Civic Intelligence

Trezevant Manor Foundation

990 • Fiscal year 2014 • EIN 58-1430713

Aug 01, 2013 to Jul 31, 2014 • Filed on Jun 11, 2015

Organization ProfileWWW.TREZEVANTMANOR.ORG
177 North Highland Street38111

(901) 325-4000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

94th percentile

56%

Faster asset growth than 94% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

425%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$5,672,039

Up $2,036,007 (+56%) from 2013

Net Assets

Up

$5,671,850

Up $2,324,218 (+69%) from 2013

Liabilities

Down

$189

Down $288,211 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin98th percentile

Revenue

Up

$2,473,256

Up $2,002,544 (+425%) from 2013

Expenses

Up

$221,200

Up $88,935 (+67%) from 2013

Net Income

Up

$2,252,056

Up $1,913,609 (+565%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $2,077,893Liabilities 2010: $42,178Net Assets 2010: $2,035,7152010Assets 2011: $2,623,450Liabilities 2011: $120,023Net Assets 2011: $2,503,4272011Assets 2012: $2,977,262Liabilities 2012: $196,784Net Assets 2012: $2,780,4782012Assets 2013: $3,636,032Liabilities 2013: $288,400Net Assets 2013: $3,347,6322013Assets 2014: $5,672,039Liabilities 2014: $189Net Assets 2014: $5,671,8502014Assets 2015: $6,261,890Liabilities 2015: $73,916Net Assets 2015: $6,187,9742015Assets 2016: $6,308,088Liabilities 2016: $76,169Net Assets 2016: $6,231,9192016Assets 2017: $7,303,387Liabilities 2017: $14,346Net Assets 2017: $7,289,0412017Assets 2018: $7,750,977Liabilities 2018: $46,396Net Assets 2018: $7,704,5812018Assets 2019: $5,447,862Liabilities 2019: $44,491Net Assets 2019: $5,403,3712019Assets 2020: $5,404,674Liabilities 2020: $27,776Net Assets 2020: $5,376,8982020Assets 2021: $6,604,738Liabilities 2021: $208,482Net Assets 2021: $6,396,2562021Assets 2022: $10,694,335Liabilities 2022: $102,471Net Assets 2022: $10,591,8642022Assets 2023: $11,745,083Liabilities 2023: $181,863Net Assets 2023: $11,563,2202023Assets 2024: $14,353,816Liabilities 2024: $866,182Net Assets 2024: $13,487,6342024

Highlighted filing

2014

Assets$5,672,039
Liabilities$189
Net Assets$5,671,850
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $172,6152010Expenses 2011: $115,1412011Expenses 2012: $142,6122012Revenue 2013: $470,712Expenses 2013: $132,265Net Income 2013: $338,4472013Revenue 2014: $2,473,256Expenses 2014: $221,200Net Income 2014: $2,252,0562014Revenue 2015: $1,074,004Expenses 2015: $288,275Net Income 2015: $785,7292015Revenue 2016: $694,901Expenses 2016: $247,936Net Income 2016: $446,9652016Revenue 2017: $799,006Expenses 2017: $214,273Net Income 2017: $584,7332017Revenue 2018: $749,228Expenses 2018: $318,422Net Income 2018: $430,8062018Revenue 2019: $789,873Expenses 2019: $3,134,136Net Income 2019: -$2,344,2632019Revenue 2020: $494,845Expenses 2020: $521,091Net Income 2020: -$26,2462020Revenue 2021: $728,167Expenses 2021: $441,468Net Income 2021: $286,6992021Revenue 2022: $4,997,757Expenses 2022: $291,515Net Income 2022: $4,706,2422022Revenue 2023: $936,494Expenses 2023: $572,884Net Income 2023: $363,6102023Revenue 2024: $1,618,087Expenses 2024: $327,540Net Income 2024: $1,290,5472024

Highlighted filing

2014

Revenue$2,473,256
Expenses$221,200
Net Income$2,252,056
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Jun 11, 2015
Return Version
2013v4.0
Gross Receipts
$2,473,256
Mission and Program Overview

Mission

Primary mission - to assist residents who are no longer able to meet the financial requirements for continued occupancy. To enhance the quality of life of current and future residents (the foundation serves as a collection source for gifts designated for various purposes such as education scholarships for members of trezevant's staff and for non budgeted improvements and enhancements to the campus.)

1. To assist residents who are no longer able to meet the financial requirements for continued occupancy. 2. To enhance the quality of life of current and future residents. The foundation serves as a collection source for gifts designated for various purposes such as education scholarships for members of trezevant's staff and for non-budgeted improvements and enhancements to the trezevant campus.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,998,946$5,530,172▲ $2,531,226
Cash and Non-Interest-Bearing Accounts$636,492$141,273▼ $495,219
Accounts Receivable$594$594→ $0
Total Assets$3,636,032$5,672,039▲ $2,036,007
Liabilities
Accounts Payable and Accrued Expenses$288,400$189▼ $288,211
Total Liabilities$288,400$189▼ $288,211
Net Assets / Fund Balance
Unrestricted Net Assets$3,347,632$5,671,850▲ $2,324,218
Total Net Assets Fund Balance$3,347,632$5,671,850▲ $2,324,218
Total Liabilities and Net Assets / Fund Balance$3,636,032$5,672,039▲ $2,036,007
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Trowbridge GillespieChairman
Bruce E Campbell JrTrustee/board Member
Bruce HopkinsTrustee/board Member
James DaughdrillTrustee/board Member
Kenneth ClarkTrustee/board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,193,932
Program Service Revenue
$0
Investment Income
$279,324
Other Revenue
$0
All Other Contributions
$2,193,932
Change in Net Assets
$2,252,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,085
Grants and Similar Amounts Paid$17,115
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,115--$17,115
Office Expenses$15,258--$15,258
Other Expenses$183,779$4,378-$4,378
Travel-$670-$670
Total Functional Expenses$216,152$5,048$0$221,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Bruce HopkinsBoard MemberMr. Hopkins Is Also a Board Member for the Trezevant Episcopal Home.No-
Kenneth ClarkBoard MemberMr. Clark Is Also a Board Member for the Trezevant Episcopal Home.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The 990 is reviewed by the treasurer, ceo and the cfo.”

Form 990, Part VI, Section B, Line 12C

“Each year a conflict of interest policy and declaration page is mailed to all board of directors, committee members and officers. Each person must sign and return the form to the executive secretary.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financial statements and the organizations conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

EIN
58-1430713
Phone
9013254000

Signing Officer

Name
Dawn Wade
Title
Chief Financial Officer
Phone
9013254000
Signed
2015-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Wade
Formed
1980
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
75

Preparer

Preparer
John a May Jr
Phone
9017613000
Raw XML Appendix356 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD MEMBER
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MR. CLARK IS ALSO A BOARD MEMBER FOR THE TREZEVANT EPISCOPAL HOME.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MR. HOPKINS IS ALSO A BOARD MEMBER FOR THE TREZEVANT EPISCOPAL HOME.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE TREASURER, CEO AND THE CFO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR A CONFLICT OF INTEREST POLICY AND DECLARATION PAGE IS MAILED TO ALL BOARD OF DIRECTORS, COMMITTEE MEMBERS AND OFFICERS. EACH PERSON MUST SIGN AND RETURN THE FORM TO THE EXECUTIVE SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE ORGANIZATIONS CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237363212
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10177 NORTH HIGHLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0MEMPHIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode038111
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03636032
IRS990/TotalAssetsEOYAmt05672039
IRS990/TotalAssetsGrp/BOYAmt03636032
IRS990/TotalAssetsGrp/EOYAmt05672039
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02193932
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05048
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0216152
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221200
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0288400
IRS990/TotalLiabilitiesEOYAmt0189
IRS990/TotalLiabilitiesGrp/BOYAmt0288400
IRS990/TotalLiabilitiesGrp/EOYAmt0189
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03347632
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05671850
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0216152
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0279324
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02473256
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03636032
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05672039
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0670
IRS990/TravelGrp/TotalAmt0670
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03347632
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05671850
IRS990/UponRequestInd0X
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IRS990/USAddress/City0MEMPHIS
IRS990/USAddress/State0TN
IRS990/USAddress/ZIPCode038111
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.TREZEVANTMANOR.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN WADE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09013254000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10TREZEVANT MANOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TREZ
ReturnHeader/Filer/EIN0581430713
ReturnHeader/Filer/PhoneNum09013254000
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ReturnHeader/Filer/USAddress/City0MEMPHIS
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode038111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10999 S SHADY GROVE RD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode038120
ReturnHeader/PreparerPersonGrp/PhoneNum09017613000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A MAY JR
ReturnHeader/ReturnTs02015-06-12T15:54:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,672,039
Liabilities
$189
Net assets
$5,671,850
Revenue
$2,473,256
Expenses
$221,200
Net income
$2,252,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.4$0.87$13.5$1.62$0.33$1.29
2023Detailed filing. Detailed filing data is available for this year.$11.7$0.18$11.6$0.94$0.57$0.36
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.10$10.6$5.00$0.29$4.71
2021Detailed filing. Detailed filing data is available for this year.$6.60$0.21$6.40$0.73$0.44$0.29
2020Detailed filing. Detailed filing data is available for this year.$5.40$0.03$5.38$0.49$0.52$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.45$0.04$5.40$0.79$3.13$2.34
2018Detailed filing. Detailed filing data is available for this year.$7.75$0.05$7.70$0.75$0.32$0.43
2017Detailed filing. Detailed filing data is available for this year.$7.30$0.01$7.29$0.80$0.21$0.58
2016Detailed filing. Detailed filing data is available for this year.$6.31$0.08$6.23$0.69$0.25$0.45
2015Detailed filing. Detailed filing data is available for this year.$6.26$0.07$6.19$1.07$0.29$0.79
2014Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$2.47$0.22$2.25
2013Summary only. Only limited summary data is available for this year.$3.64$0.29$3.35$0.47$0.13$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.20$2.78$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.12$2.50$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.04$2.04$0.17