JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TRUST (EIN 206524090) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

WENDY BRUDNICKI

Phone

2626192682

Tax Period

2023-01-01 to 2023-12-31

JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TRUST, founded in 2004, is a community nonprofit in the Mutual Benefit sector that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $913K, a strong 50% operating margin.

Mission

TO HOLD THE ASSETS OF THE JOHNSON FINANCIAL GROUP, INC. RETIREE MEDICAL SAVINGS PLAN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,213,080

Investment Income $608,687

Other Revenue $0

TOTAL REVENUE $1,821,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $88,747

TOTAL EXPENSES $908,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,821,767	$1,563,075	+0.2%
Expenses	$908,819	$1,010,071	-0.1%
Net Income	$912,948	$553,004	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN ANDREW	TRUSTEE	1.00	Director	$0	$0	$0
DENISE DOMIAN	TRUSTEE	1.00	Director	$0	$0	$0
ERIC BERNAL	TRUSTEE	1.00	Director	$0	$0	$0
MARK BEHRENS	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT COONEY	TRUSTEE	1.00	Director	$0	$0	$0
WENDY BRUDNICKI	OFFICER	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,821,767	$908,819	$15,765,427	$912,948
2022	$1,563,075	$1,010,071	$13,943,460	$553,004
2021	$1,610,817	$824,752	$15,718,949	$786,065
2020	$1,855,504	$620,104	$14,641,623	$1,235,400
2019	$1,483,531	$662,124	$12,433,794	$821,407
2018	$1,343,789	$540,601	$10,396,509	$803,188

JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TRUST