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Nonprofit · EIN 39-1869303

S C JOHNSON WAX RETIREE MEDICAL SAVINGS ACCOUNT TR

Tax-exempt · RACINE, WI 53403

Financials

$2.1M$2.6M2023$2.2M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of S C JOHNSON WAX RETIREE MEDICAL SAVINGS ACCOUNT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,248,955$2,660,411-$411,456$74,560,284$0$74,560,284
December 31, 2023990$2,073,884$2,628,199-$554,315$70,444,367$0$70,444,367
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$2,248,955
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,611,717
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$70,444,367
Total assets, end of year
$74,560,284
Total liabilities, end of year
$0
Net assets, end of year
$74,560,284
Publicly traded securities
$74,560,284
Gross receipts
$2,248,955
Employees
0
Volunteers
0
Year formed
1997
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.

NameTitleHours / weekCompensation
JAY GUELDNERCHAIR
Trustee or director
0.1$0
BRIAN GLASERTRUSTEE
Trustee or director
0.1$0
THOMAS HOWARDTRUSTEE
Trustee or director
0.1$0
DAVID ISAACSONSECRETARY
Officer
0.5$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JAY GUELDNERCHAIR
Trustee or director
0.1$0
BRIAN GLASERTRUSTEE
Trustee or director
0.1$0
THOMAS HOWARDTRUSTEE
Trustee or director
0.1$0
DAVID ISAACSONSECRETARY
Officer
0.5$0

Address and contacts

Address (IRS master file)
1525 HOWE ST, RACINE, WI 53403-2237
In care of
% GARY R AKAVICKAS
Principal officer (990 for 2024)
DAVID ISAACSON, 1525 HOWE ST, RACINE, WI 53403
Signed the 990
DAVID ISAACSON, SECRETARY
Phone
(262) 260-2000
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

TO HOLD THE ASSETS OF THE S.C. JOHNSON & SON RETIREE MEDICAL SAVINGS PLAN.

990 for the year ended December 31, 2024

Program accomplishments

  • EMPLOYEE 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-1869303
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$74,560,284
Income (IRS master file)
$2,248,955

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,248,955$2,660,411$74,560,284XML
990December 2023$2,073,884$2,628,199$70,444,367XML
990December 2022$1,600,747$2,401,933$64,730,393IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 39-1869303).

Questions about S C JOHNSON WAX RETIREE MEDICAL SAVINGS ACCOUNT TR

What is the EIN of S C JOHNSON WAX RETIREE MEDICAL SAVINGS ACCOUNT TR?
The employer identification number (EIN) of S C JOHNSON WAX RETIREE MEDICAL SAVINGS ACCOUNT TR is 39-1869303.
Is S C JOHNSON WAX RETIREE MEDICAL SAVINGS ACCOUNT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
Are donations to S C JOHNSON WAX RETIREE MEDICAL SAVINGS ACCOUNT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does S C JOHNSON WAX 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 S C JOHNSON WAX 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 S C JOHNSON WAX 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 S C JOHNSON WAX RETIREE MEDICAL SAVINGS ACCOUNT TR?
The 990 for the year ended December 31, 2024 names DAVID ISAACSON.
Who are the officers and directors of S C JOHNSON WAX RETIREE MEDICAL SAVINGS ACCOUNT TR?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does S C JOHNSON WAX RETIREE MEDICAL SAVINGS ACCOUNT TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,248,955, expenses of $2,660,411 and total assets of $74,560,284 at year end.

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