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Johnson Controls Inc Retiree Welfare Trust

  • Glendale, WI
  • Tax-exempt since April 2014
  • EIN: 45-6420054

Organization summary

Type of Nonprofit

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

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2.56M (2023)

Expenses
$12.6M (2023)

Total Assets
$150M (2023)

Total Liabilities
$1.05M (2023)

Source: Form 990 tax filings from 2012 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
$2,559,418
Expenses
$12,579,200
Net Income
-$10,019,782
Net Assets
$148,740,330
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,395,611
93.6%
Investment Income $163,807
6.4%
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 $149,786,768
Total Liabilities $1,046,438
Net Assets $148,740,330
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
+ View more people

Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,775,803
Expenses
$13,912,569
Net Income
-$11,136,766
Net Assets
$136,832,723
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,744,415
98.9%
Investment Income $31,388
1.1%
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 $141,359,465
Total Liabilities $4,526,742
Net Assets $136,832,723
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
+ View more people

Document Links

990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,298,684
Expenses
$12,808,861
Net Income
-$9,510,177
Net Assets
$170,748,305
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,296,993
99.9%
Investment Income $1,691
0.1%
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 $174,046,177
Total Liabilities $3,297,872
Net Assets $170,748,305
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
+ View more people

Document Links

990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,908,121
Expenses
$16,924,520
Net Income
-$13,016,399
Net Assets
$162,897,024
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,897,237
99.7%
Investment Income $10,884
0.3%
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 $165,245,895
Total Liabilities $2,348,871
Net Assets $162,897,024
Compensation
Key Employees and Officers Compensation Related Other
John Donofrio (Trustee) $0 $0 $0
Lynn Minella (Trustee) $0 $0 $0
Brian Stief (Trustee) $0 $0 $0
Marc Vandiepenbeeck (Trustee) $0 $0 $0
Olivier Leonetti (Trustee) $0 $0 $0
Bob Vanhimbergen (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,548,142
Expenses
$21,008,059
Net Income
-$15,459,917
Net Assets
$163,020,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,446,197
98.2%
Investment Income $101,945
1.8%
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 $167,230,260
Total Liabilities $4,209,421
Net Assets $163,020,839
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
+ View more people

Document Links

990
Filed on Nov. 10, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,405,436
Expenses
$22,570,576
Net Income
-$15,165,140
Net Assets
$158,326,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,361,632
99.4%
Investment Income $43,804
0.6%
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 $159,550,796
Total Liabilities $1,223,817
Net Assets $158,326,979
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
+ View more people

Document Links

990
Filed on Nov. 13, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,884,282
Expenses
$19,689,850
Net Income
-$14,805,568
Net Assets
$182,309,286
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,821,102
98.7%
Investment Income $63,180
1.3%
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 $184,653,681
Total Liabilities $2,344,395
Net Assets $182,309,286

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,762,986
Expenses
$20,885,584
Net Income
-$13,122,598
Net Assets
$175,326,250
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,823,396
62.1%
Investment Income $40,509
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,899,081
37.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $176,864,801
Total Liabilities $1,538,551
Net Assets $175,326,250
Compensation
Key Employees and Officers Compensation Related Other
Brian Stief (Trustee) $0 $0 $0
Jerome D Okarma (Trustee) $0 $0 $0
Susan F Davis (Trustee) $0 $0 $0
Frank A Voltolina (Trustee) $0 $0 $0
Us Bank Na (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 10, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$1,479,899
Expenses
$23,440,840
Net Income
-$24,920,739
Net Assets
$188,448,848
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,659,222
Investment Income $17,113
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$7,156,234
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $190,682,820
Total Liabilities $2,233,972
Net Assets $188,448,848
Compensation
Key Employees and Officers Compensation Related Other
Brian Stief (Trustee) $0 $0 $0
Jerome D Okarma (Trustee) $0 $0 $0
Susan F Davis (Trustee) $0 $0 $0
Frank A Voltolina (Trustee) $0 $0 $0
Us Bank Na (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,219,386
Expenses
$12,437,723
Net Income
$68,781,663
Net Assets
$213,369,570
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $464,334
0.6%
Investment Income $4,450
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $80,750,602
99.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $214,925,221
Total Liabilities $1,555,651
Net Assets $213,369,570
Compensation
Key Employees and Officers Compensation Related Other
Brian Stief (Trustee) $0 $0 $0
Jerome D Okarma (Trustee) $0 $0 $0
Susan F Davis (Trustee) $0 $0 $0
Frank A Voltolina (Trustee) $0 $0 $0
Us Bank Na (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,141,800
Expenses
$10,595,596
Net Income
$546,204
Net Assets
$144,587,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $823,743
7.4%
Investment Income $7,223
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,310,834
92.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $145,421,319
Total Liabilities $833,412
Net Assets $144,587,907
Compensation
Key Employees and Officers Compensation Related Other
Brian Stief (Trustee) $0 $0 $0
Jerome D Okarma (Trustee) $0 $0 $0
Susan F Davis (Trustee) $0 $0 $0
Frank A Voltolina (Trustee) $0 $0 $0
Us Bank Na (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,165,566
Expenses
$12,202,243
Net Income
$3,963,323
Net Assets
$144,041,703
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $620,189
3.8%
Investment Income $987
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,544,390
96.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $144,686,011
Total Liabilities $644,308
Net Assets $144,041,703

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About 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 »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated