Nonprofit · EIN 39-1302755
JOHNSON MUTUAL BENEFIT ASSOCIATION
Tax-exempt · RACINE, WI 53403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $755,162 | $912,881 | -$157,719 | $1,318,205 | $257,330 | $1,060,875 |
| June 30, 2024 | 990 | $723,993 | $746,811 | -$22,818 | $1,430,384 | $211,790 | $1,218,594 |
| June 30, 2023 | 990 | $710,658 | $680,343 | $30,315 | $1,347,880 | $106,468 | $1,241,412 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $732,203
- Investment income
- $22,959
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $1,430,384
- Total assets, end of year
- $1,318,205
- Total liabilities, end of year
- $257,330
- Net assets, end of year
- $1,060,875
- Gross receipts
- $755,162
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1922
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN JILEK | TRUSTEE Trustee or director | 2 | $0 |
| NATE HAIGH | TRUSTEE Trustee or director | 2 | $0 |
| CHRISTINE HAUCK | TRUSTEE Trustee or director | 2 | $0 |
| DEBRA MUNCH | TRUSTEE Trustee or director | 2 | $0 |
| JASON KOLESARI | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MICHELLE VANCE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CHANA BANNISTER | PERMANENT SECRETARY Officer | 2 | $0 |
| JASON GANTZER | FINANCE ADVISOR Officer | 2 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN JILEK | TRUSTEE Trustee or director | 2 | $0 |
| NATE HAIGH | TRUSTEE Trustee or director | 2 | $0 |
| CHRISTINE HAUCK | TRUSTEE Trustee or director | 2 | $0 |
| DEBRA MUNCH | TRUSTEE Trustee or director | 2 | $0 |
| JASON KOLESARI | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MICHELLE VANCE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CHANA BANNISTER | PERMANENT SECRETARY Officer | 2 | $0 |
| JASON GANTZER | FINANCE ADVISOR Officer | 2 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN JILEK | TRUSTEE Trustee or director | 2 | $0 |
| NATE HAIGH | TRUSTEE Trustee or director | 2 | $0 |
| CHRISTINE HAUCK | TRUSTEE Trustee or director | 2 | $0 |
| DEBRA MUNCH | TRUSTEE Trustee or director | 2 | $0 |
| JASON KOLESARI | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MICHELLE VANCE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CHANA BANNISTER | PERMANENT SECRETARY Officer | 2 | $0 |
| JASON GANTZER | FINANCE ADVISOR Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1525 HOWE ST, RACINE, WI 53403-2237
- In care of
- % CLIFTONLARSONALLEN
- Principal officer (990 for 2024)
- KRISTI PETERSON, 1525 HOWE STREET, RACINE, WI 53403
- Signed the 990
- KRISTI PETERSON, CORPORATE CONTROLLER
- Phone
- (262) 260-2000
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
PROMOTE WELFARE & RECREATION FOR EMPLOYEES
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1302755
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,318,205
- Income (IRS master file)
- $755,162
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $755,162 | $912,881 | $1,318,205 | XML |
| 990 | June 2024 | $723,993 | $746,811 | $1,430,384 | IRS |
| 990 | June 2023 | $710,658 | $680,343 | $1,347,880 | XML |
| 990 | June 2022 | $586,399 | $526,234 | $1,414,067 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1302755).
Questions about JOHNSON MUTUAL BENEFIT ASSOCIATION
- What is the EIN of JOHNSON MUTUAL BENEFIT ASSOCIATION?
- The employer identification number (EIN) of JOHNSON MUTUAL BENEFIT ASSOCIATION is 39-1302755.
- Is JOHNSON MUTUAL BENEFIT ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1980.
- Are donations to JOHNSON MUTUAL BENEFIT ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JOHNSON MUTUAL BENEFIT ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOHNSON MUTUAL BENEFIT ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHNSON MUTUAL BENEFIT ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of JOHNSON MUTUAL BENEFIT ASSOCIATION?
- The 990 for the year ended June 30, 2025 names KRISTI PETERSON.
- Who are the officers and directors of JOHNSON MUTUAL BENEFIT ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does JOHNSON MUTUAL BENEFIT ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $755,162, expenses of $912,881 and total assets of $1,318,205 at year end.
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