Civic Intelligence

Case New Holland Retiree Medical Savings

EIN 73-1668021 • 501(c)9 • Racine, WI

Profile

To provide retirees with a medical savings plan

700 State StreetRacine, WI 53404

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

9th percentile

-28%

Higher net margin than 9% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

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.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

29th percentile

-1.5%

Faster asset growth than 29% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-14%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$18,076,430

Down $276,407 (-1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$18,076,430

Down $276,407 (-1.5%) from 2023

Revenue

Down

$1,650,880

Down $273,804 (-14%) from 2023

Expenses

Up

$2,106,896

Up $281,863 (+15%) from 2023

Net Income

Down

-$456,016

Down $555,667 (-558%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $41,175,817Liabilities 2011: $0Net Assets 2011: $41,175,8172011Assets 2012: $11,865,285Liabilities 2012: $0Net Assets 2012: $11,865,2852012Assets 2013: $13,265,208Liabilities 2013: $0Net Assets 2013: $13,265,2082013Assets 2014: $14,713,081Liabilities 2014: $0Net Assets 2014: $14,713,0812014Assets 2015: $15,099,171Liabilities 2015: $0Net Assets 2015: $15,099,1712015Assets 2016: $16,142,319Liabilities 2016: $0Net Assets 2016: $16,142,3192016Assets 2017: $17,825,056Liabilities 2017: $0Net Assets 2017: $17,825,0562017Assets 2018: $17,145,133Liabilities 2018: $0Net Assets 2018: $17,145,1332018Assets 2019: $19,677,184Liabilities 2019: $0Net Assets 2019: $19,677,1842019Assets 2020: $21,697,050Liabilities 2020: $0Net Assets 2020: $21,697,0502020Assets 2021: $22,388,248Liabilities 2021: $0Net Assets 2021: $22,388,2482021Assets 2022: $17,406,586Liabilities 2022: $0Net Assets 2022: $17,406,5862022Assets 2023: $18,352,837Liabilities 2023: $0Net Assets 2023: $18,352,8372023Assets 2024: $18,076,430Liabilities 2024: $0Net Assets 2024: $18,076,4302024

Highlighted filing

2024

Assets$18,076,430
Liabilities$0
Net Assets$18,076,430

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $6,703,714Expenses 2011: $3,128,683Net Income 2011: $3,575,0312011Revenue 2012: $4,637,888Expenses 2012: $2,922,675Net Income 2012: $1,715,2132012Revenue 2013: $4,557,169Expenses 2013: $3,157,246Net Income 2013: $1,399,9232013Revenue 2014: $4,917,733Expenses 2014: $3,469,860Net Income 2014: $1,447,8732014Revenue 2015: $3,324,428Expenses 2015: $2,938,339Net Income 2015: $386,0892015Revenue 2016: $4,180,084Expenses 2016: $3,136,937Net Income 2016: $1,043,1472016Revenue 2017: $1,567,526Expenses 2017: $1,011,903Net Income 2017: $555,6232017Revenue 2018: $1,044,494Expenses 2018: $1,162,915Net Income 2018: -$118,4212018Revenue 2019: $2,009,480Expenses 2019: $1,353,870Net Income 2019: $655,6102019Revenue 2020: $1,933,908Expenses 2020: $1,305,565Net Income 2020: $628,3432020Revenue 2021: $1,995,684Expenses 2021: $1,436,997Net Income 2021: $558,6872021Revenue 2022: $1,317,668Expenses 2022: $1,563,525Net Income 2022: -$245,8572022Revenue 2023: $1,924,684Expenses 2023: $1,825,033Net Income 2023: $99,6512023Revenue 2024: $1,650,880Expenses 2024: $2,106,896Net Income 2024: -$456,0162024

Highlighted filing

2024

Revenue$1,650,880
Expenses$2,106,896
Net Income-$456,016

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.65$2.11$0.46
2023Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$1.92$1.83$0.10
2022Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.32$1.56$0.25
2021Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$2.00$1.44$0.56
2020Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$1.93$1.31$0.63
2019Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$2.01$1.35$0.66
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.04$1.16$0.12
2017Summary only. Only limited summary data is available for this year.$17.8$0.00$17.8$1.57$1.01$0.56
2016Summary only. Only limited summary data is available for this year.$16.1$0.00$16.1$4.18$3.14$1.04
2015Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$3.32$2.94$0.39
2014Summary only. Only limited summary data is available for this year.$14.7$0.00$14.7$4.92$3.47$1.45
2013Summary only. Only limited summary data is available for this year.$13.3$0.00$13.3$4.56$3.16$1.40
2012Summary only. Only limited summary data is available for this year.$11.9$0.00$11.9$4.64$2.92$1.72
2011Summary only. Only limited summary data is available for this year.$41.2$0.00$41.2$6.70$3.13$3.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$3,784,501
Mission and Program Overview

Mission

To provide retirees with a medical savings plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,352,837$18,076,430▼ $276,407
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$18,352,837$18,076,430▼ $276,407
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,352,837$18,076,430▼ $276,407
Total Liabilities and Net Assets / Fund Balance$18,352,837$18,076,430▼ $276,407
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$446,226
Investment Income
$1,204,654
Other Revenue
$0
Change in Net Assets
$-456,016
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,106,896--$2,106,896
Total Functional Expenses$2,106,896$0$0$2,106,896
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
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 organization's form 990 is prepared by an outside service provider and reviewed by the financial department and management team prior to filing with the irs.

Form 990, Part VI, Section C, line 19

All such documents and policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Case New Holland Retiree Medical Savings
EIN
73-1668021
Phone
2626366004
Address
700 STATE STREET, RACINE, WI 53404

Signing Officer

Name
Tekla Pedigo
Title
Head of Total Rewards, NA
Phone
2626366004
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tekla Pedigo
Formed
2002
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Willis Towers Watson US LLC
Address
7733 Forsyth Boulevard Suite 1350, St Louis, MO 63105
Preparer
Kyle Halberg
Phone
4177209863
Raw XML Appendix280 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/PoliticalCampaignActyInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01273690
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IRS990/PYOtherRevenueAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL SUCH DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
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IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SEE PART VII SUPP INFO
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Tekla Pedigo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Head of Total Rewards, NA
ReturnHeader/BusinessOfficerGrp/PhoneNum02626366004
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASE NEW HOLLAND RETIREE MEDICAL SAVINGS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ACCOUNT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0731668021
ReturnHeader/Filer/PhoneNum02626366004
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0530181291
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Willis Towers Watson US LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07733 Forsyth Boulevard Suite 1350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum04177209863
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle Halberg
ReturnHeader/ReturnTs02025-11-17T17:56:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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