Civic Intelligence

Johnson Financial Group Inc Retiree Medical Savings Account Trust

990 • Fiscal year 2015 • EIN 20-6524090

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 17, 2016

Organization ProfileN/A
555 Main St No 440Racine, WI 53403

(262) 619-2682

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Asset Growth

57th percentile

2.1%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-1.9%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$7,879,626

Up $161,474 (+2.1%) from 2014

Net Assets

Up

$7,879,626

Up $161,474 (+2.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin91st percentile

Revenue

Down

$1,146,902

Down $22,542 (-1.9%) from 2014

Expenses

Up

$542,739

Up $45,643 (+9.2%) from 2014

Net Income

Down

$604,163

Down $68,185 (-10%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $4,693,041Liabilities 2010: $0Net Assets 2010: $4,693,0412010Assets 2011: $5,452,992Liabilities 2011: $0Net Assets 2011: $5,452,9922011Assets 2012: $6,483,828Liabilities 2012: $0Net Assets 2012: $6,483,8282012Assets 2013: $7,169,052Liabilities 2013: $0Net Assets 2013: $7,169,0522013Assets 2014: $7,718,152Liabilities 2014: $0Net Assets 2014: $7,718,1522014Assets 2015: $7,879,626Liabilities 2015: $0Net Assets 2015: $7,879,6262015Assets 2016: $8,821,413Liabilities 2016: $0Net Assets 2016: $8,821,4132016Assets 2017: $10,260,803Liabilities 2017: $0Net Assets 2017: $10,260,8032017Assets 2018: $10,396,509Liabilities 2018: $0Net Assets 2018: $10,396,5092018Assets 2019: $12,433,794Liabilities 2019: $0Net Assets 2019: $12,433,7942019Assets 2020: $14,641,623Liabilities 2020: $0Net Assets 2020: $14,641,6232020Assets 2021: $15,718,949Liabilities 2021: $0Net Assets 2021: $15,718,9492021Assets 2022: $13,943,460Liabilities 2022: $0Net Assets 2022: $13,943,4602022Assets 2023: $15,765,427Liabilities 2023: $0Net Assets 2023: $15,765,4272023Assets 2024: $16,269,661Liabilities 2024: $0Net Assets 2024: $16,269,6612024

Highlighted filing

2015

Assets$7,879,626
Liabilities$0
Net Assets$7,879,626
Open 2015 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $292,0202010Expenses 2011: $411,6222011Expenses 2012: $374,5712012Revenue 2013: $958,420Expenses 2013: $431,716Net Income 2013: $526,7042013Revenue 2014: $1,169,444Expenses 2014: $497,096Net Income 2014: $672,3482014Revenue 2015: $1,146,902Expenses 2015: $542,739Net Income 2015: $604,1632015Revenue 2016: $1,091,647Expenses 2016: $460,285Net Income 2016: $631,3622016Revenue 2017: $1,320,361Expenses 2017: $517,928Net Income 2017: $802,4332017Revenue 2018: $1,343,789Expenses 2018: $540,601Net Income 2018: $803,1882018Revenue 2019: $1,483,531Expenses 2019: $662,124Net Income 2019: $821,4072019Revenue 2020: $1,855,504Expenses 2020: $620,104Net Income 2020: $1,235,4002020Revenue 2021: $1,610,817Expenses 2021: $824,752Net Income 2021: $786,0652021Revenue 2022: $1,563,075Expenses 2022: $1,010,071Net Income 2022: $553,0042022Revenue 2023: $1,821,767Expenses 2023: $908,819Net Income 2023: $912,9482023Revenue 2024: $1,075,439Expenses 2024: $838,208Net Income 2024: $237,2312024

Highlighted filing

2015

Revenue$1,146,902
Expenses$542,739
Net Income$604,163
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 17, 2016
Return Version
2015v2.1
Gross Receipts
$1,538,261
Mission and Program Overview

Mission

To hold the assets of the johnson financial group inc retiree medical savings plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,718,152$7,879,626▲ $161,474
Investments in Publicly Traded Securities$7,450,474$7,639,419▲ $188,945
Savings and Temporary Cash Investments$267,678$240,207▼ $27,471
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,718,152$7,879,626▲ $161,474
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,718,152$7,879,626▲ $161,474
Total Liabilities and Net Assets / Fund Balance$7,718,152$7,879,626▲ $161,474
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Chris OttTrustee
Daniel KaminskiTrustee
David AdamTrustee
Judy SutfinTrustee
Maureen BurnieTrustee
Wendy BrudnickiOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$947,713
Investment Income
$199,189
Other Revenue
$0
Change in Net Assets
$604,163

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,146,901
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-442,687
Total Revenue per Audited Statements
$704,214
Total Revenue per Form 990
$1,146,901
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,070
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$479,669
Other Expenses---$63,070
Total Functional Expenses$0$0$0$542,739

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$542,739
Total Expenses per Audited Statements$542,739
Total Expenses per Form 990$542,739
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The vice president and benefits manager of johnson financial group review, approve and sign the return.”

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

“The conflict of interest policy is contained in the organization's code of conduct document and is reviewed annually.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Johnson Financial Group Inc Retiree
EIN
20-6524090
Phone
2626192682
Address
555 MAIN ST NO 440, RACINE, WI 53403

Signing Officer

Name
Wendy Brudnicki
Title
Officer
Phone
2626192682
Signed
2016-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Brudnicki
Formed
2004
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
222 MAIN ST SUITE 200, RACINE, WI 53403
Preparer
Kimberly Anderson CPA
Phone
2626379351
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“The process has not changed from the prior year.”

Raw XML Appendix321 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO HOLD THE ASSETS OF THE JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS PLAN.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0479669
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WENDY BRUDNICKI
IRS990/BooksInCareOfDetail/PhoneNum02626192682
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 MAIN ST SUITE 440
IRS990/BooksInCareOfDetail/USAddress/CityNm0RACINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053403
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0479669
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0199189
IRS990/CYOtherExpensesAmt063070
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0947713
IRS990/CYRevenuesLessExpensesAmt0604163
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0542739
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01146902
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SAVINGS PROGRAM FOR POST-EMPLOYMENT MEDICAL, HOSPITALIZATION, AND HEALTH CARE BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID ADAM
IRS990/Form990PartVIISectionAGrp/PersonNm1MAUREEN BURNIE
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIEL KAMINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS OTT
IRS990/Form990PartVIISectionAGrp/PersonNm4JUDY SUTFIN
IRS990/Form990PartVIISectionAGrp/PersonNm5WENDY BRUDNICKI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1639
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0389720
IRS990/GrossReceiptsAmt01538261
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0200828
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0200828
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07450474
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07639419
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0391359
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO HOLD THE ASSETS OF THE JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07718152
IRS990/NetAssetsOrFundBalancesEOYAmt07879626
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1639
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1639
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-442687
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt063070
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WENDY BRUDNICKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0783296
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1164417
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0783296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1164417
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0422758
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0301440
IRS990/PYOtherExpensesAmt074338
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0868004
IRS990/PYRevenuesLessExpensesAmt0672348
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0497096
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01169444
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0604163
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07718152
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07879626
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0267678
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0240207
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0542739
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-442687
IRS990ScheduleD/RevenueNotReportedAmt0-442687
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01146901
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0542739
IRS990ScheduleD/TotalRevenuePerForm990Amt01146901
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0704214
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0542739
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VICE PRESIDENT AND BENEFITS MANAGER OF JOHNSON FINANCIAL GROUP REVIEW, APPROVE AND SIGN THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS CONTAINED IN THE ORGANIZATION'S CODE OF CONDUCT DOCUMENT AND IS REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0391629756
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BANKING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0JOHNSON FINANCIAL GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0555 MAIN STREET SUITE 440
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0RACINE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd053403
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07718152
IRS990/TotalAssetsEOYAmt07879626
IRS990/TotalAssetsGrp/BOYAmt07718152
IRS990/TotalAssetsGrp/EOYAmt07879626
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0542739
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07718152
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07879626
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0947713
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0199189
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0947713
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01146902
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07718152
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07879626
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0555 MAIN ST SUITE 440
IRS990/USAddress/CityNm0RACINE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053403
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY BRUDNICKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626192682
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSON FINANCIAL GROUP INC RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL SAVINGS ACCOUNT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0206524090
ReturnHeader/Filer/PhoneNum02626192682
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 MAIN ST NO 440
ReturnHeader/Filer/USAddress/CityNm0RACINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 MAIN ST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RACINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053403
ReturnHeader/PreparerPersonGrp/PhoneNum02626379351
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02016-10-10T14:37:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,879,626
Liabilities
$0
Net assets
$7,879,626
Revenue
$1,146,902
Expenses
$542,739
Net income
$604,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.00$16.3$1.08$0.84$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$0.00$15.8$1.82$0.91$0.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.00$13.9$1.56$1.01$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$1.61$0.82$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$1.86$0.62$1.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$1.48$0.66$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$1.34$0.54$0.80
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.32$0.52$0.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$1.09$0.46$0.63
2015Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$1.15$0.54$0.60
2014Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$1.17$0.50$0.67
2013Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.96$0.43$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.48$0.00$6.48$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.00$5.45$0.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$0.00$4.69$0.29