Civic Intelligence

Curt G Joa Inc Retiree Veba Trust

990 • Fiscal year 2017 • EIN 81-0863306

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 01, 2018

Organization ProfileN/A
100 Crocker AvenueSheboygan Falls, WI 53085

(920) 467-7386

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

95th percentile

81%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

76%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$2,629,497

Up $1,173,549 (+81%) from 2016

Net Assets

Up

$2,629,497

Up $1,173,549 (+81%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin96th percentile

Revenue

Up

$1,508,313

Up $653,229 (+76%) from 2016

Expenses

Up

$358,358

Up $34,831 (+11%) from 2016

Net Income

Up

$1,149,955

Up $618,398 (+116%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$2,629,497
Liabilities$0
Net Assets$2,629,497
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$1,508,313
Expenses$358,358
Net Income$1,149,955
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 1, 2018
Return Version
2017v2.3
Gross Receipts
$2,619,645
Mission and Program Overview

Mission

To provide payment of welfare benefits for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,401,215$2,564,354▲ $1,163,139
Cash and Non-Interest-Bearing Accounts$54,657$64,796▲ $10,139
Accounts Receivable$76$347▲ $271
Total Assets$1,455,948$2,629,497▲ $1,173,549
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,455,948$2,629,497▲ $1,173,549
Total Net Assets Fund Balance$1,455,948$2,629,497▲ $1,173,549
Total Liabilities and Net Assets / Fund Balance$1,455,948$2,629,497▲ $1,173,549
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Greg MiddlesworthCommittee Member
Robyn WiegandCommittee Member
Scott JensenCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,368,497
Investment Income
$139,816
Other Revenue
$0
Change in Net Assets
$1,149,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,885
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$353,473--$353,473
Fees for Service Investment Mgmnt Fees-$4,885-$4,885
Total Functional Expenses$353,473$4,885$0$358,358
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 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

“Organization is a health and welfare plan; relevant information pertaining to the benefits provided to employees is documented elsewhere.”

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

“Organization is a health and 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

“All forms are made available upon request.”

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
2018-08-01
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
3

Preparer

Firm
Schenck Sc
Address
712 RIVERFRONT DRIVE STE 301, SHEBOYGAN, WI 53081
Preparer
Todd a Mueller CPA
Phone
9204580341
Raw XML Appendix296 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt076
IRS990/AccountsReceivableGrp/EOYAmt0347
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE PAYMENT OF WELFARE BENEFITS FOR ITS MEMBERS.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0353473
IRS990/BenefitsToMembersGrp/TotalAmt0353473
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CURT G JOA INC
IRS990/BooksInCareOfDetail/PhoneNum09204677386
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 CROCKER AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SHEBOYGAN FALLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053085
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt054657
IRS990/CashNonInterestBearingGrp/EOYAmt064796
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0353473
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0139816
IRS990/CYOtherExpensesAmt04885
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01368497
IRS990/CYRevenuesLessExpensesAmt01149955
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0358358
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01508313
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE CURT G. JOA INC. 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.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0353473
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04885
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04885
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT JENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1GREG MIDDLESWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBYN WIEGAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0114410
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01225742
IRS990/GrossReceiptsAmt02619645
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt025406
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025406
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01401215
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02564354
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01111332
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO PROVIDE PAYMENT OF WELFARE BENEFITS FOR ITS MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01455948
IRS990/NetAssetsOrFundBalancesEOYAmt02629497
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0114410
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0114410
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023594
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCOTT JENSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER-CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE-CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01300000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt168497
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01300000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt168497
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0318372
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt051900
IRS990/PYOtherExpensesAmt05155
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0803184
IRS990/PYRevenuesLessExpensesAmt0531557
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0323527
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0855084
IRS990/ReconcilationRevenueExpnssAmt01149955
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01482907
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION IS A HEALTH AND WELFARE PLAN; RELEVANT INFORMATION PERTAINING TO THE BENEFITS PROVIDED TO EMPLOYEES IS DOCUMENTED ELSEWHERE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION IS A HEALTH AND 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/ExplanationTxt3ALL FORMS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0390376520
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING PAPER PRODUCTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CURT G JOA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0100 CROCKER AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SHEBOYGAN FALLS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd053085
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01300000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH CONTRIBUTION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CURT G JOA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01455948
IRS990/TotalAssetsEOYAmt02629497
IRS990/TotalAssetsGrp/BOYAmt01455948
IRS990/TotalAssetsGrp/EOYAmt02629497
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04885
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0353473
IRS990/TotalFunctionalExpensesGrp/TotalAmt0358358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01455948
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02629497
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0353473
IRS990/TotalProgramServiceRevenueAmt01368497
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt025406
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01482907
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01508313
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01455948
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02629497
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01455948
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02629497
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 CROCKER AVENUE
IRS990/USAddress/CityNm0SHEBOYGAN FALLS
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053085
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum09204677386
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CURT G JOA INC RETIREE VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CURT
ReturnHeader/Filer/EIN0810863306
ReturnHeader/Filer/PhoneNum09204677386
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CROCKER AVENUE
ReturnHeader/Filer/USAddress/CityNm0SHEBOYGAN FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053085
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B602D594AFD2B0B327E07A06F36CA6A7E42546D0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00F7EE604104F87D11B7D6FDBE49CDC5C23B9EA8A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.142.163.66
ReturnHeader/FilingSecurityInformation/IPDt02018-08-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:02:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391173131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHENCK SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0712 RIVERFRONT DRIVE STE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHEBOYGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053081
ReturnHeader/PreparerPersonGrp/PhoneNum09204580341
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD A MUELLER CPA
ReturnHeader/ReturnTs02018-08-28T14:53:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,629,497
Liabilities
$0
Net assets
$2,629,497
Revenue
$1,508,313
Expenses
$358,358
Net income
$1,149,955
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