JOHNSON MUTUAL BENEFIT ASSOCIATION (EIN 391302755) - 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

1922

Legal Domicile

Principal Officer

KRISTI PETERSON

Phone

2622602000

Tax Period

2024-07-01 to 2025-06-30

JOHNSON MUTUAL BENEFIT ASSOCIATION, founded in 1922, is a small nonprofit that reported $755K in total revenue in fiscal year 2024. Expenses of $913K exceeded revenue, resulting in a 21% operating deficit.

Mission

PROMOTE WELFARE AND RECREATION FOR EMPLOYEES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $732,203

Investment Income $22,959

Other Revenue $0

TOTAL REVENUE $755,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $912,881

TOTAL EXPENSES $912,881

Year-over-Year Comparison

	2024	2023	Change
Revenue	$755,162	$723,993	+0.0%
Expenses	$912,881	$746,811	+0.2%
Net Income	$-157,719	$-22,818	+5.9%

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
SUSAN JILEK	TRUSTEE	2.00	Director	$0	$0	$0
NATE HAIGH	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINE HAUCK	TRUSTEE	2.00	Director	$0	$0	$0
DEBRA MUNCH	TRUSTEE	2.00	Director	$0	$0	$0
JASON KOLESARI	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELLE VANCE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHANA BANNISTER	PERMANENT SECRETARY	2.00	Officer	$0	$0	$0
JASON GANTZER	FINANCE ADVISOR	2.00	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
2025	$755,162	$912,881	$1,318,205	$-157,719
2024	$723,993	$746,811	$1,430,384	$-22,818
2023	$710,658	$680,343	$1,347,880	$30,315
2022	$586,399	$526,234	$1,414,067	$60,165
2021	$456,849	$196,565	$1,230,616	$260,284
2020	$622,345	$750,455	$1,009,479	$-128,110
2019	$926,798	$884,123	$1,510,870	$42,675
2018	$887,160	$867,494	$1,264,790	$19,666

JOHNSON MUTUAL BENEFIT ASSOCIATION