Curt G Joa Inc Retiree Veba Trust is a 501(c)(9) organization based in Sheboygan Fls, Wisconsin, registered in 2017, with $153,695 in FY2024 revenue. CharityIndex grades it F.
Revenue (FY2024)
$154K
▲ 324.4% vs prior year
Membership median: $185K
Expenses (FY2024)
$468K
Net assets
$4.3M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Curt G Joa Inc Retiree Veba Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Curt G Joa Inc Retiree Veba Trust: 111 mo reserves · -204% margin earns a F on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Curt G Joa Inc Retiree Veba Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Curt G Joa Inc Retiree Veba Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $855K (FY2016) to $154K (FY2024) across 9 reported years.
Financial snapshot
Operating margin
-204.4%
Spent more than it raised in the latest fiscal year.
Total assets
$4.3M
Total liabilities
$0
Net assets
$4.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $153,695▲324% | $467,889▼5.2% | $4,325,686▼1.6% | $4,325,686▼1.6% | 990 |
| 2023 | -$68,494▼127% | $493,526▼29.2% | $4,394,322▲4.2% | $4,394,322▲4.2% | 990 |
| 2022 | $256,149▼73.3% | $697,382▲6.4% | $4,215,476▼21.3% | $4,215,476▼21.3% | 990 |
| 2021 | $957,646▼50.7% | $655,571▲10.5% | $5,356,536▲6.2% | $5,356,536▲6.2% | 990 |
| 2020 | $1,940,796▲421% | $593,510▲62.4% | $5,041,834▲36.8% | $5,041,834▲36.8% | 990 |
| 2019 | $372,356▼76.2% | $365,435▼4.9% | $3,686,420▲7.4% | $3,686,493▲7.3% | 990 |
| 2018 | $1,566,466▲3.9% | $384,186▲7.2% | $3,433,885▲30.6% | $3,434,240▲30.6% | 990 |
| 2017 | $1,508,313▲76.4% | $358,358▲10.8% | $2,629,497▲80.6% | $2,629,497▲80.6% | 990 |
| 2016 | $855,084 | $323,527 | $1,455,948 | $1,455,948 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Curt G Joa Inc Retiree Veba Trust (EIN 81-0863306) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.