Curt G Joa Inc Retiree Veba Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2015 | 934,005 | 0 | 934,005 | — | — |
| 2016 | 855,084 | 323,527 | 531,557 | 54.0 | 0% |
| 2017 | 1,508,313 | 358,358 | 1,149,955 | 88.1 | 0% |
| 2018 | 1,566,466 | 384,186 | 1,182,280 | 107.3 | 0% |
| 2019 | 372,356 | 365,435 | 6,921 | 121.1 | 0% |
| 2020 | 1,940,796 | 593,510 | 1,347,286 | 101.9 | 0% |
| 2021 | 957,646 | 655,571 | 302,075 | 98.0 | 0% |
| 2022 | 256,149 | 697,382 | −441,233 | 72.5 | 0% |
| 2023 | −68,494 | 493,526 | −562,020 | 106.8 | 0% |
In its most recent public year (2023), this organization spent $562,020 more than it brought in. Its reserves stood at about 106.8 months of spending. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Curt G Joa Inc Retiree Veba Trust's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works