Mission
TO HOLD THE ASSETS OF THE JOHNSON FINANCIAL GROUP, INC. RETIREE MEDICAL SAVINGS PLAN.
Public Charity
JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TRUST
JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TRUST is a Public Charity headquartered in RACINE, WI. Financial data from the 2024 filing: $1.1M revenue, $838K expenses, $16.3M total assets.
EIN: 206524090
RACINE, WI
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$1.1M
Total Expenses$838K
Total Assets$16.3M
Grant Records0
Filing Years2019–2024
Officers & Directors
TRUSTEE (TERMED 01/24)
Brian Andrew
TRUSTEE
Denise Domian
TRUSTEE
Eric Bernal
TRUSTEE
Mark Behrens
TRUSTEE
Ron Lehmann
TRUSTEE
Scott Cooney
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $1.1M | $838K | $16.3M |
| 2023 | $1.8M | $909K | $15.8M |
| 2022 | $1.6M | $1.0M | $13.9M |
| 2020 | $1.9M | $620K | $14.6M |
| 2019 | $1.5M | $662K | $12.4M |
Between 2019 and 2024, reported annual revenue declined from $1.5M to $1.1M (-28%), with total assets most recently reported at $16.3M.
Interactive year-over-year charts and full filing details available with membership.