Civic Intelligence

Johnson Mutual Benefit Association

990 • Fiscal year 2017 • EIN 39-1302755

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 20, 2018

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

74th percentile

0.14x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.17x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

56th percentile

4.1%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

48th percentile

4.7%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-9.4%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$1,108,085

Up $50,099 (+4.7%) from 2016

Net Assets

Up

$956,417

Up $36,890 (+4.0%) from 2016

Liabilities

Up

$151,668

Up $13,209 (+9.5%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin56th percentile

Revenue

Down

$895,810

Down $93,450 (-9.4%) from 2016

Expenses

Down

$858,920

Down $65,556 (-7.1%) from 2016

Net Income

Down

$36,890

Down $27,894 (-43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2017

Assets$1,108,085
Liabilities$151,668
Net Assets$956,417
Open 2017 Filing

Operations Trend

Revenue Growth21st 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

2017

Revenue$895,810
Expenses$858,920
Net Income$36,890
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 20, 2018
Return Version
2016v3.0
Gross Receipts
$895,810
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$919,527$956,417▲ $36,890
Cash and Non-Interest-Bearing Accounts$712,195$752,560▲ $40,365
Savings and Temporary Cash Investments$243,285$244,258▲ $973
Prepaid Expenses and Deferred Charges$60,991$69,717▲ $8,726
Pledges and Grants Receivable$14,466$14,792▲ $326
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,057,986$1,108,085▲ $50,099
Other Assets Total$27,049$26,758▼ $291
Liabilities
Other Liabilities$105,433$129,230▲ $23,797
Accounts Payable and Accrued Expenses$33,026$22,438▼ $10,588
Total Liabilities$138,459$151,668▲ $13,209
Net Assets / Fund Balance
Total Net Assets Fund Balance$919,527$956,417▲ $36,890
Total Liabilities and Net Assets / Fund Balance$1,057,986$1,108,085▲ $50,099
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Lute RasavongPresident
AnnMarie StapletonTrustee
Brian WhiteTrustee
Jean UrryTrustee
Joe CrenshawTrustee
Marques BellTrustee
Penny GrantTrustee
Undrah CorneliousTrustee
Laura MadsenExecutive Secretary
Andrew HorstmanFinance Advisor
Chana BanisterPermanent Secretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$894,803
Investment Income
$1,007
Other Revenue
$0
Change in Net Assets
$36,890

Audited Revenue Reconciliation

Revenue per Audited Statements
$895,810
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$895,810
Total Revenue per Form 990
$895,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$858,920
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---$3,847
Total Functional Expenses$0$0$0$858,920

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$858,920
Total Expenses per Audited Statements$858,920
Total Expenses per Form 990$858,920
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$110,271
Custodian Funds - Clubs$17,396
Member Holding Credit$1,563
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 11B

“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
2018-02-20
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 June 30, 2017, 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033026
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022438
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Promote welfare and recreation for employees
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CliftonLarsonAllen
IRS990/BooksInCareOfDetail/PhoneNum02626379351
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0222 Main Street PO Box 1347
IRS990/BooksInCareOfDetail/USAddress/CityNm0Racine
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053401
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0712195
IRS990/CashNonInterestBearingGrp/EOYAmt0752560
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01007
IRS990/CYOtherExpensesAmt0858920
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0894803
IRS990/CYRevenuesLessExpensesAmt036890
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0858920
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0895810
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Sports & club activities: basketball, softball, bowling, golf, etc; snowmobile club, athletic club, etc
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Lute Rasavong
IRS990/Form990PartVIISectionAGrp/PersonNm1Penny Grant
IRS990/Form990PartVIISectionAGrp/PersonNm2Marques Bell
IRS990/Form990PartVIISectionAGrp/PersonNm3Jean Urry
IRS990/Form990PartVIISectionAGrp/PersonNm4Undrah Cornelious
IRS990/Form990PartVIISectionAGrp/PersonNm5Joe Crenshaw
IRS990/Form990PartVIISectionAGrp/PersonNm6AnnMarie Stapleton
IRS990/Form990PartVIISectionAGrp/PersonNm7Brian White
IRS990/Form990PartVIISectionAGrp/PersonNm8Andrew Horstman
IRS990/Form990PartVIISectionAGrp/PersonNm9Laura Madsen
IRS990/Form990PartVIISectionAGrp/PersonNm10Chana Banister
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Finance Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Permanent Secretary/Treasurer
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01922
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0895810
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01007
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01007
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Promote welfare & recreation for employees
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0919527
IRS990/NetAssetsOrFundBalancesEOYAmt0956417
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027049
IRS990/OtherAssetsTotalGrp/EOYAmt026758
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Recreation Program Expe
IRS990/OtherExpensesGrp/Desc1Preventative Health
IRS990/OtherExpensesGrp/Desc2Administrative Expenses
IRS990/OtherExpensesGrp/Desc3Other Program Expenses
IRS990/OtherExpensesGrp/TotalAmt0615191
IRS990/OtherExpensesGrp/TotalAmt1163000
IRS990/OtherExpensesGrp/TotalAmt276882
IRS990/OtherExpensesGrp/TotalAmt33847
IRS990/OtherLiabilitiesGrp/BOYAmt0105433
IRS990/OtherLiabilitiesGrp/EOYAmt0129230
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt014466
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt014792
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt060991
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt069717
IRS990/PrincipalOfficerNm0Kristi Peterson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0Participant Contributi
IRS990/ProgramServiceRevenueGrp/Desc1Participant Fees for R
IRS990/ProgramServiceRevenueGrp/Desc2Sponsor Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0379978
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1353095
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2161730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0379978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1353095
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2161730
IRS990/ProgSrvcAccomActy2Grp/Desc0Special & district activities, picnics, dances, parties, etc
IRS990/ProgSrvcAccomActy3Grp/Desc0Armstrong park activities & aquatic center
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0811
IRS990/PYOtherExpensesAmt0924476
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0988449
IRS990/PYRevenuesLessExpensesAmt064784
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0924476
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0989260
IRS990/ReconcilationRevenueExpnssAmt036890
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0919527
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0956417
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0243285
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0244258
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0858920
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017396
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1110271
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21563
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CUSTODIAN FUNDS - CLUBS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESTRICTED CASH - LIGHTHOUSE RESORT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MEMBER HOLDING CREDIT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0895810
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 June 30, 2017, 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/TotalExpensesPerForm990Amt0858920
IRS990ScheduleD/TotalLiabilityAmt0129230
IRS990ScheduleD/TotalRevenuePerForm990Amt0895810
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0895810
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0858920
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 11b
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/TotalAssetsBOYAmt01057986
IRS990/TotalAssetsEOYAmt01108085
IRS990/TotalAssetsGrp/BOYAmt01057986
IRS990/TotalAssetsGrp/EOYAmt01108085
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0858920
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0138459
IRS990/TotalLiabilitiesEOYAmt0151668
IRS990/TotalLiabilitiesGrp/BOYAmt0138459
IRS990/TotalLiabilitiesGrp/EOYAmt0151668
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0919527
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0956417
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0894803
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01007
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0894803
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0895810
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01057986
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01108085
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristi Peterson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Corporate Controller
ReturnHeader/BusinessOfficerGrp/PhoneNum02622602000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-20
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FC291E00EDC6CE15C22AD045E9D90E0D24B72456
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.82.115
ReturnHeader/FilingSecurityInformation/IPDt02018-02-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:50:36
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/PreparationDt02018-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Marine CPA
ReturnHeader/ReturnTs02018-02-20T15:50:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,108,085
Liabilities
$151,668
Net assets
$956,417
Revenue
$895,810
Expenses
$858,920
Net income
$36,890
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
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.15$0.96$0.90$0.86$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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