2026-03-27T14:17:28-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-07-01 391302755 JOHNSON MUTUAL BENEFIT ASSOCIATION JOHN 2622602000 1525 HOWE STREET RACINE WI 53403 KRISTI PETERSON CORPORATE CONTROLLER 2622602000 2026-03-27 1 1 TROY E MARINE P00187863 4147775500 2026-03-27 2024 2025-03-06 01:10:19Z KRISTI PETERSON 1525 HOWE STREET RACINE WI 53403 755162 0 X N/A X 1922 WI PROMOTE WELFARE AND RECREATION FOR EMPLOYEES 6 6 0 8 0 0 0 0 717263 732203 6730 22959 0 0 723993 755162 0 0 0 0 0 0 0 0 0 746811 912881 746811 912881 -22818 -157719 1430384 1318205 211790 257330 1218594 1060875 PROMOTE WELFARE & RECREATION FOR EMPLOYEES 0 0 SPORTS & CLUB ACTIVITIES: BASKETBALL, SOFTBALL, BOWLING, GOLF, ETC; SNOWMOBILE CLUB, ATHLETIC CLUB, ETC SPECIAL & DISTRICT ACTIVITIES, PICNICS, DANCES, PARTIES, ETC ARMSTRONG PARK ACTIVITIES & AQUATIC CENTER 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X RSM US LLP 6087527408 ONE PARKER PLACE SUITE 300 JANESVILLE WI 535454000 X SUSAN JILEK TRUSTEE 2.00 X 0 0 0 NATE HAIGH TRUSTEE 2.00 X 0 0 0 CHRISTINE HAUCK TRUSTEE 2.00 X 0 0 0 DEBRA MUNCH TRUSTEE 2.00 X 0 0 0 JASON KOLESARI PRESIDENT 2.00 X X 0 0 0 MICHELLE VANCE VICE PRESIDENT 2.00 X X 0 0 0 CHANA BANNISTER PERMANENT SECRETARY 2.00 X 0 0 0 JASON GANTZER FINANCE ADVISOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 PARTICIPANT CONTRIBUTI 525100 472667 472667 PARTICIPANT FEES FOR R 525100 259536 259536 732203 22959 22959 755162 732203 0 22959 RECREATION PROGRAM EXPE 766863 ADMINISTRATIVE EXPENSES 146018 912881 1047973 649215 258214 512459 95538 109101 28659 47430 1430384 1318205 56264 32393 155526 224937 211790 257330 X 0 0 0 0 1218594 1060875 1218594 1060875 1430384 1318205 -157719 0 X 0 1 X 0 0 0 CUSTODIAN FUNDS - CLUBS 3782 RESTRICTED CASH - LIGHTHOUSE RESORT 219273 MEMBER HOLDING CREDIT 1882 224937 X 755162 0 755162 0 755162 912881 0 912881 0 912881 PART X, LINE 2: JMBA HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED OCTOBER 31, 1980 STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA). JMBA AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES JMBA IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES (US GAAP), REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY JMBA AND RECOGNIZE A TAX LIABILITY IF JMBA HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY JMBA AND HAS CONCLUDED THAT AS OF JUNE 27, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. JMBA IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 8B EACH COMMITEE NEEDS FULL BOARD APPROVAL FROM GOVERNING BODY BEFORE MAKING LARGE EXPENDITURES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND SUBSEQUENTLY SHARED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12 JOHNSON MUTUAL BENEFIT ASSOCIATION ABIDES BY THE CONFLICT OF INTEREST POLICY OF SC JOHNSON & CO. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 13: JOHNSON MUTUAL BENEFIT ASSOCIATION ABIDES BY THE WHISTLEBLOWER POLICY OF SC JOHNSON & CO. FORM 990, PART VI, LINE 14: JOHNSON MUTUAL BENEFIT ASSOCIATION ABIDES BY THE DOCUMENTATION RETENTION AND DESTRUCTION POLICY OF SC JOHNSON & CO. SC JOHNSON & SON INC 1525 HOWE STREET RACINE WI 53403 390379990 CONSUMER PRODUCTS WI C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0