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Managing Partners Association Of The Nw Mutual Financial Network

Organization summary

Type of Nonprofit

Designated as a Labor, agricultural and horticultural organizations that are educational or instructive, including unions, created for the purpose of improving conditions of work, and products of efficiency.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2.07M (2024)

Expenses
$1.84M (2024)

Total Assets
$913k (2024)

Total Liabilities
$66.2k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,074,133
Expenses
$1,835,047
Net Income
$239,086
Net Assets
$846,406
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,074,133
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $947,142
51.6%
Professional Fundraising Fees $0
Other Salaries and Wages $357,706
19.5%
Assets/Debt
Total Assets $912,582
Total Liabilities $66,176
Net Assets $846,406
Compensation
Key Employees and Officers Compensation Related Other
Steven J Szydel (President) $586,551 $0 $27,653
Stephanie Pelzek (Chief Strategy Officer) $281,117 $0 $16,690
Jeff Reeter (Past Chairman) $0 $0 $0
Stephen Gross (Second Vice Chairman) $0 $0 $0
Tom Goris Jr (Incoming Chairman) $0 $0 $0
John Wright Ii (Chairman) $0 $0 $0
Alessandro Tronco (First Vice Chairman) $0 $0 $0
Stephen Guinan (Secretary/Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,587,431
Expenses
$1,470,044
Net Income
$117,387
Net Assets
$607,320
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,587,431
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $859,295
58.5%
Professional Fundraising Fees $0
Other Salaries and Wages $81,230
5.5%
Assets/Debt
Total Assets $658,251
Total Liabilities $50,931
Net Assets $607,320
Compensation
Key Employees and Officers Compensation Related Other
Steven J Szydel (President) $589,555 $0 $14,862
Stephanie Pelzek (Executive Director) $307,042 $0 $18,450
Jeff Reeter (Chairman) $0 $0 $0
R Paul Dodd (Past Chairman) $0 $0 $0
Tom Goris Jr (First Vice Chairman) $0 $0 $0
John Wright Ii (Incoming Chairman) $0 $0 $0
Alessandro Tronco (Second Vice Chairman) $0 $0 $0
Stephen Guinan (Secretary/Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,286,082
Expenses
$1,332,965
Net Income
-$46,883
Net Assets
$489,933
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,286,082
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $896,202
67.2%
Professional Fundraising Fees $0
Other Salaries and Wages $84,332
6.3%
Assets/Debt
Total Assets $542,015
Total Liabilities $52,082
Net Assets $489,933
Compensation
Key Employees and Officers Compensation Related Other
Steven J Szydel (President) $527,433 $0 $19,549
Stephanie Pelzek (Executive Director) $273,887 $0 $18,776
Mark J Heurung (Past Chairman) $0 $0 $0
R Paul Dodd (Chairman) $0 $0 $0
John Wright Ii (First Vice Chairman) $0 $0 $0
Jeff Reeter (Incoming Chairman) $0 $0 $0
Tom Goris (Second Vice Chairman) $0 $0 $0
Stephen Guinan (Secretary/Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,182,053
Expenses
$1,097,409
Net Income
$84,644
Net Assets
$536,816
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,180,770
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $1,283
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $943,202
85.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $573,083
Total Liabilities $36,267
Net Assets $536,816
Compensation
Key Employees and Officers Compensation Related Other
Steven J Szydel (President) $473,179 $0 $20,596
Stephanie Pelzek (Executive Director) $269,490 $0 $18,504
Sherri Sippel (Executive Director) $19,877 $0 $826
R Philip Sarnecki (Past Chairman) $0 $0 $0
Mark J Heurung (Chairman) $0 $0 $0
R Michael Condrey (Secretary/Treasurer) $0 $0 $0
Jeff Reeter (First Vice Chairman) $0 $0 $0
R Paul Dodd (Incoming Chairmen) $0 $0 $0
John Wright Ii (Second Vice Chairman) $0 $0 $0
Dwaan Black (Director) $0 $0 $0
Greg Castronovo (Director) $0 $0 $0
Stephen Gross (Director) $0 $0 $0
Kevin Lawhon (Director) $0 $0 $0
Brian Mcclure (Director) $0 $0 $0
Cory Mahaffey (Director) $0 $0 $0
Matt Russo (Director) $0 $0 $0
Scott Theodore (Director) $0 $0 $0
Michael Byrne (Director) $0 $0 $0
Steven Dugal (Director) $0 $0 $0
Tom Goris (Director) $0 $0 $0
David Kiecker (Director) $0 $0 $0
Matthew Lueder (Director) $0 $0 $0
Aaron Miller (Director) $0 $0 $0
Alex Tronco (Director) $0 $0 $0
John Van Der Hyde (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,019,743
Expenses
$909,590
Net Income
$110,153
Net Assets
$545,409
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,018,127
99.8%
Investment Income $336
0.0%
Bond Proceeds $0
Royalties $1,280
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $759,946
83.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $565,409
Total Liabilities $20,000
Net Assets $545,409
Compensation
Key Employees and Officers Compensation Related Other
Steven J Szydel (Financial Director) $361,879 $0 $19,356
Sherri Sippel (Executive Director) $125,699 $0 $12,374
Stephanie Pelzek (Executive Director) $70,424 $0 $2,252
R Philip Sarnecki (Chairmen) $0 $0 $0
Mark J Heurung (Incoming Chairmen) $0 $0 $0
R Michael Condrey (Secretary/Treasurer) $0 $0 $0
Jeff Reeter (Second Vice Chairmen) $0 $0 $0
R Paul Dodd (First Vice Chairman) $0 $0 $0
Bob Frieling (Director) $0 $0 $0
Troy Kemelgor (Director) $0 $0 $0
Cory Mahaffey (Director) $0 $0 $0
Steven Dugal (Director) $0 $0 $0
Greg Castronovo (Director) $0 $0 $0
Kevin Lawhon (Director) $0 $0 $0
Steve Gross (Director) $0 $0 $0
Shawn Kelley (Director) $0 $0 $0
Todd Grabner (Director) $0 $0 $0
Brian Mcclure (Director) $0 $0 $0
Matt Plocher (Director) $0 $0 $0
Steve Guinan (Director) $0 $0 $0
Matt Russo (Director) $0 $0 $0
Scott Theodore (Director) $0 $0 $0
Dwaan Black (Director) $0 $0 $0
Kevin Miller (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$760,469
Expenses
$820,884
Net Income
-$60,415
Net Assets
$435,256
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $758,303
99.7%
Investment Income $662
0.1%
Bond Proceeds $0
Royalties $1,504
0.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $566,736
69.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $455,256
Total Liabilities $20,000
Net Assets $435,256
Compensation
Key Employees and Officers Compensation Related Other
Steven J Szydel (Financial Director) $345,771 $0 $33,027
Sherri Sippel (Executive Director) $119,883 $0 $12,742
Leo C Tucker (President) $0 $0 $0
R Philip Sarnecki (President Elect) $0 $0 $0
Mark J Heurung (First Vice President) $0 $0 $0
R Michael Condrey (Secretary/Treasurer) $0 $0 $0
Debra Blevons (Director) $0 $0 $0
John Ertz (Director) $0 $0 $0
Cory Mahaffey (Director) $0 $0 $0
Jeff Reeter (Director) $0 $0 $0
Adam Seiden (Director) $0 $0 $0
Scott Theodore (Director) $0 $0 $0
Alex Tronco (Director) $0 $0 $0
John Van Der Hyde (Director) $0 $0 $0
Steven Dugal (Director) $0 $0 $0
Robert Frieling (Director) $0 $0 $0
Todd Grabner (Director) $0 $0 $0
Stephen Guinan (Director) $0 $0 $0
Shawn Kelley (Director) $0 $0 $0
Troy Kemelgor (Director) $0 $0 $0
Timothy Mulroy (Director) $0 $0 $0
Matthew Plocher (Director) $0 $0 $0
R Paul Dodd (Second Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$710,276
Expenses
$720,238
Net Income
-$9,962
Net Assets
$495,671
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $708,793
99.8%
Investment Income $212
0.0%
Bond Proceeds $0
Royalties $1,271
0.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $540,889
75.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $515,671
Total Liabilities $20,000
Net Assets $495,671
Compensation
Key Employees and Officers Compensation Related Other
Steven J Szydel (Financial Director) $329,632 $0 $34,594
Sherri Sippel (Executive Director) $114,002 $0 $13,086
Charles R Pruett (President) $0 $0 $0
Leo C Tucker (President Elect) $0 $0 $0
R Philip Sarnecki (First Vice President) $0 $0 $0
Mark J Heurung (Second Vice President) $0 $0 $0
Rmichael Condrey (Secretary/Treasurer) $0 $0 $0
Debra Blevons (Director) $0 $0 $0
John Ertz (Director) $0 $0 $0
Cory Mahaffey (Director) $0 $0 $0
Jeff Reeter (Director) $0 $0 $0
Adam Seiden (Director) $0 $0 $0
Scott Theodore (Director) $0 $0 $0
Alex Tronco (Director) $0 $0 $0
John Van Der Hyde (Director) $0 $0 $0
Brian D Bailey (Director) $0 $0 $0
Brian R Cunningham (Director) $0 $0 $0
Thomas Goris Jr (Director) $0 $0 $0
Stephen Gross (Director) $0 $0 $0
Stephen T Guinan (Director) $0 $0 $0
Brian W Mcclure (Director) $0 $0 $0
Jim E Meeks Jr (Director) $0 $0 $0
Richard Worrell (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$665,830
Expenses
$716,161
Net Income
-$50,331
Net Assets
$505,633
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $663,944
99.7%
Investment Income $182
0.0%
Bond Proceeds $0
Royalties $1,704
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $523,095
73.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $525,633
Total Liabilities $20,000
Net Assets $505,633
Compensation
Key Employees and Officers Compensation Related Other
Steven J Szydel (Financial Director) $316,237 $0 $34,157
Sherri Sippel (Executive Director) $108,932 $0 $12,855
Charles R Pruett (President Elect) $0 $0 $0
C Tait Cruse (President) $0 $0 $0
R Philip Sarnecki (Second Vice President) $0 $0 $0
Leo C Tucker (First Vice President) $0 $0 $0
Keith A Erhard (Secretary/Treasurer) $0 $0 $0
R Michael Condrey (Director) $0 $0 $0
R Paul Dodd (Director) $0 $0 $0
Steve H Holter (Director) $0 $0 $0
Shawn F Kelley (Director) $0 $0 $0
David Kiecker (Director) $0 $0 $0
Matthew J Plocher (Director) $0 $0 $0
Adam T Rhoades (Director) $0 $0 $0
John W Wright (Director) $0 $0 $0
Brian D Bailey (Director) $0 $0 $0
Brian R Cunningham (Director) $0 $0 $0
Thomas Goris Jr (Director) $0 $0 $0
Stephen Gross (Director) $0 $0 $0
Stephen T Guinan (Director) $0 $0 $0
Brian W Mcclure (Director) $0 $0 $0
Jim E Meeks Jr (Director) $0 $0 $0
Richard Worrell (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$643,611
Expenses
$675,882
Net Income
-$32,271
Net Assets
$555,964
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $641,230
99.6%
Investment Income $696
0.1%
Bond Proceeds $0
Royalties $1,685
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $510,756
75.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $575,964
Total Liabilities $20,000
Net Assets $555,964
Compensation
Key Employees and Officers Compensation Related Other
Steven J Szydel (Financial Director) $295,364 $0 $80,309
Sherri Sippel (Executive Director) $111,061 $0 $32,918
Scott Iodice (President) $10,000 $0 $0
C Tait Cruse (President Elect) $0 $0 $0
Leo C Tucker (Second Vice President) $0 $0 $0
Charles R Pruett (First Vice President) $0 $0 $0
Keith A Erhard (Secretary/Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$332,240
Expenses
$657,589
Net Income
-$325,349
Net Assets
$588,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $330,123
99.4%
Investment Income $464
0.1%
Bond Proceeds $0
Royalties $1,653
0.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $490,296
74.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $608,235
Total Liabilities $20,000
Net Assets $588,235

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$672,779
Expenses
$602,612
Net Income
$70,167
Net Assets
$913,584
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $670,393
99.6%
Investment Income $617
0.1%
Bond Proceeds $0
Royalties $1,769
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $468,308
77.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $933,584
Total Liabilities $20,000
Net Assets $913,584
Compensation
Key Employees and Officers Compensation Related Other
Steven J Szydel (Financial Director) $273,081 $0 $76,500
Sherri Sippel (Executive Director) $102,682 $0 $32,139
David C Mcavoy (President) $10,000 $0 $0
C Tait Cruse (First Vice President) $0 $0 $0
Scott C Iodice (President Elect) $0 $0 $0
Charles R Pruett (Second Vice President) $0 $0 $0
Keith A Erhard (Secretary/Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$667,498
Expenses
$616,044
Net Income
$51,454
Net Assets
$843,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $665,314
99.7%
Investment Income $384
0.1%
Bond Proceeds $0
Royalties $1,800
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $458,538
74.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $863,417
Total Liabilities $20,000
Net Assets $843,417

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$644,640
Expenses
$602,772
Net Income
$41,868
Net Assets
$791,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $640,460
99.4%
Investment Income $2,306
0.4%
Bond Proceeds $0
Royalties $1,874
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $431,745
71.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $831,051
Total Liabilities $39,088
Net Assets $791,963

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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