Phillips & Jordan Veba Tr
Only null% goes to programs Thin reserves Growing revenue
Phillips & Jordan Veba Tr is a 501(c)(9) organization based in Knoxville, Tennessee, registered in 2007, with $13,074,501 in FY2024 revenue. CharityIndex grades it C.
10142 Parkside Dr Ste 500, Knoxville, TN, 37922 EIN 20-7142554 Since 2007
Revenue (FY2024)
$13.1M
▲ 2.1% vs prior year
Membership median: $185K
Expenses (FY2024)
$13.9M
Net assets
$139K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Phillips & Jordan Veba Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CFinancial health25% of the rating0 mo reserves · -7% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Phillips & Jordan Veba Tr: 0 mo reserves · -7% margin earns a C on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Phillips & Jordan Veba Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Phillips & Jordan Veba Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 10142 Parkside Dr Ste 500, Knoxville, TN, 37922
- City
- Knoxville
- State
- Tennessee
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
Financial trends
Revenue grew from $3.5M (FY2013) to $13.1M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $139K
Operating margin
-6.6%
Spent more than it raised in the latest fiscal year.
Total assets
$139K
Total liabilities
$0
Net assets
$139K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $13,074,501▲2.1% | $13,943,423▲11.7% | $138,830▼86.2% | $138,830▼86.2% | 990 |
| 2023 | $12,806,869▲7.8% | $12,488,460▲3.7% | $1,007,752▲46.2% | $1,007,752▲46.2% | 990 |
| 2022 | $11,883,992▲6.6% | $12,037,306▲16.1% | $689,343▼18.2% | $689,343▼18.2% | 990 |
| 2021 | $11,148,901▲5.6% | $10,367,477▼5.3% | $842,657▲1276% | $842,657▲55.4% | 990 |
| 2020 | $10,562,648▲6.8% | $10,945,452▲11.0% | $61,233▼86.2% | $542,151▼28.5% | 990 |
| 2019 | $9,885,549▲11.6% | $9,864,173▲12.8% | $444,037▲5.1% | $758,552▲7.6% | 990 |
| 2018 | $8,859,321▲16.2% | $8,745,812▲14.8% | $422,661▲36.7% | $704,761▼4.5% | 990 |
| 2017 | $7,626,293▲6.4% | $7,619,721▲10.4% | $309,152▲2.2% | $738,287▲2.4% | 990 |
| 2016 | $7,166,282▲31.1% | $6,900,440▲30.6% | $302,580▲724% | $721,210▲0.9% | 990 |
| 2015 | $5,465,949▲16.4% | $5,285,646▲12.2% | $36,738▲126% | $715,114▲116% | 990 |
| 2014 | $4,697,147▲35.8% | $4,710,351▲34.2% | -$143,565▼10.1% | $331,521▲6.6% | 990 |
| 2013 | $3,458,046 | $3,509,718▼0.7% | -$130,361▼65.7% | $310,860▲95.7% | 990 |
| 2012 | — | $3,534,506▼17.1% | -$78,689▲79.2% | $158,848▲249% | 990 |
| 2011 | — | $4,263,984▼8.2% | -$378,914▼913% | $45,458▼80.2% | 990 |
| 2010 | — | $4,642,533 | $46,609 | $229,125 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Phillips & Jordan Veba Tr a legitimate nonprofit?
- Yes. Phillips & Jordan Veba Tr is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 20-7142554, based in Knoxville, Tennessee.
- What is Phillips & Jordan Veba Tr's EIN?
- Phillips & Jordan Veba Tr's Employer Identification Number (EIN) is 20-7142554.
- How much revenue does Phillips & Jordan Veba Tr report?
- Phillips & Jordan Veba Tr reported $13,074,501 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Phillips & Jordan Veba Tr have?
- CharityIndex grades Phillips & Jordan Veba Tr C, based on financial health (reserves and operating margin).
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Data for Phillips & Jordan Veba Tr (EIN 20-7142554) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.