S C Johnson & Son Inc Retiree Medical Benefits Tr
Only null% goes to programs Strong reserves Declining revenue
S C Johnson & Son Inc Retiree Medical Benefits Tr is a 501(c)(9) organization based in Racine, Wisconsin, registered in 2007, with $31,691,476 in FY2024 revenue. CharityIndex grades it C+.
1525 Howe St, Racine, WI, 53403 EIN 86-6349469 Since 2007
Revenue (FY2024)
$31.7M
▲ 418.2% vs prior year
Membership median: $185K
Expenses (FY2024)
$25.8M
Net assets
$288.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for S C Johnson & Son Inc Retiree Medical Benefits Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating134 mo reserves · +18% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For S C Johnson & Son Inc Retiree Medical Benefits Tr: 134 mo reserves · +18% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for S C Johnson & Son Inc Retiree Medical Benefits Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For S C Johnson & Son Inc Retiree Medical Benefits Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1525 Howe St, Racine, WI, 53403
- City
- Racine
- State
- Wisconsin
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
Financial trends
Revenue declined from $50.2M (FY2013) to $31.7M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $35.8MNet assets $288.5M
Operating margin
18.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$324.3M
Total liabilities
$35.8M
Net assets
$288.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $31,691,476▲418% | $25,834,762▲19.2% | $288,520,945▲2.6% | $324,297,725▲4.8% | 990 |
| 2023 | $6,115,358▼60.1% | $21,667,021▼13.0% | $281,288,930▲8.7% | $309,485,620▲7.4% | 990 |
| 2022 | $15,315,883▼61.9% | $24,916,828▼11.4% | $258,874,767▼17.4% | $288,226,435▼19.0% | 990 |
| 2021 | $40,176,642▲131% | $28,137,859▲31.1% | $313,343,218▲6.0% | $356,007,874▲7.4% | 990 |
| 2020 | $17,362,188▼21.4% | $21,461,404▲7.5% | $295,740,752▲6.2% | $331,575,554▲7.6% | 990 |
| 2019 | $22,100,090▼11.4% | $19,972,216▼11.5% | $278,368,231▲20.5% | $308,222,738▲15.8% | 990 |
| 2018 | $24,943,731▲0.3% | $22,575,296▲13.0% | $231,018,961▼4.3% | $266,127,345▼5.6% | 990 |
| 2017 | $24,858,008▲14.7% | $19,977,064▲7.4% | $241,433,747▲11.8% | $281,884,980▲13.8% | 990 |
| 2016 | $21,664,040▲30.3% | $18,603,784▼3.9% | $216,020,514▲5.4% | $247,739,539▲8.0% | 990 |
| 2015 | $16,623,761▼49.8% | $19,356,095▼1.2% | $204,951,750▼2.2% | $229,435,601▼2.1% | 990 |
| 2014 | $33,102,556▼34.1% | $19,598,062▲5.5% | $209,577,020▲11.0% | $234,334,333▲12.0% | 990 |
| 2013 | $50,198,827 | $18,582,674▲11.2% | $188,730,549▲32.7% | $209,249,572▲37.1% | 990 |
| 2012 | — | $16,714,825▼0.5% | $142,224,647▲20.8% | $152,632,257▲15.5% | 990 |
| 2011 | — | $16,803,894▲6.5% | $117,699,262▲27.6% | $132,151,520▲25.7% | 990 |
| 2010 | — | $15,777,131 | $92,222,819 | $105,101,020 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Compare S C Johnson & Son Inc Retiree Medical Benefits Tr
Frequently asked questions
- Is S C Johnson & Son Inc Retiree Medical Benefits Tr a legitimate nonprofit?
- Yes. S C Johnson & Son Inc Retiree Medical Benefits Tr is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 86-6349469, based in Racine, Wisconsin.
- What is S C Johnson & Son Inc Retiree Medical Benefits Tr's EIN?
- S C Johnson & Son Inc Retiree Medical Benefits Tr's Employer Identification Number (EIN) is 86-6349469.
- How much revenue does S C Johnson & Son Inc Retiree Medical Benefits Tr report?
- S C Johnson & Son Inc Retiree Medical Benefits Tr reported $31,691,476 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does S C Johnson & Son Inc Retiree Medical Benefits Tr have?
- CharityIndex grades S C Johnson & Son Inc Retiree Medical Benefits Tr C+, based on financial health (reserves and operating margin).
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Data for S C Johnson & Son Inc Retiree Medical Benefits Tr (EIN 86-6349469) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.