Civic Intelligence

Johnson Mutual Benefit Association

990 • Fiscal year 2016 • EIN 39-1302755

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 03, 2017

Organization ProfileN/A

View Organization Page

1525 Howe StreetRacine, WI 53403

(262) 260-2000

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.13x

Higher debt load relative to assets than 73% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.14x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

61st percentile

6.5%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

57th percentile

5.6%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

9.1%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,057,986

Up $55,703 (+5.6%) from 2015

Net Assets

Up

$919,527

Up $64,784 (+7.6%) from 2015

Liabilities

Down

$138,459

Down $9,081 (-6.2%) from 2015

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin61st percentile

Revenue

Up

$989,260

Up $82,264 (+9.1%) from 2015

Expenses

Up

$924,476

Up $118,098 (+15%) from 2015

Net Income

Down

$64,784

Down $35,834 (-36%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $604,894Liabilities 2011: $51,116Net Assets 2011: $553,7782011Assets 2012: $688,545Liabilities 2012: $43,508Net Assets 2012: $645,0372012Assets 2013: $795,661Liabilities 2013: $72,844Net Assets 2013: $722,8172013Assets 2014: $857,658Liabilities 2014: $103,533Net Assets 2014: $754,1252014Assets 2015: $1,002,283Liabilities 2015: $147,540Net Assets 2015: $854,7432015Assets 2016: $1,057,986Liabilities 2016: $138,459Net Assets 2016: $919,5272016Assets 2017: $1,108,085Liabilities 2017: $151,668Net Assets 2017: $956,4172017Assets 2018: $1,264,790Liabilities 2018: $288,707Net Assets 2018: $976,0832018Assets 2019: $1,510,870Liabilities 2019: $492,112Net Assets 2019: $1,018,7582019Assets 2020: $1,009,479Liabilities 2020: $118,831Net Assets 2020: $890,6482020Assets 2021: $1,230,616Liabilities 2021: $79,684Net Assets 2021: $1,150,9322021Assets 2022: $1,414,067Liabilities 2022: $202,970Net Assets 2022: $1,211,0972022Assets 2023: $1,347,880Liabilities 2023: $106,468Net Assets 2023: $1,241,4122023

Highlighted filing

2016

Assets$1,057,986
Liabilities$138,459
Net Assets$919,527
Open 2016 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $923,686Expenses 2011: $930,898Net Income 2011: -$7,2122011Expenses 2012: $882,4362012Revenue 2013: $885,702Expenses 2013: $807,922Net Income 2013: $77,7802013Revenue 2014: $929,023Expenses 2014: $897,715Net Income 2014: $31,3082014Revenue 2015: $906,996Expenses 2015: $806,378Net Income 2015: $100,6182015Revenue 2016: $989,260Expenses 2016: $924,476Net Income 2016: $64,7842016Revenue 2017: $895,810Expenses 2017: $858,920Net Income 2017: $36,8902017Revenue 2018: $887,160Expenses 2018: $867,494Net Income 2018: $19,6662018Revenue 2019: $926,798Expenses 2019: $884,123Net Income 2019: $42,6752019Revenue 2020: $622,345Expenses 2020: $750,455Net Income 2020: -$128,1102020Revenue 2021: $456,849Expenses 2021: $196,565Net Income 2021: $260,2842021Revenue 2022: $586,399Expenses 2022: $526,234Net Income 2022: $60,1652022Revenue 2023: $710,658Expenses 2023: $680,343Net Income 2023: $30,3152023

Highlighted filing

2016

Revenue$989,260
Expenses$924,476
Net Income$64,784
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 3, 2017
Return Version
2015v3.0
Gross Receipts
$989,260
Mission and Program Overview

Mission

Promote welfare & recreation for employees

Promote welfare and recreation for employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$854,743$919,527▲ $64,784
Cash and Non-Interest-Bearing Accounts$725,731$712,195▼ $13,536
Savings and Temporary Cash Investments$242,555$243,285▲ $730
Prepaid Expenses and Deferred Charges$7,029$60,991▲ $53,962
Pledges and Grants Receivable$0$14,466▲ $14,466
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,002,283$1,057,986▲ $55,703
Other Assets Total$26,968$27,049▲ $81
Liabilities
Other Liabilities$112,171$105,433▼ $6,738
Accounts Payable and Accrued Expenses$35,369$33,026▼ $2,343
Total Liabilities$147,540$138,459▼ $9,081
Net Assets / Fund Balance
Total Net Assets Fund Balance$854,743$919,527▲ $64,784
Total Liabilities and Net Assets / Fund Balance$1,002,283$1,057,986▲ $55,703
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Lute RasavongPresident
Brian WhiteTrustee
Jean UrryTrustee
Joe CrenshawTrustee
Loretta Parsons-MayerTrustee
Marques BellTrustee
Monica FelixTrustee
Penny GrantTrustee
Chana BanisterAssist. Permanent Secretary/Treasurer
Laura MadsenExecutive Secretary
Andrew HorstmanFinance Advisor
James NordPermanent Secretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$988,449
Investment Income
$811
Other Revenue
$0
Change in Net Assets
$64,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$989,260
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$989,260
Total Revenue per Form 990
$989,260
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$924,476
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
Other Expenses---$83
Total Functional Expenses$0$0$0$924,476

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$924,476
Total Expenses per Audited Statements$924,476
Total Expenses per Form 990$924,476
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Restricted Cash - Lighthouse Resort$85,447
Custodian Funds - Clubs$18,480
Member Holding Credit$1,506
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

“Each commitee needs full board approval from governing body before making large expenditures.”

Form 990, Part VI, Section B, line 11

“The Form 990 IS prepared by an Independent accounting firm and subsequently shared at the Board Meeting”

Form 990, Part VI, Section B, line 12

“Johnson Mutual Benefit Association abides by the conflict of interest policy of SC Johnson & Co.”

Form 990, Part VI, Section C, line 19

“Form 990 IS available to the public upon request”

Form 990, Part VI, line 13:

“Johnson Mutual Benefit Association abides by the whistleblower policy of SC Johnson & Co.”

Form 990, Part VI, line 14:

“Johnson Mutual Benefit Association abides by the documentation retention and destruction policy of SC Johnson & Co.”

Filing and Contact Details

Filer

Filer Name
Johnson Mutual Benefit Association
EIN
39-1302755
Phone
2622602000
Address
1525 Howe Street, Racine, WI 53403

Signing Officer

Name
Kristi Peterson
Title
Corporate Controller
Phone
2622602000
Signed
2017-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristi Peterson
Formed
1922
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Baker Tilly Virchow Krause 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:

“Us gaap requires management to evaluate tax positions taken by jmba and recognize a tax liability if jmba has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan administrator has analyzed the tax positions taken by jmba and has concluded that as of july 1, 2016, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. Jmba is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix387 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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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0989260
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0US GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY JMBA AND RECOGNIZE A TAX LIABILITY IF JMBA HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY JMBA AND HAS CONCLUDED THAT AS OF JULY 1, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. JMBA 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/TotalExpensesPerForm990Amt0924476
IRS990ScheduleD/TotalLiabilityAmt0105433
IRS990ScheduleD/TotalRevenuePerForm990Amt0989260
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0989260
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0924476
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Each commitee needs full board approval from governing body before making large expenditures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 IS prepared by an Independent accounting firm and subsequently shared at the Board Meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Johnson Mutual Benefit Association abides by the conflict of interest policy of SC Johnson & Co.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 IS available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Johnson Mutual Benefit Association abides by the whistleblower policy of SC Johnson & Co.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Johnson Mutual Benefit Association abides by the documentation retention and destruction policy of SC Johnson & Co.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, line 13:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, line 14:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0390379990
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Consumer Products
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SC Johnson & Son Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01525 Howe Street
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/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01002283
IRS990/TotalAssetsEOYAmt01057986
IRS990/TotalAssetsGrp/BOYAmt01002283
IRS990/TotalAssetsGrp/EOYAmt01057986
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0924476
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0147540
IRS990/TotalLiabilitiesEOYAmt0138459
IRS990/TotalLiabilitiesGrp/BOYAmt0147540
IRS990/TotalLiabilitiesGrp/EOYAmt0138459
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0854743
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0919527
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0988449
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0988449
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0989260
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01002283
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01057986
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01525 Howe Street
IRS990/USAddress/CityNm0Racine
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053403
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristi Peterson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Corporate Controller
ReturnHeader/BusinessOfficerGrp/PhoneNum02622602000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Johnson Mutual Benefit Association
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0391302755
ReturnHeader/Filer/PhoneNum02622602000
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 Howe Street
ReturnHeader/Filer/USAddress/CityNm0Racine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053403
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/PreparationDt02017-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Marine CPA
ReturnHeader/ReturnTs02017-02-06T12:37:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,057,986
Liabilities
$138,459
Net assets
$919,527
Revenue
$989,260
Expenses
$924,476
Net income
$64,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.11$1.24$0.71$0.68$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.20$1.21$0.59$0.53$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.08$1.15$0.46$0.20$0.26
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.12$0.89$0.62$0.75$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.49$1.02$0.93$0.88$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.29$0.98$0.89$0.87$0.02
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.11$0.15$0.96$0.90$0.86$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.14$0.92$0.99$0.92$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.15$0.85$0.91$0.81$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.10$0.75$0.93$0.90$0.03
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.80$0.07$0.72$0.89$0.81$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.04$0.65$0.88
2011Summary only. Only limited summary data is available for this year.$0.60$0.05$0.55$0.92$0.93$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $1M-$5M nonprofits