TREZEVANT EPISCOPAL HOME

EIN: 237363212 501(c)(3) Human Services

MEMPHIS, TN

Total Revenue
$38,045,607
Total Expenses
$39,366,896
Total Assets
$117,124,206
Net Assets
$-59,342,672
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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
TN
Principal Officer
KENT PHILLIPS
Phone
9013254000
Tax Period
2023-08-01 to 2024-07-31

TREZEVANT EPISCOPAL HOME, founded in 1973, is a mid-sized nonprofit in the Human Services sector that reported $38.0M in total revenue in fiscal year 2023.

Mission

EACH DAY, WE WILL SERVE AS A PREMIER LIFECARE COMMUNITY AND A CELEBRATION OF LIFE FOR SENIOR ADULTS, SERVING EACH, ENRICHING EACH, PERSONALIZING AND SECURING PEACE OF MIND FOR ALL OF THEIR LIVES.

Program Service Accomplishments

Program 1
Expenses: $20,236,932 Revenue: $15,590,697

THE LIFECARE PROGRAM INCLUDES ASSISTED LIVING AND MEMORY CARE IN TREZEVANT TERRACE AND SKILLED NURSING IN ALLEN MORGAN HEALTH AND REHABILITATION CENTER WITH ONE MEAL PER DAY, BI-WEEKLY HOUSEKEEPING...

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THE LIFECARE PROGRAM INCLUDES ASSISTED LIVING AND MEMORY CARE IN TREZEVANT TERRACE AND SKILLED NURSING IN ALLEN MORGAN HEALTH AND REHABILITATION CENTER WITH ONE MEAL PER DAY, BI-WEEKLY HOUSEKEEPING AND WEEKLY LINEN SERVICE, FULL MAINTENANCE FOR RESIDENCES AND GROUNDS, VALET SERVICE AND ASSIGNED GARAGE PARKING, UTILITIES, SCHEDULED TRANSPORTATION, 24 HOUR SECURITY AND EMERGENCY RESPONSES AND A SCHEDULE OF SOCIAL, SPIRITUAL AND WELLNESS PROGRAMS.

Program 2
Expenses: $8,707,561 Revenue: $11,796,291

THE ALLEN MORGAN HEALTH AND REHABILITATION CENTER, IS A 104-BED NURSING HOME LOCATED ON THE TREZEVANT CAMPUS, OFFERING BOTH PRIVATE AND SEMI-PRIVATE ROOMS.WE WELCOME DIRECT ADMISSIONS TO ALLEN MORGAN...

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THE ALLEN MORGAN HEALTH AND REHABILITATION CENTER, IS A 104-BED NURSING HOME LOCATED ON THE TREZEVANT CAMPUS, OFFERING BOTH PRIVATE AND SEMI-PRIVATE ROOMS.WE WELCOME DIRECT ADMISSIONS TO ALLEN MORGAN CENTER ON A SPACE-AVAILABLE BASIS. WHEN YOUR PHYSICIAN, DISCHARGE PLANNER, OR SOCIAL WORKER DISCUSSES POST-HOSPITAL CARE, PLEASE TELL THEM THAT YOU WOULD LIKE TO KNOW ABOUT AVAILABILITY AT THE ALLEN MORGAN CENTER ON THE TREZEVANT CAMPUS.RESPITE CARE IS THE PROVISION OF SHORT-TERM BREAKS TO THOSE WHO ARE CARING FOR FAMILY MEMBERS WHO MIGHT OTHERWISE REQUIRE PERMANENT PLACEMENT IN A FACILITY OUTSIDE THE HOME. IT ALLOWS CAREGIVERS TO MAINTAIN THEIR OWN HEALTH AND WELL-BEING SO THAT THEY MAY CONTINUE THEIR LOVING JOURNEY AS A FAMILY.

Program 3
Expenses: $3,663,378 Revenue: $8,024,888

TREZEVANT TERRACE OFFERS SPACIOUS RESIDENTIAL STYLE APARTMENTS FOR ASSISTED LIVING AND MEMORY SUPPORT CARE. THESE BEAUTIFUL APARTMENTS ALL OFFER 9FT. CEILINGS, EXTENSIVE CROWN MOLDINGS, EFFICIENCY...

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TREZEVANT TERRACE OFFERS SPACIOUS RESIDENTIAL STYLE APARTMENTS FOR ASSISTED LIVING AND MEMORY SUPPORT CARE. THESE BEAUTIFUL APARTMENTS ALL OFFER 9FT. CEILINGS, EXTENSIVE CROWN MOLDINGS, EFFICIENCY KITCHENS WITH MARBLE COUNTER TOPS AND ACCESS TO ALL THE AMENITIES OF THE TREZEVANT COMMUNITY.AS A TERRACE RESIDENT, YOU WILL RECEIVE UNPARALLELED ASSISTED LIVING AMENITIES WITH AN ONSITE POST OFFICE, COMPUTER CENTER, BEAUTY/BARBER SHOP, GARDEN PATIOS, CAF/COFFEE SHOP, CARD AND ACTIVITIES ROOMS, AND GIFT SHOP.SERVICES INCLUDE ASSISTANCE WITH DAILY LIVING ITEMS, THREE MEALS A DAY, PERSONAL LAUNDRY AND HOUSEKEEPING DAILY, AND PLANNED SOCIAL EVENTS AND ENTERTAINMENT BOTH INSIDE AND OUTSIDE THE COMMUNITY.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,289,204
Program Service Revenue $35,303,876
Investment Income $457,697
Other Revenue $994,830
TOTAL REVENUE $38,045,607

Expense Breakdown

Grants Paid $0
Salaries & Benefits $17,857,561
Fundraising Expenses $0
Program Expenses $32,607,871
Other Expenses $21,509,335
TOTAL EXPENSES $39,366,896

Year-over-Year Comparison

2023 2022 Change
Revenue $38,045,607 $36,086,608 +0.1%
Expenses $39,366,896 $39,340,357 +0.0%
Net Income $-1,321,289 $-3,253,749 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
584
Volunteers
212

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$653,989
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRUCE B HOPKINS CHAIRMAN (AS OF 2/24) 1.00
Officer Director
$0 $0 $0
HUNT CAMPBELL VICE CHAIR (AS OF 2/24) 1.00
Officer Director
$0 $0 $0
ESTELLA MAYHUE-GREER SECRETARY 1.00
Officer Director
$0 $0 $0
SHADE ROBINSON PAST CHAIRMAN (AS OF 2/24) 1.00
Officer Director
$0 $0 $0
JOHN D IVY JR BOARD MEMBER (AS OF 2/24) 1.00
Director
$0 $0 $0
OSCAR P ADAMS BOARD MEMBER 1.00
Director
$0 $0 $0
THE REV MIMSY JONES BOARD MEMBER 1.00
Director
$0 $0 $0
CLINTON PENN OWEN III BOARD MEMBER 1.00
Director
$0 $0 $0
A C WHARTON JR BOARD MEMBER 1.00
Director
$0 $0 $0
GEORGE F WORTHAM III MD BOARD MEMBER 1.00
Director
$0 $0 $0
DR DANA NASH BOARD MEMBER 1.00
Director
$0 $0 $0
CALVIN ANDERSON BOARD MEMBER 1.00
Director
$0 $0 $0
PHIL MCNEILL JR BOARD MEMBER (END TERM 2/24) 1.00
Director
$0 $0 $0
JUANITA ORTIZ BOARD MEMBER (END TERM 2/24) 1.00
Director
$0 $0 $0
M DELL STINER BOARD MEMBER 1.00
Director
$0 $0 $0
BOB CRADDOCK BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE KEENEY BOARD MEMBER 1.00
Director
$0 $0 $0
DR RANDY TURNER BOARD MEMBER 1.00
Director
$0 $0 $0
KENT PHILLIPS CHIEF EXECUTIVE OFFICER 35.00
Officer
$286,411 $40,190 $326,601
DONALD SELHEIMER CHIEF FINANCIAL OFFICER 35.00
Officer
$278,286 $49,102 $327,388
LIBBY HUFF-KING MARKETING DIRECTOR 40.00
Highest
$205,874 $39,985 $245,859
PAUL MARTIN VP HEALTH & WELLNESS 40.00
Highest
$160,815 $26,436 $187,251
JOHN MIKAELIAN DIRECTOR OF FOOD SERVICES 40.00
Highest
$141,329 $22,669 $163,998
BRIAN WILLMARTH DIRECTOR-PLANT OPERATIONS 40.00
Highest
$141,936 $28,725 $170,661
TERRI PALMORE DIRECTOR OF NURSES - HC 40.00
Highest
$135,614 $19,020 $154,634
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $38,045,607 $39,366,896 $117,124,206 $-1,321,289
2023 $36,086,608 $39,340,357 $115,089,515 $-3,253,749
2022 $33,768,585 $38,215,551 $115,067,270 $-4,446,966
2021 $33,520,446 $35,616,980 $115,088,411 $-2,096,534
2020 $31,670,163 $36,756,145 $121,577,426 $-5,085,982
2019 $34,542,058 $37,068,658 $122,477,526 $-2,526,600
2018 $28,106,567 $34,249,723 $126,205,887 $-6,143,156
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