Civic Intelligence

The Money Management Institute

990 • Fiscal year 2017 • EIN 52-2032530

Jan 01, 2017 to Dec 31, 2017

Organization ProfileWWW.MMINST.ORG
New York, NY
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.50x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.44x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

68th percentile

8.8%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

4.4%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$3,694,761

Up $292,078 (+8.6%) from 2016

Net Assets

Up

$1,829,841

Up $441,314 (+32%) from 2016

Liabilities

Down

$1,864,920

Down $149,236 (-7.4%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin68th percentile

Revenue

Up

$4,261,340

Up $179,431 (+4.4%) from 2016

Expenses

Down

$3,886,524

Down $29,449 (-0.8%) from 2016

Net Income

Up

$374,816

Up $208,880 (+126%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2017

Assets$3,694,761
Liabilities$1,864,920
Net Assets$1,829,841
Open 2017 Filing

Operations Trend

Revenue Growth53rd 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

2017

Revenue$4,261,340
Expenses$3,886,524
Net Income$374,816
Open 2017 Filing
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$3,694,761
Liabilities
$1,864,920
Net assets
$1,829,841
Revenue
$4,261,340
Expenses
$3,886,524
Net income
$374,816
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