Civic Intelligence

The Money Management Institute

990 • Fiscal year 2013 • EIN 52-2032530

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 28, 2014

Organization Profilewww.mminst.org

View Organization Page

1737 H Street NW 5th FloorSuite20006

(202) 822-4949

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.56x

Higher debt load relative to assets than 84% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

70th percentile

0.37x

Higher debt load relative to revenue than 70% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Net Margin

71st percentile

8.9%

Higher net margin than 71% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

97th percentile

$467,616

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Asset Growth

87th percentile

26%

Faster asset growth than 87% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

67th percentile

8.1%

Faster revenue growth than 67% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$2,249,105

Up $458,095 (+26%) from 2012

Net Assets

Up

$990,978

Up $342,585 (+53%) from 2012

Liabilities

Up

$1,258,127

Up $115,510 (+10%) from 2012

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin71st percentile

Revenue

Up

$3,387,777

Up $252,883 (+8.1%) from 2012

Expenses

Up

$3,086,259

Up $356,223 (+13%) from 2012

Net Income

Down

$301,518

Down $103,340 (-26%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $1,188,936Liabilities 2011: $978,326Net Assets 2011: $210,6102011Assets 2012: $1,791,010Liabilities 2012: $1,142,617Net Assets 2012: $648,3932012Assets 2013: $2,249,105Liabilities 2013: $1,258,127Net Assets 2013: $990,9782013Assets 2014: $2,811,926Liabilities 2014: $2,010,083Net Assets 2014: $801,8432014Assets 2015: $2,939,323Liabilities 2015: $1,641,464Net Assets 2015: $1,297,8592015Assets 2016: $3,402,683Liabilities 2016: $2,014,156Net Assets 2016: $1,388,5272016Assets 2017: $3,694,761Liabilities 2017: $1,864,920Net Assets 2017: $1,829,8412017Assets 2018: $4,531,830Liabilities 2018: $1,823,334Net Assets 2018: $2,708,4962018Assets 2019: $5,538,473Liabilities 2019: $2,016,783Net Assets 2019: $3,521,6902019Assets 2020: $6,701,440Liabilities 2020: $2,346,131Net Assets 2020: $4,355,3092020Assets 2021: $8,835,712Liabilities 2021: $3,347,120Net Assets 2021: $5,488,5922021Assets 2022: $11,226,158Liabilities 2022: $4,698,522Net Assets 2022: $6,527,6362022Assets 2023: $12,565,599Liabilities 2023: $5,182,641Net Assets 2023: $7,382,9582023Assets 2024: $13,821,000Liabilities 2024: $5,516,139Net Assets 2024: $8,304,8612024

Highlighted filing

2013

Assets$2,249,105
Liabilities$1,258,127
Net Assets$990,978
Open 2013 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,791,853Expenses 2011: $2,409,838Net Income 2011: $382,0152011Revenue 2012: $3,134,894Expenses 2012: $2,730,036Net Income 2012: $404,8582012Revenue 2013: $3,387,777Expenses 2013: $3,086,259Net Income 2013: $301,5182013Revenue 2014: $3,644,249Expenses 2014: $3,815,527Net Income 2014: -$171,2782014Revenue 2015: $3,871,771Expenses 2015: $3,340,003Net Income 2015: $531,7682015Revenue 2016: $4,081,909Expenses 2016: $3,915,973Net Income 2016: $165,9362016Revenue 2017: $4,261,340Expenses 2017: $3,886,524Net Income 2017: $374,8162017Revenue 2018: $4,590,570Expenses 2018: $3,643,112Net Income 2018: $947,4582018Revenue 2019: $4,654,963Expenses 2019: $3,884,597Net Income 2019: $770,3662019Revenue 2020: $3,882,612Expenses 2020: $3,152,598Net Income 2020: $730,0142020Revenue 2021: $4,309,180Expenses 2021: $3,132,994Net Income 2021: $1,176,1862021Revenue 2022: $5,512,595Expenses 2022: $4,316,247Net Income 2022: $1,196,3482022Revenue 2023: $5,859,694Expenses 2023: $5,068,401Net Income 2023: $791,2932023Revenue 2024: $6,449,779Expenses 2024: $5,583,433Net Income 2024: $866,3462024

Highlighted filing

2013

Revenue$3,387,777
Expenses$3,086,259
Net Income$301,518
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 28, 2014
Return Version
2013v3.1
Gross Receipts
$3,519,396
Mission and Program Overview

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.

To disseminate educational information on investing

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$769,148$855,750▲ $86,602
Accounts Receivable$384,086$694,324▲ $310,238
Investments in Publicly Traded Securities$417,220$490,178▲ $72,958
Savings and Temporary Cash Investments$168,938$138,540▼ $30,398
Prepaid Expenses and Deferred Charges$34,018$40,123▲ $6,105
Land, Buildings, and Equipment, Net$2,908$3,444▲ $536
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,791,010$2,249,105▲ $458,095
Other Assets Total$14,692$26,746▲ $12,054
Liabilities
Deferred Revenue$963,932$1,070,486▲ $106,554
Accounts Payable and Accrued Expenses$159,632$167,390▲ $7,758
Other Liabilities$19,053$20,251▲ $1,198
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,142,617$1,258,127▲ $115,510
Net Assets / Fund Balance
Unrestricted Net Assets$648,393$990,978▲ $342,585
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$648,393$990,978▲ $342,585
Total Liabilities and Net Assets / Fund Balance$1,791,010$2,249,105▲ $458,095

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,444$120,712$124,156
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher DavisPresidentFT$219,848$247,768$467,616
Jennifer AbateMember-$328,848$138,768$467,616
Joan LensingVP, Marketing and MediaFT$181,937$31,709$213,646
Arlen OranskyVP, MembershipFT$190,592$18,518$209,110
Frank CampanaleMember-$198,636$10,474$209,110
Michael BitterlyMember-$79,540$5,000$84,540
Lee ChertavianMember-$14,309$27,145$41,454
Richard LedburyVP Data Services-$8,399$5,910$14,309

Board Members and Trustees

NameTitle
Michelle MarshComptroller
Burt WhiteMember
Carl KaterndahlMember
DANIEL O'LEARMember
David BerkowitzMember
David LindenbaumMember
Eric SutherlandMember
Jason AinsworthMember
Jeffrey CusackMember
Jeffrey WilkMember
John CoyneMember
John MoningerMember
John SweeneyMember
Kevin KeefeMember
Kevin OsbornMember
Lee BeckMember
Lorna SabbiaMember
Marc BrookmanMember
Marilee FeroneMember
Mark HancockMember
Mark PenningtonMember
Mark SpinaMember
Matt WitkosMember
Patty LoepkerMember
Robert NoelkeMember
Roger ParadisoMember
Steve DunlapMember
Steve SeifertMember
Stuart ParkerMember
Vincent PandesMember
William GoldenMember
William TurchynMember
Joseph SchultzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,333,880
Investment Income
$40,971
Other Revenue
$12,926
Change in Net Assets
$301,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,693,517
Salaries, Compensation, and Employee Benefits$1,392,742
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$974,912
Conferences and Meetings---$770,107
Other Salaries and Wages---$258,555
Fees for Services Other---$247,355
Occupancy---$166,197
Office Expenses---$148,385
Information Technology---$77,515
Fees for Services Legal---$66,899
Payroll Taxes---$64,602
Other Employee Benefits---$64,033
Other Expenses---$60,316
Travel---$53,212
Pension Plan Contributions---$30,640
Fees for Services Accounting---$19,190
Insurance---$12,671
All Other Expenses---$8,919
Depreciation Depletion---$1,392
Total Functional Expenses$0$0$0$3,086,259
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$20,251
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

EIN
52-2032530
In Care Of
% MICHELLE MARSH
Phone
2028224949

Signing Officer

Name
Christopher Davis
Title
President
Phone
2028224949
Signed
2014-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Davis - President
Formed
1997
Legal Domicile
Dc
Voting Board Members
37
Independent Board Members
36
Employees
11
Volunteers
0

Preparer

Preparer
DANIEL D O'SHEA
Phone
2028224949
Supplemental Narrative

Additional Explanations

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 form 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.”

Financial Statement Notes

Financial Statement Disclosure

“PART X LINE 2 MMI is exempt from federal income tax based on the provisions of Sections 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. There is no provision in the consolidated financial statements for penalties and interest related to unrecognized tax benefits for the years ended December 31, 2013 or 2012. Tax years prior to 2010 are no longer subject to examination by the IRS or the tax jurisdiction of the District of Columbia.”

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IRS990/Form990PartVIISectionAGrp/PersonNm33Marc Brookman
IRS990/Form990PartVIISectionAGrp/PersonNm34Mark Hancock
IRS990/Form990PartVIISectionAGrp/PersonNm35Vincent Pandes
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IRS990/Form990PartVIISectionAGrp/PersonNm37MICHELLE MARSH
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IRS990/Form990PartVIISectionAGrp/TitleTxt36Member
IRS990/Form990PartVIISectionAGrp/TitleTxt37COMPTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt38VP, MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt39VP, Marketing and Media
IRS990/Form990PartVIISectionAGrp/TitleTxt40VP Data Services
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IRS990/InsuranceGrp/TotalAmt012671
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO DISSEMINATE EDUCATIONAL INFORMATION ON INVESTING.
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IRS990/OfficeExpensesGrp/TotalAmt0148385
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IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS & DUES
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IRS990/OtherExpensesGrp/TotalAmt17394
IRS990/OtherExpensesGrp/TotalAmt212076
IRS990/OtherExpensesGrp/TotalAmt360316
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IRS990/ProgSrvcAccomActy2Grp/Desc0Seminars 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.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,249,105
Liabilities
$1,258,127
Net assets
$990,978
Revenue
$3,387,777
Expenses
$3,086,259
Net income
$301,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$5.52$8.30$6.45$5.58$0.87
2023Summary only. Only limited summary data is available for this year.$12.6$5.18$7.38$5.86$5.07$0.79
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$4.70$6.53$5.51$4.32$1.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.84$3.35$5.49$4.31$3.13$1.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$2.35$4.36$3.88$3.15$0.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$2.02$3.52$4.65$3.88$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$1.82$2.71$4.59$3.64$0.95
2017Summary only. Only limited summary data is available for this year.$3.69$1.86$1.83$4.26$3.89$0.37
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$2.01$1.39$4.08$3.92$0.17
2015Summary only. Only limited summary data is available for this year.$2.94$1.64$1.30$3.87$3.34$0.53
2014Detailed filing. Detailed filing data is available for this year.$2.81$2.01$0.80$3.64$3.82$0.17
2013Detailed filing. Detailed filing data is available for this year.$2.25$1.26$0.99$3.39$3.09$0.30
2012Summary only. Only limited summary data is available for this year.$1.79$1.14$0.65$3.13$2.73$0.40
2011Summary only. Only limited summary data is available for this year.$1.19$0.98$0.21$2.79$2.41$0.38
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • $1M-$5M nonprofits