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Trezevant Manor Foundation FY2020 filing

Tax-deductible

Memphis, TN501(c)(3)Since 1980Health Care EIN 58-1430713Revenue $495K in FY2020

On file with the IRStrezevantmanor.org/donate177 North Highland Street, 38111-4747 · Memphis, TNTax-exempt since Jun 1981Publicly supported charity — 170(b)(1)(A)(vi)

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To enhance the quality of life of current and future residents while providing support to staff seeking educational advancement

501(c)(3) charity; gifts are tax-deductible.
34¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $1.4M a year · 75% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
34%
of spending
Concern: 34% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
104 mo
of spending, in cash
Looks good: 104.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $574K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$28K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$495K
Spent
$521K
To programs
34%
Net assets
$5.4M
By yearFY2020–FY2025
Revenue
$495K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$495K
FY2021$728K
FY2022$5.0M
FY2023$936K
FY2024$1.6M
FY2025$2.3M
Expenses
$521K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$521K
FY2021$441K
FY2022$292K
FY2023$573K
FY2024$328K
FY2025$675K
Net assets
$5.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.4M
FY2021$6.4M
FY2022$10.6M
FY2023$11.6M
FY2024$13.5M
FY2025$15.1M

From the FY2020 Form 990 (year ending July 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

34 cents of each dollar spent went to programs.

Program services 34% · $179K Management & general 66% · $342K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Ken Clark
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Donald Selheimer
Chief Financial Officer
$0Pt VII · Sec A
Kent Phillips
Chief Executive Officer
$0Pt VII · Sec A
Stacey Sears
Director of Foundation
$0Pt VII · Sec A
See Trezevant Manor Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Collects donated gifts for various designated purposes.

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Provided by the organization

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2 programs · $179K · in their own filed words · FY2019
01

The 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.

$149Kprogram expense
02

Trezevant 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.

$31Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Community Foundation of Greater Memphis INCFY2024$562K
Christian Community Foundation of Memphis and the Mid-South INCFY2024$6K
Fidelity Investments Charitable Gift FundFY2024$6K
Total grants receivedfrom 3 funders$574K
See all 3 funders →
Grants paid · 14 grants · $585K · 2019–2024
Unitemized GrantFY2024$131,060
Unitemized GrantFY2024$17,475
Unitemized GrantFY2023$51,102
Unitemized GrantFY2023$22,350
Trezevant Episcopal HomeTN · FY2022$88,364
Unitemized GrantFY2022$22,734
Unitemized GrantFY2022$18,875
Unitemized GrantFY2021$20,014
Unitemized GrantFY2021$19,352
Unitemized GrantFY2020$45,489
Unitemized GrantFY2020$18,250
Unitemized GrantFY2019$84,234
Unitemized GrantFY2019$30,505
Trezevant Episcopal HomeTN · FY2019$15,623

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$495K
Ln 12
Gifts and grantsLn 1h$383K
Investment incomeLn 3$84K
Other incomeLn 4–11$28K
Money outPt IX
$521K
Ln 25
Programscol B$179K
Managementcol C$342K
Owns and owesPt X
$5.4M
net assets · Ln 32
Cash and savingsLn 1–2$4.5M
Total assetsLn 16$5.4M
LiabilitiesLn 26$28K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$383K
Investment incomeLn 3$84K
Other incomeLn 4–11$28K
Total revenueLn 12$495K
Assets in detailPt X, end of year
CashLn 1$189K
SavingsLn 2$4.3M
Cash and savings togetherLn 1–2$4.5M
Land, buildings, equipmentLn 10c$678K
Total assetsLn 16$5.4M
LiabilitiesLn 26$28K
Net assetsLn 32$5.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$5.2M$4.5M
Land, buildings, equipmentLn 10c$0$678K
Total assetsLn 16$5.4M$5.4M
LiabilitiesLn 26$44K$28K
Net assetsLn 32$5.4M$5.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$16K$16K
Grants to domestic individualsLn 2$116K$116K
Other salaries and wagesLn 7$76K$76K
Payroll taxesLn 10$6K$6K
Management feesLn 11a$194K$194K
Accounting feesLn 11c$12K$12K
Investment management feesLn 11f$48K$48K
Other fees for servicesLn 11g$2K$2K
Office expensesLn 13$34K$34K
TravelLn 17$2K$2K
Other expenses (24a–d)Ln 24$13K$11K$2K
Total functional expensesLn 25$521K$179K$342K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.3M$675K$1.7M$15.1M 990 PDF
FY2024 $1.6M$328K$1.3M$13.5M 990 PDF
FY2023 $936K$573K$364K$11.6M 990 PDF
FY2022 $5.0M$292K$4.7M$10.6M 990 PDF
FY2021 $728K$441K$287K$6.4M 990 PDF
FY2020 Viewing $495K$521K−$26K$5.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $494,845 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $597,161$382,928
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $168,516$83,766
I-11 Other revenuePrior year $24,196$28,151
I-12 Total revenuePrior year $789,873$494,845
I-13 Grants and similar amounts paidPrior year $1,017,591$132,014
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $92,549$82,155
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,023,996$306,922
I-18 Total expensesPrior year $3,134,136$521,091
I-19 Revenue less expensesPrior year −$2,344,263−$26,246
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $494,845 across 4 lines filed
Lines not itemized here account for $28,151 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$382,928
VIII-1h Total contributions, gifts and grants$382,928
VIII-3 Investment incomeExcluded from tax $83,766$83,766
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $111,917$494,845
Part IX · Statement of functional expenses $521,091 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $15,623$15,623
IX-2 Grants to domestic individualsPrograms $116,391$116,391
IX-7 Other salaries and wagesManagement $75,869$75,869
IX-10 Payroll taxesManagement $6,286$6,286
IX-11a Management feesManagement $194,304$194,304
IX-11c Accounting feesManagement $12,449$12,449
IX-11f Investment management feesManagement $48,359$48,359
IX-11g Other fees for servicesPrograms $2,312$2,312
IX-13 Office expensesPrograms $33,986$33,986
IX-17 TravelManagement $2,270$2,270
IX-24 Other expenses (24a–d)Programs $10,782 · Management $2,460$13,242
IX-25 Total functional expensesPrograms $179,094 · Management $341,997 · Fundraising $0$521,091
Part X · Balance sheet $5,404,674 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $499,695$189,423
X-2 Savings and temporary cash investmentsStart of year $4,712,573$4,346,407
X-4 Accounts receivableStart of year $235,594$190,594
X-10c Land, buildings and equipment, netStart of year $0$678,250
X-16 Total assetsStart of year $5,447,862$5,404,674
X-17 Accounts payable and accrued expensesStart of year $44,491$27,776
X-26 Total liabilitiesStart of year $44,491$27,776
X-27 Net assets without donor restrictionsStart of year $5,403,371$5,376,898
X-32 Total net assets or fund balancesStart of year $5,403,371$5,376,898
X-33 Total liabilities and net assetsStart of year $5,447,862$5,404,674
Part XI · Reconciliation of net assets $5,376,898 net assets at year end
XI-1 Total revenue$494,845
XI-2 Total expenses$521,091
XI-3 Revenue less expenses−$26,246
XI-4 Net assets at start of year$5,403,371
XI-5 Net unrealized gains (losses) on investments−$227
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,376,898

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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