Civic Intelligence

Trezevant Manor Foundation

990 • Fiscal year 2019 • EIN 58-1430713

Aug 01, 2018 to Jul 31, 2019 • Filed on Jul 09, 2020

Organization ProfileTREZEVANTMANOR.ORG/DONATE
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

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

26th percentile

0.06x

Higher debt load relative to revenue than 26% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

1st percentile

-297%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$238,889

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 30.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

2nd percentile

-30%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

5.4%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,447,862

Down $2,303,115 (-30%) from 2018

Net Assets

Down

$5,403,371

Down $2,301,210 (-30%) from 2018

Liabilities

Down

$44,491

Down $1,905 (-4.1%) from 2018

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin1st percentile

Revenue

Up

$789,873

Up $40,645 (+5.4%) from 2018

Expenses

Up

$3,134,136

Up $2,815,714 (+884%) from 2018

Net Income

Down

-$2,344,263

Down $2,775,069 (-644%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2019

Assets$5,447,862
Liabilities$44,491
Net Assets$5,403,371
Open 2019 Filing

Operations Trend

Revenue Growth55th 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

2019

Revenue$789,873
Expenses$3,134,136
Net Income-$2,344,263
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jul 9, 2020
Return Version
2018v3.2
Gross Receipts
$789,873
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.)

Serves as a collection source for gifts designated for various purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,387,914$4,712,573▼ $2,675,341
Cash and Non-Interest-Bearing Accounts$214,969$499,695▲ $284,726
Accounts Receivable$148,094$235,594▲ $87,500
Total Assets$7,750,977$5,447,862▼ $2,303,115
Liabilities
Accounts Payable and Accrued Expenses$46,396$44,491▼ $1,905
Total Liabilities$46,396$44,491▼ $1,905
Net Assets / Fund Balance
Unrestricted Net Assets$7,704,581$5,403,371▼ $2,301,210
Total Net Assets Fund Balance$7,704,581$5,403,371▼ $2,301,210
Total Liabilities and Net Assets / Fund Balance$7,750,977$5,447,862▼ $2,303,115
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Donald SelheimerChief Financial OfficerPT$115,491$115,491

Board Members and Trustees

NameTitle
P Trowbridge Gillespie JrChairman
Carl KrausnickTrustee
Scott J CrosbyTrustee
Bruce E Campbell JrTrustee (term Ended)
Kent PhillipsChief Executive Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$597,161
Program Service Revenue
$0
Investment Income
$168,516
Other Revenue
$24,196
All Other Contributions
$597,161
Change in Net Assets
$-2,344,263
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,023,996
Grants and Similar Amounts Paid$1,017,591
Salaries, Compensation, and Employee Benefits$92,549
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$1,906,000-$1,906,000
Grants to Domestic Orgs$880,000--$880,000
Grants to Domestic Individuals$137,591--$137,591
Other Salaries and Wages-$92,549-$92,549
Fees for Service Investment Mgmnt Fees-$58,326-$58,326
Office Expenses$42,424--$42,424
Other Expenses$6,729$5,755-$5,755
Travel-$2,974-$2,974
Fees for Services Other$1,788--$1,788
Total Functional Expenses$1,068,532$2,065,604$0$3,134,136
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trezevant Episcopal HomeMemphis, TN501(c)(3)To Support the Charitable Mission of Trezevant$880,000
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“On july 30, 2019, trezevant and the foundation entered into an administration and services agreement. Under the agreement, trezevant provides the development director, retail space, accounting services, and other administrative services.”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviwed by the treasurer, ceo and the cfo. A copy of the 990 is provided to the board prior to filing.”

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
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kent Phillips
Formed
1980
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
3
Employees
3
Volunteers
96

Preparer

Firm
Cliftonlarsonallen Llp
Address
1 BRONZE POINTE, BELLEVILLE, IL 62226
Preparer
Jeff Parker
Phone
6182331200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in interest 7,821.”

Raw XML AppendixShowing 400 of 428 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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE CHARITABLE MISSION OF TREZEVANT
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS APPLICATIONS ARE REVIEWED BY A 6-8 PERSON RESIDENT SELECTION COMMITTEE
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0A RELATED ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOMENT CONTRACT, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH CEO COMPENSATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ON JULY 30, 2019, TREZEVANT AND THE FOUNDATION ENTERED INTO AN ADMINISTRATION AND SERVICES AGREEMENT. UNDER THE AGREEMENT, TREZEVANT PROVIDES THE DEVELOPMENT DIRECTOR, RETAIL SPACE, ACCOUNTING SERVICES, AND OTHER ADMINISTRATIVE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIWED BY THE TREASURER, CEO AND THE CFO. A COPY OF THE 990 IS PROVIDED TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH 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/ExplanationTxt3GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE ORGANIZATIONS CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN INTEREST 7,821.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TREZEVANT EPISCOPAL HOME
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RESIDENTIAL LIFE CARE COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MEMPHIS
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01068532
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IRS990/TotalLiabilitiesGrp/EOYAmt044491
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IRS990/TotalProgramServiceExpensesAmt01068532
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05447862
IRS990/TotReportableCompRltdOrgAmt0326393
IRS990/TravelGrp/ManagementAndGeneralAmt02974
IRS990/TravelGrp/TotalAmt02974
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07704581
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05403371
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0177 NORTH HIGHLAND STREET
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038111
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTPS://TREZEVANTMANOR.ORG/DONATE/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENT PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09013254000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREZEVANT MANOR FOUNDATION

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,447,862
Liabilities
$44,491
Net assets
$5,403,371
Revenue
$789,873
Expenses
$3,134,136
Net income
-$2,344,263
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