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Johnson Mutual Benefit Association FY2021 filing

Not tax-deductible

Racine, WIMutual-benefit / member-servingEIN 39-1302755Revenue $457K in FY2021

On file with the IRS1525 Howe St, 53403-2237 · Racine, WITax-exempt since Oct 1980

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Promote welfare and recreation for employees

Mission: Form 990 Part I, line 1

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $7K a year · 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Cash reserves
70 mo
of spending, in cash
Looks good: 69.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$80K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$457K
-27% vs prior year
Spent
$197K
Net assets
$1.2M
By yearFY2020–FY2025
Revenue
$457K
FY2021▼ -27%
Tap a bar for its year
Revenue by fiscal year
FY2020$622K
FY2021$457K
FY2022$586K
FY2023$711K
FY2024$724K
FY2025$755K
Expenses
$197K
FY2021▼ -74%
Tap a bar for its year
Expenses by fiscal year
FY2020$750K
FY2021$197K
FY2022$526K
FY2023$680K
FY2024$747K
FY2025$913K
Net assets
$1.2M
FY2021▲ +29%
Tap a bar for its year
Net assets by fiscal year
FY2020$891K
FY2021$1.2M
FY2022$1.2M
FY2023$1.2M
FY2024$1.2M
FY2025$1.1M

From the FY2021 Form 990 (year ending June 2021) · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1980.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
Nate Haigh
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Michelle Vance
Vice President
$0Pt VII · Sec A
Chana Bannister
Permanent Secretary
$0Pt VII · Sec A
Chris Stetson
Finance Advisor
$0Pt VII · Sec A
See Johnson Mutual Benefit Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports employee well-being and leisure activities.

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Provided by the organization

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3 programs · in their own filed words · FY2020
01

Sports & Club Activities

Basketball, softball, bowling, golf, etc; snowmobile club, athletic club, etc

Pt IX · col B
02

Special & district activities, picnics, dances, parties, etc

Pt IX · col B
03

Armstrong park activities & aquatic center

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$457K
Ln 12
Fees for servicesLn 2g$456K
Investment incomeLn 3$1K
Money outPt IX
$197K
Ln 25
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.2M
LiabilitiesLn 26$80K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$456K
Investment incomeLn 3$1K
Total revenueLn 12$457K
Assets in detailPt X, end of year
CashLn 1$888K
SavingsLn 2$252K
Cash and savings togetherLn 1–2$1.1M
Other assetsLn 15$27K
Total assetsLn 16$1.2M
LiabilitiesLn 26$80K
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$903K$1.1M
Total assetsLn 16$1.0M$1.2M
LiabilitiesLn 26$119K$80K
Net assetsLn 32$891K$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other expenses (24a–d)Ln 24$197K
Total functional expensesLn 25$197K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $755K$913K−$158K$1.1M 990 PDF
FY2024 $724K$747K−$23K$1.2M 990 PDF
FY2023 $711K$680K$30K$1.2M 990 PDF
FY2022 $586K$526K$60K$1.2M 990 PDF
FY2021 Viewing $457K$197K$260K$1.2M 990 PDF
FY2020 $622K$750K−$128K$891K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $456,849 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $619,818$455,537
I-10 Investment incomePrior year $2,527$1,312
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $622,345$456,849
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $750,455$196,565
I-18 Total expensesPrior year $750,455$196,565
I-19 Revenue less expensesPrior year −$128,110$260,284
Part VI · Governance 6 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $456,849 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $455,537$455,537
VIII-3 Investment incomeExcluded from tax $1,312$1,312
VIII-12 Total revenueRelated to mission $455,537 · Unrelated business $0 · Excluded from tax $1,312$456,849
Part IX · Statement of functional expenses $196,565 across 1 line filed
IX-24 Other expenses (24a–d)$196,565
IX-25 Total functional expenses$196,565
Part X · Balance sheet $1,230,616 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $652,351$888,124
X-2 Savings and temporary cash investmentsStart of year $250,420$251,547
X-9 Prepaid expenses and deferred chargesStart of year $79,979$64,030
X-15 Other assetsStart of year $26,729$26,915
X-16 Total assetsStart of year $1,009,479$1,230,616
X-17 Accounts payable and accrued expensesStart of year $31,492$22,297
X-25 Other liabilitiesStart of year $87,339$57,387
X-26 Total liabilitiesStart of year $118,831$79,684
X-32 Total net assets or fund balancesStart of year $890,648$1,150,932
X-33 Total liabilities and net assetsStart of year $1,009,479$1,230,616
Part XI · Reconciliation of net assets $1,150,932 net assets at year end
XI-1 Total revenue$456,849
XI-2 Total expenses$196,565
XI-3 Revenue less expenses$260,284
XI-4 Net assets at start of year$890,648
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,150,932

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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