Nonprofit · EIN 20-7142554
PHILLIPS & JORDAN VEBA TR
Tax-exempt · KNOXVILLE, TN 37922
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $13,074,501 | $13,943,423 | -$868,922 | $138,830 | $0 | $138,830 |
| December 31, 2023 | 990 | $12,806,869 | $12,488,460 | $318,409 | $1,007,752 | $0 | $1,007,752 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $13,074,501
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,603,539
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $1,007,752
- Total assets, end of year
- $138,830
- Total liabilities, end of year
- $0
- Net assets, end of year
- $138,830
- Gross receipts
- $13,074,501
- Employees
- 0
- Year formed
- 2007
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON GARNER | TRUSTEE Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON GARNER | TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 10142 PARKSIDE DR STE 500, KNOXVILLE, TN 37922-1954
- In care of
- % JO BULLOCK
- Principal officer (990 for 2024)
- JASON GARNER, 10142 PARKSIDE DRIVE SUITE 500, KNOXVILLE, TN 37922
- Signed the 990
- JASON GARNER, TRUSTEE
- Phone
- (865) 688-8342
- Return prepared by
- RODEFER MOSS & CO PLLC
Mission
PROVISION OF MEDICAL BENEFITS FOR PLAN PARTICIPANTS.
Program accomplishments
- PROVISION OF COMPREHENSIVE HEALTHCARE COVERAGE FOR PLAN PARTICIPANTS.Expenses $9,603,539 · revenue $9,005,069
- REINSURANCE AND VARIOUS OUTSIDE INSURANCE PREMIUMS TO BENEFIT PARTICIPANTS.Expenses $4,339,884 · revenue $4,069,432
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-7142554
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $138,830
- Income (IRS master file)
- $13,074,501
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,074,501 | $13,943,423 | $138,830 | XML |
| 990 | December 2023 | $12,806,869 | $12,488,460 | $1,007,752 | XML |
| 990 | December 2022 | $11,883,992 | $12,037,306 | $689,343 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-7142554).
Questions about PHILLIPS & JORDAN VEBA TR
- What is the EIN of PHILLIPS & JORDAN VEBA TR?
- The employer identification number (EIN) of PHILLIPS & JORDAN VEBA TR is 20-7142554.
- Is PHILLIPS & JORDAN VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to PHILLIPS & JORDAN VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PHILLIPS & JORDAN VEBA TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHILLIPS & JORDAN VEBA TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILLIPS & JORDAN VEBA TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PHILLIPS & JORDAN VEBA TR?
- The 990 for the year ended December 31, 2024 names JASON GARNER.
- Who are the officers and directors of PHILLIPS & JORDAN VEBA TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does PHILLIPS & JORDAN VEBA TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,074,501, expenses of $13,943,423 and total assets of $138,830 at year end.
Other nonprofits in KNOXVILLE
- KNOX COUNTY OTHER POST-EMPLOYMENT DISABILITY BENEFITS TR EIN 32-6321527 · last filed 990 for 2021
- ROTARY ZONES 30 & 31 INC EIN 82-5043417 · last filed 990 for 2025
- EDGEWOOD CEMETERY EIN 62-0443899 · last filed 990 for 2024
- LOYAL ORDER OF THE MOOSE 1560 EIN 62-0818754 · last filed 990 for 2026
- ELLIS-SCOTT FAMILY GARDENS AND MEMORIAL CEMETERY TR EIN 62-6392682 · last filed 990 for 2025
- EAST TENNESSEE MASONRY ASSOCIATION INC EIN 71-1014801 · last filed 990-EZ for 2025
- EAST TENNESSEE CONSTRUCTION COALITION INC EIN 86-1186864 · last filed 990-EZ for 2024
- TENNESSEE ORDER OF THE EASTERN STAR EIN 62-1229597 · last filed 990-N for 2025
All nonprofits in KNOXVILLE · Tennessee · Mutual and membership benefit