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Money Management

Trade
DBA: % HILARY FIORELLA
Trade Association · NEW YORK, NY · EIN 52-2032530

About

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.

In care of Hilary Fiorella

Donations are NOT tax-deductible
Category
Trade Association
Employees
22
Volunteers
40

Financial Snapshot

FY ending 2024-12-31
Revenue
$6.4M
Expenses
$5.6M
Assets
$13.8M
Liabilities
$5.5M

Financial history

$6.4M$3.2M$0
161718192021222324
RevenueExpenses
Latest FY2024: $6.4M · Avg: $4.9M
MONEY MANAGEMENT
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Address

1410 Broadway RM 2601
New YORK, NY, 10018-509

Governance

Voting board members41
Independent members40
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeNo
990 reviewed by boardNo

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Board approved compYes
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.