Nonprofit · EIN 23-7363212
TREZEVANT EPISCOPAL HOME
Tax-exempt · MEMPHIS, TN 38111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $41,738,450 | $39,969,708 | $1,768,742 | $118,021,831 | $173,962,813 | -$55,940,982 |
| July 31, 2024 | 990 | $38,045,607 | $39,366,896 | -$1,321,289 | $117,124,206 | $176,466,878 | -$59,342,672 |
| July 31, 2023 | 990 | $36,086,608 | $39,340,357 | -$3,253,749 | $115,089,515 | $175,309,560 | -$60,220,045 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $2,922,335
- Program service revenue
- $37,075,832
- Investment income
- $538,247
- Net rental income
- $32,287
- Net gain from sales of assets
- -$24,487
- Net income from sales of inventory
- $53,741
- Tax-exempt bond proceeds
- $362,951
- Other revenue
- $1,202,036
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $710,948
- Other salaries and wages
- $14,516,788
- Salaries, compensation and benefits (total)
- $17,855,263
- Professional fundraising fees
- $0
- Legal fees
- $12,683
- Accounting fees
- $83,243
- Occupancy
- $1,711,460
- Travel
- $50,130
- Depreciation
- $5,178,612
- Program services (functional)
- $32,998,281
- Management and general (functional)
- $6,971,427
Balance sheet and other
- Total assets, start of year
- $117,124,206
- Total assets, end of year
- $118,021,831
- Total liabilities, end of year
- $173,962,813
- Net assets, end of year
- -$55,940,982
- Land, buildings and equipment
- $78,582,942
- Publicly traded securities
- $7,557,551
- Net assets without donor restrictions
- -$59,030,533
- Net assets with donor restrictions
- $3,089,551
- Gross receipts
- $41,762,937
- Employees
- 563
- Volunteers
- 75
- Year formed
- 1973
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KENT PHILLIPS | CHIEF EXECUTIVE OFFICER Officer | 35 | $357,033 | $47,701 |
| DONALD SELHEIMER | CHIEF FINANCIAL OFFICER Officer | 35 | $343,876 | $56,110 |
| LIBBY HUFF-KING | MARKETING DIRECTOR Highest-paid employee | 40 | $192,572 | $42,114 |
| PAUL MARTIN | VP HEALTH & WELLNESS (THRU 3/25) Highest-paid employee | 40 | $169,580 | $28,922 |
| BRIAN WILLMARTH | DIRECTOR-PLANT OPERATIONS Highest-paid employee | 40 | $151,710 | $33,488 |
| JOHN MIKAELIAN | DIRECTOR OF FOOD SERVICES Highest-paid employee | 40 | $151,126 | $27,492 |
| TERRI PALMORE | DIRECTOR OF NURSES (THRU 5/25) Highest-paid employee | 40 | $145,834 | $21,177 |
| BRUCE B HOPKINS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| HUNT CAMPBELL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ESTELLA MAYHUE-GREER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SHADE ROBINSON | PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| OSCAR P ADAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CALVIN ANDERSON | BOARD MEMBER (THRU 2/25) Trustee or director | 1 | $0 | $0 |
| BOB CRADDOCK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN D IVY JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE REV MIMSY JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE KEENEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DR DANA NASH | BOARD MEMBER Trustee or director | 1 | $0 |
| CLINTON PENN OWEN III | BOARD MEMBER Trustee or director | 1 | $0 |
| M DELL STINER | BOARD MEMBER Trustee or director | 1 | $0 |
| DR RANDY TURNER | BOARD MEMBER Trustee or director | 1 | $0 |
| A C WHARTON JR | BOARD MEMBER Trustee or director | 1 | $0 |
| GEORGE F WORTHAM III MD | BOARD MEMBER Trustee or director | 1 | $0 |
| BAYARD MORGAN | BOARD MEMBER (AS OF 2/25) Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONALD SELHEIMER | CHIEF FINANCIAL OFFICER Officer | 35 | $278,286 | $49,102 |
| KENT PHILLIPS | CHIEF EXECUTIVE OFFICER Officer | 35 | $286,411 | $40,190 |
| LIBBY HUFF-KING | MARKETING DIRECTOR Highest-paid employee | 40 | $205,874 | $39,985 |
| PAUL MARTIN | VP HEALTH & WELLNESS Highest-paid employee | 40 | $160,815 | $26,436 |
| BRIAN WILLMARTH | DIRECTOR-PLANT OPERATIONS Highest-paid employee | 40 | $141,936 | $28,725 |
| JOHN MIKAELIAN | DIRECTOR OF FOOD SERVICES Highest-paid employee | 40 | $141,329 | $22,669 |
| TERRI PALMORE | DIRECTOR OF NURSES - HC Highest-paid employee | 40 | $135,614 | $19,020 |
| BRUCE B HOPKINS | CHAIRMAN (AS OF 2/24) Trustee or director, Officer | 1 | $0 | $0 |
| HUNT CAMPBELL | VICE CHAIR (AS OF 2/24) Trustee or director, Officer | 1 | $0 | $0 |
| ESTELLA MAYHUE-GREER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SHADE ROBINSON | PAST CHAIRMAN (AS OF 2/24) Trustee or director, Officer | 1 | $0 | $0 |
| JOHN D IVY JR | BOARD MEMBER (AS OF 2/24) Trustee or director | 1 | $0 | $0 |
| OSCAR P ADAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THE REV MIMSY JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLINTON PENN OWEN III | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| A C WHARTON JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GEORGE F WORTHAM III MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR DANA NASH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CALVIN ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PHIL MCNEILL JR | BOARD MEMBER (END TERM 2/24) Trustee or director | 1 | $0 | $0 |
| JUANITA ORTIZ | BOARD MEMBER (END TERM 2/24) Trustee or director | 1 | $0 | $0 |
| M DELL STINER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BOB CRADDOCK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE KEENEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR RANDY TURNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KENT PHILLIPS | CHIEF EXECUTIVE OFFICER Officer | 35 | $250,940 | $37,417 |
| DONALD SELHEIMER | CHIEF FINANCIAL OFFICER Officer | 35 | $239,146 | $43,519 |
| LIBBY HUFF-KING | MARKETING DIRECTOR Highest-paid employee | 40 | $173,378 | $36,726 |
| PAUL MARTIN | VICE PRESIDENT HEALTH & WELLNESS Highest-paid employee | 40 | $140,325 | $25,171 |
| BRIAN WILLMARTH | DIRECTOR-PLANT OPERATIONS Highest-paid employee | 40 | $135,435 | $27,113 |
| JOHN MIKAELIAN | DIRECTOR OF FOOD SERVICES Highest-paid employee | 40 | $132,798 | $13,440 |
| TERRI PALMORE | DIRECTOR OF NURSES - HC Highest-paid employee | 40 | $122,068 | $17,932 |
| JOHN D IVY JR | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SHADE ROBINSON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE HOPKINS | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| ESTELLA MAYHUE-GREER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| OSCAR P ADAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HUNT CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THE REV MIMSY JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLINTON PENN OWEN III | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN C REYNOLDS | BOARD MEMBER (END TERM 6/23) Trustee or director | 1 | $0 | $0 |
| A C WHARTON JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GEORGE WORTHAM MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR DANA NASH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CALVIN ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PHIL MCNEILL JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JUANITA ORTIZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| M DELL STINER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BOB CRADDOCK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE KEENEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR RANDY TURNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 177 NORTH HIGHLAND, MEMPHIS, TN 38111-4747
- Principal officer (990 for 2024)
- KENT PHILLIPS, 177 NORTH HIGHLAND, MEMPHIS, TN 38111
- Signed the 990
- KENT PHILLIPS, CHIEF EXECUTIVE OFFICER
- Phone
- (901) 325-4000
- Website
- TREZEVANTMANOR.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
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 accomplishments
- 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.Expenses $20,199,372 · revenue $17,862,331
- 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.(CONTINUED ON SCHEDULE O)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.Expenses $8,915,713 · revenue $11,705,871
- 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.(CONTINUED ON SCHEDULE O)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.Expenses $3,883,196 · revenue $7,615,630
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 23-7363212
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $118,021,831
- Income (IRS master file)
- $41,762,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $41,738,450 | $39,969,708 | $118,021,831 | XML |
| 990-T | July 2025 | – | – | – | IRS |
| 990 | July 2024 | $38,045,607 | $39,366,896 | $117,124,206 | XML |
| 990-T | July 2024 | – | – | – | IRS |
| 990 | July 2023 | $36,086,608 | $39,340,357 | $115,089,515 | XML |
| 990-T | July 2023 | – | – | – | IRS |
| 990 | July 2022 | $33,768,585 | $38,215,551 | $115,067,270 | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7363212).
Questions about TREZEVANT EPISCOPAL HOME
- What is the EIN of TREZEVANT EPISCOPAL HOME?
- The employer identification number (EIN) of TREZEVANT EPISCOPAL HOME is 23-7363212.
- Is TREZEVANT EPISCOPAL HOME tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to TREZEVANT EPISCOPAL HOME tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TREZEVANT EPISCOPAL HOME file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TREZEVANT EPISCOPAL HOME due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TREZEVANT EPISCOPAL HOME last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of TREZEVANT EPISCOPAL HOME?
- The 990 for the year ended July 31, 2025 names KENT PHILLIPS.
- Who are the officers and directors of TREZEVANT EPISCOPAL HOME?
- The 990 for the year ended July 31, 2025 lists 24 people; 7 received compensation from the organization, the highest $357,033 (KENT PHILLIPS, CHIEF EXECUTIVE OFFICER).
- How much revenue does TREZEVANT EPISCOPAL HOME have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $41,738,450, expenses of $39,969,708 and total assets of $118,021,831 at year end.
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