Civic Intelligence

Curt G Joa Inc Retiree Veba Trust

EIN 81-0863306 • 501(c)9 • Sheboygan Falls, WI

Profile

To provide payment of welfare benefits for its members.

100 Crocker AvenueSheboygan Falls, WI 53085

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

2nd percentile

-204%

Higher net margin than 2% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

28th percentile

-1.6%

Faster asset growth than 28% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,325,686

Down $68,636 (-1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,325,686

Down $68,636 (-1.6%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin2nd percentile

Revenue

Up

$153,695

Up $222,189 (+324%) from 2023

Expenses

Down

$467,889

Down $25,637 (-5.2%) from 2023

Net Income

Up

-$314,194

Up $247,826 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2015: $928,822Liabilities 2015: $0Net Assets 2015: $928,8222015Assets 2016: $1,455,948Liabilities 2016: $0Net Assets 2016: $1,455,9482016Assets 2017: $2,629,497Liabilities 2017: $0Net Assets 2017: $2,629,4972017Assets 2018: $3,434,240Liabilities 2018: $355Net Assets 2018: $3,433,8852018Assets 2019: $3,686,493Liabilities 2019: $73Net Assets 2019: $3,686,4202019Assets 2020: $5,041,834Liabilities 2020: $0Net Assets 2020: $5,041,8342020Assets 2021: $5,356,536Liabilities 2021: $0Net Assets 2021: $5,356,5362021Assets 2022: $4,215,476Liabilities 2022: $0Net Assets 2022: $4,215,4762022Assets 2023: $4,394,322Liabilities 2023: $0Net Assets 2023: $4,394,3222023Assets 2024: $4,325,686Liabilities 2024: $0Net Assets 2024: $4,325,6862024

Highlighted filing

2024

Assets$4,325,686
Liabilities$0
Net Assets$4,325,686
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2015: $934,005Expenses 2015: $0Net Income 2015: $934,0052015Revenue 2016: $855,084Expenses 2016: $323,527Net Income 2016: $531,5572016Revenue 2017: $1,508,313Expenses 2017: $358,358Net Income 2017: $1,149,9552017Revenue 2018: $1,566,466Expenses 2018: $384,186Net Income 2018: $1,182,2802018Revenue 2019: $372,356Expenses 2019: $365,435Net Income 2019: $6,9212019Revenue 2020: $1,940,796Expenses 2020: $593,510Net Income 2020: $1,347,2862020Revenue 2021: $957,646Expenses 2021: $655,571Net Income 2021: $302,0752021Revenue 2022: $256,149Expenses 2022: $697,382Net Income 2022: -$441,2332022Revenue 2023: -$68,494Expenses 2023: $493,526Net Income 2023: -$562,0202023Revenue 2024: $153,695Expenses 2024: $467,889Net Income 2024: -$314,1942024

Highlighted filing

2024

Revenue$153,695
Expenses$467,889
Net Income-$314,194
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,325,686
Liabilities
$0
Net assets
$4,325,686
Revenue
$153,695
Expenses
$467,889
Net income
-$314,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.15$0.47$0.31
2023Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.07$0.49$0.56
2022Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.26$0.70$0.44
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.96$0.66$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$1.94$0.59$1.35
2019Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.37$0.37$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$1.57$0.38$1.18
2017Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$1.51$0.36$1.15
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.86$0.32$0.53
2015Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.93$0.00$0.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$20,059,400
Mission and Program Overview

Mission

To provide payment of welfare benefits for its members.

To provide payment of welfare benefits for its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,383,509$4,103,409▼ $280,100
Cash and Non-Interest-Bearing Accounts$10,813$222,277▲ $211,464
Total Assets$4,394,322$4,325,686▼ $68,636
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,394,322$4,325,686▼ $68,636
Total Net Assets Fund Balance$4,394,322$4,325,686▼ $68,636
Total Liabilities and Net Assets / Fund Balance$4,394,322$4,325,686▼ $68,636
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Lynn BrucknerCommittee Member
Robyn WiegandCommittee Member
Scott JensenCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,947
Investment Income
$145,748
Other Revenue
$0
Change in Net Assets
$-314,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,528
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$450,361
Fees for Service Investment Mgmnt Fees---$17,528
Total Functional Expenses$0$0$0$467,889
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The organization is a health & welfare plan; relevant information pertaining to the benefits provided to employees is documented elsewhere.”

Form 990, Part VI, Section A, Line 8B

“The organization is a health & welfare plan; relevant information pertaining to the benefits provided to employees is documented elsewhere.”

Form 990, Part VI, Section B, Line 11B

“The board reviews the 990 before it is signed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available upon request. The organization does not have a conflict of interest policy and does not issue formal financial statements.”

Filing and Contact Details

Filer

Filer Name
Curt G Joa Inc Retiree Veba Trust
EIN
81-0863306
Phone
9204677386
Address
100 CROCKER AVENUE, SHEBOYGAN FALLS, WI 53085

Signing Officer

Name
Scott Jensen
Title
Committee Member
Phone
9204677386
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Jensen
Formed
2015
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
712 RIVERFRONT DRIVE SUITE 301, SHEBOYGAN, WI 53081
Preparer
Brent T Engelsma CPA
Phone
9204580341
Raw XML Appendix276 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum09204677386
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 CROCKER AVENUE
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IRS990/Desc0THE CURT G. JOA RETIREE HEALTH BENEFIT PLAN IS A WELFARE PLAN ESTABLISHED EFFECTIVE JANUARY 1, 2016 TO PROVIDE RETIREE BENEFITS FOR THE EXCLUSIVE BENEFIT OF ITS ELIGIBLE RETIREES AND THEIR SPOUSES. THE PLAN PROVIDES MEDICARE ADVANTAGE BENEFITS THROUGH AN INSURANCE CONTRACT ENTITLED HUMANA MEDICARE EMPLOYER PPO PLAN.
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019932075
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A HEALTH & WELFARE PLAN; RELEVANT INFORMATION PERTAINING TO THE BENEFITS PROVIDED TO EMPLOYEES IS DOCUMENTED ELSEWHERE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A HEALTH & WELFARE PLAN; RELEVANT INFORMATION PERTAINING TO THE BENEFITS PROVIDED TO EMPLOYEES IS DOCUMENTED ELSEWHERE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE 990 BEFORE IT IS SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY AND DOES NOT ISSUE FORMAL FINANCIAL STATEMENTS.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT T ENGELSMA CPA
ReturnHeader/ReturnTs02025-11-14T17:47:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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