Knox County Other Post-employment Disability Benefits Trust
Nonprofit profile at a glance
- EIN
- 326321527
- IRS 990 coverage
- 2013–2020
- Forms available
- Form 990 2020
- Location
- Knoxville, TN, USA
- Phone
- 8652152323
- Rating confidence
- Limited
- Sector
- Voluntary Employees Beneficiary Associations (Non-Government)
Reported finances
- Revenue
- $645,219
- Expenses
- $420,085
- Assets
- $1,952,673
- Liabilities
- $155,465
Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.
Leadership & pay
11 people listed
Highest reported compensation
- JENNIFER SCHROEDER (EXEC DIRECTOR OF PLAN ADMINISTRATOR): $134,000 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide post-employment disability benefits for the employees of the sponsoring employer of the knox county post-employment disability benefit trust
What it reported doing in 2020
Provide disability benefits, fully funded by knox county, to employees or their spouse and/or other dependents (upon death of participant) who become disabled on or after january 1, 2014.
Operating model
- Revenue model
- Earned-program. 92% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 90
- Accountability: 74
- Sustainability: 69
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 8 controls in place; rating input score 38
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 34.9%; rating input score 84; 84th percentile among comparable filings
- Total-asset coverage ratio: 4.65; rating input score 80; 80th percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 53; 53rd percentile among comparable filings
- Officer compensation ratio: Limited
Growth
- Program expense growth: Limited
- Revenue growth: 3.9% per year; rating input score 100; 48th percentile among comparable filings
- Asset growth: 9.3% per year; rating input score 100; 59th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 9 of 9 board members independent · 3 of 8 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $134K · 11 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 8 filing years from 2013 to 2020
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Accountability: Governance controls: 5 of 8 not reported.
- Review — Sustainability: Liabilities to assets ratio scored 53/100.