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Nonprofit · EIN 86-6349469

S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS TR

Also known as DANIEL DEBAKER ET AL TTEE

Tax-exempt · RACINE, WI 53403

Financials

$6.1M$21.7M2023$31.7M$25.8M2024
Revenue Expenses · by fiscal year end
Financials of S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$31,691,476$25,834,762$5,856,714$324,297,725$35,776,780$288,520,945
December 31, 2023990$6,115,358$21,667,021-$15,551,663$309,485,620$28,196,690$281,288,930
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$31,691,476
Net gain from sales of assets
$24,910,131
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$20,399,999
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$22,350

Balance sheet and other

Total assets, start of year
$309,485,620
Total assets, end of year
$324,297,725
Total liabilities, end of year
$35,776,780
Net assets, end of year
$288,520,945
Publicly traded securities
$181,100,679
Gross unrelated business income
$28,529,325
Gross receipts
$146,266,478
Employees
0
Volunteers
0
Year formed
2006
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
% S C JOHNSON & SON INC
Principal officer (990 for 2024)
DAVID ISAACSON, 1525 HOWE STREET, 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, INC. RETIREE MEDICAL BENEFIT PLAN.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE FUNDS FOR RETIREE 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
86-6349469
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$324,297,725
Income (IRS master file)
$146,266,478

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$31,691,476$25,834,762$324,297,725XML
990December 2023$6,115,358$21,667,021$309,485,620XML
990December 2022$15,315,883$24,916,828$288,226,435IRS
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 86-6349469).

Questions about S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS TR

What is the EIN of S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS TR?
The employer identification number (EIN) of S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS TR is 86-6349469.
Is S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
Are donations to S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS 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 & SON INC RETIREE MEDICAL BENEFITS 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 & SON INC RETIREE MEDICAL BENEFITS 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 & SON INC RETIREE MEDICAL BENEFITS TR?
The 990 for the year ended December 31, 2024 names DAVID ISAACSON.
Who are the officers and directors of S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS 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 & SON INC RETIREE MEDICAL BENEFITS TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $31,691,476, expenses of $25,834,762 and total assets of $324,297,725 at year end.

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