YMutual & Membership BenefitEIN: 207142554· Ruling Year: 2007

Phillips & Jordan Veba Tr

Knoxville, Tennessee

BHealth Score
58B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

💰
$12.8M
Total Revenue
📊
$12.5M
Total Expenses
🏦
$1.0M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+7.8%
Year-over-year change (2022 → 2023)
Net Margin
+2.5%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$12,806,8698%$12,488,4604%$1,007,75246%
2022$11,883,9927%$12,037,30616%$689,34318%
2021$11,148,9016%$10,367,4775%$842,65755%
2020$10,562,6487%$10,945,45211%$542,15129%
2019$9,885,54912%$9,864,17313%$758,5528%
2018$8,859,32116%$8,745,81215%$704,7615%
2017$7,626,2936%$7,619,72110%$738,2872%
2016$7,166,28231%$6,900,44031%$721,2101%
2015$5,465,94916%$5,285,64612%$715,114116%
2014$4,697,14736%$4,710,35134%$331,5217%
2013$3,458,0463%$3,509,7181%$310,86096%
2012$3,569,3847%$3,534,50617%$158,848249%
2011$3,838,461$4,263,984$45,458

Frequently Asked Questions

What does Phillips & Jordan Veba Tr do?

Phillips & Jordan Veba Tr is a mutual & membership benefit nonprofit organization based in Tennessee. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Phillips & Jordan Veba Tr financially healthy?

Based on our 9-metric Financial Health Score model, Phillips & Jordan Veba Tr has a score of 58/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Phillips & Jordan Veba Tr generate?

Phillips & Jordan Veba Tr reports $13.1M in annual revenue and holds $139K in total assets, based on IRS filings.

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