JACOBS ENGINEERING GROUP MEDICAL PLAN TRUST

EIN: 954706460

DALLAS, TX

Total Revenue
$174,096,406
Total Expenses
$176,057,899
Total Assets
$1,440,049
Net Assets
$-14,765,951
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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
1998
Legal Domicile
CA
Principal Officer
KEVIN BERRYMAN
Phone
2146380145
Tax Period
2017-10-01 to 2018-09-30

JACOBS ENGINEERING GROUP MEDICAL PLAN TRUST, founded in 1998, is a major nonprofit that reported $174.1M in total revenue in fiscal year 2017.

Mission

JACOBS ENGINEERING GROUP INC. HAS ADOPTED A MEDICAL PLAN TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES WHO ARE IN NEED OF MEDICAL CARE AFTER MEETING REQUIREMENTS AS SET FORTH IN THE PLAN.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $174,066,331
Investment Income $30,075
Other Revenue $0
TOTAL REVENUE $174,096,406

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $164,834,902
Other Expenses $15,881,263
TOTAL EXPENSES $176,057,899

Year-over-Year Comparison

2017 2016 Change
Revenue $174,096,406 $167,847,859 +0.0%
Expenses $176,057,899 $176,088,130 0.0%
Net Income $-1,961,493 $-8,240,271 -0.8%
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
N/A
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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE PAID BY SPONSOR 0.00
$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
2018 $174,096,406 $176,057,899 $1,440,049 $-1,961,493
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