 X 233911 0 14771 1112846 0 66745 4 false true false DOVER ROAD 208 DOVER ROAD WESTWOOD MA 02090 DATA PROJECT EXPENSE 162976 Morgan Lewis Bockius LLP 1111 Pennsylvania Avenue NW WASHINGTON DC 20004 Legal Service 129407 2 0 CONFERENCE & SEMINAR 900099 1006010 1006010 MEMBERSHIP DUES 900099 2829537 2829537 3835547 10950 10950 0 0 0 0 0 174390 153619 20771 20771 20771 0 0 0 MISC. REVENUE 900099 4503 4503 4503 3871771 3840050 31721 0 0 0 0 858295 0 409349 39147 55747 85896 0 160203 36950 0 0 0 445391 0 157147 28635 0 171323 66577 0 674552 0 0 2206 10207 SPECIAL PROJECTS 58546 MBR DEVELOPMENT & RETENTION 23514 SUBSCRIPTIONS & DUES 13313 MISCELLANEOUS 43005 3340003 1067844 853364 179984 217112 0 0 1010855 1309312 0 0 0 0 0 0 0 0 36257 19112 43208 10490 2511 32718 487729 480959 0 0 0 0 0 0 26746 26746 2811926 2939323 754172 478918 0 0 1238584 1152366 0 0 0 0 0 0 0 0 0 0 17327 10180 2010083 1641464 X 801843 1297859 0 0 0 0 801843 1297859 2811926 2939323 531768 -35752 X true X false false false true false 43208 10490 32718 32718 0 DEFERRED RENT 10180 10180 X FINANCIAL STATEMENT DISCLOSURE PART X LINE 2 MMI is exempt from federal income tax based on the provisions of Section 501(c)(6) of the Internal Revenue Code. MMI believes that it has appropriate support for any tax positions taken, and, as such, does not have any uncertain tax positions that are material to the consolidated financial statements. MMI recognizes interest expense related to unrecognized tax benefits and penalties in management and general expenses on the consolidated statements of activities and change in net assets and accounts payable in the consolidated statement of financial position. There is no provision in the consolidated financial statements for penalties and interest related to unrecognized tax benefits for the year ended December 31, 2015. Tax years prior to 2012 are no longer subject to examination by the IRS or the tax jurisdiction of the District of Columbia. X false false false Christopher Davis PRESIDENT THROUGH 5/15 125623 0 116500 0 144564 0 16135 0 9745 0 412567 0 116500 0 ARLEN ORANSKY VP, MEMBERSHIP 194789 0 40745 0 0 0 5936 0 11900 0 253370 0 8245 0 JOAN LENSING VP, Marketing and Media 186411 0 47500 0 0 0 5653 0 9118 0 248682 0 15000 0 Craig Pfeiffer President EFFECTIVE 5/15 171167 0 0 0 0 0 0 0 0 0 171167 0 0 0 DETERMINING COMPENSATION Part VI, Section B, Line 15 Each year the board votes on raises for the organization staff members. The President's salary is discussed and approved at the annual board meeting. ORGANIZATION DOCUMENTS PART VI, SECTION C, LINE 19 THE MONEY MANAGEMENT INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MEMBERS DECISIONS Part VI, Section A, Lines 6 and 7 The members of MMI elect and approve other members and make decisions as stated in the organizational bylaws. BOARD REVIEW OF 990 Part VI, Line 11B The Chairman and Treasurer of the board receive a copy of the federal form 990 for review and any questions are addressed with the President prior to the form 990 being filed with the IRS. FORM 990 PART IX LINE 11G DESCRIPTION:MEMBERSHIP SERVICES TOTAL FEES:445391 GATEWAY TO LEADERSHIP FOUNDATION 1737 H STREET NW 5TH FLOOR WASHINGTON DC 20006 260270711 EDUCATION DC 501(c)(3) 9 MMI false MMI DATA SERVICES COMPANY LLC 1737 H STREET NW WASHINGTON DC 20006 454091874 EDUCATIONAL DC MMI C 351340 1.00000 true false true false false false false false false false false false false false false true false true false false MMI DATA SERVICES COMPANY LLC O 86796 FMV MMI DATA SERVICES COMPANY LLC Q 192693 FMV