Money Management
Public records raise at least one point you should look into before giving.
What it says it does
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.
- Income
- $6.4 million
- Spending
- $5.6 million
- Employees
- 22
- Volunteers
- 40
- Highest pay
- $694,266, president
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- MEMBERSHIP SERVICES: MEMBERSHIP SERVICES INCLUDES OUR PROGRAMS AND COMMITTEES. OUR PROGRAMS CONSIST OF BOTH MAJOR CONFERENCES AS WELL AS REGIONAL AND THEMATIC EVENTS. OUR COMMITTEES ARE FOCUSED ON DIFFERENT ROLES IN OUR MEMBER COMPANIES ORGANIZATIONS; I.E LEGAL AND COMPLIANCE, TECHNOLOGY AND OPERATIONS, HUMAN RESOURCES, ETC, OR THE TYPE OF MEMBER COMPANY; I.E. EMERGING ASSET MANAGERS, ALTERNATIVE INVESTMENTS, ETC. MMI IDENTIFIES DISCIPLINES AND NOTEWORTHY TRENDS OF OUR MEMBERSHIP.
- EDUCATION & PROFESSIONAL DEVELOPMENT: MMI HELPS OUR MEMBERS TO KNOW BY EXPANDING THEIR INDUSTRY KNOWLEDGE AND UNDERSTANDING OF KEY TRENDS. MMI IS COMMITTED TO A CULTURE OF CONTINUOUS LEARNING AND TO HELPING MEMBER FIRMS AND THEIR TEAMS BE "CAREER READY, AT EVERY STAGE."
- ANALYSIS AND INSIGHT: MMI DEVELOPS, CURATES AND PRESENTS INSIGHTFUL ANALYSIS THOUGHT LEADERSHIP FROM TRUSTED INDUSTRY EXPERTS. MMI COORDINATES WITH AN INDUSTRY DATA PROVIDER ON DATA INSIGHTS IN THE INDUSTRY TO PRODUCE A QUARTERLY ADVISORY SOLUTIONS PORTAL AND HOST A DATA PORTAL TO VIEW DATA TRENDS. ADDITIONALLY, MMI PRODUCES PUBLICATIONS ON INDUSTRY RELEVANT TOPICS, PARTNERS WITH RESEARCH FIRMS, AND PUBLISHES A BI ANNUAL INVESTMENT ADVISORY SOLUTIONS JOURNAL CONTAINING RELEVANT PUBLICATIONS FROM MMI'S MEMBERS.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since May 1998.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.