Y โ€” Mutual & Membership BenefitEIN: 206524090ยท Ruling Year: 2006

Johnson Financial Group Inc Retiree Medical Savings Account Tr

Racine, Wisconsin

B+Health Score
74B+

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Good

How This Organization Compares

Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

๐Ÿ’ฐ
$1.8M
Total Revenue
๐Ÿ“Š
$909K
Total Expenses
๐Ÿฆ
$15.8M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+16.6%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+50.1%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,821,767โ†‘17%$908,819โ†“10%$15,765,427โ†‘13%
2022$1,563,075โ†“3%$1,010,071โ†‘22%$13,943,460โ†“11%
2021$1,610,817โ†“13%$824,752โ†‘33%$15,718,949โ†‘7%
2020$1,855,504โ†‘25%$620,104โ†“6%$14,641,623โ†‘18%
2019$1,483,531โ†‘10%$662,124โ†‘22%$12,433,794โ†‘20%
2018$1,343,789โ†‘2%$540,601โ†‘4%$10,396,509โ†‘1%
2017$1,320,361โ†‘21%$517,928โ†‘13%$10,260,803โ†‘16%
2016$1,091,647โ†“5%$460,285โ†“15%$8,821,413โ†‘12%
2015$1,146,902โ†“2%$542,739โ†‘9%$7,879,626โ†‘2%
2014$1,169,444โ†‘22%$497,096โ†‘15%$7,718,152โ†‘8%
2013$958,420โ†“21%$431,716โ†‘15%$7,169,052โ†‘11%
2012$1,218,564โ†‘1%$374,571โ†“9%$6,483,828โ†‘19%
2011$1,201,403$411,622$5,452,992

Frequently Asked Questions

What does Johnson Financial Group Inc Retiree Medical Savings Account Tr do?โ–ผ

Johnson Financial Group Inc Retiree Medical Savings Account Tr is a mutual & membership benefit nonprofit organization based in Wisconsin. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Johnson Financial Group Inc Retiree Medical Savings Account Tr financially healthy?โ–ผ

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Johnson Financial Group Inc Retiree Medical Savings Account Tr.

How much revenue does Johnson Financial Group Inc Retiree Medical Savings Account Tr generate?โ–ผ

Johnson Financial Group Inc Retiree Medical Savings Account Tr reports $1.1M in annual revenue and holds $16.3M in total assets, based on IRS filings.

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Johnson Financial Group Inc Retiree Medical Savings Account Tr โ€” Racine, WI | GiveScope