S C Johnson & Son INC Retiree Medical Benefits TR

Racine, Wisconsin

B-Health Score
52B-

Financial Health Score

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

Average

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org12.98×
Peer Median10.70×
💰
$6.1M
Total Revenue
📊
$21.7M
Total Expenses
🏦
$281.3M
Net Assets
📋
$28.2M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-60.1%
Year-over-year change (2022 → 2023)
Net Margin
-254.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.98
Net assets divided by total expenses
Liabilities-to-Assets
9.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$6,115,35860%$21,667,02113%$309,485,6207%
2022$15,315,88362%$24,916,82811%$288,226,43519%
2021$40,176,642131%$28,137,85931%$356,007,8747%
2020$17,362,18821%$21,461,4047%$331,575,5548%
2019$22,100,09011%$19,972,21612%$308,222,73816%
2018$24,943,731$22,575,29613%$266,127,3456%
2017$24,858,00815%$19,977,0647%$281,884,98014%
2016$21,664,04030%$18,603,7844%$247,739,5398%
2015$16,623,76150%$19,356,0951%$229,435,6012%
2014$33,102,55634%$19,598,0625%$234,334,33312%
2013$50,198,82786%$18,582,67411%$209,249,57237%
2012$26,930,26235%$16,714,8251%$152,632,25715%
2011$41,522,135$16,803,894$132,151,520

Frequently Asked Questions

What does S C Johnson & Son INC Retiree Medical Benefits TR do?

S C Johnson & Son INC Retiree Medical Benefits TR 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 S C Johnson & Son INC Retiree Medical Benefits TR financially healthy?

Based on our 9-metric Financial Health Score model, S C Johnson & Son INC Retiree Medical Benefits TR has a score of 52/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does S C Johnson & Son INC Retiree Medical Benefits TR generate?

S C Johnson & Son INC Retiree Medical Benefits TR reports $31.7M in annual revenue and holds $324.3M in total assets, based on IRS filings.

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