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The Managing Directors Association Of The Northwestern Mutual Life

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$552k (2023)

Expenses
$516k (2023)

Total Assets
$879k (2023)

Total Liabilities
$4.75k (2023)

Source: Form 990 tax filings from 2012 to 2023

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
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$552,345
Expenses
$515,975
Net Income
$36,370
Net Assets
$874,013
Notable Sources of Revenue Percent of Total Revenue
Contributions $550,581
99.7%
Program Services $0
Investment Income $1,764
0.3%
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 $122,886
23.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $878,760
Total Liabilities $4,747
Net Assets $874,013
Compensation
Key Employees and Officers Compensation Related Other
Kayla Weiss (Executive Director) $102,885 $0 $18,870
Ryan Yoder Clu Chfc Cltc (Past President) $0 $0 $0
Thomas Canale Cfp Clu Chsnc Chfc (President) $0 $0 $0
Fernando Suarez Cfp Clu Chfc (President Elect) $0 $0 $0
Eric Mcgough Clu Chfc Ricp (1 St Vice President) $0 $0 $0
Chris Lowery Cfp Clu Casl Cpa (2 Nd Vice President) $0 $0 $0
Mike Jones (Secretary/Treasurer) $0 $0 $0
Toby Eng Clu Chfc Cfp (District Director Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$551,073
Expenses
$663,290
Net Income
-$112,217
Net Assets
$837,643
Notable Sources of Revenue Percent of Total Revenue
Contributions $550,778
99.9%
Program Services $0
Investment Income $295
0.1%
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 $108,807
16.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $837,643
Total Liabilities $0
Net Assets $837,643
Compensation
Key Employees and Officers Compensation Related Other
Sherry Hubbard (Executive Director) $82,000 $0 $1,823
Shawn Mackey Clu Chfc (Past President) $2,000 $0 $0
Ryan Yoder Clu Chfc Cltc (President) $0 $0 $0
Thomas Canale Cfp Clu Chsnc Chfc (President Elect) $0 $0 $0
Fernando Suarez Cfp Clu Chfc (1 St Vice President) $0 $0 $0
Eric Mcgough Clu Chfc Ricp (2 Nd Vice President) $0 $0 $0
Chris Lowery Cfp Clu Casl Cpa (Secretary/Treasurer) $0 $0 $0
Toby Eng Clu Chfc Cfp (District Director Officer) $0 $0 $0
Kayla Weiss (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$499,476
Expenses
$261,487
Net Income
$237,989
Net Assets
$949,687
Notable Sources of Revenue Percent of Total Revenue
Contributions $495,572
99.2%
Program Services $0
Investment Income $3,904
0.8%
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 $79,750
30.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $957,069
Total Liabilities $7,382
Net Assets $949,687
Compensation
Key Employees and Officers Compensation Related Other
Sherry Hubbard (Executive Director) $75,000 $0 $2,077
Jay Dixon Clu Chfc (Past President) $0 $0 $0
Shawn Mackey Clu Chfc (President) $0 $0 $0
Ryan Yoder Clu Chfc Cltc (President Elect) $0 $0 $0
Thomas Canale Cfp Clu Chsnc Chfc (1 St Vice President) $0 $0 $0
Fernando Suarez Cfp Clu Chfc (2 Nd Vice President) $0 $0 $0
Michael Blivens Mba (Secretary/Treasurer) $0 $0 $0
Toby Eng Clu Chfc Cfp (District Director Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$390,108
Expenses
$286,312
Net Income
$103,796
Net Assets
$711,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $389,469
99.8%
Program Services $0
Investment Income $639
0.2%
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 $74,675
26.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $712,008
Total Liabilities $310
Net Assets $711,698
Compensation
Key Employees and Officers Compensation Related Other
Sherry Hubbard (Executive Director) $72,500 $0 $2,175
John Tripoli Clu Cfp (Past President) $0 $0 $0
Jay Dixon Clu Chfc (President) $0 $0 $0
Shawn Mackey Clu Chfc (President Elect) $0 $0 $0
Ryan Yoder Clu Chfc Cltc (1 St Vice President) $0 $0 $0
Thomas Canale Cfp Clu Chsnc Chfc (2 Nd Vice President) $0 $0 $0
Fernando Suarez Cfp Clu Chfc (Treasurer) $0 $0 $0
Michael Blivens Mba (Secretary) $0 $0 $0
Toby Eng Clu Chfc Cfp (District Director Officer) $0 $0 $0
Jason Akers Cfp Clu Chfc (Director) $0 $0 $0
Ross Alisiani Cfp Clu Chfc (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$462,781
Expenses
$406,816
Net Income
$55,965
Net Assets
$607,902
Notable Sources of Revenue Percent of Total Revenue
Contributions $461,327
99.7%
Program Services $0
Investment Income $794
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $660
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $78,292
19.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $610,152
Total Liabilities $2,250
Net Assets $607,902
Compensation
Key Employees and Officers Compensation Related Other
Heather Nothem (Past Executive Director) $47,512 $0 $308
Sherry Hubbard (Executive Director) $30,980 $0 $0
John Tripoli Clu Cfp (President) $2,000 $0 $0
Mary Lundstrom Clu Chfc Cfp (Past President) $0 $0 $0
Ryan Yoder Clu Chfc Cltc (2 Nd Vice President) $0 $0 $0
Jay Dixon Clu Chfc (President Elect) $0 $0 $0
Fernando Suarez (Secretary) $0 $0 $0
Shawn Mackey (1 St Vice President) $0 $0 $0
Thomas Canale Cfp Clu Chfc Chsnc (Treasurer) $0 $0 $0
Derek J Tamm Clu Chfc (District Director Officer) $0 $0 $0
Mark Schnobrich Clu Chfc (Director) $0 $0 $0
Jason Akers Cfp Clu Chfc (Director) $0 $0 $0
Nicholas Fiorito (Director) $0 $0 $0
Michael Blivens Mba (Director) $0 $0 $0
Eric Mcgough Clu Chfc Ricp (Director) $0 $0 $0
Steven Trujillo (Director) $0 $0 $0
Matthew Henry (Director) $0 $0 $0
Joshua Oertli Cfp Clu Chfcricp (Director) $0 $0 $0
Toby Eng Clu Chfc Cfp (Director) $0 $0 $0
Frank Di Meglio Clf (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$524,651
Expenses
$326,545
Net Income
$198,106
Net Assets
$551,937
Notable Sources of Revenue Percent of Total Revenue
Contributions $524,329
99.9%
Program Services $0
Investment Income $322
0.1%
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 $72,940
22.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $557,142
Total Liabilities $5,205
Net Assets $551,937
Compensation
Key Employees and Officers Compensation Related Other
Troy Nunn Clu Cfp (Past President) $0 $0 $0
Jay Dixon Clu Chfc (2 Nd Vice President) $0 $0 $0
Mary Lundstrom Clu Chfc Cfp (President) $0 $0 $0
John Tripoli Clu Cfp (President Elect) $0 $0 $0
Ryan Yoder Clu Chfc Cltc (Secretary) $0 $0 $0
Patrick Matthews (1 St Vice President) $0 $0 $0
Shawn Mackey (Treasurer) $0 $0 $0
Derek J Tamm Clu Chfc (District Director Officer) $0 $0 $0
D Crist Stroud Clu Chfc Casl Clf (Director) $0 $0 $0
Jason Akers Cfp Clu Chfc (Director) $0 $0 $0
Aaron Tanner (Director) $0 $0 $0
Michael Blivens Mba (Director) $0 $0 $0
Kevin Kaveney (Director) $0 $0 $0
Steven Trujillo (Director) $0 $0 $0
Thomas Canale Cfp Clu Chfc Chsnc (Director) $0 $0 $0
Joshua Waite Cfp Clu Chfc Cap (Director) $0 $0 $0
Toby Eng Clu Chfc Cfp (Director) $0 $0 $0
Frank Di Meglio Clf (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$436,780
Expenses
$292,268
Net Income
$144,512
Net Assets
$353,831
Notable Sources of Revenue Percent of Total Revenue
Contributions $436,580
100.0%
Program Services $0
Investment Income $200
0.0%
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 $65,978
22.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $356,810
Total Liabilities $2,979
Net Assets $353,831
Compensation
Key Employees and Officers Compensation Related Other
Russell Schwartzbeck Clu Chfc Cfp (Past President) $0 $0 $0
John Tripoli Clu Cfp (2 Nd Vice President) $0 $0 $0
Troy Nunn Clu Cfp (President) $0 $0 $0
Wayne Hill Cltc (President Elect) $0 $0 $0
Joe Dierks Clu Cltc (Secretary) $0 $0 $0
Mary Lundstrom Clu Chfc Cfp (1 St Vice President) $0 $0 $0
Patrick Matthews (Treasurer) $0 $0 $0
Brad Nelson Clu Chfc Cfp Casl Ricp (Director) $0 $0 $0
D Crist Stroud Clu Chfc Casl Clf (Director) $0 $0 $0
Cw Middleton Iv Clu (Director) $0 $0 $0
Fernando Suarez (Director) $0 $0 $0
Shawn Mackey (Director) $0 $0 $0
Toby Eng Clu Chfc Cfp (Director) $0 $0 $0
Aaron Tanner (Director) $0 $0 $0
Thomas Canale Cfp Clu Chfc Chsnc (Director) $0 $0 $0
Joshua Waite Cfp Clu Chfc Cap (Director) $0 $0 $0
Derek J Tamm Clu Chfc (Director) $0 $0 $0
Brian Boucher (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$268,730
Expenses
$267,214
Net Income
$1,516
Net Assets
$209,319
Notable Sources of Revenue Percent of Total Revenue
Contributions $268,554
99.9%
Program Services $0
Investment Income $176
0.1%
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 $53,550
20.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $216,984
Total Liabilities $7,665
Net Assets $209,319
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Manderfield Chfc Clu Cltc (Past President) $0 $0 $0
Mary Lundstrom Clu Chfc Cfp (2 Nd Vice President) $0 $0 $0
Russell Schwartzbeck Clu Chfc Cfp (President) $0 $0 $0
Troy Nunn Clu Cfp (President Elect) $0 $0 $0
Patrick Matthews (Secretary) $0 $0 $0
Wayne Hill Cltc (1 St Vice President) $0 $0 $0
John Tripoli Clu Cfp (Treasurer) $0 $0 $0
Brad Nelson Clu Chfc Cfp Casl Ricp (Director) $0 $0 $0
Jamie R Thomas Clu (Director) $0 $0 $0
Cw Middleton Iv Clu (Director) $0 $0 $0
Fernando Suarez (Director) $0 $0 $0
Joe Dierks Clu Cltc (Director) $0 $0 $0
Kalvin Grabau Keele Chfc Clu (Director) $0 $0 $0
Aaron Tanner (Director) $0 $0 $0
Michael S Macfarlane Clu Chfc Cas (Director) $0 $0 $0
Ben Henderson Clu Chfc (Director) $0 $0 $0
Derek J Tamm Clu Chfc (Director) $0 $0 $0
Brian Boucher (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$254,974
Expenses
$229,120
Net Income
$25,854
Net Assets
$207,803
Notable Sources of Revenue Percent of Total Revenue
Contributions $254,798
99.9%
Program Services $0
Investment Income $176
0.1%
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 $47,303
20.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $208,059
Total Liabilities $256
Net Assets $207,803
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Kane Clu (Past President) $0 $0 $0
Wayne Hill Cltc (2 Nd Vice President) $0 $0 $0
Jeffrey Manderfeld Clu Chfc (President) $0 $0 $0
Russell Schwartzbeck Clu Chfc (President Elect) $0 $0 $0
Cale Smith Clu Cltc Lutcf (Secretary) $0 $0 $0
Troy A Nunn Clu Cfp (1 St Vice President) $0 $0 $0
Mary Lundstrom Clu Chfc Cfp (Treasurer) $0 $0 $0
Rick Hu (Director) $0 $0 $0
Jamie R Thomas Clu (Director) $0 $0 $0
Patrick Matthews (Director) $0 $0 $0
Tony Stanley (Director) $0 $0 $0
Joe Dierks Clu Cltc (Director) $0 $0 $0
Kalvin Grabau Keele Chfc Clu (Director) $0 $0 $0
Armen S Khadiwala Clu Cltc (Director) $0 $0 $0
Michael S Macfarlane Clu Chfc Cas (Director) $0 $0 $0
Ben Henderson Clu Chfc (Director) $0 $0 $0
Derek J Tamm Clu Chfc (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$110,278
Expenses
$221,479
Net Income
-$111,201
Net Assets
$181,949
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,103
99.8%
Program Services $0
Investment Income $175
0.2%
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 $16,216
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $184,240
Total Liabilities $2,291
Net Assets $181,949
Compensation
Key Employees and Officers Compensation Related Other
Bruce Laughlin Clu Chfc (Past President) $0 $0 $0
Troy Nunn Clu Cfp (2 Nd Vice President) $0 $0 $0
Kathleen Kane Clu (President) $0 $0 $0
Jeffrey Manderfeld Clu Chfc (President Elect) $0 $0 $0
Wayne Hill Cltc (Secretary/Treasurer) $0 $0 $0
Rick Hu (Director) $0 $0 $0
Patrick Matthews (Director) $0 $0 $0
Robert Aaron Miller Clu Chfc (Director) $0 $0 $0
Russell Schwartzbeck Clu Chfc (1 St Vice President) $0 $0 $0
Cale Smith (Director) $0 $0 $0
Dante Pizzuti Clu (Director) $0 $0 $0
Armen Khadiwala Clu Cltc (Director) $0 $0 $0
Corey Mcquade Clu (Director) $0 $0 $0
Joseph Beshear Cfp (Director) $0 $0 $0
Paul Hanson Clu Chfc (Director) $0 $0 $0
Mary Lundstrom Clu Chfc Cfp (Director) $0 $0 $0
Heather Nothem (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$223,093
Expenses
$184,808
Net Income
$38,285
Net Assets
$293,150
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $222,950
99.9%
Investment Income $143
0.1%
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 $24,000
13.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $301,086
Total Liabilities $7,936
Net Assets $293,150

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$205,159
Expenses
$179,116
Net Income
$26,043
Net Assets
$254,865
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $205,090
100.0%
Investment Income $69
0.0%
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 $24,000
13.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $260,616
Total Liabilities $5,751
Net Assets $254,865

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 May
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 May
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 May
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 May
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 May
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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