Joy Global Retiree Medical Savings Account Employee Pay All in Milwaukee, Wisconsin (WI)
Table of contents:
| Joy Global Retiree Medical Savings Account Employee Pay All | |
| Employer Identification Number (EIN) | 020788070 |
| Name of Organization | Joy Global Retiree Medical Savings Account Employee Pay All |
| In Care of Name | Marshall & Ilsley Trust Co N A |
| Address | PO BOX 554, Milwaukee, WI 53201-0554 |
| Subsection | Voluntary Employees' Beneficiary Association (Non-Govt. Emps.) |
| Ruling Date | 11/2011 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $121,557 |
| Amount of Income | $130,122 |
| Form 990 Revenue Amount | $40,018 |
| National Taxonomy of Exempt Entities (NTEE) | Mutual/Membership Benefit Organizations, Other: Insurance Providers, Services |
Non-representatives - add comments:
Amount of income in 2013: $130,122 (it was $17,611 in 2012)
| Joy Global Retiree Medical Savings Account Employee Pay All: | $130,122 |
| Other organizations performing similar types of work: | $465,448 |
Assets in 2013: $121,557 (it was $81,642 in 2012)
| This organization: | $121,557 |
| Other organizations performing similar types of work: | $1,586,988 |
Expenses in 2013: $8,342
| This organization: | $8,342 |
| Other organizations performing similar types of work: | $350,957 |
Income to expenses ratio in 2013: 15.6
| Joy Global Retiree Medical Savings Account Employee Pay All: | 15.6 |
| Other organizations performing similar types of work: | 1.2 |
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | ||||||
| 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|---|
| Total revenue | $24,093 | $25,674 | $13,854 | $30,799 | $17,611 | $40,018 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $23,914 | $27,630 | $10,806 | $25,967 | $11,704 | $31,480 |
| Membership dues and assessments | $0 | $0 | $0 | $0 | $0 | $0 |
| Investment income | $1,232 | $1,341 | $1,252 | $1,623 | $1,982 | $2,237 |
| Gain/Loss from sale of assets other than inventory | $-1,053 | $-3,297 | $1,796 | $3,209 | $3,925 | $6,301 |
| Gross amount from sale of assets other than inventory | $135,050 | $62,404 | $27,809 | $54,962 | $63,414 | $96,405 |
| Less: cost or other basis and sales expenses | $136,103 | $65,701 | $26,013 | $51,753 | $59,489 | $90,104 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 | $0 | $0 | $0 |
| Total expenses | $30,357 | $19,772 | $11,850 | $8,507 | $15,814 | $8,342 |
| Total net assets | $30,482 | $52,645 | $59,221 | $76,281 | $81,642 | $121,557 |
| Excess/Deficit for the year | $-6,264 | $5,902 | $2,004 | $22,292 | $1,797 | $31,676 |
| Net assets or fund balances at beginning of year | $47,607 | $30,482 | $52,444 | $59,221 | $76,281 | $81,642 |
| Other changes in net assets or fund balances | $-10,861 | $16,261 | $4,773 | $-5,232 | $3,564 | $8,239 |
| Net assets or fund balances at end of year | $81,642 | $121,557 | ||||
| Balance Sheets | ||||||
| 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|---|
| Total assets | $30,482 | $52,645 | $59,221 | $76,281 | $81,642 | $121,557 |
| Total liabilities | $0 | $0 | $0 | $0 | $0 | $0 |
| Net assets or fund balances | $30,482 | $52,645 | $59,221 | $76,281 | $81,642 | $121,557 |
| Other Information | ||||||
| 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | ||||
| Were any significant changes made to the organizing or governing documents? | No | No | ||||
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | ||||
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | ||||
| Amount of political expenditures, direct or indirect | $0 | $0 | ||||
| Did the organization file Form 1120-POL for this year? | No | No | ||||
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | ||||
| Total amount involved | $0 | $0 | ||||
| Initiation fees and capital contributions | $0 | $0 | $0 | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | ||||
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | ||||
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | Not provided |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Suffolk School Emp Health Pl | 201 Sunrise Hwy, Patchogue, NY 11772-1868 | NY | 1993-03 | $56,293,954 |
| 2 | Surety & Fidelity Association Of America | 1101 Connecticut Ave Nw Ste 800, Washington, DC 20036-4347 | DC | 2002-02 | $4,619,914 |
| 3 | Iue-Cwa Gm Bankruptcy Claim Tr | 313 S Jefferson St, Dayton, OH 45402-2701 | OH | 2013-03 | $101,176,490 |
| 4 | Rvc Insurance Company Inc | 992 N Village Ave, Rockville Ctr, NY 11570-1002 | NY | 2010-10 | $90,626,202 |
| 5 | Delaware County Public Schools Healthcare Trust | 200 Yale Ave, Morton, PA 19070-1918 | PA | 2014-08 | $85,915,844 |
| 6 | Berks County School Districts Health Tr | 801 Richmond Street, Fleetwood, PA 19522 | PA | 2010-01 | $73,247,831 |
| 7 | Provider Services Benefits Trust | 25000 Country Club Blvd, North Olmsted, OH 44070 | OH | 2009-07 | $40,683,481 |
| 8 | Catholic Charities Usa Employee Welfare Benefit Tr | 2050 Ballenger Ave, Alexandria, VA 22314-6847 | VA | 2013-09 | $25,145,714 |
| 9 | Pohlad Group Veba Trust | PO BOX 64713, Saint Paul, MN 55164-0713 | MN | 2014-06 | $20,801,929 |
| 10 | San Diego City Employees Retiree Medical Trust | 8885 Rio San Diego Dr Ste 300, San Diego, CA 92108-1627 | CA | 2013-10 | $18,606,660 |
| 11 | Lakeland Regional Health System Associate Benefit Program Trust, Dba Post-Retiree Health Plan | 1234 Napier Ave, Saint Joseph, MI 49085-2112 | MI | 2014-07 | $11,012,267 |
| 12 | Southern Oregon Insurance Inc | 745 Fort Street Suite 1100, Honolulu, HI 96813-3810 | HI | 2006-04 | $10,865,380 |
| 13 | Washington Surveying & Rating Bureau | 2101 4th Ave W Suite 300, Seattle, WA 98119 | WA | 2002-10 | $6,980,762 |
| 14 | Polk County Veba Health Savings Trust | 100 Polk County Plz Ste 229, Balsam Lake, WI 54810-8026 | WI | 2015-03 | $537,193 |
| 15 | Edina Public Schools Health Reimbursement Arrangement Trust, 1050003519 | 230 Front St N, La Crosse, WI 54601-3219 | WI | 2008-09 | $379,173 |
| 16 | Joy Global Retiree Medical Savings Account Employee Pay All | PO BOX 554, Milwaukee, WI 53201-0554 | WI | 2011-11 | $130,122 |
| 17 | Wisconsin Destination Imagination Inc | 544 E Ogden Ave Ste 700 341, Milwaukee, WI 53202-2698 | WI | 2009-03 | $107,219 |
| 18 | Common Ground Healthcare Cooperative | 120 Bishops Way Ste 150, Brookfield, WI 53005-6234 | WI | 2013-08 | $7,862 |
| 19 | Community Crusaders Ministry Inc | 2702 N 44th St, Milwaukee, WI 53210-2427 | WI | 2000-06 | $0 |
| 20 | The Ashwaubenon Department Of Public Safety Benevolent | 2155 Holmgren Way, Ashwaubenon, WI 54304 | WI | 2010-06 | $0 |
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