Y โ€” Mutual & Membership BenefitEIN: 810863306ยท 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

๐Ÿ’ฐ
-$68K
Total Revenue
๐Ÿ“Š
$494K
Total Expenses
๐Ÿฆ
$4.4M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

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

Filing History

9 filings on record
YearRevenueExpensesAssets
2023-$68,494โ†“127%$493,526โ†“29%$4,394,322โ†‘4%
2022$256,149โ†“73%$697,382โ†‘6%$4,215,476โ†“21%
2021$957,646โ†“51%$655,571โ†‘10%$5,356,536โ†‘6%
2020$1,940,796โ†‘421%$593,510โ†‘62%$5,041,834โ†‘37%
2019$372,356โ†“76%$365,435โ†“5%$3,686,493โ†‘7%
2018$1,566,466โ†‘4%$384,186โ†‘7%$3,434,240โ†‘31%
2017$1,508,313โ†‘76%$358,358โ†‘11%$2,629,497โ†‘81%
2016$855,084โ†“8%$323,527$1,455,948โ†‘57%
2015$934,005$0$928,822

Frequently Asked Questions

What does Curt G Joa Inc Retiree Veba Trust do?โ–ผ

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?โ–ผ

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?โ–ผ

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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