Curt G Joa Inc Retiree Veba Trust

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$297,497
Expenses
$557,933
Net Income
-$260,436
Net Assets
$4,305,228
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,230
3.8%
Investment Income $104,928
35.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $181,339
61.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,305,228
Total Liabilities $0
Net Assets $4,305,228
Compensation
Key Employees and Officers Compensation Related Other
Scott Jensen (Committee Member) $0 $0 $0
Robyn Wiegand (Committee Member) $0 $0 $0
Lynn Bruckner (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$153,695
Expenses
$467,889
Net Income
-$314,194
Net Assets
$4,325,686
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,947
5.2%
Investment Income $119,378
77.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,370
17.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,325,686
Total Liabilities $0
Net Assets $4,325,686
Compensation
Key Employees and Officers Compensation Related Other
Scott Jensen (Committee Member) $0 $0 $0
Robyn Wiegand (Committee Member) $0 $0 $0
Lynn Bruckner (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$68,494
Expenses
$493,526
Net Income
-$562,020
Net Assets
$4,394,322
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,766
Investment Income $109,573
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$233,833
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,394,322
Total Liabilities $0
Net Assets $4,394,322
Compensation
Key Employees and Officers Compensation Related Other
Scott Jensen (Committee Member) $0 $0 $0
Robyn Wiegand (Committee Member) $0 $0 $0
Lynn Bruckner (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$256,149
Expenses
$697,382
Net Income
-$441,233
Net Assets
$4,215,476
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $416,899
> 100%
Investment Income $81,690
31.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$242,440
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,215,476
Total Liabilities $0
Net Assets $4,215,476
Compensation
Key Employees and Officers Compensation Related Other
Scott Jensen (Committee Member) $0 $0 $0
Robyn Wiegand (Committee Member) $0 $0 $0
Lynn Bruckner (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$957,646
Expenses
$655,571
Net Income
$302,075
Net Assets
$5,356,536
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $340,979
35.6%
Investment Income $127,413
13.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $489,254
51.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,356,536
Total Liabilities $0
Net Assets $5,356,536
Compensation
Key Employees and Officers Compensation Related Other
Scott Jensen (Committee Member) $0 $0 $0
Robyn Wiegand (Committee Member) $0 $0 $0
Lynn Bruckner (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,940,796
Expenses
$593,510
Net Income
$1,347,286
Net Assets
$5,041,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,548,833
79.8%
Investment Income $92,985
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $298,978
15.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,041,834
Total Liabilities $0
Net Assets $5,041,834
Compensation
Key Employees and Officers Compensation Related Other
Scott Jensen (Committee Member) $0 $0 $0
Robyn Wiegand (Committee Member) $0 $0 $0
Mark Robinson (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$372,356
Expenses
$365,435
Net Income
$6,921
Net Assets
$3,686,420
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,297
8.1%
Investment Income $89,232
24.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $252,827
67.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,686,493
Total Liabilities $73
Net Assets $3,686,420
Compensation
Key Employees and Officers Compensation Related Other
Scott Jensen (Committee Member) $0 $0 $0
Robyn Wiegand (Committee Member) $0 $0 $0
Mark Robinson (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,566,466
Expenses
$384,186
Net Income
$1,182,280
Net Assets
$3,433,885
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,329,028
84.8%
Investment Income $57,811
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $179,627
11.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,434,240
Total Liabilities $355
Net Assets $3,433,885
Compensation
Key Employees and Officers Compensation Related Other
Scott Jensen (Committee Member) $0 $0 $0
Greg Middlesworth (Committee Member) $0 $0 $0
Robyn Wiegand (Committee Member) $0 $0 $0
Mark Robinson (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,508,313
Expenses
$358,358
Net Income
$1,149,955
Net Assets
$2,629,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,368,497
90.7%
Investment Income $25,406
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $114,410
7.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,629,497
Total Liabilities $0
Net Assets $2,629,497
Compensation
Key Employees and Officers Compensation Related Other
Scott Jensen (Committee Member) $0 $0 $0
Greg Middlesworth (Committee Member) $0 $0 $0
Robyn Wiegand (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$855,084
Expenses
$323,527
Net Income
$531,557
Net Assets
$1,455,948
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $803,184
93.9%
Investment Income $14,150
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $37,750
4.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,455,948
Total Liabilities $0
Net Assets $1,455,948
Compensation
Key Employees and Officers Compensation Related Other
Scott Jensen (Committee Member) $0 $0 $0
Greg Middlesworth (Committee Member) $0 $0 $0
Mike Brookins (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$934,005
Expenses
$0
Net Income
$934,005
Net Assets
$928,822
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $934,000
100.0%
Investment Income $5
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $928,822
Total Liabilities $0
Net Assets $928,822

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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