MONEY MANAGEMENT INTERNATIONAL INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MONEY MANAGEMENT INTERNATIONAL INC (EIN 54-1837741)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349312851
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T17:54:29-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 EAST WILLIAMS CIRCLE SUITE | AddressLine1Txt |
| Address Line2 | 5000 | AddressLine2Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541837741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONEY MANAGEMENT INTERNATIONAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONE | BusinessNameControlTxt |
| Phone | 6022464520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 W PEORIA 350 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES TRIGGS | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6022464520 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN WITTMANN | PreparerPersonNm |
| PTIN | P02338566 | PTIN |
| Phone | 5207903500 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES TRIGGS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 W PEORIA 350 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,907,164 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MONEYMANAGEMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | WE STRIVE TO BENEFIT THE COMMUNITY BY PROVIDING EXCEPTIONAL FINANCIAL EDUCATION AND COUNSELING PROGRAMS INCLUDING CREDIT, HOUSING, AND BANKRUPTCY COUNSELING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 306 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $4,285,222 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,261,987 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,946,128 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,687,228 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,696,567 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,279,076 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,570,229 | CYInvestmentIncomeAmt |
| PY Other Revenue | $168,972 | PYOtherRevenueAmt |
| CY Other Revenue | $7,136,993 | CYOtherRevenueAmt |
| PY Total Revenue | $36,397,263 | PYTotalRevenueAmt |
| CY Total Revenue | $54,349,917 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,505,983 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,557,353 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,193,556 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,109,081 | PYOtherExpensesAmt |
| CY Other Expenses | $21,781,812 | CYOtherExpensesAmt |
| PY Total Expenses | $43,615,064 | PYTotalExpensesAmt |
| CY Total Expenses | $51,339,165 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,217,801 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,010,752 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,449,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,654,660 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,386,647 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,157,295 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,062,839 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,497,365 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE LIVES THROUGH FINANCIAL EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,193,509 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $26,126,206 | RevenueAmt |
| Desc | CREDIT COUNSELING & DEBT MANAGEMENT:MONEY MANAGEMENT INTERNATIONAL (MMI) PROVIDES FINANCIAL COUNSELING AND EDUCATION TO ASSIST INDIVIDUALS AND FAMILIES WITH BUDGETING, DEBT MANAGEMENT, AND FINANCIAL GOAL SETTING. CERTIFIED CREDIT COUNSELORS ASSESS EACH CONSUMER'S FINANCIAL SITUATION, DEVELOP SPENDING PLANS, AND RECOMMEND APPROPRIATE ACTIONS.CONSUMERS MAY ENROLL IN DEBT MANAGEMENT PLANS (DMPS) FOR STRUCTURED REPAYMENT OF UNSECURED DEBT. ONGOING COUNSELING AND ADMINISTRATIVE SUPPORT ARE PROVIDED THROUGHOUT THE PROGRAM. ALL COUNSELORS COMPLETE REQUIRED TRAINING AND MAINTAIN INDEPENDENT CERTIFICATION.MMI DELIVERS EDUCATION THROUGH IN-PERSON SESSIONS, WEBINARS, AND SELF-PACED MODULES. PROGRAM OUTCOMES INDICATE THAT A MAJORITY OF CONSUMERS COMPLETING DMPS FULLY REPAY THEIR ENROLLED DEBT, WITH ADDITIONAL CONSUMERS ABLE TO RESUME DIRECT CREDITOR PAYMENTS.IN 2025 MMI PROVIDED 80,620 DEBT & BUDGET COUNSELING SESSIONS. ANOTHER 69,078 HOUSEHOLDS RECEIVED DEBT MANAGEMENT SUPPORT AND REPAYING $287MM IN UNSECURED DEBT. ON AVERAGE, PARTICIPANTS EXPERIENCE SIGNIFICANTLY REDUCED INTEREST RATES, MEANINGFUL SAVINGS OVER TIME, AND IMPROVED CREDIT PROFILES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,281,776 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,761,027 | RevenueAmt |
| Desc | HOUSING COUNSELING & EDUCATION:MMI PROVIDES HOUSING COUNSELING SERVICES TO SUPPORT HOME RETENTION, RENTAL STABILITY, AND INFORMED HOMEOWNERSHIP. SERVICES INCLUDE FORECLOSURE PREVENTION, RENTAL COUNSELING, DISASTER RECOVERY (PROJECT PORCHLIGHT), POST-MODIFICATION SUPPORT, AND REVERSE MORTGAGE COUNSELING AND DEFAULT PREVENTION.MMI ALSO DELIVERS HOMEBUYER EDUCATION AND POST-PURCHASE SUPPORT THROUGH ITS BORROWER SUCCESS PROGRAM, WHICH PROVIDES ONGOING COMMUNICATION AND RESOURCES TO HOMEOWNERS.AS A HUD-APPROVED HOUSING COUNSELING AGENCY, MMI PROMOTES FAIR HOUSING, ENSURES ACCESSIBILITY FOR PERSONS WITH DISABILITIES, AND PROVIDES LANGUAGE ASSISTANCE FOR INDIVIDUALS WITH LIMITED ENGLISH PROFICIENCY. FUNDING IS PROVIDED THROUGH HUD AND CONTRACTUAL PARTNERSHIPS. IN 2025 MMI PROVIDED 137,365 COUNSELING & EDUCATION EXPERIENCES ACROSS ITS WIDE RANGING HOUSING COUNSELING AND CASE MANAGEMENT SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,867,895 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $242,226 | RevenueAmt |
| Desc | CREDIT COUNSELING AND DEBT RESOLUTION:MMI LAUNCHED DEBT RESOLUTION SERVICES IN LATE 2024 TO PROVIDE AN ADDITIONAL OPTION FOR CONSUMERS EXPERIENCING FINANCIAL HARDSHIP. THE PROGRAM OFFERS CONSULTATION WITH CERTIFIED SPECIALISTS AND, FOR ENROLLED PARTICIPANTS, NEGOTIATED SETTLEMENT OF UNSECURED DEBTS.CONSUMERS MAKE A SINGLE MONTHLY PROGRAM DEPOSIT TO FUND SETTLEMENTS AND ADMINISTRATIVE COSTS. LEGAL SUPPORT MAY BE PROVIDED WHEN APPROPRIATE. STAFF COMPLETE TRAINING IN DEBT NEGOTIATION, CONSUMER PROTECTION, AND HARDSHIP ASSESSMENT, AND ONGOING EDUCATION IS PROVIDED TO PARTICIPANTS.AS AN EMERGING PROGRAM, THIS PROGRAM SERVED 624 FAMILIES IN 2025. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,877,248 | $0 | $934,399 | AGENCY SUPPORT SERVICES:MMI OPERATES THE NEVADA 211 CALL CENTER UNDER CONTRACT WITH THE STATE OF NEVADA, SUPPORTING A STATEWIDE INFORMATION AND REFERRAL SYSTEM OVERSEEN BY THE NEVADA DEPARTMENT OF HEALTH AND HUMAN SERVICES.NEVADA 211 CONNECTS INDIVIDUALS TO SERVICES INCLUDING HEALTHCARE, HOUSING, FOOD, UTILITIES, TRANSPORTATION, AND CHILDCARE. TRAINED SPECIALISTS ASSIST USERS IN IDENTIFYING AND ACCESSING APPROPRIATE RESOURCES.THE PROGRAM MAINTAINS A DATABASE OF OVER A THOUSAND AGENCIES AND SEVERAL THOUSAND PROGRAMS. ANNUALLY, NEVADA 211 SERVES HUNDREDS OF THOUSANDS OF INDIVIDUALS THROUGH MULTIPLE COMMUNICATION CHANNELS AND CONDUCTS COMMUNITY OUTREACH, INCLUDING TARGETED EFFORTS IN RURAL AREAS. |
| $165,739 | $0 | $632,709 | BANKRUPTCY COUNSELING AND EDUCATION:MMI IS APPROVED TO PROVIDE PRE-FILING BANKRUPTCY COUNSELING AND PRE-DISCHARGE EDUCATION IN COMPLIANCE WITH THE U.S. BANKRUPTCY CODE. THESE SERVICES INCLUDE ISSUANCE OF REQUIRED CERTIFICATES. MMI SUPPORTS HUNDREDS OF CONSUMERS ANNUALLY THROUGH BANKRUPTCY COUNSELING AND EDUCATION AND ALSO PROVIDES ADDITIONAL SERVICES, INCLUDING STUDENT LOAN COUNSELING. IN 2025, MMI PROVIDED 674 PRE-FILING BANKRUPTCY SESSION AND 116,236 HOURS OF FINANCIAL EDUCATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,042,987 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,567,108 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $36,386,167 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 306 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | MX | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYLE LANSDELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022464520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 W PEORIA 350 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85029 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JAMES S TRIGGS | ||||||||||
| PRESIDENT & CEO | 40.00 | 2.00 | Yes (X) | Yes (X) | $514,487 | $0 | $53,714 | |||
| KAREN ANCILLAI | ||||||||||
| CHAIR | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARIA C ALONSO | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE-MARIE BAKER | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONNA CARR | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH HOTZE | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY NEMORIN | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MANUEL MARIO PERDOMO | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM A PUPO | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUE RANKIN | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE TORRES | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL STODDARD | ||||||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | 0.00 | Yes (X) | $317,051 | $0 | $31,829 | ||||
| LYLE LANSDELL | ||||||||||
| CHIEF FINANCIAL OFFICER/TREASURER | 40.00 | 2.00 | Yes (X) | $295,419 | $0 | $38,626 | ||||
| MICHELLE JONES | ||||||||||
| CHIEF EXTERNAL AFFAIRS OFFICER | 40.00 | 1.00 | Yes (X) | $270,058 | $0 | $53,714 | ||||
| ROBERT P CZYZEWSKI | ||||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $242,914 | $0 | $53,180 | ||||
| ZYNDA SELLERS | ||||||||||
| CHIEF COMPLIANCE OFFICER | 40.00 | 2.00 | Yes (X) | $247,006 | $0 | $37,489 | ||||
| HELENE D RAYNAUD | ||||||||||
| SR. VP, HOUSING INITIATIVES | 40.00 | 0.00 | $237,205 | $0 | $32,971 | Yes (X) | ||||
| THOMAS DE POY | ||||||||||
| SR. VP, IND. RELATIONS | 40.00 | 0.00 | $200,012 | $0 | $6,485 | Yes (X) | ||||
| MATTHEW K MUELLER | ||||||||||
| DIRECTOR, INFORMATION TECHNOLOGY | 40.00 | 0.00 | $183,743 | $0 | $4,383 | Yes (X) | ||||
| JOHANNA L SAMARA | ||||||||||
| VP DEBT RESOLUTION PROGRAMS | 40.00 | 0.00 | $181,728 | $0 | $2,252 | Yes (X) | ||||
| CHELSEA L TAYLOR | ||||||||||
| SR. VP HUMAN RESOURCES | 40.00 | 0.00 | $177,759 | $0 | $2,555 | Yes (X) | ||||
| TYRA TURNQUEST | ||||||||||
| SR. DIRECTOR INFORMATION TECHNOLOGY | 40.00 | 0.00 | $163,211 | $0 | $4,374 | Yes (X) | ||||
| SCOTT HANNUM | ||||||||||
| CALLCENTERED PRESIDENT & COO | 40.00 | 0.00 | $0 | $150,777 | $4,818 | Yes (X) | ||||
| EMANUEL RIVERO | ||||||||||
| VP OPERATIONS | 40.00 | 0.00 | $152,266 | $0 | $2,409 | Yes (X) | ||||
| TRAN NGO | ||||||||||
| MANAGER INFORMATION TECHNOLOGY | 40.00 | 0.00 | $150,648 | $0 | $5,017 | Yes (X) | ||||
| ERIC OWEN | ||||||||||
| CALLCENTERED VP, BUSINESS DEV. | 40.00 | 0.00 | $0 | $140,993 | $4,818 | Yes (X) | ||||
| IRENE ELIZABETH URIARTE ISABELL | ||||||||||
| SR. DIRECTOR, DEBT CONSULTING | 40.00 | 0.00 | $142,262 | $0 | $1,714 | Yes (X) | ||||
| SCOTT R CALDWELL | ||||||||||
| SR. DATABASE ADMINISTRATOR | 40.00 | 0.00 | $138,985 | $0 | $3,644 | Yes (X) | ||||
| MELISSA A QUARI | ||||||||||
| VP INFOSEC, RISK , AND BUS. CONT. | 40.00 | 0.00 | $135,347 | $0 | $4,711 | Yes (X) | ||||
| DANIEL LEVINE | ||||||||||
| FORMER CHIEF TECHNOLOGY OFFICER | 0.00 | 0.00 | $165,500 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,915,601 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $291,770 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $348,703 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 45 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| BRUNNER | |||||||||
| 11 STANWIX ST 5TH FLOOR | PITTSBURGH | PA | 15222 | MARKETING SERVICES | $1,066,356 | ||||
| WAFI TECH | |||||||||
| IT CONSULTING SERVICES | $612,827 | 601 GOLDEN TOWER | AL MAJAZ BUHEI | SHARJAH | IN | ||||
| AMERICANEAGLECOM | |||||||||
| 2600 SOUTH RIVER ROAD | DES PLAINES | IL | 60018 | WEB MANAGEMENT | $253,986 | ||||
| CBIZ ADVISORS LLC | |||||||||
| 685 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING SERVICES | $215,212 | ||||
| SIMPLE A LLC | |||||||||
| 2028 E BEN WHITE BLVD STE 240-2424 | AUSTIN | TX | 78741 | IT CONSULTING SERVICES | $190,418 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $6,102 | FederatedCampaignsAmt |
| Government Grants | $6,130,309 | GovernmentGrantsAmt |
| All Other Contributions | $4,809,717 | AllOtherContributionsAmt |
| Total Contributions | $10,946,128 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CREDIT COUNSELING & DEBT MANAGEME | 541990 | $26,126,206 | $26,126,206 |
| HOUSING COUNSELING & EDUCATION | 541990 | $5,761,027 | $5,761,027 |
| AGENCY SUPPORT SERVICES | 541990 | $934,399 | $934,399 |
| BANKRUPTCY COUNSELING & EDUCATION | 541990 | $632,709 | $632,709 |
| CREDIT COUNSELING & DEBT RESOLUTI | 541990 | $242,226 | $242,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,696,567 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $653,306 | TotalRevenueColumnAmt |
| Exclusion | $653,306 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,474,170 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,556,019 | SecuritiesAmt |
| Other | $1,228 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,918,151 | SecuritiesAmt |
| Other | -$1,228 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,916,923 | TotalRevenueColumnAmt |
| Exclusion | $1,916,923 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS PROCESS OUTSOURCING | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $7,136,993 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,285,222 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,851,771 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,136,993 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,349,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,696,567 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,285,222 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,422,000 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,662,435 | TotalAmt |
| Program Services | $2,201,447 | ProgramServicesAmt |
| Management And General | $1,255,691 | ManagementAndGeneralAmt |
| Fundraising | $205,297 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,372,152 | TotalAmt |
| Program Services | $18,017,630 | ProgramServicesAmt |
| Management And General | $1,688,726 | ManagementAndGeneralAmt |
| Fundraising | $665,796 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,939 | TotalAmt |
| Program Services | $341,084 | ProgramServicesAmt |
| Management And General | $9,115 | ManagementAndGeneralAmt |
| Fundraising | $11,740 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,617,327 | TotalAmt |
| Program Services | $3,259,775 | ProgramServicesAmt |
| Management And General | $230,366 | ManagementAndGeneralAmt |
| Fundraising | $127,186 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543,500 | TotalAmt |
| Program Services | $1,323,353 | ProgramServicesAmt |
| Management And General | $167,415 | ManagementAndGeneralAmt |
| Fundraising | $52,732 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,737 | TotalAmt |
| Management And General | $344,737 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,212 | TotalAmt |
| Program Services | $185,283 | ProgramServicesAmt |
| Management And General | $28,976 | ManagementAndGeneralAmt |
| Fundraising | $953 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,860 | TotalAmt |
| Management And General | $114,860 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,544,798 | TotalAmt |
| Program Services | $1,329,970 | ProgramServicesAmt |
| Management And General | $207,989 | ManagementAndGeneralAmt |
| Fundraising | $6,839 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,278,386 | TotalAmt |
| Program Services | $3,473,418 | ProgramServicesAmt |
| Management And General | $777,957 | ManagementAndGeneralAmt |
| Fundraising | $27,011 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,187,182 | TotalAmt |
| Program Services | $1,115,727 | ProgramServicesAmt |
| Management And General | $67,500 | ManagementAndGeneralAmt |
| Fundraising | $3,955 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,952 | TotalAmt |
| Program Services | $69,674 | ProgramServicesAmt |
| Management And General | $38,278 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,934 | TotalAmt |
| Program Services | $684,829 | ProgramServicesAmt |
| Management And General | $118,920 | ManagementAndGeneralAmt |
| Fundraising | $5,185 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,608 | TotalAmt |
| Program Services | $87,608 | ProgramServicesAmt |
| Management And General | $61,508 | ManagementAndGeneralAmt |
| Fundraising | $17,492 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,753 | TotalAmt |
| Program Services | $209,152 | ProgramServicesAmt |
| Management And General | $146,841 | ManagementAndGeneralAmt |
| Fundraising | $41,760 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,512 | TotalAmt |
| Program Services | $1,828 | ProgramServicesAmt |
| Management And General | $684 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,281 | TotalAmt |
| Program Services | $303,641 | ProgramServicesAmt |
| Management And General | $915,640 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,269 | TotalAmt |
| Program Services | $487,081 | ProgramServicesAmt |
| Management And General | $188 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BUSINESS PROCESS OUTSOU | $7,159,171 | $7,159,171 | ||
| EQUIPMENT RENTAL & MAIN | $2,765,687 | $292,107 | $2,473,068 | $512 |
| DIRECT COST OF REVENUE | $429,187 | $429,187 | ||
| DUES & SUBSCRIPTIONS | $243,974 | $120,989 | $97,120 | $25,865 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,309 | TotalAmt |
| Program Services | $295,292 | ProgramServicesAmt |
| Management And General | $11,784 | ManagementAndGeneralAmt |
| Fundraising | $1,233 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,339,165 | TotalAmt |
| Program Services | $36,386,167 | ProgramServicesAmt |
| Management And General | $13,759,442 | ManagementAndGeneralAmt |
| Fundraising | $1,193,556 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,935,585 | BOYAmt |
| EOY | $3,920,581 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,131 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,764,177 | BOYAmt |
| EOY | $1,272,360 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,241,983 | BOYAmt |
| EOY | $736,341 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,285 | BOYAmt |
| EOY | $1,071,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,772,189 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,826,802 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,700,001 | BOYAmt |
| EOY | $4,945,387 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,174,098 | BOYAmt |
| EOY | $22,613,238 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $108,007 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,993,226 | BOYAmt |
| EOY | $13,987,106 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,449,486 | BOYAmt |
| EOY | $48,654,660 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,991,466 | BOYAmt |
| EOY | $3,683,566 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,289,360 | BOYAmt |
| EOY | $3,305,486 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,435,013 | BOYAmt |
| EOY | $13,114,395 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,670,808 | BOYAmt |
| EOY | $1,053,848 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,386,647 | BOYAmt |
| EOY | $21,157,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,036,217 | BOYAmt |
| EOY | $27,497,365 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,622 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,062,839 | BOYAmt |
| EOY | $27,497,365 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,449,486 | BOYAmt |
| EOY | $48,654,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,010,752 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $736,766 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $111,101 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $575,907 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,488,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,348,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,893,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,261,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,944,330 | CurrentTaxYearAmt |
| Total | $62,937,211 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,342,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,448,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,419,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,589,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,696,567 | CurrentTaxYearAmt |
| Total | $125,496,041 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,831,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,796,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,313,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,850,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,640,897 | CurrentTaxYearAmt |
| Total | $188,433,252 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,660 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,300 | CurrentTaxYearAmt |
| Total | $8,010 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,227,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,029,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,472,543 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,785,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,658,816 | CurrentTaxYearAmt |
| Total | $14,173,348 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,229,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,030,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,474,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,786,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,660,116 | CurrentTaxYearAmt |
| Total | $14,181,358 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $174,251,894 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $551,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $432,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $839,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $827,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $653,306 | CurrentTaxYearAmt |
| Total | $3,304,940 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $257,578 | CurrentTaxYearMinus4YearsAmt |
| Total | $257,578 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $809,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $432,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $839,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $827,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $653,306 | CurrentTaxYearAmt |
| Total | $3,562,518 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,640,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,229,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,152,666 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,678,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,294,203 | CurrentTaxYearAmt |
| Total | $191,995,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86300 | PublicSupportPY509Pct |
| Investment Income CY | 0.01860 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01880 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $256,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $208,188 | DepreciationAmt |
| Book Value | $48,073 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,028,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,618,614 | DepreciationAmt |
| Book Value | $4,409,681 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $487,633 | OtherCostOrOtherBasisAmt |
| Book Value | $487,633 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,945,387 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH HELD FOR CUSTOMERS | $13,114,395 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $792,282 |
| FINANCING LEASE RIGHT-OF-USE ASSETS | $12,170 |
| INVESTMENT IN SUBSIDIARY | $68,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,987,106 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $834,120 |
| FINANCING LEASE LIABILITIES | $5,395 |
| INVESTMENT IN SUBSIDIARY | $214,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,053,848 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $53,217,635 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $736,766 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $231,707 | OtherRevenueAmt |
| Revenue Not Reported | $968,473 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,249,162 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $114,860 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,985,895 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,100,755 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $54,349,917 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $44,058,690 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $44,058,690 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $114,860 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $7,165,615 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,280,475 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $51,339,165 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | MMI COLLECTS PAYMENTS FROM CLIENTS WHO ARE ON DEBT MANAGEMENT PLANS (DMPS), PLACES THOSES PAYMENTS INTO A SEPARATE TRUST ACCOUNT, AND THEN DISBURSES THOSE FUNDS TO THE CREDITORS OF THE CLIENTS. |
| PART X, LINE 2: | AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS RELATED INCOME PURSUANT TO IRC SECTION 501(A). IT IS ALSO EXEMPT FROM VARIOUS STATE INCOME TAXES UNDER SIMILAR STATE STATUTES. MMI - HOUSING AND SEMINOLE RIDGE ARE DISREGARDED ENTITIES FOR FEDERAL TAX PURPOSES. THE COMPANY HAD NO TAXABLE UNRELATED BUSINESS INCOME IN 2025. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. MANAGEMENT HAS EVALUATED THE COMPANY'S TAX POSITIONS AND CONCLUDED THAT THE COMPANY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE COMPANY IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2016. THE COMPANY RECORDS TAX-RELATED INTEREST AND PENALTIES IN EXPENSES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. THERE WERE NO TAX-RELATED INTEREST OR PENALTIES IN 2025. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON EXCHANGE RATE 231,707. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BPO INCOME RECLASS 2,851,771. EXCESS OF ASSETS ACQUIRED OVER LIABILITIES ASSUMED FROM HCCI MERGER -872,320. OTHER INCOME RECLASSED TO THE STATEMENT OF FUNCTIONAL EXPENSES 6,444. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BPO EXPENSES 578,130. OTHER INCOME RECLASSED TO THE STATEMENT OF FUNCTIONAL EXPENSES 6,444. AFFILIATE FEE EXPENSE 6,581,041. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RegionTxt |
| Offices | 2 | OfficesCnt |
| Employee | 498 | EmployeeCnt |
| Type Of Activities Conducted | CALL CENTER SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | CALL CENTER SERVICES | SpecificServicesProvidedTxt |
| Region Total Expenditures | $7,109,163 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 498 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 498 | TotalEmployeeCnt |
| Subtotal Spent | $7,109,163 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,109,163 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES S TRIGGS | ||||||||||||||
| PRESIDENT & CEO | $369,455 | $0 | $120,000 | $0 | $25,032 | $0 | $8,550 | $0 | $45,164 | $0 | $568,201 | $0 | $0 | $0 |
| MICHAEL STODDARD | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $287,051 | $0 | $30,000 | $0 | $0 | $0 | $2,193 | $0 | $29,636 | $0 | $348,880 | $0 | $0 | $0 |
| LYLE LANSDELL | ||||||||||||||
| CHIEF FINANCIAL OFFICER/TREASURER | $255,419 | $0 | $40,000 | $0 | $0 | $0 | $8,550 | $0 | $30,076 | $0 | $334,045 | $0 | $0 | $0 |
| MICHELLE JONES | ||||||||||||||
| CHIEF EXTERNAL AFFAIRS OFFICER | $230,058 | $0 | $40,000 | $0 | $0 | $0 | $8,550 | $0 | $45,164 | $0 | $323,772 | $0 | $0 | $0 |
| ROBERT P CZYZEWSKI | ||||||||||||||
| CHIEF OPERATING OFFICER | $212,914 | $0 | $30,000 | $0 | $0 | $0 | $8,016 | $0 | $45,164 | $0 | $296,094 | $0 | $0 | $0 |
| ZYNDA SELLERS | ||||||||||||||
| CHIEF COMPLIANCE OFFICER | $202,006 | $0 | $45,000 | $0 | $0 | $0 | $7,413 | $0 | $30,076 | $0 | $284,495 | $0 | $0 | $0 |
| HELENE D RAYNAUD | ||||||||||||||
| SR. VP, HOUSING INITIATIVES | $202,205 | $0 | $35,000 | $0 | $0 | $0 | $7,821 | $0 | $25,150 | $0 | $270,176 | $0 | $0 | $0 |
| THOMAS DE POY | ||||||||||||||
| SR. VP, IND. RELATIONS | $175,012 | $0 | $25,000 | $0 | $0 | $0 | $6,485 | $0 | $0 | $0 | $206,497 | $0 | $0 | $0 |
| MATTHEW K MUELLER | ||||||||||||||
| DIRECTOR, INFORMATION TECHNOLOGY | $141,860 | $0 | $41,883 | $0 | $0 | $0 | $4,383 | $0 | $0 | $0 | $188,126 | $0 | $0 | $0 |
| JOHANNA L SAMARA | ||||||||||||||
| VP DEBT RESOLUTION PROGRAMS | $174,728 | $0 | $7,000 | $0 | $0 | $0 | $2,252 | $0 | $0 | $0 | $183,980 | $0 | $0 | $0 |
| CHELSEA L TAYLOR | ||||||||||||||
| SR. VP HUMAN RESOURCES | $152,759 | $0 | $25,000 | $0 | $0 | $0 | $2,555 | $0 | $0 | $0 | $180,314 | $0 | $0 | $0 |
| TYRA TURNQUEST | ||||||||||||||
| SR. DIRECTOR INFORMATION TECHNOLOGY | $121,402 | $0 | $41,809 | $0 | $0 | $0 | $4,374 | $0 | $0 | $0 | $167,585 | $0 | $0 | $0 |
| DANIEL LEVINE | ||||||||||||||
| FORMER CHIEF TECHNOLOGY OFFICER | $0 | $0 | $0 | $0 | $165,500 | $0 | $0 | $0 | $0 | $0 | $165,500 | $0 | $0 | $0 |
| TRAN NGO | ||||||||||||||
| MANAGER INFORMATION TECHNOLOGY | $116,108 | $0 | $34,540 | $0 | $0 | $0 | $5,017 | $0 | $0 | $0 | $155,665 | $0 | $0 | $0 |
| SCOTT HANNUM | ||||||||||||||
| CALLCENTERED PRESIDENT & COO | $0 | $140,777 | $0 | $10,000 | $0 | $0 | $0 | $4,818 | $0 | $0 | $0 | $155,595 | $0 | $0 |
| EMANUEL RIVERO | ||||||||||||||
| VP OPERATIONS | $137,266 | $0 | $15,000 | $0 | $0 | $0 | $2,409 | $0 | $0 | $0 | $154,675 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. THE ORGANIZATION ALSO REIMBURSES FOR TRAVEL COMPANIONS AS LONG AS THE EXPENSES PERTAIN TO MMI BUSINESS AND HAVE BENN AUTHORIZED BY A SENIOR VICE PRESIDENT. |
| PART I, LINE 4A | DURING CALENDAR YEAR 2025, THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS. DANIEL LEVINE - $165,500 |
| PART I, LINE 7 | EACH CHIEF OFFICER PROPOSED BONUSES FOR CERTAIN MEMBERS OF THEIR TEAMS BASED ON 2025 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, LINE 8 | IN CONNECTION WITH A MERGER, THE ORGANIZATION ENTERED INTO A WRITTEN 36-MONTH AGREEMENT WITH AN INDIVIDUAL WHO WAS NOT A DISQUALIFIED PERSON AT THE TIME THE CONTRACT WAS EXECUTED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | BY THE AFFIRMATIVE VOTE OF AT LEAST SEVENTY-FIVE PERCENT (75%) OF THE DIRECTORS, THE BOARD OF DIRECTORS MAY CREATE AN EXECUTIVE COMMITTEE, WHICH SHALL HAVE AND EXERCISE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION, AND MAY APPOINT TWO OR MORE PERSONS, A MAJORITY OF WHOM ARE MEMBERS OF THE BOARD OF DIRECTORS, TO SERVE ON IT. BY MAJORITY VOTE, THE BOARD OF DIRECTORS MAY CREATE ONE OR MORE OTHER COMMITTEES AND APPOINT MEMBERS OF THE BOARD OF DIRECTORS TO SERVE ON THEM. ANY SUCH COMMITTEE MAY EXERCISE ALL CORPORATE AUTHORITY DELEGATED TO IT BY THE BOARD OF DIRECTORS EXCEPT AS LIMITED BY APPLICABLE LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS POSTED ONTO A SECURE SITE FOR REVIEW BY THE ENTIRE BOARD OF DIRECTORS. THE DIRECTORS ARE GIVEN A MINIMUM OF A WEEK TO REVIEW, DEPENDING UPON TIMING OF THE DRAFT AND FILING DEADLINES PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY APPLICABLE TO DIRECTORS, OFFICERS, AND KEY EMPLOYEES. COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM AND TO UPDATE DISCLOSURES FOR ANY MATERIAL CHANGES DURING THE YEAR. THE POLICY REQUIRES DISCLOSURE OF FINANCIAL INTERESTS, COMPENSATION ARRANGEMENTS, BUSINESS RELATIONSHIPS, AND AFFILIATIONS INVOLVING THE INDIVIDUAL OR THEIR FAMILY MEMBERS. POTENTIAL CONFLICTS ARE REVIEWED BY APPROPRIATE ORGANIZATIONAL LEADERSHIP, AND INDIVIDUALS WITH A CONFLICT ARE EXPECTED TO DISCLOSE THE MATTER AND MAY BE REQUIRED TO REFRAIN FROM PARTICIPATING IN DELIBERATIONS OR DECISIONS RELATED TO THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | MMI HAS DEVELOPED AND IMPLEMENTED A COMPENSATION POLICY ADHERING TO THE STANDARDS PROVIDED IN TREASURY REGULATIONS SECTION 53.4858-6. THE POLICY REQUIRES A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS TO PERFORM A REVIEW AND APPROVE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES; THAT THE COMMITTEE OBTAIN AND RELY UPON COMPARABILITY DATA AND VALUATION STUDIES PREPARED BY INDEPENDENT EXECUTIVE COMPENSATION EXPERTS; THE COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS DELIBERATIONS AND DECISIONS IN WRITING; AND MUST HAVE ALL COMPENSATION DECISIONS APPROVED BY THE FULL BOARD OF DIRECTORS. THIS PROCESS WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | EXCESS OF ASSETS ACQUIRED OVER LIABILITIES ASSUMED OF HCCI 872,320. LOSS IN INVESTMENT IN SUBSIDIARY -296,413. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| MMI HOUSING LLC | |||||||||
| 2401 W PEORIA 350 | PHOENIX | AZ | 85029 | 460985114 | REAL ESTATE | DE | $0 | $0 | MONEY MANAGEMENT INTERNATIONAL INC |
| CALL CENTERED HOLDINGS | |||||||||
| 2828 N CENTRAL AVE | PHOENIX | AZ | 85004 | 871419715 | BUSINESS PROCESS OUTSOURCING | AZ | $0 | $0 | MONEY MANAGEMENT INTERNATIONAL INC |
| CALL CENTERED LLC | |||||||||
| 2828 N CENTRAL AVE | PHOENIX | AZ | 85004 | 844788670 | BUSINESS PROCESS OUTSOURCING | AZ | $7,137,102 | $7,111,552 | MONEY MANAGEMENT INTERNATIONAL INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CCCS OF SOUTHERN NEW ENGLAND INC | ||||||||||
| 12603 SOUTHWEST FREEWAY SUITE 450 | STAFFORD | TX | 77477 | 237230816 | CREDIT COUNSELING | MA | 501(C)(3) | LINE 7 | MONEY MANAGEMENT INTERNATIONAL INC | Yes (1) |
| MMI FINANCIAL EDUCATION FOUNDATION | ||||||||||
| 12603 SOUTHWEST FREEWAY SUITE 450 | STAFFORD | TX | 77477 | 760691702 | FINANCIAL EDUCATION | TX | 501(C)(3) | LINE 12A, I | MONEY MANAGEMENT INTERNATIONAL INC | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALL CENTERED MEXICO | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLVD GUERRERO 16A 110 NORTE LOCAL 3 | AddressLine1Txt |
| City | HERMOSILLO | CityNm |
| Province Or State | SONORA | ProvinceOrStateNm |
| Country | MX | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 211007643 | EIN |
| Primary Activities | BUSINESS PROCESS OUTSOURCING | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | MX | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALL CENTERED LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $6,812,750 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $119,126 | ShareOfEOYAssetsAmt |
| Ownership | 0.99990 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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