Nonprofit · EIN 25-6084058
MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK
Tax-exempt · MILWAUKEE, WI 53217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,109,754 | $2,051,985 | $57,769 | $1,018,395 | $114,220 | $904,175 |
| June 30, 2024 | 990 | $2,074,133 | $1,835,047 | $239,086 | $912,582 | $66,176 | $846,406 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,089,380
- Investment income
- $20,374
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,008,541
- Other salaries and wages
- $477,228
- Salaries, compensation and benefits (total)
- $1,637,975
- Professional fundraising fees
- $0
- Accounting fees
- $2,225
- Travel
- $4,775
Balance sheet and other
- Total assets, start of year
- $912,582
- Total assets, end of year
- $1,018,395
- Total liabilities, end of year
- $114,220
- Net assets, end of year
- $904,175
- Gross receipts
- $2,109,754
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1889
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVEN J SZYDEL | PRESIDENT Trustee or director, Officer | 50 | $606,010 | $22,600 |
| STEPHANIE PELZEK | CHIEF STRATEGY OFFICER Key employee | 50 | $301,438 | $12,876 |
| TOM GORIS JR | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| ALESSANDRO TRONCO | INCOMING CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN GROSS | FIRST VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| SHAWN KELLEY | SECOND VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN GUINAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JOHN WRIGHT II | PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVEN J SZYDEL | PRESIDENT Trustee or director, Officer | 50 | $586,551 | $27,653 |
| STEPHANIE PELZEK | CHIEF STRATEGY OFFICER Key employee | 50 | $281,117 | $16,690 |
| JEFF REETER | PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN GROSS | SECOND VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| TOM GORIS JR | INCOMING CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JOHN WRIGHT II | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| ALESSANDRO TRONCO | FIRST VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN GUINAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 170797, MILWAUKEE, WI 53217-8065
- In care of
- % GENE G KOCH TREASURER
- Principal officer (990 for 2024)
- STEVEN J SZYDEL, PO BOX 170797, MILWAUKEE, WI 532170797
- Signed the 990
- STEVEN J SZYDEL, PRESIDENT
- Phone
- (414) 550-4780
- Return prepared by
- KERBER ECK & BRAECKEL LLP
Mission
EDUCATION AND ASSISTANCE TO MEMBERS
Program accomplishments
- PROVIDE THE NECESSARY TRAINING AND EDUCATION TO ALLOW MEMBERS TO UTILIZE APPROPRIATE TOOLS TO PERFORM SERVICESExpenses $2,051,985 · revenue $2,089,380
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-6084058
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,018,395
- Income (IRS master file)
- $2,109,754
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,109,754 | $2,051,985 | $1,018,395 | XML |
| 990 | June 2024 | $2,074,133 | $1,835,047 | $912,582 | XML |
| 990 | June 2023 | $1,587,431 | $1,470,044 | $658,251 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-6084058).
Questions about MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK
- What is the EIN of MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK?
- The employer identification number (EIN) of MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK is 25-6084058.
- Is MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1967.
- Are donations to MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK?
- The 990 for the year ended June 30, 2025 names STEVEN J SZYDEL.
- Who are the officers and directors of MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK?
- The 990 for the year ended June 30, 2025 lists 8 people; 2 received compensation from the organization, the highest $606,010 (STEVEN J SZYDEL, PRESIDENT).
- How much revenue does MANAGING PARTNERS ASSOCIATION OF THE NW MUTUAL FINANCIAL NETWORK have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,109,754, expenses of $2,051,985 and total assets of $1,018,395 at year end.
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