Civic Intelligence

Trezevant Manor Foundation

990 • Fiscal year 2018 • EIN 58-1430713

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 17, 2019

Organization ProfileWWW.TREZEVANTMANOR.ORG
177 North Highland StreetMemphis, TN 38111

(901) 325-4000

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.06x

Higher debt load relative to revenue than 27% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

65th percentile

6.1%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-6.2%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$7,750,977

Up $447,590 (+6.1%) from 2017

Net Assets

Up

$7,704,581

Up $415,540 (+5.7%) from 2017

Liabilities

Up

$46,396

Up $32,050 (+223%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin92nd percentile

Revenue

Down

$749,228

Down $49,778 (-6.2%) from 2017

Expenses

Up

$318,422

Up $104,149 (+49%) from 2017

Net Income

Down

$430,806

Down $153,927 (-26%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$7,750,977
Liabilities$46,396
Net Assets$7,704,581
Open 2018 Filing

Operations Trend

Revenue Growth24th 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

2018

Revenue$749,228
Expenses$318,422
Net Income$430,806
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jun 17, 2019
Return Version
2017v2.3
Gross Receipts
$749,228
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$6,871,393$7,387,914▲ $516,521
Cash and Non-Interest-Bearing Accounts$171,400$214,969▲ $43,569
Accounts Receivable$260,594$148,094▼ $112,500
Total Assets$7,303,387$7,750,977▲ $447,590
Liabilities
Accounts Payable and Accrued Expenses$14,346$46,396▲ $32,050
Total Liabilities$14,346$46,396▲ $32,050
Net Assets / Fund Balance
Unrestricted Net Assets$7,289,041$7,704,581▲ $415,540
Total Net Assets Fund Balance$7,289,041$7,704,581▲ $415,540
Total Liabilities and Net Assets / Fund Balance$7,303,387$7,750,977▲ $447,590
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Trowbridge GillespieChairman
Bruce E Campbell JrTrustee/board Member
Collie KrausnickTrustee/board Member
Kenneth ClarkTrustee/board Member
Scott J CrosbyTrustee/board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$389,841
Program Service Revenue
$0
Investment Income
$359,387
Other Revenue
$0
All Other Contributions
$389,841
Change in Net Assets
$430,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$278,047
Grants and Similar Amounts Paid$40,375
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$40,375--$40,375
Other Expenses$248,562$14,862-$14,862
Office Expenses$11,825--$11,825
Fees for Services Accounting-$2,798-$2,798
Total Functional Expenses$300,762$17,660$0$318,422
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
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 11B

“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

Filer Name
Trezevant Manor Foundation
EIN
58-1430713
Phone
9013254000
Address
177 NORTH HIGHLAND STREET, MEMPHIS, TN 38111

Signing Officer

Name
Kent Phillips
Title
Chief Executive Officer
Phone
9013254000
Signed
2019-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kent Phillips
Formed
1980
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
83

Preparer

Firm
Dixon Hughes Goodman Llp
Address
999 S SHADY GROVE RD STE 400, MEMPHIS, TN 38120
Preparer
Amy M Doolin
Phone
9017613000
Raw XML Appendix348 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014346
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt046396
IRS990/AccountsReceivableGrp/BOYAmt0260594
IRS990/AccountsReceivableGrp/EOYAmt0148094
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc01. 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.
IRS990/AllOtherContributionsAmt0389841
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KENT PHILLIPS
IRS990/BooksInCareOfDetail/PhoneNum09013254000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0177 NORTH HIGHLAND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0381114747
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0171400
IRS990/CashNonInterestBearingGrp/EOYAmt0214969
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0389841
IRS990/CYGrantsAndSimilarPaidAmt040375
IRS990/CYInvestmentIncomeAmt0359387
IRS990/CYOtherExpensesAmt0278047
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0430806
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0318422
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0749228
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUBSIDIES TO TREZEVANT EPISCOPAL HOME FOR RESIDENT SERVICES AND ENDOWMENTS, SUPPLY EXPENSES, T&E, PRINTING, LICENSES AND EDUCATIONAL DUES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0260387
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02798
IRS990/FeesForServicesAccountingGrp/TotalAmt02798
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT J CROSBY
IRS990/Form990PartVIISectionAGrp/PersonNm1TROWBRIDGE GILLESPIE
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm3BRUCE E CAMPBELL JR
IRS990/Form990PartVIISectionAGrp/PersonNm4COLLIE KRAUSNICK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE/BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt040375
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt040375
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0749228
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0359387
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0359387
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PRIMARY 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.)
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07289041
IRS990/NetAssetsOrFundBalancesEOYAmt07704581
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-15266
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt011825
IRS990/OfficeExpensesGrp/TotalAmt011825
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRIBUTION/SUBSIDIES
IRS990/OtherExpensesGrp/Desc1DUES - LICENSE & EDUCAT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014862
IRS990/OtherExpensesGrp/ProgramServicesAmt0248562
IRS990/OtherExpensesGrp/TotalAmt0248562
IRS990/OtherExpensesGrp/TotalAmt114862
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENT PHILLIPS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt040375
IRS990/ProgSrvcAccomActy2Grp/GrantAmt040375
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0670354
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt019425
IRS990/PYInvestmentIncomeAmt0128652
IRS990/PYOtherExpensesAmt0194848
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0584733
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0214273
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0799006
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0430806
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06871393
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07387914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0389841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0670354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0350591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0632811
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0693932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02737529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0359387
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0128652
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0344310
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0441193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0279324
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01552866
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58830
IRS990ScheduleA/PublicSupportPY170Pct00.61190
IRS990ScheduleA/PublicSupportTotal170Amt02523870
IRS990ScheduleA/SubstantialContributorsTotAmt0213659
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0389841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0670354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0350591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0632811
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0693932
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02737529
IRS990ScheduleA/TotalSupportAmt04290395
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt040375
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt044
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP APPLICATIONS ARE REVIEWED BY A 6-8 PERSON RESIDENT SELECTION COMMITTEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TREZEVANT EPISCOPAL HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237363212
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RESIDENTIAL LIFE CARE COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0177 NORTH HIGHLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MEMPHIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd038111
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/TotalAssetsBOYAmt07303387
IRS990/TotalAssetsEOYAmt07750977
IRS990/TotalAssetsGrp/BOYAmt07303387
IRS990/TotalAssetsGrp/EOYAmt07750977
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0389841
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017660
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0300762
IRS990/TotalFunctionalExpensesGrp/TotalAmt0318422
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014346
IRS990/TotalLiabilitiesEOYAmt046396
IRS990/TotalLiabilitiesGrp/BOYAmt014346
IRS990/TotalLiabilitiesGrp/EOYAmt046396
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07289041
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07704581
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0300762
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0359387
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0749228
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt083
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07303387
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07750977
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07289041
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07704581
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0177 NORTH HIGHLAND STREET
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038111
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.TREZEVANTMANOR.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENT PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09013254000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREZEVANT MANOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TREZ
ReturnHeader/Filer/EIN0581430713
ReturnHeader/Filer/PhoneNum09013254000
ReturnHeader/Filer/USAddress/AddressLine1Txt0177 NORTH HIGHLAND STREET
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C232877CA6DE833C92950494457CB2C82FA1CBA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.25.222.65
ReturnHeader/FilingSecurityInformation/IPDt02019-06-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:01:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 S SHADY GROVE RD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09017613000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY M DOOLIN
ReturnHeader/ReturnTs02019-06-17T21:03:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,750,977
Liabilities
$46,396
Net assets
$7,704,581
Revenue
$749,228
Expenses
$318,422
Net income
$430,806
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