YMutual & Membership BenefitEIN: 810863306· Ruling Year: 2017

Curt G Joa Inc Retiree Veba Trust

Sheboygan Fls, Wisconsin

BHealth Score
62B

Financial Health Score

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

Above Average

💰
-$68K
Total Revenue
📊
$494K
Total Expenses
🏦
$4.4M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-126.7%
Year-over-year change (2022 → 2023)
Net Margin
+820.5%
Revenue minus expenses as % of revenue

Filing History

9 filings on record
YearRevenueExpensesAssets
2023-$68,494127%$493,52629%$4,394,3224%
2022$256,14973%$697,3826%$4,215,47621%
2021$957,64651%$655,57110%$5,356,5366%
2020$1,940,796421%$593,51062%$5,041,83437%
2019$372,35676%$365,4355%$3,686,4937%
2018$1,566,4664%$384,1867%$3,434,24031%
2017$1,508,31376%$358,35811%$2,629,49781%
2016$855,0848%$323,527$1,455,94857%
2015$934,005$0$928,822

Frequently Asked Questions

What does Curt G Joa Inc Retiree Veba Trust do?

Curt G Joa Inc Retiree Veba Trust 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 Curt G Joa Inc Retiree Veba Trust financially healthy?

Based on our 9-metric Financial Health Score model, Curt G Joa Inc Retiree Veba Trust has a score of 62/100 (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 Curt G Joa Inc Retiree Veba Trust generate?

Curt G Joa Inc Retiree Veba Trust reports $154K in annual revenue and holds $4.3M in total assets, based on IRS filings.

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