Skip to content
ProPublica Donate
ProPublica Donate

Johnson Controls World Services Inc Retiree Benefits Trust

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$271k (2023)

Expenses
$511k (2023)

Total Assets
$7.77M (2023)

Total Liabilities
$78.8k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$271,170
Expenses
$511,398
Net Income
-$240,228
Net Assets
$7,687,965
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $271,170
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,766,785
Total Liabilities $78,820
Net Assets $7,687,965
Compensation
Key Employees and Officers Compensation Related Other
Marc Vandiepenbeeck (Chief Financial Officer) $0 $0 $0
Pieter Lens (Treasurer) $0 $0 $0
Marlon J Sullivan (Chief Human Resources Officer) $0 $0 $0
Jody Yaeger (Vp Global Total Rewards) $0 $0 $0
Kathy Mlada (Vp Hr Benefits & Global Payroll) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$182,284
Expenses
$514,604
Net Income
-$332,320
Net Assets
$7,796,495
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $182,284
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,856,245
Total Liabilities $59,750
Net Assets $7,796,495
Compensation
Key Employees and Officers Compensation Related Other
Marlon J Sullivan (Chief Human Resources Offi) $0 $0 $0
Jody Yaeger (Vp Global Total Rewards) $0 $0 $0
Corinne Carlson (Vp Global Benefits) $0 $0 $0
Pieter Lens (Treasurer) $0 $0 $0
Olivier Leonetti (Chief Financial Officer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,118
Expenses
$527,766
Net Income
-$404,648
Net Assets
$8,545,650
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $123,118
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,643,420
Total Liabilities $97,770
Net Assets $8,545,650
Compensation
Key Employees and Officers Compensation Related Other
Marlon J Sullivan (Chief Human Resources Officer) $0 $0 $0
Jody Yaeger (Vp Global Total Rewards) $0 $0 $0
Corinne Carlson (Vp Global Benefits) $0 $0 $0
Pieter Lens (Treasurer) $0 $0 $0
Olivier Leonetti (Chief Financial Officer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$169,199
Expenses
$656,128
Net Income
-$486,929
Net Assets
$9,063,745
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $169,199
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,083,438
Total Liabilities $19,693
Net Assets $9,063,745
Compensation
Key Employees and Officers Compensation Related Other
Lynn Minella (Trustee) $0 $0 $0
Brian Stief (Trustee) $0 $0 $0
Marc Vandiepenbeeck (Trustee) $0 $0 $0
Bob Vanhimbergen (Trustee) $0 $0 $0
John Donofrio (Trustee) $0 $0 $0
Olivier Leonetti (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$247,333
Expenses
$743,841
Net Income
-$496,508
Net Assets
$9,411,673
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $247,333
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,566,797
Total Liabilities $155,124
Net Assets $9,411,673
Compensation
Key Employees and Officers Compensation Related Other
John D'onofrio (Trustee) $0 $0 $0
Lynn Minella (Trustee) $0 $0 $0
Brian Stief (Trustee) $0 $0 $0
Marc Vandiepenbeeck (Trustee) $0 $0 $0
Us Bank Na (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$208,834
Expenses
$956,780
Net Income
-$747,946
Net Assets
$9,761,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $208,834
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,820,642
Total Liabilities $59,535
Net Assets $9,761,107
Compensation
Key Employees and Officers Compensation Related Other
John D'onofrio (Trustee) $0 $0 $0
Lynn Minella (Trustee) $0 $0 $0
Brian Stief (Trustee) $0 $0 $0
Marc Vandiepenbeeck (Trustee) $0 $0 $0
Us Bank Na (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$200,268
Expenses
$809,112
Net Income
-$608,844
Net Assets
$10,564,595
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $200,268
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,718,871
Total Liabilities $154,276
Net Assets $10,564,595
Compensation
Key Employees and Officers Compensation Related Other
John D'onofrio (Trustee) $0 $0 $0
Lynn Minella (Trustee) $0 $0 $0
Brian Stief (Trustee) $0 $0 $0
Frank A Voltolina (Trustee) $0 $0 $0
Us Bank Na (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$236,424
Expenses
$967,739
Net Income
-$731,315
Net Assets
$11,204,894
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $205,195
86.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $31,229
13.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,278,993
Total Liabilities $74,099
Net Assets $11,204,894
Compensation
Key Employees and Officers Compensation Related Other
Susan Davis (Trustee) $0 $0 $0
Jerome D Okarma (Trustee) $0 $0 $0
Frank A Voltolina (Trustee) $0 $0 $0
Brian Stief (Trustee) $0 $0 $0
U S Bancorp (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,932
Expenses
$1,137,497
Net Income
-$1,058,565
Net Assets
$11,936,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $209,580
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$130,648
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,055,754
Total Liabilities $119,545
Net Assets $11,936,209
Compensation
Key Employees and Officers Compensation Related Other
Susan Davis (Trustee) $0 $0 $0
Jerome D Okarma (Trustee) $0 $0 $0
Frank A Voltolina (Trustee) $0 $0 $0
Brian Stief (Trustee) $0 $0 $0
U S Bancorp (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,093
Expenses
$1,202,194
Net Income
-$1,080,101
Net Assets
$12,994,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $267,071
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$144,978
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,115,081
Total Liabilities $120,307
Net Assets $12,994,774
Compensation
Key Employees and Officers Compensation Related Other
Susan Davis (Trustee) $0 $0 $0
Jerome D Okarma (Trustee) $0 $0 $0
Frank A Voltolina (Trustee) $0 $0 $0
Brian Stief (Trustee) $0 $0 $0
U S Bancorp (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$280,699
Expenses
$1,317,448
Net Income
-$1,036,749
Net Assets
$14,074,875
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $312,602
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$31,903
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,131,791
Total Liabilities $56,916
Net Assets $14,074,875
Compensation
Key Employees and Officers Compensation Related Other
Susan Davis (Trustee) $0 $0 $0
Jerome D Okarma (Trustee) $0 $0 $0
Frank A Voltolina (Trustee) $0 $0 $0
Brian Stief (Trustee) $0 $0 $0
U S Bancorp (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$751,779
Expenses
$1,403,595
Net Income
-$651,816
Net Assets
$15,111,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $408,995
54.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $342,784
45.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,163,404
Total Liabilities $51,780
Net Assets $15,111,624

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$100,815
Expenses
$1,613,130
Net Income
-$1,512,315
Net Assets
$15,763,440
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $407,920
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$307,105
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,830,517
Total Liabilities $67,077
Net Assets $15,763,440

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us