Civic Intelligence

Charles Samuel Weems Trust

990PF • Fiscal year 2020 • EIN 64-6020051

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 22, 2021

Organization Profile
248 East Capitol Street No 580Jackson, MS 39201

(601) 208-5956

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

27th percentile

-8.6%

Higher net margin than 27% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$108,692

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

32nd percentile

-0.5%

Faster asset growth than 32% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-38%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$9,067,870

Down $49,982 (-0.5%) from 2019

Net Assets

$9,067,870

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin27th percentile

Revenue

Down

$577,975

Down $353,150 (-38%) from 2019

Expenses

Up

$627,957

Up $483,067 (+333%) from 2019

Net Income

Down

-$49,982

Down $836,217 (-106%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$9,067,870
Liabilities$0
Net Assets$9,067,870
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$577,975
Expenses$627,957
Net Income-$49,982
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUSTMARK NATIONAL BANKTrustee-$108,692-$108,692
Filing and Contact Details

Filer

Filer Name
Charles Samuel Weems Trust
EIN
64-6020051
Phone
6012085956
Address
248 EAST CAPITOL STREET NO 580, JACKSON, MS 39201

Signing Officer

Name
Todd Ketchum
Title
Vice President & Trust Officer
Phone
6012085956
Signed
2021-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Haddox Reid Eubank Betts Pllc
Address
188 EAST CAPITOL STREET STE 500, JACKSON, MS 39201
Preparer
Ted B Edwards CPA
Phone
6019482924
Raw XML Appendix342 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt08514
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTANT FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt08514
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0THE TRUSTEE OF THE TRUST/FOUNDATION IS HEREBY MAKING THE ELECTION PROVIDED FOR IN REG. SECTION 53.47942(A)-3(D)(2) TO APPLY CURRENT YEAR DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME FOR 2018 IN THE AMOUNT OF $167,274.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART XI, DISTRIBUTABLE AMOUNT DEDUCTION
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART I, LINE 25, RECONCILIATION OF CONTRIBUTIONS, GIFTS, ETC.
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ACCUMULATED INCOME
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 $410,185INTEREST 303ROYALTIES 2,914REFUNDS - EAST MS STATE HOSPITAL 50 --------TOTAL INCOME RECEIPTS $413,452 -------- OTHER DISBURSEMENTS 18CPA 4,257LEGAL 27,744MANAGEMENT FEE 390REAL ESTATE PROPERTY TAX 325TRUSTEE FEE 54,337 --------TOTAL INCOME DISBURSEMENTS $87,071 --------ACCUMULATED INCOME - DEDUCTION FROM DISTRIBUTABLE AMOUNT $326,381 ========
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1RECONCILIATION OF CONTRIBUTIONS, GIFTS, GRANTS PAID:EAST MS STATE HOSPITAL - MONTHLY ALLOWANCE $150EAST MS STATE HOSPITAL - 2018 UNDISTRIBUTED NET INCOME 428,097REFUNDS - EAST MS STATE HOSPITAL (50) --------TOTAL CONTRIBUTIONS, GIFTS, GRANTS PER PART I, LINE 25 $428,197 ========
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01124365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07275403
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21074659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ETF - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ETF - FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ETF - INTERNATIONAL
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06012086734
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0428197
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/TotalGrantOrContriPdDurYrAmt0428197
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/AppliedToCurrentYearAmt048561
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt0167274
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0336133
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0414420
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0551968
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0167274
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0365859
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0336133
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt055487
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt055487
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0244
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIFFERENCE IN INCOME/EXPENSE RECOGNITION AND POSTING DATE TO ACCOUNT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06576
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06576
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES ALLOCATED TO TAX-EXEMPT INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1-1390
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2914
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2914
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04454
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL & GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04454
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04454
TaxesSchedule/TaxesDetail/Amt0325
TaxesSchedule/TaxesDetail/Amt12155
TaxesSchedule/TaxesDetail/Amt2434
TaxesSchedule/TaxesDetail/Amt322124
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE PROPERTY TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2SEVERANCE TAXES - OIL & GAS ROYALTIES
TaxesSchedule/TaxesDetail/CategoryTxt3EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0325
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12155
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2434
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD KETCHUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06012085956
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-22
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 NO 580
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640414329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HADDOX REID EUBANK BETTS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0188 EAST CAPITOL STREET STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039201
ReturnHeader/PreparerPersonGrp/PhoneNum06019482924
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TED B EDWARDS CPA
ReturnHeader/ReturnTs02021-09-27T14:43:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KETCHUM
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,067,870
Liabilities
$0
Net assets
$9,067,870
Revenue
$577,975
Expenses
$627,957
Net income
-$49,982
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