Civic Intelligence

Trezevant Manor Foundation

990 • Fiscal year 2020 • EIN 58-1430713

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 15, 2021

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

15th percentile

0.01x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.06x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

25th percentile

-5.3%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$203,843

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 41.2% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

26th percentile

-0.8%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-37%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$5,404,674

Down $43,188 (-0.8%) from 2019

Net Assets

Down

$5,376,898

Down $26,473 (-0.5%) from 2019

Liabilities

Down

$27,776

Down $16,715 (-38%) from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin25th percentile

Revenue

Down

$494,845

Down $295,028 (-37%) from 2019

Expenses

Down

$521,091

Down $2,613,045 (-83%) from 2019

Net Income

Up

-$26,246

Up $2,318,017 (+99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2020

Assets$5,404,674
Liabilities$27,776
Net Assets$5,376,898
Open 2020 Filing

Operations Trend

Revenue Growth11th 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

2020

Revenue$494,845
Expenses$521,091
Net Income-$26,246
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 15, 2021
Return Version
2019v5.2
Gross Receipts
$494,845
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$4,712,573$4,346,407▼ $366,166
Land, Buildings, and Equipment, Net$0$678,250▲ $678,250
Accounts Receivable$235,594$190,594▼ $45,000
Cash and Non-Interest-Bearing Accounts$499,695$189,423▼ $310,272
Total Assets$5,447,862$5,404,674▼ $43,188
Liabilities
Accounts Payable and Accrued Expenses$44,491$27,776▼ $16,715
Total Liabilities$44,491$27,776▼ $16,715
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,403,371$5,376,898▼ $26,473
Total Net Assets Fund Balance$5,403,371$5,376,898▼ $26,473
Total Liabilities and Net Assets / Fund Balance$5,447,862$5,404,674▼ $43,188

Asset Categories

AssetBook ValueDepreciationBasis
Land$678,250--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Nora ConwayDirector of Foundation (left Sept 2019)FT$54,709$54,709
Stacey SearsDirector of FoundationFT$11,179$11,179

Board Members and Trustees

NameTitle
P Trowbridge Gillespie JrChairman
Carl KrausnickTrustee
Ken ClarkTrustee
Paula JacobsonTrustee
Scott J CrosbyTrustee
Kent PhillipsChief Executive Officer
Donald SelheimerChief Financial Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$382,928
Program Service Revenue
$0
Investment Income
$83,766
Other Revenue
$28,151
All Other Contributions
$382,928
Change in Net Assets
$-26,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$306,922
Grants and Similar Amounts Paid$132,014
Salaries, Compensation, and Employee Benefits$82,155
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$194,304-$194,304
Grants to Domestic Individuals$116,391--$116,391
Other Salaries and Wages-$75,869-$75,869
Fees for Service Investment Mgmnt Fees-$48,359-$48,359
Office Expenses$33,986--$33,986
Grants to Domestic Orgs$15,623--$15,623
Fees for Services Accounting-$12,449-$12,449
Payroll Taxes-$6,286-$6,286
Other Expenses$10,782$2,460-$2,460
Fees for Services Other$2,312--$2,312
Travel-$2,270-$2,270
Total Functional Expenses$179,094$341,997$0$521,091
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trezevant Episcopal HomeMemphis, TN501(c)(3)To Support the Charitable Mission of Trezevant$15,623
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 35% controlled entity
No
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 A, Line 7A

“The board of trustees are appointed by the board of directors of trezevant manor so long as trezevant manor itself remains exempt under section 501(c)(3) of the internal revenue code.”

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
2021-06-15
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
3
Volunteers
47

Preparer

Firm
Cliftonlarsonallen Llp
Address
600 WASHINGTON AVENUE SUITE 1800, ST LOUIS, MO 63101
Preparer
Amber Rognan-hamilton
Phone
3149254300
Raw XML AppendixShowing 400 of 475 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/BOYAmt044491
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt027776
IRS990/AccountsReceivableGrp/BOYAmt0235594
IRS990/AccountsReceivableGrp/EOYAmt0190594
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SERVES AS A COLLECTION SOURCE FOR GIFTS DESIGNATED FOR VARIOUS PURPOSES
IRS990/AllOtherContributionsAmt0382928
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/ZIPCd038111
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0499695
IRS990/CashNonInterestBearingGrp/EOYAmt0189423
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0382928
IRS990/CYGrantsAndSimilarPaidAmt0132014
IRS990/CYInvestmentIncomeAmt083766
IRS990/CYOtherExpensesAmt0306922
IRS990/CYOtherRevenueAmt028151
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-26246
IRS990/CYSalariesCompEmpBnftPaidAmt082155
IRS990/CYTotalExpensesAmt0521091
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0494845
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE TREZEVANT FOUNDATION WAS CREATED IN 1981 AND CHARTERED AS A SEPARATE NOT-FOR-PROFIT ENTITY TO SUPPORT TREZEVANT'S COMMITMENT TO EACH LIFECARE RESIDENT. THE TREZEVANT FOUNDATION PROVIDES SUPPORT TO RESIDENTS, STAFF, FAMILIES AND AREA NON-PROFITS IN MEMPHIS, TENNESSEE. RESIDENTS WHO CAN NO LONGER MEET THE FINANCIAL REQUIREMENTS ARE SUPPORTED BY FOUNDATION DONATIONS.THE TREZEVANT FOUNDATION IS USED TO ENHANCE THE FUNCTION AND ACTIVITIES OF THE TREZEVANT COMMUNITY THAT INCLUDE BOTH INDEPENDENT AND ASSISTED LIVING FACILITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0148589
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012449
IRS990/FeesForServicesAccountingGrp/TotalAmt012449
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0194304
IRS990/FeesForServicesManagementGrp/TotalAmt0194304
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02312
IRS990/FeesForServicesOtherGrp/TotalAmt02312
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt048359
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt048359
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt535.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt635.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt511671
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt612961
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt82561
IRS990/Form990PartVIISectionAGrp/PersonNm0P TROWBRIDGE GILLESPIE JR
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT J CROSBY
IRS990/Form990PartVIISectionAGrp/PersonNm2CARL KRAUSNICK
IRS990/Form990PartVIISectionAGrp/PersonNm3KEN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm4PAULA JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm5DONALD SELHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm6KENT PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm7STACEY SEARS
IRS990/Form990PartVIISectionAGrp/PersonNm8NORA CONWAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5187514
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6190882
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt711179
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt852148
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF FOUNDATION
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF FOUNDATION (LEFT SEPT 2019)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0101509
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0116391
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0116391
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt015623
IRS990/GrantsToDomesticOrgsGrp/TotalAmt015623
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0494845
IRS990/GrossSalesOfInventoryAmt028151
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt083766
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083766
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0678250
IRS990/LandBldgEquipCostOrOtherBssAmt0678250
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENHANCE THE QUALITY OF LIFE OF CURRENT AND FUTURE RESIDENTS WHILE PROVIDING SUPPORT TO STAFF SEEKING EDUCATIONAL ADVANCEMENT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05403371
IRS990/NetAssetsOrFundBalancesEOYAmt05376898
IRS990/NetIncomeOrLossGrp/ExclusionAmt028151
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt028151
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-227
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05403371
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05376898
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt033986
IRS990/OfficeExpensesGrp/TotalAmt033986
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PUBLICATION & PHOTO
IRS990/OtherExpensesGrp/Desc1DUES, LICENSES & EDUCAT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02460
IRS990/OtherExpensesGrp/ProgramServicesAmt010782
IRS990/OtherExpensesGrp/TotalAmt010782
IRS990/OtherExpensesGrp/TotalAmt12460
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075869
IRS990/OtherSalariesAndWagesGrp/TotalAmt075869
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06286
IRS990/PayrollTaxesGrp/TotalAmt06286
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENT PHILLIPS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TREZEVANT STAFF/EMPLOYEES CAN APPLY FOR SCHOLARSHIPS TO FURTHER THEIR EDUCATION AND THE FOUNDATION ALSO SUPPORTS OTHER NON-PROFITS IN THE MEMPHIS AND MID-SOUTH AREA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030505
IRS990/ProgSrvcAccomActy2Grp/GrantAmt030505
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0597161
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01017591
IRS990/PYInvestmentIncomeAmt0168516
IRS990/PYOtherExpensesAmt02023996
IRS990/PYOtherRevenueAmt024196
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2344263
IRS990/PYSalariesCompEmpBnftPaidAmt092549
IRS990/PYTotalExpensesAmt03134136
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0789873
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-26246
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04712573
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04346407
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0382928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0597161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0389841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0670354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0350591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02390875
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt083766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0168516
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0359387
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0128652
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0344310
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01084631
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt052347
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66460
IRS990ScheduleA/PublicSupportPY170Pct00.64230
IRS990ScheduleA/PublicSupportTotal170Amt02309835
IRS990ScheduleA/SubstantialContributorsTotAmt081040
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0382928
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0597161
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0389841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0670354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0350591
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02390875
IRS990ScheduleA/TotalSupportAmt03475506
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/LandGrp/BookValueAmt0678250
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0678250
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0678250
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt030505
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt184234
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1RESIDENT SUBSIDY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt049
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13
IRS990ScheduleI/RecipientTable/CashGrantAmt015623
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE CHARITABLE MISSION OF TREZEVANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TREZEVANT EPISCOPAL HOME
IRS990ScheduleI/RecipientTable/RecipientEIN0237363212
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0177 NORTH HIGHLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MEMPHIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd038111
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS APPLICATIONS ARE REVIEWED BY A 6-8 PERSON RESIDENT SELECTION COMMITTEE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt042000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt121500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0145514
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1169382
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt02990
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt14280
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08681
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt18681
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DONALD SELHEIMER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KENT PHILLIPS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF EXECUTIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0199185
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1203843
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 BOARD OF TRUSTEES ARE APPOINTED BY THE BOARD OF DIRECTORS OF TREZEVANT MANOR SO LONG AS TREZEVANT MANOR ITSELF REMAINS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3EACH 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/ExplanationTxt4GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE ORGANIZATIONS CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0177 NORTH HIGHLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MEMPHIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd038111
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,404,674
Liabilities
$27,776
Net assets
$5,376,898
Revenue
$494,845
Expenses
$521,091
Net income
-$26,246
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