Civic Intelligence

John E Morris Testamentary Trust

990 • Fiscal year 2020 • EIN 64-6185571

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 01, 2021

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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

610%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$17,759

Higher top officer pay than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

12th percentile

-6.9%

Faster asset growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Assets

Down

$1,395,040

Down $103,288 (-6.9%) from 2019

Net Assets

Down

$1,395,040

Down $103,288 (-6.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

-$16,925

Down $59,084 (-140%) from 2019

Expenses

Up

$86,363

Up $7,722 (+9.8%) from 2019

Net Income

Down

-$103,288

Down $66,806 (-183%) from 2019

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

2020

Assets$1,395,040
Liabilities$0
Net Assets$1,395,040

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

2020

Revenue-$16,925
Expenses$86,363
Net Income-$103,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 1, 2021
Return Version
2020v4.1
Gross Receipts
$688,870
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
Cap Stk Tr Prin Current Funds$1,575,684$1,575,684→ $0
Investments in Publicly Traded Securities$1,424,024$1,337,863▼ $86,161
Cash and Non-Interest-Bearing Accounts$73,969$56,258▼ $17,711
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-77,356$-180,644▼ $103,288
Total Assets$1,498,328$1,395,040▼ $103,288
Other Assets Total$335$919▲ $584
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,498,328$1,395,040▼ $103,288
Total Liabilities and Net Assets / Fund Balance$1,498,328$1,395,040▼ $103,288
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$17,759$17,759
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-16,925
Other Revenue
$0
Change in Net Assets
$-103,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,831
Salaries, Compensation, and Employee Benefits$17,759
Other Expenses$2,773
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,831--$65,831
Current Officers, Directors, Trustees, and Key Employees-$17,759-$17,759
Fees for Services Accounting-$2,531-$2,531
Other Expenses-$242-$242
Total Functional Expenses$65,831$20,532$0$86,363
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 Circumjacencies, Who Are Advanced in Age and Have Been Diagnosed as Mentally Retarded.$65,831
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

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
2021-08-01
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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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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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/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01558616
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt080251
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt054764
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01421217
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01503852
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt022522
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt023379
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01478946
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01535237
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt051763
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt053733
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01501468
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01558616
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt051763
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt053733
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0721390352
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt065831
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE GREATER PINEBELT COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt065831
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt065831
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 CIRCUMJACENCIES, 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
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01498328
IRS990/TotalAssetsEOYAmt01395040
IRS990/TotalAssetsGrp/BOYAmt01498328
IRS990/TotalAssetsGrp/EOYAmt01395040
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020532
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065831
IRS990/TotalFunctionalExpensesGrp/TotalAmt086363
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01498328
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01395040
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt065831
IRS990/TotalReportableCompFromOrgAmt017759
IRS990/TotalRevenueGrp/ExclusionAmt0-16925
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-16925
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01498328
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01395040
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTMARK NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06012085956
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-01
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/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/PreparationDt02021-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TED B EDWARDS CPA
ReturnHeader/ReturnTs02021-08-12T09:48:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRUSTMARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NATIONAL BANK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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