CURT G JOA INC RETIREE VEBA TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

SCOTT JENSEN

Phone

9204677386

Tax Period

2023-01-01 to 2023-12-31

CURT G JOA INC RETIREE VEBA TRUST, founded in 2015, is a micro nonprofit in the Mutual Benefit sector that reported $68K in total revenue in fiscal year 2023. Revenue fell 127% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE PAYMENT OF WELFARE BENEFITS FOR ITS MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $476,503 Revenue: $55,766

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 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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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $55,766

Investment Income $-124,260

Other Revenue $0

TOTAL REVENUE $-68,494

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $476,503

Other Expenses $17,023

TOTAL EXPENSES $493,526

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-68,494	$256,149	-1.3%
Expenses	$493,526	$697,382	-0.3%
Net Income	$-562,020	$-441,233	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT JENSEN	COMMITTEE MEMBER	0.50	Director	$0	$0	$0
ROBYN WIEGAND	COMMITTEE MEMBER	0.50	Director	$0	$0	$0
LYNN BRUCKNER	COMMITTEE MEMBER	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$-68,494	$493,526	$4,394,322	$-562,020
2022	$256,149	$697,382	$4,215,476	$-441,233
2021	$957,646	$655,571	$5,356,536	$302,075
2020	$1,940,796	$593,510	$5,041,834	$1,347,286
2019	$372,356	$365,435	$3,686,493	$6,921
2018	$1,566,466	$384,186	$3,434,240	$1,182,280