Civic Intelligence

Johnson Financial Group Inc Retiree Medical Savings Account Trust

990 • Fiscal year 2020 • EIN 20-6524090

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

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

25th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

25%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$14,641,623

Up $2,207,829 (+18%) from 2019

Net Assets

Up

$14,641,623

Up $2,207,829 (+18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin94th percentile

Revenue

Up

$1,855,504

Up $371,973 (+25%) from 2019

Expenses

Down

$620,104

Down $42,020 (-6.3%) from 2019

Net Income

Up

$1,235,400

Up $413,993 (+50%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2020

Assets$14,641,623
Liabilities$0
Net Assets$14,641,623
Open 2020 Filing

Operations Trend

Revenue Growth89th 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

2020

Revenue$1,855,504
Expenses$620,104
Net Income$1,235,400
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$1,855,504
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$12,433,794$14,641,623▲ $2,207,829
Investments in Publicly Traded Securities$12,061,254$14,178,477▲ $2,117,223
Savings and Temporary Cash Investments$372,540$433,998▲ $61,458
Accounts Receivable-$29,148-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$12,433,794$14,641,623▲ $2,207,829
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,433,794$14,641,623▲ $2,207,829
Total Liabilities and Net Assets / Fund Balance$12,433,794$14,641,623▲ $2,207,829
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Brian AndrewTrustee
Chris OttTrustee
David AdamTrustee
Denise DomianTrustee
Mark BehrensTrustee
Wendy BrudnickiOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,165,123
Investment Income
$690,381
Other Revenue
$0
Change in Net Assets
$1,235,400

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,855,504
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$972,429
Total Revenue per Audited Statements
$2,827,933
Total Revenue per Form 990
$1,855,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,721
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---$550,383
Other Expenses---$69,721
Total Functional Expenses$0$0$0$620,104

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$620,104
Total Expenses per Audited Statements$620,104
Total Expenses per Form 990$620,104
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 35% controlled entity
No
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
2021-11-09
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
Baker Tilly US Llp
Address
777 E WISCONSIN AVENUE 32ND FLOOR, MILWAUKEE, WI 53202
Preparer
Troy 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 Appendix327 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.

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IRS990/FSAuditedInd01
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IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01855504
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0690381
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012061254
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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:
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012433794
IRS990/TotalAssetsEOYAmt014641623
IRS990/TotalAssetsGrp/BOYAmt012433794
IRS990/TotalAssetsGrp/EOYAmt014641623
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0620104
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014641623
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IRS990/TotalProgramServiceRevenueAmt01165123
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0690381
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01165123
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01855504
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/ZIPCd053403
IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY BRUDNICKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626192682
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSON FINANCIAL GROUP INC RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL SAVINGS ACCOUNT TRUST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY MARINE CPA
ReturnHeader/ReturnTs02021-11-10T07:20:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WENDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRUDNICKI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,641,623
Liabilities
$0
Net assets
$14,641,623
Revenue
$1,855,504
Expenses
$620,104
Net income
$1,235,400
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
2020Detailed filing. Detailed filing data is available for this year.$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
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