PHILLIPS AND JORDAN INCORPORATED VOLUNTARY EMPLOYEE BENEFITS TRUST

EIN: 207142554 Mutual Benefit

KNOXVILLE, TN

Total Revenue
$12,806,869
Total Expenses
$12,488,460
Total Assets
$1,007,752
Net Assets
$1,007,752
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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
2007
Legal Domicile
TN
Principal Officer
JASON GARNER
Phone
8656888342
Tax Period
2023-01-01 to 2023-12-31

PHILLIPS AND JORDAN INCORPORATED VOLUNTARY EMPLOYEE BENEFITS TRUST, founded in 2007, is a mid-sized nonprofit in the Mutual Benefit sector that reported $12.8M in total revenue in fiscal year 2023.

Mission

PROVISION OF MEDICAL BENEFITS FOR PLAN PARTICIPANTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $12,800,805
Investment Income $0
Other Revenue $6,064
TOTAL REVENUE $12,806,869

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $12,488,460
Other Expenses $3,663,872
TOTAL EXPENSES $12,488,460

Year-over-Year Comparison

2023 2022 Change
Revenue $12,806,869 $11,883,992 +0.1%
Expenses $12,488,460 $12,037,306 +0.0%
Net Income $318,409 $-153,314 -3.1%
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

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Governance

Voting Members
1
Independent Members
N/A
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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JASON GARNER TRUSTEE N/A
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 $12,806,869 $12,488,460 $1,007,752 $318,409
2022 $11,883,992 $12,037,306 $689,343 $-153,314
2021 $11,148,901 $10,367,477 $842,657 $781,424
2020 $10,562,648 $10,945,452 $542,151 $-382,804
2019 $9,885,549 $9,864,173 $758,552 $21,376
2018 $8,859,321 $8,745,812 $704,761 $113,509
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