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Phillips & Jordan Veba Tr

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$12.8M (2023)

Expenses
$12.5M (2023)

Total Assets
$1.01M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,806,869
Expenses
$12,488,460
Net Income
$318,409
Net Assets
$1,007,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,800,805
100.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,064
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,007,752
Total Liabilities $0
Net Assets $1,007,752
Compensation
Key Employees and Officers Compensation Related Other
Jason Garner (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,883,992
Expenses
$12,037,306
Net Income
-$153,314
Net Assets
$689,343
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,883,992
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $689,343
Total Liabilities $0
Net Assets $689,343
Compensation
Key Employees and Officers Compensation Related Other
Jason Garner (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,148,901
Expenses
$10,367,477
Net Income
$781,424
Net Assets
$842,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,148,901
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $842,657
Total Liabilities $0
Net Assets $842,657
Compensation
Key Employees and Officers Compensation Related Other
Jason Garner (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,562,648
Expenses
$10,945,452
Net Income
-$382,804
Net Assets
$61,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,562,648
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $542,151
Total Liabilities $480,918
Net Assets $61,233
Compensation
Key Employees and Officers Compensation Related Other
J Patrick Mcmullen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,885,549
Expenses
$9,864,173
Net Income
$21,376
Net Assets
$444,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,885,549
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $758,552
Total Liabilities $314,515
Net Assets $444,037
Compensation
Key Employees and Officers Compensation Related Other
J Patrick Mcmullen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,859,321
Expenses
$8,745,812
Net Income
$113,509
Net Assets
$422,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,859,321
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $704,761
Total Liabilities $282,100
Net Assets $422,661
Compensation
Key Employees and Officers Compensation Related Other
J Patrick Mcmullen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,626,293
Expenses
$7,619,721
Net Income
$6,572
Net Assets
$309,152
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,626,293
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $738,287
Total Liabilities $429,135
Net Assets $309,152
Compensation
Key Employees and Officers Compensation Related Other
J Patrick Mcmullen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,166,282
Expenses
$6,900,440
Net Income
$265,842
Net Assets
$302,580
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,166,282
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $721,210
Total Liabilities $418,630
Net Assets $302,580
Compensation
Key Employees and Officers Compensation Related Other
J Patrick Mcmullen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,465,949
Expenses
$5,285,646
Net Income
$180,303
Net Assets
$36,738
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,465,949
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $715,114
Total Liabilities $678,376
Net Assets $36,738
Compensation
Key Employees and Officers Compensation Related Other
J Patrick Mcmullen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,697,147
Expenses
$4,710,351
Net Income
-$13,204
Net Assets
-$143,565
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,697,147
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $331,521
Total Liabilities $475,086
Net Assets -$143,565
Compensation
Key Employees and Officers Compensation Related Other
J Patrick Mcmullen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,458,046
Expenses
$3,509,718
Net Income
-$51,672
Net Assets
-$130,361
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,458,046
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $310,860
Total Liabilities $441,221
Net Assets -$130,361
Compensation
Key Employees and Officers Compensation Related Other
J Patrick Mcmullen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,569,384
Expenses
$3,534,506
Net Income
$34,878
Net Assets
-$78,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,569,384
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $158,848
Total Liabilities $237,537
Net Assets -$78,689

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,838,461
Expenses
$4,263,984
Net Income
-$425,523
Net Assets
-$378,914
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,838,461
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $45,458
Total Liabilities $424,372
Net Assets -$378,914

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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