Phillips & Jordan Veba Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,838,461 | 4,263,984 | −425,523 | -1.1 | 0% |
| 2012 | 3,569,384 | 3,534,506 | 34,878 | -0.3 | 0% |
| 2013 | 3,458,046 | 3,509,718 | −51,672 | -0.4 | 0% |
| 2014 | 4,697,147 | 4,710,351 | −13,204 | -0.4 | 0% |
| 2015 | 5,465,949 | 5,285,646 | 180,303 | 0.1 | 0% |
| 2016 | 7,166,282 | 6,900,440 | 265,842 | 0.5 | 0% |
| 2017 | 7,626,293 | 7,619,721 | 6,572 | 0.5 | 0% |
| 2018 | 8,859,321 | 8,745,812 | 113,509 | 0.6 | 0% |
| 2019 | 9,885,549 | 9,864,173 | 21,376 | 0.5 | 0% |
| 2020 | 10,562,648 | 10,945,452 | −382,804 | 0.1 | 0% |
| 2021 | 11,148,901 | 10,367,477 | 781,424 | 1.0 | 0% |
| 2022 | 11,883,992 | 12,037,306 | −153,314 | 0.7 | 0% |
| 2023 | 12,806,869 | 12,488,460 | 318,409 | 1.0 | 0% |
In its most recent public year (2023), this organization brought in $318,409 more than it spent. Its reserves stood at about 1 months of spending, up from -1.1 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Phillips & Jordan Veba Tr's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works