TREZEVANT MANOR FOUNDATION (EIN 581430713) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

KENT PHILLIPS

Phone

9013254000

Tax Period

2023-08-01 to 2024-07-31

TREZEVANT MANOR FOUNDATION, founded in 1980, is a community nonprofit in the Health Care sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 80% operating margin.

Mission

SERVES AS A COLLECTION SOURCE FOR GIFTS DESIGNATED FOR VARIOUS PURPOSES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $747,837

Program Service Revenue $0

Investment Income $870,250

Other Revenue $0

TOTAL REVENUE $1,618,087

Expense Breakdown

Grants Paid $73,452

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,707

Other Expenses $254,088

TOTAL EXPENSES $327,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,618,087	$936,494	+0.7%
Expenses	$327,540	$572,884	-0.4%
Net Income	$1,290,547	$363,610	+2.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$747,279

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
P TROWBRIDGE GILLESPIE JR	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SCOTT J CROSBY	TRUSTEE	1.00	Director	$0	$0	$0
CARL KRAUSNICK	TRUSTEE	1.00	Director	$0	$0	$0
KEN CLARK	TRUSTEE	1.00	Director	$0	$0	$0
MARTHA BOYD	TRUSTEE	1.00	Director	$0	$0	$0
DONALD SELHEIMER	CHIEF FINANCIAL OFFICER	5.00	Officer	$0	$49,102	$327,388
KENT PHILLIPS	CHIEF EXECUTIVE OFFICER	5.00	Officer	$0	$40,190	$326,601
PAULA JACOBSON	DIRECTOR OF FOUNDATION	40.00	Officer	$0	$0	$93,290

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	$1,618,087	$327,540	$14,353,816	$1,290,547
2023	$936,494	$572,884	$11,745,083	$363,610
2022	$4,997,757	$291,515	$10,694,335	$4,706,242
2021	$728,167	$441,468	$6,604,738	$286,699
2020	$494,845	$521,091	$5,404,674	$-26,246
2019	$789,873	$3,134,136	$5,447,862	$-2,344,263
2018	$749,228	$318,422	$7,750,977	$430,806

TREZEVANT MANOR FOUNDATION