Money Management
EIN 522032530 · NY · 501(c)06
The organisation
- 1410 BROADWAY RM 2601, NEW YORK, NY, 10018-5092, NY 10018-5092
- Size band: 8
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Board at a glance
Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 41 voting members of its governing body on its latest Form 990 Part VI; we list 48 in Part VII (Part VII does not always name every voting member).
Renewal outlook
High-priority approach observed from annual filings
- 10 board members were on the previous filing but not the latest one - several seats appear to have opened.
- Mid-size organisation (revenue $6.4m).
- The board chair has served at least 5 years (observed).
A computed likelihood from the observed filing history and filed revenue. It is not a confirmed vacancy, and this edition never states that a nonprofit is recruiting. "Departures" mean a board member was on the previous filing but not the latest one, which usually means a seat opened but can also mean they were simply not listed that year.
Filed finances
| Tax year | Total revenue | Total expenses |
|---|---|---|
| 2024 | $6.4m | $5.6m |
As filed on the IRS Form 990.
The board (directors and trustees)
| Name | Title as filed | On the filings |
|---|---|---|
| Anne Steer Chair | CHAIR | on filings since 2019 (at least 5y) |
| Brendan Clark Chair | CHAIR ELECT | on filings since 2019 (at least 5y) |
| Amos Robinson | MEMBER | on filings since 2023 (at least 1y) |
| Annie Brown | MEMBER | first appears 2024 |
| Brad Jung | MEMBER | on filings since 2022 (at least 2y) |
| Brian Schappert | MEMBER | on filings since 2023 (at least 1y) |
| Cheri Belski | MEMBER | first appears 2024 |
| Craig Pfeiffer | PRESIDENT | on filings since 2018 (at least 6y) |
| David Chorba | MEMBER | on filings since 2022 (at least 2y) |
| David Giffen | MEMBER | on filings since 2023 (at least 1y) |
| Eric Koestner | CHAIR EMERITUS | on filings since 2018 (at least 6y) |
| Jaime Magyera | MEMBER | on filings since 2023 (at least 1y) |
| James Devaney (also filed as JIM Devaney) | TREASURER | on filings since 2018 (at least 6y) |
| James Haddon | MEMBER | on filings since 2022 (at least 2y) |
| JAN Health | MEMBER - TERMED 8/1/24 | first appears 2024 |
| JAY Link | MEMBER | first appears 2024 |
| Jill Brown | SECRETARY | on filings since 2022 (at least 2y) |
| John Drahzal | MEMBER - TERMED 4/30/24 | on filings since 2023 (at least 1y) |
| John Mcdonough | MEMBER | on filings since 2019 (at least 5y) |
| John Moninger | MEMBER | on filings since 2018 (at least 6y) |
| Jonathan Linstra | MEMBER - TERMED 4/30/24 | on filings since 2022 (at least 2y) |
| Kara Grehan | MEMBER | on filings since 2023 (at least 1y) |
| Kara Julian | MEMBER | on filings since 2022 (at least 2y) |
| Karl Roessner | MEMBER | first appears 2024 |
| Keith Glenfield | MEMBER - TERMED 4/3/24 | on filings since 2018 (at least 6y) |
| Kyle Thompson | MEMBER | first appears 2024 |
| Mark Connolly | MEMBER | on filings since 2023 (at least 1y) |
| Matt Coldren | MEMBER | on filings since 2022 (at least 2y) |
| Matthew Caulfield | MEMBER | on filings since 2022 (at least 2y) |
| Matthew Goulet | MEMBER | on filings since 2022 (at least 2y) |
| Matthew Huss (also filed as Matt Huss) | MEMBER | on filings since 2019 (at least 5y) |
| Maureen Bromwell | MEMBER - TERMED 7/1/24 | on filings since 2022 (at least 2y) |
| Mike Serchen | MEMBER | on filings since 2022 (at least 2y) |
| Patricia Loepker (also filed as Patty Loepker) | MEMBER | on filings since 2018 (at least 6y) |
| Peter Hill | MEMBER | on filings since 2023 (at least 1y) |
| Robert Kendall | MEMBER | on filings since 2023 (at least 1y) |
| Robert Pettman | MEMBER - TERMED 4/30/24 | on filings since 2022 (at least 2y) |
| Roger Paradiso | MEMBER | on filings since 2018 (at least 6y) |
| RON Pruitt | MEMBER | first appears 2024 |
| Ryan Robertson | MEMBER | on filings since 2022 (at least 2y) |
| Sarah Bauer | MEMBER | first appears 2024 |
| Scott Kilgallen | MEMBER | on filings since 2018 (at least 6y) |
| Steve Carl | STEVE CARL | on filings since 2023 (at least 1y) |
| Steve Houston | MEMBER | on filings since 2022 (at least 2y) |
| Suzanne Casey | MEMBER | first appears 2024 |
| TIM Kresl | MEMBER | on filings since 2023 (at least 1y) |
| TOM Morelli | MEMBER - TERMED 2/29/24 | on filings since 2020 (at least 4y) |
| Troy Thornton | MEMBER | on filings since 2018 (at least 6y) |
The board is the directors and trustees named in Part VII of the organisation's annual IRS Form 990; officers and senior staff are listed separately below, not counted as board. The IRS files no appointment date, so tenure here is observed from how many years a person appears on the filings - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Officers and senior leadership
Named in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
| Name | Title as filed | On the filings |
|---|---|---|
| Anthony Rollo | DIRECTOR OF OPERATIONS & ADMIN. | 2024 |
| Arlen Oransky | SVP, MEMBERSHIP SERVICES | since 2018 |
| Chad Papanier | VP, EDUCATIONAL SALES | since 2019 |
| Hilary Fiorella | SVP, MEMBERSHIP SERVICES | since 2018 |
| Jackie Willis | VP, CONFERENCES & EVENTS | since 2022 |
| Joan Lensing | SVP, MARKETING AND MEDIA RELATIONSHIPS | since 2018 |
| Josephine Orsini | HCO | 2024 |
| Kelly Caporale | SVP, CHIEF MARKETING OFFICER | since 2020 |
| Samantha Greenstein | SVP, DIRECTOR OF MEMBER ENGAGEMENT | since 2022 |
| Samantha Lustig | VP, FINANCE AND ADMINISTRATION | since 2018 |
| Sandra Sowah | FVP, LEARNING EXPERIENCE DESIGN & PLATFORM MANAGER | since 2022 |
| TIM Williams | SVP, DIRECTOR OF EDUCATIONAL SALES | since 2020 |