SC JOHNSON & SON INC RETIREE HEALTH CARE PLAN (EIN 391869303) - 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

1997

Legal Domicile

Principal Officer

DAVID ISAACSON

Phone

2622602000

Tax Period

2024-01-01 to 2024-12-31

SC JOHNSON & SON INC RETIREE HEALTH CARE PLAN, founded in 1997, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.7M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO HOLD THE ASSETS OF THE S.C. JOHNSON & SON 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,248,955

Other Revenue $0

TOTAL REVENUE $2,248,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $48,694

TOTAL EXPENSES $2,660,411

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,248,955	$2,073,884	+0.1%
Expenses	$2,660,411	$2,628,199	+0.0%
Net Income	$-411,456	$-554,315	-0.3%

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

N/A

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
JAY GUELDNER	CHAIR	0.10	Director	$0	$0	$0
BRIAN GLASER	TRUSTEE	0.10	Director	$0	$0	$0
THOMAS HOWARD	TRUSTEE	0.10	Director	$0	$0	$0
DAVID ISAACSON	SECRETARY	0.50	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	$2,248,955	$2,660,411	$74,560,284	$-411,456
2023	$2,073,884	$2,628,199	$70,444,367	$-554,315
2022	$1,600,747	$2,401,933	$64,730,393	$-801,186
2021	$2,097,107	$2,261,319	$77,126,882	$-164,212
2020	$2,700,120	$2,235,471	$74,067,284	$464,649
2019	$2,148,669	$1,705,132	$67,310,988	$443,537
2018	$1,797,856	$1,625,246	$59,624,112	$172,610

SC JOHNSON & SON INC RETIREE HEALTH CARE PLAN