Private Organization Accreditation

Money Management International is a nationwide nonprofit organization that provides counseling and education related to credit, housing and bankruptcy, and offers debt management assistance if needed. MMI also conducts community education programs in the areas where we have a physical presence.


Ulysses Arteaga, L.C.S.W.

Volunteer Roles: Commissioner; EPPA; Marine Reviewer; Military Reviewer; Peer Reviewer; Team Leader

The Consuelo Foundation 2012 Peer Reviewer of the Year, Mr. Arteaga conducts two to three site visits a year, often volunteering for visits that require a Spanish speaking peer.
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Individuals participating in Mentoring Services develop supportive, positive relationships that contribute to the achievement of personal, social, and educational growth.

MS 5: Matching

Matches are made based on mentors’ and mentees’ strengths, needs, preferences, and interests.

Rating Indicators
All elements or requirements outlined in the standard are evident in practice, as indicated by full implementation of the practices outlined in the Practice standards.
Practices are basically sound but there is room for improvement, as noted in the ratings for the Practice standards; e.g.,
  • Minor inconsistencies and not yet fully developed practices are noted, however, these do not significantly impact service quality; or
  • Procedures need strengthening; or
  • With few exceptions procedures are understood by staff and are being used; or
  • For the most part, established timeframes are met; or
  • Proper documentation is the norm and any issues with individual staff members are being addressed through performance evaluations (HR 6.02) and training (TS 2.03); or
  • Active client participation occurs to a considerable extent.
Practice requires significant improvement, as noted in the ratings for the Practice standards. Service quality or program functioning may be compromised; e.g.,
  • Procedures and/or case record documentation need significant strengthening; or
  • Procedures are not well-understood or used appropriately; or
  • Timeframes are often missed; or
  • A number of client records are missing important information  or
  • Client participation is inconsistent; or
  • One of the Fundamental Practice Standards received a rating of 3 or 4.
Implementation of the standard is minimal or there is no evidence of implementation at all, as noted in the ratings for the Practice standards; e.g.,
  • No written procedures, or procedures are clearly inadequate or not being used; or
  • Documentation is routinely incomplete and/or missing; or  
  • Two or more Fundamental Practice Standards received a rating of 3 or 4.

Table of Evidence

Self-Study Evidence On-Site Evidence On-Site Activities
    • Matching procedures
    • Criteria for matching mentors and mentees
No On-Site Evidence
    • Interview:
      1. Program director
      2. Mentor supervisors/coordinators
      3. Mentors
      4. Mentees
      5. Parents/legal guardians of mentees, when applicable
    • Review personnel and case files for mentors, and case files for mentees

  • MS 5.01

    The organization considers information learned during screening and assessment when matching mentors with mentees. 

    Interpretation: Common matching criteria include: gender, race, ethnicity, culture, special needs, geographic proximity, personality and temperament, shared interests, strengths, and/or mentees’ preferences for the match (including, for example, preferred activities or demographic characteristics).

  • FP
    MS 5.02

    The organization helps the mentee understand the mentor’s role and obtains the mentee’s written, informed consent to the proposed match.

    Interpretation: Minor children and youth, and dependent adults, may be limited in the extent to which they can approve of and consent to matches. See MS 5.03 for discussion of the involvement of parents, legal guardians, and custodians.

  • FP
    MS 5.03

    Parents or legal guardians of children, youth, or dependent adults are involved in making and consenting to the match, and setting goals for the relationship.

    Interpretation: Although it can be difficult to involve family members, an organization serving children, youth, or dependent adults should at minimum obtain written, informed consent to proposed matches from mentees’ parents or legal guardians. If another organization (for example, a juvenile justice agency) retains temporary custody of the mentee, it is sufficient to obtain consent from that organization. 

    Interpretation: When service coordination is a program objective, personnel should discuss matches with appropriate parties at other involved organizations delivering services to the mentee with written consent from the mentee and mentees’ family.

    Interpretation: In cases where the child is a victim of human trafficking, it is important to be aware that the child’s parent or caregiver may be the trafficker or complicit in the trafficking. In such cases, determining appropriate family supports and level of involvement should include the input of the child, as well as child welfare and law enforcement systems.

    NA The organization does not serve children, youth, or dependent adults.

  • MS 5.04

    Mentors receive relevant information about the person with whom they are matched prior to meeting the person.

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