Civic Intelligence

John E Morris Testamentary Trust

990 • Fiscal year 2016 • EIN 64-6185571

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

P O Box 291Jackson, MS 39205

(601) 208-5956

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$1,615,128

No earlier filing loaded for comparison.

Net Assets

$1,615,128

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$129,386

No earlier filing loaded for comparison.

Expenses

$89,942

No earlier filing loaded for comparison.

Net Income

$39,444

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2016: $1,615,128Liabilities 2016: $0Net Assets 2016: $1,615,1282016Assets 2017: $1,595,954Liabilities 2017: $0Net Assets 2017: $1,595,9542017Assets 2018: $1,534,810Liabilities 2018: $0Net Assets 2018: $1,534,8102018Assets 2019: $1,498,328Liabilities 2019: $0Net Assets 2019: $1,498,3282019Assets 2020: $1,395,040Liabilities 2020: $0Net Assets 2020: $1,395,0402020Assets 2021: $1,443,424Liabilities 2021: $0Net Assets 2021: $1,443,4242021Assets 2022: $1,428,156Liabilities 2022: $0Net Assets 2022: $1,428,1562022Assets 2023: $1,390,267Liabilities 2023: $0Net Assets 2023: $1,390,2672023Assets 2024: $1,362,559Liabilities 2024: $0Net Assets 2024: $1,362,5592024

Highlighted filing

2016

Assets$1,615,128
Liabilities$0
Net Assets$1,615,128

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2016: $129,386Expenses 2016: $89,942Net Income 2016: $39,4442016Revenue 2017: $70,879Expenses 2017: $90,053Net Income 2017: -$19,1742017Revenue 2018: $30,432Expenses 2018: $91,576Net Income 2018: -$61,1442018Revenue 2019: $42,159Expenses 2019: $78,641Net Income 2019: -$36,4822019Revenue 2020: -$16,925Expenses 2020: $86,363Net Income 2020: -$103,2882020Revenue 2021: $127,924Expenses 2021: $79,540Net Income 2021: $48,3842021Revenue 2022: $75,892Expenses 2022: $91,160Net Income 2022: -$15,2682022Revenue 2023: $42,376Expenses 2023: $80,265Net Income 2023: -$37,8892023Revenue 2024: $52,707Expenses 2024: $80,415Net Income 2024: -$27,7082024

Highlighted filing

2016

Revenue$129,386
Expenses$89,942
Net Income$39,444
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$1,773,664
Mission and Program Overview

Mission

The john e. Morris testamentary trust exists to hold, manage, and distribute exempt use funds to the greater pinebelt community foundation for the purposes of providing relief to those suffering from mental retardation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,575,684$1,614,944▲ $39,260
Cap Stk Tr Prin Current Funds$1,575,684$1,575,684→ $0
Rtn Earn Endowment Incm Other Fnds$0$39,444▲ $39,444
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,575,684$1,615,128▲ $39,444
Other Assets Total$0$184▲ $184
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,575,684$1,615,128▲ $39,444
Total Liabilities and Net Assets / Fund Balance$1,575,684$1,615,128▲ $39,444
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$10,271$10,271
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$129,386
Other Revenue
$0
Change in Net Assets
$39,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$62,865
Other Expenses$16,806
Salaries, Compensation, and Employee Benefits$10,271
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$62,865--$62,865
Current Officers, Directors, Trustees, and Key Employees-$10,271-$10,271
Fees for Service Investment Mgmnt Fees-$8,240-$8,240
Fees for Services Legal-$7,166-$7,166
Other Expenses-$850-$850
Fees for Services Accounting-$550-$550
Total Functional Expenses$62,865$27,077$0$89,942
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Greater Pinebelt Community FoundationHattiesburg, MS501(c)(3)Provide Financial Support to Programs, Services and Activities That Enrich and Increase the Comfort, Enjoyment and Quality of Life of Those Residents of Hattiesburg, Forrest County, Mississippi, as Well as Its Nearby Suburbs, Environs, and Circumjacences, Who Are Advanced in Age and Have Been Diagnosed as Mentally Retarded.$62,865
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 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

Form 990, Part VI, Section A, Line 8A

There is no governing body or committees acting on behalf of the governing body of the organization. Annually, the greater pinebelt community foundation provides trustmark national bank a matrix of tax exempt organizations who have applied for a grant from the trust as well as those who have received grants in the past. Income earned and distributions made are recorded in a quarterly statement.

Form 990, Part VI, Section A, Line 8B

See above explanation with regard to line 8a. As explained, the governing body consists solely of the trustee, trustmark national bank. There are no committees.

Form 990, Part VI, Section B, Line 11B

The return preparer delivers a copy of the final version of the form 990 to the trustee, trustmark national bank, who reviews the return before filing. There are no other members of the organization's governing body.

Form 990, Part VI, Section C, Line 19

Form 990 is made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
John E Morris Testamentary Trust
EIN
64-6185571
Phone
6012085956
Address
P O BOX 291, JACKSON, MS 39205

Signing Officer

Name
Trustmark National Bank
Title
Trustee
Phone
6012085956
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trustmark National Bank
Formed
2012
Legal Domicile
Ms
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Haddox Reid Eubank Betts Pllc
Address
188 EAST CAPITOL STREET STE 500, JACKSON, MS 39201
Preparer
Ted B Edwards CPA
Phone
6019482924
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE INVESTMENT AND TRUST OFFICERS MEET TO DISCUSS THE INVESTMENTS WITH THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE JOHN E. MORRIS TESTAMENTARY TRUST ("TRUST") SUPPORTS THE ANN MORRIS MEMORIAL FUND ("FUND"), WHICH IS A SEGREGATED FUND WITHIN THE GREATER PINEBELT COMMUNITY FOUNDATION - A 501(C)(3) NONPROFIT ORGANIZATION. THE SUPPORTED ORGANIZATION (FUND) IS "ATTENTIVE" TO THE OPERATIONS OF THE SUPPORTING ORGANIZATION (TRUST) BY RECEIVING 100% OF ITS SUPPORT FROM THE TRUST. THE AMOUNT OF SUPPORT RECEIVED FROM THE TRUST IS NECESSARY TO AVOID THE INTERRUPTION OF CARRYING OUT THE FUNCTION OR ACTIVITY (OF ASSISTING AREA ORGANIZATIONS WHO WORK TO ENRICH THE QUALITY OF LIFE OF INTELLECTUALLY CHALLENGED ADULTS) SINCE THE TRUST PROVIDES 100% OF THE SUPPORT FOR THE FUND. ALSO, BECAUSE THE TRUST PROVIDES 100% OF THE SUPPORT FOR THE FUND, THE AMOUNT OF SUPPORT RECEIVED FROM THE TRUST IS A SUFFICIENT PART OF THE TOTAL SUPPORT OF THE FUND. THE SUPPORTING ORGANIZATION IS "RESPONSIVE" TO THE NEEDS AND DEMANDS OF THE SUPPORTED ORGANIZATION BY MAINTAINING A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS AND DIRECTORS OF THE GREATER PINEBELT COMMUNITY FOUNDATION. THE FOUNDATION WILL HAVE A SIGNIFICANT VOICE IN HOW THE TRUST MANAGES AND USES THE TRUST ASSETS. THE TRUST AND THE FUND MEET QUARTERLY TO DISCUSS INVESTMENTS, GRANTS, AND USE OF THE ASSETS.
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01561700
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt054876
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt054660
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01591762
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01585482
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt054876
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt054660
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0721390352
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt062865
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE GREATER PINEBELT COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt062865
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt062865
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FINANCIAL SUPPORT TO PROGRAMS, SERVICES AND ACTIVITIES THAT ENRICH AND INCREASE THE COMFORT, ENJOYMENT AND QUALITY OF LIFE OF THOSE RESIDENTS OF HATTIESBURG, FORREST COUNTY, MISSISSIPPI, AS WELL AS ITS NEARBY SUBURBS, ENVIRONS, AND CIRCUMJACENCES, WHO ARE ADVANCED IN AGE AND HAVE BEEN DIAGNOSED AS MENTALLY RETARDED.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE GREATER PINEBELT COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0721390352
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01507 HARDY STREET SUITE 208
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HATTIESBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MS
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd039401
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO GOVERNING BODY OR COMMITTEES ACTING ON BEHALF OF THE GOVERNING BODY OF THE ORGANIZATION. ANNUALLY, THE GREATER PINEBELT COMMUNITY FOUNDATION PROVIDES TRUSTMARK NATIONAL BANK A MATRIX OF TAX EXEMPT ORGANIZATIONS WHO HAVE APPLIED FOR A GRANT FROM THE TRUST AS WELL AS THOSE WHO HAVE RECEIVED GRANTS IN THE PAST. INCOME EARNED AND DISTRIBUTIONS MADE ARE RECORDED IN A QUARTERLY STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE ABOVE EXPLANATION WITH REGARD TO LINE 8A. AS EXPLAINED, THE GOVERNING BODY CONSISTS SOLELY OF THE TRUSTEE, TRUSTMARK NATIONAL BANK. THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN PREPARER DELIVERS A COPY OF THE FINAL VERSION OF THE FORM 990 TO THE TRUSTEE, TRUSTMARK NATIONAL BANK, WHO REVIEWS THE RETURN BEFORE FILING. THERE ARE NO OTHER MEMBERS OF THE ORGANIZATION'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01575684
IRS990/TotalAssetsEOYAmt01615128
IRS990/TotalAssetsGrp/BOYAmt01575684
IRS990/TotalAssetsGrp/EOYAmt01615128
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027077
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt062865
IRS990/TotalFunctionalExpensesGrp/TotalAmt089942
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01575684
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01615128
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt062865
IRS990/TotalReportableCompFromOrgAmt010271
IRS990/TotalRevenueGrp/ExclusionAmt0129386
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129386
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01575684
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01615128
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0248 EAST CAPITOL STREET SUITE 580
IRS990/USAddress/CityNm0JACKSON
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd039201
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTMARK NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06012085956
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN E MORRIS TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0646185571
ReturnHeader/Filer/PhoneNum06012085956
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 291
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDF662DA3A185E6B984716F0EFC97039986EBCA7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C6158E06A07A9F8E29E3D7081BF6571B84AE05B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.216.189.2
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:30:50
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/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TED B EDWARDS CPA
ReturnHeader/ReturnTs02017-11-14T14:04:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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