Y โ€” Mutual & Membership BenefitEIN: 207142554ยท 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

๐Ÿ’ฐ
$12.8M
Total Revenue
๐Ÿ“Š
$12.5M
Total Expenses
๐Ÿฆ
$1.0M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

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

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$12,806,869โ†‘8%$12,488,460โ†‘4%$1,007,752โ†‘46%
2022$11,883,992โ†‘7%$12,037,306โ†‘16%$689,343โ†“18%
2021$11,148,901โ†‘6%$10,367,477โ†“5%$842,657โ†‘55%
2020$10,562,648โ†‘7%$10,945,452โ†‘11%$542,151โ†“29%
2019$9,885,549โ†‘12%$9,864,173โ†‘13%$758,552โ†‘8%
2018$8,859,321โ†‘16%$8,745,812โ†‘15%$704,761โ†“5%
2017$7,626,293โ†‘6%$7,619,721โ†‘10%$738,287โ†‘2%
2016$7,166,282โ†‘31%$6,900,440โ†‘31%$721,210โ†‘1%
2015$5,465,949โ†‘16%$5,285,646โ†‘12%$715,114โ†‘116%
2014$4,697,147โ†‘36%$4,710,351โ†‘34%$331,521โ†‘7%
2013$3,458,046โ†“3%$3,509,718โ†“1%$310,860โ†‘96%
2012$3,569,384โ†“7%$3,534,506โ†“17%$158,848โ†‘249%
2011$3,838,461$4,263,984$45,458

Frequently Asked Questions

What does Phillips & Jordan Veba Tr do?โ–ผ

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?โ–ผ

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?โ–ผ

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

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Phillips & Jordan Veba Tr โ€” Knoxville, TN | GiveScope