Civic Intelligence

Charles Samuel Weems Trust

EIN 64-6020051 • Jackson, MS

248 East Capitol Street 580Jackson, MS 39201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

78th percentile

32%

Higher net margin than 78% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$118,139

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

43rd percentile

2.3%

Faster asset growth than 43% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

48%

Faster revenue growth than 80% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,437,568

Up $231,887 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,437,568

Up $231,887 (+2.3%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin78th percentile

Revenue

Up

$724,793

Up $236,223 (+48%) from 2023

Expenses

Down

$492,906

Down $51,294 (-9.4%) from 2023

Net Income

Up

$231,887

Up $287,517 (+517%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2019: $9,117,852Liabilities 2019: $02019Assets 2020: $9,067,870Liabilities 2020: $0Net Assets 2020: $9,067,8702020Assets 2021: $10,302,308Liabilities 2021: $0Net Assets 2021: $10,302,3082021Assets 2022: $10,261,311Liabilities 2022: $0Net Assets 2022: $10,261,3112022Assets 2023: $10,205,681Liabilities 2023: $0Net Assets 2023: $10,205,6812023Assets 2024: $10,437,568Liabilities 2024: $0Net Assets 2024: $10,437,5682024

Highlighted filing

2024

Assets$10,437,568
Liabilities$0
Net Assets$10,437,568
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $931,125Expenses 2019: $144,890Net Income 2019: $786,2352019Revenue 2020: $577,975Expenses 2020: $627,957Net Income 2020: -$49,9822020Revenue 2021: $1,718,123Expenses 2021: $483,685Net Income 2021: $1,234,4382021Revenue 2022: $571,354Expenses 2022: $612,351Net Income 2022: -$40,9972022Revenue 2023: $488,570Expenses 2023: $544,200Net Income 2023: -$55,6302023Revenue 2024: $724,793Expenses 2024: $492,906Net Income 2024: $231,8872024

Highlighted filing

2024

Revenue$724,793
Expenses$492,906
Net Income$231,887
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,437,568
Liabilities
$0
Net assets
$10,437,568
Revenue
$724,793
Expenses
$492,906
Net income
$231,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.72$0.49$0.23
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.49$0.54$0.06
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.57$0.61$0.04
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.72$0.48$1.23
2020Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.58$0.63$0.05
2019Summary only. Only limited summary data is available for this year.$9.12$0.00$0.93$0.14$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUSTMARK NATIONAL BANKTrustee-$118,139-$118,139
Filing and Contact Details

Filer

Filer Name
Charles Samuel Weems Trust
EIN
64-6020051
Phone
6012085956
Address
248 EAST CAPITOL STREET 580, JACKSON, MS 39201

Signing Officer

Name
Todd Ketchum
Title
Vice President & Trust Officer
Phone
6012085956
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Bmss LLC
Address
1020 HIGHLAND COLONY PKWY SUITE 600, RIDGELAND, MS 39157
Preparer
Katie Hoggatt CPA
Phone
6019482924
Raw XML Appendix333 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1RECONCILIATION OF CONTRIBUTIONS, GIFTS, GRANTS PAID
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PER ANNUAL ACCOUNTING FILED WITH THE CHANCERY COURT OF JONES COUNTY, MISSISSIPPI AND CONFIRMED BY COURT ORDER, INCOME REQUIRED TO BE ACCUMULATED WAS: DIVIDENDS $ 467,252ROYALTIES $ 4,026 -------TOTAL INCOME RECEIPTS $ 471,278 -------LEGAL FEES $ 3,750 REAL ESTATE TAXES 279 OTHER INCOME EXPENSES 522 -------TOTAL INCOME DISBURSEMENTS $ 4,551 -------ACCUMULATED INCOME - DEDUCTION FROM DISTRIBUTABLE AMOUNT $ 466,727 =======
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO BUY THINGS FOR NEEDY PATIENTS THAT THE STATE DOES NOT BUY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EAST MS STATE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01818 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MERIDIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039307
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0341660
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt088773
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0341660
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0413596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0430433
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0324823
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0341660
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-2070
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIFFERENCE IN INCOME/EXPENSE RECOGNITION AND POSTING DATE TO ACCOUNT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-6325
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0-6325
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES - OIL & GAS ROYALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEES ALLOCATED TO TAX-EXEMPT INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0896
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11168
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21640
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3-2288
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0896
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11168
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21640
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt30
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06667
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL & GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06667
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06667
TaxesSchedule/TaxesDetail/Amt0279
TaxesSchedule/TaxesDetail/Amt14935
TaxesSchedule/TaxesDetail/Amt2392
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE PROPERTY TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2SEVERANCE TAX - OIL & GAS ROYALTIES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0279
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14935
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2392
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD KETCHUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06012085956
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES SAMUEL WEEMS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TRUSTMARK NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0646020051
ReturnHeader/Filer/PhoneNum06012085956
ReturnHeader/Filer/USAddress/AddressLine1Txt0248 EAST CAPITOL STREET 580
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461498870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMSS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 HIGHLAND COLONY PKWY SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039157
ReturnHeader/PreparerPersonGrp/PhoneNum06019482924
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATIE HOGGATT CPA
ReturnHeader/ReturnTs02025-05-15T11:33:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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