YMutual & Membership BenefitEIN: 456420054· Ruling Year: 2014

Johnson Controls Inc Retiree Welfare Trust

Glendale, Wisconsin

DHealth Score
30D

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Poor

How This Organization Compares

Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org11.82×
Peer Median29.60×
💰
$2.6M
Total Revenue
📊
$12.6M
Total Expenses
🏦
$148.7M
Net Assets
📋
$1.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-7.8%
Year-over-year change (2022 → 2023)
Net Margin
-391.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.82
Net assets divided by total expenses
Liabilities-to-Assets
0.7%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$2,559,4188%$12,579,20010%$149,786,7686%
2022$2,775,80316%$13,912,5699%$141,359,46519%
2021$3,298,68416%$12,808,86124%$174,046,1775%
2020$3,908,12130%$16,924,52019%$165,245,8951%
2019$5,548,14225%$21,008,0597%$167,230,2605%
2018$7,405,43652%$22,570,57615%$159,550,79614%
2017$4,884,28237%$19,689,8506%$184,653,6814%
2016$7,762,986625%$20,885,58411%$176,864,8017%
2015-$1,479,899102%$23,440,84088%$190,682,82011%
2014$81,219,386629%$12,437,72317%$214,925,22148%
2013$11,141,80031%$10,595,59613%$145,421,3191%
2012$16,165,566$12,202,243$144,686,011

Frequently Asked Questions

What does Johnson Controls Inc Retiree Welfare Trust do?

Johnson Controls Inc Retiree Welfare Trust is a mutual & membership benefit nonprofit organization based in Wisconsin. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Johnson Controls Inc Retiree Welfare Trust financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Johnson Controls Inc Retiree Welfare Trust.

How much revenue does Johnson Controls Inc Retiree Welfare Trust generate?

Johnson Controls Inc Retiree Welfare Trust reports $2.0M in annual revenue and holds $160.9M in total assets, based on IRS filings.

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