Nonprofit · EIN 20-6524090
JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR
Tax-exempt · RACINE, WI 53403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,075,439 | $838,208 | $237,231 | $16,269,661 | $0 | $16,269,661 |
| December 31, 2023 | 990 | $1,821,767 | $908,819 | $912,948 | $15,765,427 | $0 | $15,765,427 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $299,188
- Investment income
- $776,251
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $807,814
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $15,765,427
- Total assets, end of year
- $16,269,661
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,269,661
- Publicly traded securities
- $16,269,661
- Gross receipts
- $1,075,439
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2004
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN ANDREW | TRUSTEE (TERMED 01/24) Trustee or director | 1 | $0 |
| MARK BEHRENS | TRUSTEE Trustee or director | 1 | $0 |
| ERIC BERNAL | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT COONEY | TRUSTEE Trustee or director | 1 | $0 |
| DENISE DOMIAN | TRUSTEE Trustee or director | 1 | $0 |
| RON LEHMANN | TRUSTEE Trustee or director | 1 | $0 |
| WENDY BRUDNICKI | OFFICER Officer | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN ANDREW | TRUSTEE Trustee or director | 1 | $0 |
| DENISE DOMIAN | TRUSTEE Trustee or director | 1 | $0 |
| ERIC BERNAL | TRUSTEE Trustee or director | 1 | $0 |
| MARK BEHRENS | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT COONEY | TRUSTEE Trustee or director | 1 | $0 |
| WENDY BRUDNICKI | OFFICER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 555 MAIN ST STE 280, RACINE, WI 53403-4613
- In care of
- % JOHNSON FINANCIAL GROUP INC
- Principal officer (990 for 2024)
- WENDY BRUDNICKI, 555 MAIN ST 280, RACINE, WI 53403
- Signed the 990
- WENDY BRUDNICKI, OFFICER
- Phone
- (262) 619-2682
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO HOLD THE ASSETS OF THE JOHNSON FINANCIAL GROUP, INC. RETIREE MEDICAL SAVINGS PLAN.
Program accomplishments
- SAVINGS PROGRAM FOR POST-EMPLOYMENT MEDICAL, HOSPITALIZATION, AND HEALTH CARE BENEFITS.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-6524090
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $16,269,661
- Income (IRS master file)
- $1,075,439
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,075,439 | $838,208 | $16,269,661 | XML |
| 990 | December 2023 | $1,821,767 | $908,819 | $15,765,427 | XML |
| 990 | December 2022 | $1,563,075 | $1,010,071 | $13,943,460 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 20-6524090).
Questions about JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR
- What is the EIN of JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR?
- The employer identification number (EIN) of JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR is 20-6524090.
- Is JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
- Are donations to JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR 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 JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR?
- The 990 for the year ended December 31, 2024 names WENDY BRUDNICKI.
- Who are the officers and directors of JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,075,439, expenses of $838,208 and total assets of $16,269,661 at year end.
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