Nonprofit · EIN 45-6420054
JOHNSON CONTROLS INC RETIREE WELFARE TRUST
Tax-exempt · GLENDALE, WI 53209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,025,962 | $9,551,095 | -$7,525,133 | $160,855,134 | $1,239,387 | $159,615,747 |
| December 31, 2023 | 990 | $2,559,418 | $12,579,200 | -$10,019,782 | $149,786,768 | $1,046,438 | $148,740,330 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,910,546
- Investment income
- $115,416
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,415,535
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $149,786,768
- Total assets, end of year
- $160,855,134
- Total liabilities, end of year
- $1,239,387
- Net assets, end of year
- $159,615,747
- Publicly traded securities
- $160,061,626
- Gross receipts
- $2,025,962
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2011
- 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 |
|---|---|---|---|
| MARC VANDIEPENBEECK | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 1 | $0 |
| PIETER LENS | TREASURER Trustee or director, Officer | 1 | $0 |
| MARLON J SULLIVAN | CHIEF HUMAN RESOURCES OFFICER Trustee or director | 1 | $0 |
| JODY YAEGER | VP GLOBAL TOTAL REWARDS Trustee or director | 1 | $0 |
| KATHY MLADA | VP HR BENEFITS & GLOBAL PAYROLL Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC VANDIEPENBEECK | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 1 | $0 |
| PIETER LENS | TREASURER Trustee or director, Officer | 1 | $0 |
| MARLON J SULLIVAN | CHIEF HUMAN RESOURCES OFFICER Trustee or director | 1 | $0 |
| JODY YAEGER | VP GLOBAL TOTAL REWARDS Trustee or director | 1 | $0 |
| KATHY MLADA | VP HR BENEFITS & GLOBAL PAYROLL Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5757 N GREEN BAY AVE MSC X-, GLENDALE, WI 53209-4408
- In care of
- % US BANK NATIONAL ASSOCIATION
- Principal officer (990 for 2024)
- KATHY MLADA, 5757 N GREEN BAY AVE MAIL STOPX-81, GLENDALE, WI 53209
- Signed the 990
- PATTY BAKKE, DIRECTOR GLOBAL TAX ACCOUNTING
- Phone
- (414) 524-1200
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
NONE
Program accomplishments
- THE PLAN IS A WELFARE BENEFIT PLAN PROVIDING MEDICAL, HEALTH AND LIFE INSURANCE BENEFITS UNDER DESIGNATED PROGRAMS TO ELIGIBLE UNION AND NON-UNION RETIRED EMPLOYEES OF JOHNSON CONTROLS, INC. AND CERTAIN AFFILIATED COMPANIES.
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
- 45-6420054
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $160,855,134
- Income (IRS master file)
- $2,025,962
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,025,962 | $9,551,095 | $160,855,134 | XML |
| 990 | December 2023 | $2,559,418 | $12,579,200 | $149,786,768 | XML |
| 990 | December 2022 | $2,775,803 | $13,912,569 | $141,359,465 | 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 45-6420054).
Questions about JOHNSON CONTROLS INC RETIREE WELFARE TRUST
- What is the EIN of JOHNSON CONTROLS INC RETIREE WELFARE TRUST?
- The employer identification number (EIN) of JOHNSON CONTROLS INC RETIREE WELFARE TRUST is 45-6420054.
- Is JOHNSON CONTROLS INC RETIREE WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to JOHNSON CONTROLS INC RETIREE WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JOHNSON CONTROLS INC RETIREE WELFARE TRUST 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 CONTROLS INC RETIREE WELFARE TRUST 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 CONTROLS INC RETIREE WELFARE TRUST 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 CONTROLS INC RETIREE WELFARE TRUST?
- The 990 for the year ended December 31, 2024 names KATHY MLADA.
- Who are the officers and directors of JOHNSON CONTROLS INC RETIREE WELFARE TRUST?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does JOHNSON CONTROLS INC RETIREE WELFARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,025,962, expenses of $9,551,095 and total assets of $160,855,134 at year end.
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