Nonprofit · EIN 81-0863306
CURT G JOA INC RETIREE VEBA TRUST
Tax-exempt · SHEBOYGAN FLS, WI 53085
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $297,497 | $557,933 | -$260,436 | $4,305,228 | $0 | $4,305,228 |
| December 31, 2024 | 990 | $153,695 | $467,889 | -$314,194 | $4,325,686 | $0 | $4,325,686 |
| December 31, 2023 | 990 | -$68,494 | $493,526 | -$562,020 | $4,394,322 | $0 | $4,394,322 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $11,230
- Investment income
- $286,267
- Net gain from sales of assets
- $181,339
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $545,395
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $4,325,686
- Total assets, end of year
- $4,305,228
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,305,228
- Publicly traded securities
- $4,113,924
- Net assets without donor restrictions
- $4,305,228
- Gross unrelated business income
- $286,267
- Gross receipts
- $1,502,684
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT JENSEN | COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
| ROBYN WIEGAND | COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
| LYNN BRUCKNER | COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT JENSEN | COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
| ROBYN WIEGAND | COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
| LYNN BRUCKNER | COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT JENSEN | COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
| ROBYN WIEGAND | COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
| LYNN BRUCKNER | COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 100 CROCKER AVE, SHEBOYGAN FLS, WI 53085-1141
- In care of
- % CURT G JOA INC
- Principal officer (990 for 2025)
- SCOTT JENSEN, 100 CROCKER AVENUE, SHEBOYGAN FALLS, WI 53085
- Signed the 990
- SCOTT JENSEN, COMMITTEE MEMBER
- Phone
- (920) 467-7386
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE PAYMENT OF WELFARE BENEFITS FOR ITS MEMBERS.
Program accomplishments
- THE 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0863306
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,305,228
- Income (IRS master file)
- $1,502,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $297,497 | $557,933 | $4,305,228 | XML |
| 990 | December 2024 | $153,695 | $467,889 | $4,325,686 | XML |
| 990 | December 2023 | -$68,494 | $493,526 | $4,394,322 | XML |
| 990 | December 2022 | $256,149 | $697,382 | $4,215,476 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0863306).
Questions about CURT G JOA INC RETIREE VEBA TRUST
- What is the EIN of CURT G JOA INC RETIREE VEBA TRUST?
- The employer identification number (EIN) of CURT G JOA INC RETIREE VEBA TRUST is 81-0863306.
- Is CURT G JOA INC RETIREE VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2017.
- Are donations to CURT G JOA INC RETIREE VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CURT G JOA INC RETIREE VEBA TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CURT G JOA INC RETIREE VEBA TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CURT G JOA INC RETIREE VEBA TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CURT G JOA INC RETIREE VEBA TRUST?
- The 990 for the year ended December 31, 2025 names SCOTT JENSEN.
- Who are the officers and directors of CURT G JOA INC RETIREE VEBA TRUST?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CURT G JOA INC RETIREE VEBA TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $297,497, expenses of $557,933 and total assets of $4,305,228 at year end.
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