Civic Intelligence

Northwestern Mutual Credit Union

EIN 39-0509565 • 501(c)14 • Milwaukee, WI

Profile

To provide competitive and convenient financial products along with outstanding service to the northwestern mutual community. To strive to offer a product mix that allows members to view the credit union as their primary financial institution and a valued employee benefit while maintaining a high level of financial security.

Refreshing map…

720 E Wisconsin AvenueMilwaukee, WI 53202

mynmcu.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.89x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

23.45x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Net Margin

43rd percentile

9.8%

Higher net margin than 43% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$206,456

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Asset Growth

67th percentile

4.5%

Faster asset growth than 67% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

27%

Faster revenue growth than 91% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

$246,162,442

No earlier filing loaded for comparison.

Liabilities

$219,370,761

No earlier filing loaded for comparison.

Net Assets

$26,791,681

No earlier filing loaded for comparison.

Revenue

$9,356,286

No earlier filing loaded for comparison.

Expenses

$8,437,491

No earlier filing loaded for comparison.

Net Income

$918,795

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2010: $103,832,237Liabilities 2010: $90,743,652Net Assets 2010: $13,088,5852010Assets 2011: $115,413,108Liabilities 2011: $101,315,966Net Assets 2011: $14,097,1422011Assets 2012: $126,989,448Liabilities 2012: $111,947,649Net Assets 2012: $15,041,7992012Assets 2013: $129,770,175Liabilities 2013: $114,272,946Net Assets 2013: $15,497,2292013Assets 2014: $136,345,921Liabilities 2014: $119,724,093Net Assets 2014: $16,621,8282014Assets 2015: $142,148,999Liabilities 2015: $124,624,724Net Assets 2015: $17,524,2752015Assets 2016: $152,645,724Liabilities 2016: $134,152,865Net Assets 2016: $18,492,8592016Assets 2017: $157,641,267Liabilities 2017: $137,729,040Net Assets 2017: $19,912,2272017Assets 2020: $214,527,409Liabilities 2020: $190,308,303Net Assets 2020: $24,219,1062020Assets 2021: $240,285,501Liabilities 2021: $214,093,436Net Assets 2021: $26,192,0652021Assets 2024: $246,162,442Liabilities 2024: $219,370,761Net Assets 2024: $26,791,6812024

Highlighted filing

2024

Assets$246,162,442
Liabilities$219,370,761
Net Assets$26,791,681

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Expenses 2010: $2,803,9582010Expenses 2011: $2,975,4302011Expenses 2012: $2,746,6812012Revenue 2013: $3,314,378Expenses 2013: $2,615,155Net Income 2013: $699,2232013Revenue 2014: $3,281,412Expenses 2014: $2,354,641Net Income 2014: $926,7712014Revenue 2015: $3,447,442Expenses 2015: $2,423,386Net Income 2015: $1,024,0562015Revenue 2016: $3,719,177Expenses 2016: $2,621,946Net Income 2016: $1,097,2312016Revenue 2017: $4,083,488Expenses 2017: $2,645,959Net Income 2017: $1,437,5292017Revenue 2020: $5,934,979Expenses 2020: $4,209,227Net Income 2020: $1,725,7522020Revenue 2021: $5,980,230Expenses 2021: $3,302,203Net Income 2021: $2,678,0272021Revenue 2024: $9,356,286Expenses 2024: $8,437,491Net Income 2024: $918,7952024

Highlighted filing

2024

Revenue$9,356,286
Expenses$8,437,491
Net Income$918,795

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$246$219$26.8$9.36$8.44$0.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$240$214$26.2$5.98$3.30$2.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$215$190$24.2$5.93$4.21$1.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$158$138$19.9$4.08$2.65$1.44
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$134$18.5$3.72$2.62$1.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$142$125$17.5$3.45$2.42$1.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$136$120$16.6$3.28$2.35$0.93
2013Detailed filing. Detailed filing data is available for this year.$130$114$15.5$3.31$2.62$0.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$127$112$15.0$2.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$101$14.1$2.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$90.7$13.1$2.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 18, 2025
Return Version
2024v5.1
Gross Receipts
$9,356,286
Mission and Program Overview

Mission

To provide competitive and convenient financial products along with outstanding service to the northwestern mutual community. To strive to offer a product mix that allows members to view the credit union as their primary financial institution and a valued employee benefit while maintaining a high level of financial security.

To provide competitive and convenient financial products along with outstanding service to the northwestern mutual community. To strive to offer a product mix that allows members to view the credit union as their primary financial institution and a valued employee benefit

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$114,051,049$117,134,109▲ $3,083,060
Investments in Publicly Traded Securities$87,583,585$90,950,538▲ $3,366,953
Savings and Temporary Cash Investments$26,850,537$30,506,524▲ $3,655,987
Rtn Earn Endowment Incm Other Fnds$23,175,000$25,569,695▲ $2,394,695
Investments Program Related$2,387,598$2,407,532▲ $19,934
Accounts Receivable$710,159$1,494,127▲ $783,968
Pd in Cap Srpls Land Bldg Eqp Fund$1,221,986$1,221,986→ $0
Cash and Non-Interest-Bearing Accounts$815,129$762,735▼ $52,394
Prepaid Expenses and Deferred Charges$106,838$96,503▼ $10,335
Land, Buildings, and Equipment, Net$46,672$54,437▲ $7,765
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$235,468,953$246,162,442▲ $10,693,489
Other Assets Total$2,917,386$2,755,937▼ $161,449
Liabilities
Other Liabilities$195,367,355$203,176,720▲ $7,809,365
Mortgage Notes Payable Secured by Investment Property$12,056,434$12,445,259▲ $388,825
Accounts Payable and Accrued Expenses$3,648,178$3,748,782▲ $100,604
Total Liabilities$211,071,967$219,370,761▲ $8,298,794
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,396,986$26,791,681▲ $2,394,695
Total Liabilities and Net Assets / Fund Balance$235,468,953$246,162,442▲ $10,693,489

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$54,437$365,945$420,382
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Jason MetalloVice PresidentFT$139,934$139,934

Board Members and Trustees

NameTitle
Aaron SchroederChair
Joseph BukowskiPresident
Emily HoVice Chair & Secretary
Ellen HopperDirector
James DobrinskaDirector
Jeff NelsonDirector
Jeff NiehausDirector
Jonathan SternbergDirector
Ryan FlemingDirector
Timothy SternbergDirector
Justin UgentAssistant Secretary
Jeffery KoeberlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,275,134
Investment Income
$4,081,152
Other Revenue
$0
Change in Net Assets
$918,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,901,872
Salaries, Compensation, and Employee Benefits$1,535,619
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$950,179
Information Technology---$438,751
Interest---$361,841
Current Officers, Directors, Trustees, and Key Employees---$280,444
Other Employee Benefits---$205,996
Office Expenses---$102,442
Payroll Taxes---$85,768
Fees for Services Other---$78,989
All Other Expenses---$61,124
Other Expenses---$43,684
Fees for Services Accounting---$35,184
Insurance---$31,762
Depreciation Depletion---$28,427
Advertising---$22,125
Pension Plan Contributions---$13,232
Conferences and Meetings---$3,269
Total Functional Expenses$0$0$0$8,437,491
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$203,176,720
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Board members jonathan and timothy sternberg are brothers

Form 990, Part VI, Section A, Line 7A

Members vote for the board of directors; one member, one vote.

Form 990, Part VI, Section A, Line 7B

Any decision to dissolve or merge the organization requires approval by the members.

Form 990, Part VI, Section B, Line 11B

The president and chairman of the board of directors review and approve the form 990.

Form 990, Part VI, Section B, Line 12C

All mangement employees and the board of directors are required to complete a conflict of interest disclosure annually. Any potential conflicts of interest are discussed by the board of directors.

Form 990, Part VI, Section B, Line 15

All wages and benefits are paid through an affiliate company and are managed and reviewed by the board of directors and human resources department of the affiliate company.

Form 990, Part VI, Section C, Line 19

Financial statements are made available in the credit union's annual report and upon request. Governing documents and conflict of interest policy are available upon request.

Filing and Contact Details

Filer

Filer Name
Northwestern Mutual Credit Union
EIN
39-0509565
Phone
4146653423
Address
720 E WISCONSIN AVENUE, MILWAUKEE, WI 53202

Signing Officer

Name
Joseph Bukowski
Title
President
Phone
4146653423
Signed
2025-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Bukowski
Formed
1933
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Jeffrey Danen CPA
Phone
9203369850
Raw XML AppendixShowing 400 of 446 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO PROVIDE COMPETITIVE AND CONVENIENT FINANCIAL PRODUCTS ALONG WITH OUTSTANDING SERVICE TO THE NORTHWESTERN MUTUAL COMMUNITY. TO STRIVE TO OFFER A PRODUCT MIX THAT ALLOWS MEMBERS TO VIEW THE CREDIT UNION AS THEIR PRIMARY FINANCIAL INSTITUTION AND A VALUED EMPLOYEE BENEFIT
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE COMPETITIVE AND CONVENIENT FINANCIAL PRODUCTS ALONG WITH OUTSTANDING SERVICE TO THE NORTHWESTERN MUTUAL COMMUNITY. TO STRIVE TO OFFER A PRODUCT MIX THAT ALLOWS MEMBERS TO VIEW THE CREDIT UNION AS THEIR PRIMARY FINANCIAL INSTITUTION AND A VALUED EMPLOYEE BENEFIT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt012056434
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt012445259
IRS990/NetAssetsOrFundBalancesBOYAmt024396986
IRS990/NetAssetsOrFundBalancesEOYAmt026791681
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01475900
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0102442
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02917386
IRS990/OtherAssetsTotalGrp/EOYAmt02755937
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0205996
IRS990/OtherExpensesGrp/Desc0DIVIDENDS ON SHARES
IRS990/OtherExpensesGrp/Desc1MEMBER ACCOUNT/CARD COS
IRS990/OtherExpensesGrp/Desc2LOAN ORIGINATION AND SE
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/TotalAmt05167099
IRS990/OtherExpensesGrp/TotalAmt1401888
IRS990/OtherExpensesGrp/TotalAmt2125287
IRS990/OtherExpensesGrp/TotalAmt343684
IRS990/OtherLiabilitiesGrp/BOYAmt0195367355
IRS990/OtherLiabilitiesGrp/EOYAmt0203176720
IRS990/OtherSalariesAndWagesGrp/TotalAmt0950179
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0114051049
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0117134109
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt085768
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt01221986
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt01221986
IRS990/PensionPlanContributionsGrp/TotalAmt013232
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0106838
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt096503
IRS990/PrincipalOfficerNm0JOSEPH BUKOWSKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04813896
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1408209
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt252492
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04813896
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1408746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt252492
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0537
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02765188
IRS990/PYOtherExpensesAmt05654802
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04574814
IRS990/PYRevenuesLessExpensesAmt0259539
IRS990/PYSalariesCompEmpBnftPaidAmt01425661
IRS990/PYTotalExpensesAmt07080463
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07340002
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0918795
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023175000
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt025569695
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026850537
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030506524
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt054437
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0365945
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0420382
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0203176720
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt054437
IRS990ScheduleD/TotalLiabilityAmt0203176720
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt029000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0134744
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt029913
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012799
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH BUKOWSKI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0206456
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION IS SET BY AN AFFILIATED ORGANIZATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS JONATHAN AND TIMOTHY STERNBERG ARE BROTHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS VOTE FOR THE BOARD OF DIRECTORS; ONE MEMBER, ONE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY DECISION TO DISSOLVE OR MERGE THE ORGANIZATION REQUIRES APPROVAL BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRESIDENT AND CHAIRMAN OF THE BOARD OF DIRECTORS REVIEW AND APPROVE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL MANGEMENT EMPLOYEES AND THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. ANY POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL WAGES AND BENEFITS ARE PAID THROUGH AN AFFILIATE COMPANY AND ARE MANAGED AND REVIEWED BY THE BOARD OF DIRECTORS AND HUMAN RESOURCES DEPARTMENT OF THE AFFILIATE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FINANCIAL STATEMENTS ARE MADE AVAILABLE IN THE CREDIT UNION'S ANNUAL REPORT AND UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0390509570
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INSURANCE SALES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NORTHWESTERN MUTUAL LIFE INSURANCE CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0720 E WISCONSIN AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MILWAUKEE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd053202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11535619
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NORTHWESTERN MUTUAL LIFE INSURANCE CO
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1NORTHWESTERN MUTUAL LIFE INSURANCE CO
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0235468953
IRS990/TotalAssetsEOYAmt0246162442
IRS990/TotalAssetsGrp/BOYAmt0235468953
IRS990/TotalAssetsGrp/EOYAmt0246162442
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08437491
IRS990/TotalGrossUBIAmt0537
IRS990/TotalLiabilitiesBOYAmt0211071967
IRS990/TotalLiabilitiesEOYAmt0219370761
IRS990/TotalLiabilitiesGrp/BOYAmt0211071967
IRS990/TotalLiabilitiesGrp/EOYAmt0219370761
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt024396986
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026791681
IRS990/TotalOtherCompensationAmt065946
IRS990/TotalProgramServiceRevenueAmt05275134
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04081152
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05274597

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