MANAGING DIRECTORS ASSOCIATION OF NORTHWESTERN MUTUAL LIFE INC (EIN 391262602) - 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

1929

Legal Domicile

Principal Officer

KAYLA WEISS

Phone

4148394362

Tax Period

2022-07-01 to 2023-06-30

MANAGING DIRECTORS ASSOCIATION OF NORTHWESTERN MUTUAL LIFE INC, founded in 1929, is a small nonprofit in the Community Improvement sector that reported $552K in total revenue in fiscal year 2022. Expenses of $516K left a modest 7% surplus.

Mission

THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY, INC ORGANIZES EDUCATIONAL CONFERENCES FOR AND PROVIDES EDUCATIONAL INFORMATION TO ITS 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 (2022)

Revenue Breakdown

Contributions & Grants $550,581

Program Service Revenue $0

Investment Income $1,764

Other Revenue $0

TOTAL REVENUE $552,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,061

Fundraising Expenses $0

Other Expenses $384,914

TOTAL EXPENSES $515,975

Year-over-Year Comparison

	2022	2021	Change
Revenue	$552,345	$551,073	+0.0%
Expenses	$515,975	$663,290	-0.2%
Net Income	$36,370	$-112,217	-1.3%

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

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

$121,755

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN YODER CLU CHFC CLTC	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
THOMAS CANALE CFP CLU CHSNC CHFC	PRESIDENT	5.00	Officer Director	$0	$0	$0
FERNANDO SUAREZ CFP CLU CHFC	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
ERIC MCGOUGH CLU CHFC RICP	1ST VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
CHRIS LOWERY CFP CLU CASL CPA	2ND VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MIKE JONES	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
TOBY ENG CLU CHFC CFP	DISTRICT DIRECTOR OFFICER	5.00	Officer Director	$0	$0	$0
KAYLA WEISS	EXECUTIVE DIRECTOR	40.00	Officer	$102,885	$18,870	$121,755

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	No data	No data	No data	No data
2023	$552,345	$515,975	$878,760	$36,370
2022	$551,073	$663,290	$837,643	$-112,217
2021	$499,476	$261,487	$957,069	$237,989
2020	$390,108	$286,312	$712,008	$103,796
2019	$462,781	$406,816	$610,152	$55,965

MANAGING DIRECTORS ASSOCIATION OF NORTHWESTERN MUTUAL LIFE INC