Form 990 for tax year 2023
Filed by MONEY MANAGEMENT INTERNATIONAL INC.
Totals
- Total revenue
- $33,800,018
- Total expenses
- $44,400,693
- Contributions and grants received
- $8,893,611
- Grants paid
- $0
- Program services expenses (Part IX)
- $35,758,646
- Management and general expenses
- $8,237,435
- Fundraising expenses
- $404,612
- Program service expenses (Part III)
- $35,758,646
Program services were 80.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JIM TRIGGS
PRESIDENT & CEO
- Total calculated
- $509,158
- From this org
- $470,363
- From related orgs
- $0
- Other
- $38,795
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $329,231
- Bonus
- $100,000
- Other
- $41,132
- Deferred
- $8,550
- Nontaxable benefits
- $30,245
- Filer's total
- $509,158
-
KAREN ANCILLAI
CHAIR
- Total calculated
- $0
- Hours/week
- 3 + 1 related
-
GREG MCBRIDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
ELIZABETH HOTZE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
WILLIAM A PUPO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
MANUEL MARIO PERDOMO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
ANNE-MARIE BAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
JERRY NEMORIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
MARIA C ALONSO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
DONNA CARR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
GEORGE TORRES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
ROBB CZYZEWSKI
CHIEF OPERATING OFFICER
- Total calculated
- $102,468
- From this org
- $94,075
- From related orgs
- $0
- Other
- $8,393
- Hours/week
- 40
-
LYLE LANSDELL
CHIEF FINANCIAL OFFICER
- Total calculated
- $374,036
- From this org
- $343,411
- From related orgs
- $0
- Other
- $30,625
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $275,192
- Bonus
- $50,000
- Other
- $18,219
- Deferred
- $8,427
- Nontaxable benefits
- $22,198
- Filer's total
- $374,036
-
MICHELLE JONES
CHIEF EXTERNAL AFFAIRS OFFICER
- Total calculated
- $358,639
- From this org
- $317,615
- From related orgs
- $0
- Other
- $41,024
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $246,298
- Bonus
- $50,000
- Other
- $21,317
- Deferred
- $7,727
- Nontaxable benefits
- $33,297
- Filer's total
- $358,639
-
ZYNDA SELLERS
CHIEF COMPLIANCE OFFICER
- Total calculated
- $296,011
- From this org
- $265,818
- From related orgs
- $0
- Other
- $30,193
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $200,961
- Bonus
- $50,000
- Other
- $14,857
- Deferred
- $7,995
- Nontaxable benefits
- $22,198
- Filer's total
- $296,011
-
DANIEL LEVINE
CHIEF TECHNOLOGY OFFICER
- Total calculated
- $301,157
- From this org
- $260,039
- From related orgs
- $0
- Other
- $41,118
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,462
- Bonus
- $50,000
- Other
- $21,577
- Deferred
- $7,821
- Nontaxable benefits
- $33,297
- Filer's total
- $301,157
-
THOMAS DE POY
SR. VICE PRESIDENT, IND RELATIONS
- Total calculated
- $227,763
- From this org
- $221,135
- From related orgs
- $0
- Other
- $6,628
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,288
- Bonus
- $30,000
- Other
- $847
- Deferred
- $6,628
- Nontaxable benefits
- $0
- Filer's total
- $227,763
-
JAIME E PAYNE
VICE PRESIDENT OPERATIONS
- Total calculated
- $212,124
- From this org
- $185,462
- From related orgs
- $0
- Other
- $26,662
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,519
- Bonus
- $25,000
- Other
- $943
- Deferred
- $2,777
- Nontaxable benefits
- $23,885
- Filer's total
- $212,124
-
CHRISTOPHER FONTENOT
VICE PRESIDENT, INFORMATION TECH
- Total calculated
- $176,226
- From this org
- $162,516
- From related orgs
- $0
- Other
- $13,710
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $84,909
- Bonus
- $9,090
- Other
- $68,517
- Deferred
- $4,857
- Nontaxable benefits
- $8,853
- Filer's total
- $176,226
-
CHELSEA LOUISE TAYLOR
SR. VICE PRESIDENT, HUMAN RESOURCES
- Total calculated
- $168,562
- From this org
- $158,268
- From related orgs
- $0
- Other
- $10,294
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,842
- Bonus
- $20,000
- Other
- $1,426
- Deferred
- $1,441
- Nontaxable benefits
- $8,853
- Filer's total
- $168,562
-
CHRIS T RAY
VICE PRESIDENT, MARKETING
- Total calculated
- $187,367
- From this org
- $157,519
- From related orgs
- $0
- Other
- $29,848
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,296
- Bonus
- $9,852
- Other
- $1,371
- Deferred
- $4,701
- Nontaxable benefits
- $25,147
- Filer's total
- $187,367
-
SCOTT ROBERT CALDWELL
SR. DATABASE ADMINISTRATOR
- Total calculated
- $143,336
- From this org
- $141,131
- From related orgs
- $0
- Other
- $2,205
- Hours/week
- 40
-
MATTHEW KIRK MUELLER
DIRECTOR, INFORMATION TECH
- Total calculated
- $152,712
- From this org
- $148,538
- From related orgs
- $0
- Other
- $4,174
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,538
- Bonus
- $0
- Other
- $0
- Deferred
- $4,174
- Nontaxable benefits
- $0
- Filer's total
- $152,712
-
ROBERT M LUKA
SOFTWARE DEVELOPER 4
- Total calculated
- $134,133
- From this org
- $129,937
- From related orgs
- $0
- Other
- $4,196
- Hours/week
- 40
-
FRANK A WILLIAMS
SYSTEMS ADMINISTRATOR 4
- Total calculated
- $126,739
- From this org
- $124,905
- From related orgs
- $0
- Other
- $1,834
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- MMI RECOGNIZES THAT BOARD MEMBERS OF MMI MAY BE REQUIRED TO TRAVEL AND INCUR EXPENSES FROM TIME TO TIME TO CONDUCT MMI BUSINESS AND TO FURTHER THE MISSION OF THE NONPROFIT ORGANIZATION.
- PART I, LINE 4A
- DURING CALENDAR YEAR 2023, THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS. CHRISTOPHER FONTENOT - $67,341
- PART I, LINE 7
- EACH CHIEF OFFICER PROPOSED BONUSES FOR CERTAIN MEMBERS OF THEIR TEAMS BASED ON 2023 PERFORMANCE, LAST YEAR'S BONUS AND PERFORMANCE AND A PERCENTAGE OF ANNUAL SALARY. THESE AMOUNTS ARE DISCRETIONARY AND DOCUMENTATION WAS PROVIDED TO THE PRESIDENT & CEO FOR APPROVAL. FOR THOSE EMPLOYEES WHOSE COMPENSATION MUST BE APPROVED BY THE COMPENSATION COMMITTEE, THE FULL BOARD OF DIRECTORS HAD TO APPROVE THEIR BONUSES BASED ON A COMPENSATION STUDY AND FEEDBACK FROM THE PRESIDENT & CEO.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CCCS OF SOUTHERN NEW ENGLAND INC
501(C)(3) · CREDIT COUNSELING · MA · controlled entity
Directly controlled by MONEY MANAGEMENT INTERNATIONAL INC
-
MMI FINANCIAL EDUCATION FOUNDATION
501(C)(3) · FINANCIAL EDUCATION · TX · controlled entity
Directly controlled by MONEY MANAGEMENT INTERNATIONAL INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433199349316363
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