Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 39-1262602

THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE

Tax-exempt · RACINE, WI 53404

Financials

$562K$605K2023$766K$771K2024
Revenue Expenses · by fiscal year end
Financials of THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$766,096$770,619-$4,523$831,422$4,969$826,453
June 30, 2024990$561,514$604,551-$43,037$845,867$14,891$830,976
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$739,232
Membership dues
$739,232
Program service revenue
$0
Investment income
$26,681
Other revenue
$183

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$248,943
Other salaries and wages
$53,100
Salaries, compensation and benefits (total)
$325,663
Professional fundraising fees
$0
Legal fees
$3,570
Accounting fees
$16,785
Travel
$92,045
Depreciation
$355

Balance sheet and other

Total assets, start of year
$845,867
Total assets, end of year
$831,422
Total liabilities, end of year
$4,969
Net assets, end of year
$826,453
Land, buildings and equipment
$4,950
Net assets without donor restrictions
$826,453
Gross receipts
$766,096
Employees
2
Volunteers
5
Year formed
1929
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.

NameTitleHours / weekCompensationOther / benefits
KAYLA WEISSCHIEF OPERATING OFFICER
Officer
50$130,000$24,834
ERIC MCGOUGH CLU CHFC RICPPRESIDENT
Trustee or director, Officer
5$0$0
CHRIS LOWERY CFP CLU CASL CPAPRESIDENT-ELECT
Trustee or director, Officer
5$0$0
MIKE JONES1ST VICE-PRESIDENT
Trustee or director, Officer
5$0$0
DANIEL B JONES2ND VICE PRESIDENT
Trustee or director, Officer
5$0$0
TEK WIEGERT CLU CHFC WMCP CFP RICDISTRICT DIRECTOR OFFICER
Trustee or director, Officer
5$0$0
RACHEL SENKEXECUTIVE DIRECTOR
Officer
50$0$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensationOther / benefits
KAYLA WEISSEXECUTIVE DIRECTOR
Officer
40$110,000$23,240
FERNANDO SUAREZ CFP CLU CHFCPRESIDENT
Trustee or director, Officer
5$0$0
ERIC MCGOUGH CLU CHFC RICPPRESIDENT-ELECT
Trustee or director, Officer
5$0$0
CHRIS LOWERY CFP CLU CASL CPA1ST VICE-PRESIDENT
Trustee or director, Officer
5$0$0
MIKE JONES2ND VICE PRESIDENT
Trustee or director, Officer
5$0$0
NIKKI STOKES CHFC CLU RICPSECRETARY/TREASURER
Trustee or director, Officer
5$0$0
TEK WIEGERT CLU CHFC WMCP CFP RICDISTRICT DIRECTOR OFFICER
Trustee or director, Officer
5$0$0

Address and contacts

Address (IRS master file)
PO BOX 45174, RACINE, WI 53404-7029
Principal officer (990 for 2024)
KAYLA WEISS, PO BOX 45174, RACINE, WI 53404
Signed the 990
KAYLA WEISS, CHIEF OPERATING OFFICER
Phone
(414) 839-4362
Return prepared by
REILLY PENNER & BENTON LLP

Mission

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

990 for the year ended June 30, 2025

Program accomplishments

  • THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY, INC HAS APPROXIMATELY 302 MEMBERS. EACH YEAR THE MEMBERS MEET FOR THE PURPOSES OF SHARING INFORMATION RELATED TO THEIR BUSINESS PRACTICES. IN ADDITION, SPEAKERS MOTIVATE AND TRAIN MEMBERS ON TOPICS RELATED TO THE GROWTH AND DEVELOPMENT OF THEIR DISTRICT NETWORK OFFICES. TOPICS DISCUSSED RELATE TO RECRUITING AND TRAINING OF LICENSED FINANCIAL REPRESENTATIVES IN LIFE INSURANCE, DISABILITY INSURANCE, ANNUITIES, AND LONG-TERM CARE INSURANCE IN ADDITION TO INVESTMENT RELATED PRODUCTS FOR THE NORTHWESTERN MUTUAL. OTHER AREAS INCLUDE OFFICE ORGANIZATION, STAFF MANAGEMENT, LEADERSHIP DEVELOPMENT, MARKETING, AND SALES TECHNIQUES. EDUCATIONAL CONFERENCES ARE HELD REGIONALLY, IN THE SPRING FOR THE ANNUAL CONFERENCE AND SUMMER FOR THE ANNUAL MEETING.

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
39-1262602
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2004
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$831,422
Income (IRS master file)
$766,096

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$766,096$770,619$831,422XML
990June 2024$561,514$604,551$845,867IRS
990June 2023$552,345$515,975$878,760IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––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 39-1262602).

Questions about THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE

What is the EIN of THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE?
The employer identification number (EIN) of THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE is 39-1262602.
Is THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2004.
Are donations to THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE 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 THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE 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 THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE 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 THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE?
The 990 for the year ended June 30, 2025 names KAYLA WEISS.
Who are the officers and directors of THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE?
The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $130,000 (KAYLA WEISS, CHIEF OPERATING OFFICER).
How much revenue does THE MANAGING DIRECTORS ASSOCIATION OF THE NORTHWESTERN MUTUAL LIFE have?
On its 990 for the year ended June 30, 2025 it reported revenue of $766,096, expenses of $770,619 and total assets of $831,422 at year end.

Other nonprofits in RACINE

All nonprofits in RACINE · Wisconsin · Community improvement and capacity building