MANAGING PARTNERS ASSOCIATION OF NORTHWESTERN MUTUAL INC (EIN 256084058) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1889

Legal Domicile

Principal Officer

STEVEN J SZYDEL

Phone

4146998591

Tax Period

2023-07-01 to 2024-06-30

MANAGING PARTNERS ASSOCIATION OF NORTHWESTERN MUTUAL INC, founded in 1889, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 12% surplus.

Mission

EDUCATION AND ASSISTANCE TO MEMBERS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,074,133

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,074,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,455,847

Fundraising Expenses $0

Program Expenses $1,835,047

Other Expenses $379,200

TOTAL EXPENSES $1,835,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,074,133	$1,587,431	+0.3%
Expenses	$1,835,047	$1,470,044	+0.2%
Net Income	$239,086	$117,387	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$614,204

Total Directors

$614,204

Key Employees

$297,807

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF REETER	PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEPHEN GROSS	SECOND VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEVEN J SZYDEL	PRESIDENT	50.00	Officer Director	$586,551	$27,653	$614,204
TOM GORIS JR	INCOMING CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOHN WRIGHT II	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ALESSANDRO TRONCO	FIRST VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEPHEN GUINAN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE PELZEK	CHIEF STRATEGY OFFICER	50.00	Key Emp	$281,117	$16,690	$297,807

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$2,074,133	$1,835,047	$912,582	$239,086
2023	$1,587,431	$1,470,044	$658,251	$117,387
2022	$1,286,082	$1,332,965	$542,015	$-46,883
2021	$1,182,053	$1,097,409	$573,083	$84,644
2020	$1,019,743	$909,590	$565,409	$110,153
2019	$760,469	$820,884	$455,256	$-60,415

MANAGING PARTNERS ASSOCIATION OF NORTHWESTERN MUTUAL INC