Civic Intelligence

Johnson Financial Group Inc Retiree Medical Savings Account Trust

990 • Fiscal year 2018 • EIN 20-6524090

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

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

21st percentile

0.00x

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

51st percentile

1.3%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

1.8%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$10,396,509

Up $135,706 (+1.3%) from 2017

Net Assets

Up

$10,396,509

Up $135,706 (+1.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin93rd percentile

Revenue

Up

$1,343,789

Up $23,428 (+1.8%) from 2017

Expenses

Up

$540,601

Up $22,673 (+4.4%) from 2017

Net Income

Up

$803,188

Up $755 (+0.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2018

Assets$10,396,509
Liabilities$0
Net Assets$10,396,509
Open 2018 Filing

Operations Trend

Revenue Growth40th 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

2018

Revenue$1,343,789
Expenses$540,601
Net Income$803,188
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$1,343,789
Mission and Program Overview

Mission

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

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$10,260,803$10,396,509▲ $135,706
Investments in Publicly Traded Securities$9,950,965$10,082,746▲ $131,781
Savings and Temporary Cash Investments$309,838$313,763▲ $3,925
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,260,803$10,396,509▲ $135,706
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,260,803$10,396,509▲ $135,706
Total Liabilities and Net Assets / Fund Balance$10,260,803$10,396,509▲ $135,706
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Chris OttTrustee
David AdamTrustee
Mark BehrensTrustee
Maureen BurnieTrustee
Brian AndrewTrustee (starting 6/2018)
Daniel KaminskiTrustee (through 6/2018)
Wendy BrudnickiOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$983,808
Investment Income
$359,981
Other Revenue
$0
Change in Net Assets
$803,188

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,343,789
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-667,482
Total Revenue per Audited Statements
$676,307
Total Revenue per Form 990
$1,343,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,828
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---$478,773
Other Expenses---$61,828
Total Functional Expenses$0$0$0$540,601

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$540,601
Total Expenses per Audited Statements$540,601
Total Expenses per Form 990$540,601
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 11B

“The vice president and benefits manager and the vice president of finance for johnson financial group review and approve the return for filing. The vice president and benefits manager signs 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
2019-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Brudnicki
Formed
2004
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
777 E WISCONSIN AVENUE 32ND FLOOR, MILWAUKEE, WI 53202
Preparer
Troy E Marine CPA
Phone
4147775500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan obtained its latest determination letter on january 24, 2006, in which the internal revenue service ("irs") stated that the plan, as then designed, was in compliance with the applicable requirements of the irc and was tax-exempt under the provisions of section 501(c)(9) of the irc as a voluntary employee beneficiary association. The plan is required to operate in conformity with the irc to maintain its qualification. U.s. Gaap requires management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix335 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO HOLD THE ASSETS OF THE JOHNSON FINANCIAL GROUP, INC. RETIREE MEDICAL SAVINGS PLAN.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0478773
IRS990/BooksInCareOfDetail/PersonNm0WENDY BRUDNICKI
IRS990/BooksInCareOfDetail/PhoneNum02626192682
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 MAIN ST SUITE 440
IRS990/BooksInCareOfDetail/USAddress/CityNm0RACINE
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID ADAM
IRS990/Form990PartVIISectionAGrp/PersonNm1MAUREEN BURNIE
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIEL KAMINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS OTT
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK BEHRENS
IRS990/Form990PartVIISectionAGrp/PersonNm5BRIAN ANDREW
IRS990/Form990PartVIISectionAGrp/PersonNm6WENDY BRUDNICKI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE (THROUGH 6/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE (STARTING 6/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt6OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01343789
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0359981
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0359981
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09950965
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010082746
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
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/NetAssetsOrFundBalancesBOYAmt010260803
IRS990/NetAssetsOrFundBalancesEOYAmt010396509
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-667482
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt061828
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WENDY BRUDNICKI
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1111633
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1111633
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IRS990/ReportOtherAssetsInd00
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IRS990ScheduleD/RevenueNotReportedAmt0-667482
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01343789
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON JANUARY 24, 2006, IN WHICH THE INTERNAL REVENUE SERVICE ("IRS") STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND WAS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE PLAN IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0540601
IRS990ScheduleD/TotalRevenuePerForm990Amt01343789
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0676307
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0540601
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VICE PRESIDENT AND BENEFITS MANAGER AND THE VICE PRESIDENT OF FINANCE FOR JOHNSON FINANCIAL GROUP REVIEW AND APPROVE THE RETURN FOR FILING. THE VICE PRESIDENT AND BENEFITS MANAGER SIGNS 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0391629756
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0JOHNSON FINANCIAL GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0555 MAIN STREET SUITE 440
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0RACINE
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0111633
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH CONTRIBUTIONS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0JOHNSON FINANCIAL GROUP INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010260803
IRS990/TotalAssetsEOYAmt010396509
IRS990/TotalAssetsGrp/BOYAmt010260803
IRS990/TotalAssetsGrp/EOYAmt010396509
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0540601
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010260803
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010396509
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0983808
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0359981
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0983808
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01343789
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010260803
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010396509
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0555 MAIN ST NO 440
IRS990/USAddress/CityNm0RACINE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053403
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY BRUDNICKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626192682
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0793A1E00ACF041F16FD41A7A782950CAF62641F6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.82.115
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:36:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY VIRCHOW KRAUSE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVENUE 32ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY E MARINE CPA
ReturnHeader/ReturnTs02019-11-08T11:07:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,396,509
Liabilities
$0
Net assets
$10,396,509
Revenue
$1,343,789
Expenses
$540,601
Net income
$803,188
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
2018Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)9 • $10M-$25M nonprofits