Civic Intelligence

Onie Moak Jones Perpetual Memorial Trust

EIN 64-6171106 • 4947(a)1 • Jackson, MS

Profile

All income is distributed to the calvary baptist church of jackson, ms

248 East Capitol Street Suite 1000Jackson, MS 39201

n/A

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

32%

Higher net margin than 73% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$3,500

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

2.7%

Faster asset growth than 81% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$206,247

Up $5,346 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$206,247

Up $5,346 (+2.7%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin73rd percentile

Revenue

Up

$16,560

Up $20,915 (+480%) from 2023

Expenses

Up

$11,266

Up $6,864 (+156%) from 2023

Net Income

Up

$5,294

Up $14,051 (+160%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$300K$200K$100K$0Assets 2020: $225,387Liabilities 2020: $0Net Assets 2020: $225,3872020Assets 2021: $217,962Liabilities 2021: $0Net Assets 2021: $217,9622021Assets 2022: $209,242Liabilities 2022: $0Net Assets 2022: $209,2422022Assets 2023: $200,901Liabilities 2023: $0Net Assets 2023: $200,9012023Assets 2024: $206,247Liabilities 2024: $0Net Assets 2024: $206,2472024

Highlighted filing

2024

Assets$206,247
Liabilities$0
Net Assets$206,247
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KRevenue 2020: $4,499Expenses 2020: $11,474Net Income 2020: -$6,9752020Revenue 2021: $9,616Expenses 2021: $11,987Net Income 2021: -$2,3712021Revenue 2022: $4,029Expenses 2022: $12,168Net Income 2022: -$8,1392022Revenue 2023: -$4,355Expenses 2023: $4,402Net Income 2023: -$8,7572023Revenue 2024: $16,560Expenses 2024: $11,266Net Income 2024: $5,2942024

Highlighted filing

2024

Revenue$16,560
Expenses$11,266
Net Income$5,294
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$206,247
Liabilities
$0
Net assets
$206,247
Revenue
$16,560
Expenses
$11,266
Net income
$5,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.17$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.04$0.04$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.04$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.10$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.04$0.11$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$65,597
Mission and Program Overview

Mission

All income is distributed to the calvary baptist church of jackson, ms

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$200,901$206,247▲ $5,346
Investments in Publicly Traded Securities$183,885$190,606▲ $6,721
Savings and Temporary Cash Investments$17,016$15,641▼ $1,375
Total Assets$200,901$206,247▲ $5,346
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$200,901$206,247▲ $5,346
Total Liabilities and Net Assets / Fund Balance$200,901$206,247▲ $5,346
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleBaseTotal
-Trustee$3,500$3,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,560
Other Revenue
$0
Change in Net Assets
$5,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,885
Salaries, Compensation, and Employee Benefits$3,500
Other Expenses$881
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,885--$6,885
Current Officers, Directors, Trustees, and Key Employees$3,500$0-$3,500
Fees for Services Accounting-$825-$825
All Other Expenses-$56-$56
Total Functional Expenses$10,385$881$0$11,266
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Lines 11 and 19

“Paper copies of form 990 available on request.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“No governing body meetings”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“No governing body meetings”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“REVIEWED BY TRUSTEE”

Form 990, Page 6, Part VI, Line 19

“n/a”

Filing and Contact Details

Filer

Filer Name
Onie Moak Jones Perpetual Memorial Trust
EIN
64-6171106
Phone
6012085181
Address
248 EAST CAPITOL STREET SUITE 1000, JACKSON, MS 39201

Signing Officer

Name
Todd Ketchum
Title
VP
Phone
6012085181
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
2018
Legal Domicile
Ms
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“TIMIMG DIFFERENCES - $52”

Raw XML Appendix336 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
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IRS990/GrantsToOrganizationsInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0183885
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0190606
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IRS990/LocalChaptersInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt052
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-4355
IRS990/PYOtherExpensesAmt0902
IRS990/PYRevenuesLessExpensesAmt0-8757
IRS990/PYSalariesCompEmpBnftPaidAmt03500
IRS990/PYTotalExpensesAmt04402
IRS990/PYTotalRevenueAmt0-4355
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05294
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0200901
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt017016
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt056
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IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAPER COPIES OF FORM 990 AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No governing body meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No governing body meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TIMIMG DIFFERENCES - $52
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Lines 11 and 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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