Civic Intelligence

Kenneth Werlein Wills Testamentary

EIN 64-6225989 • Jackson, MS

PO Box 291Jackson, MS 39205-0291
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

8th percentile

-74%

Higher net margin than 8% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$11,978

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 32.9% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

32nd percentile

-2.9%

Faster asset growth than 32% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

53%

Faster revenue growth than 83% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$893,546

Down $27,007 (-2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$893,546

Down $27,007 (-2.9%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin8th percentile

Revenue

Up

$36,358

Up $12,567 (+53%) from 2023

Expenses

Down

$63,365

Down $2,154 (-3.3%) from 2023

Net Income

Up

-$27,007

Up $14,721 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,238,119Liabilities 2011: $02011Assets 2012: $1,224,209Liabilities 2012: $02012Assets 2013: $1,168,804Liabilities 2013: $02013Assets 2014: $1,212,661Liabilities 2014: $02014Assets 2015: $1,194,074Liabilities 2015: $02015Assets 2019: $1,052,658Liabilities 2019: $02019Assets 2020: $965,929Liabilities 2020: $0Net Assets 2020: $965,9292020Assets 2021: $995,497Liabilities 2021: $0Net Assets 2021: $995,4972021Assets 2022: $962,281Liabilities 2022: $0Net Assets 2022: $962,2812022Assets 2023: $920,553Liabilities 2023: $0Net Assets 2023: $920,5532023Assets 2024: $893,546Liabilities 2024: $0Net Assets 2024: $893,5462024

Highlighted filing

2024

Assets$893,546
Liabilities$0
Net Assets$893,546
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $28,963Expenses 2011: $91,301Net Income 2011: -$62,3382011Revenue 2012: $48,997Expenses 2012: $62,907Net Income 2012: -$13,9102012Revenue 2013: $47,852Expenses 2013: $103,257Net Income 2013: -$55,4052013Revenue 2014: $92,483Expenses 2014: $48,626Net Income 2014: $43,8572014Revenue 2015: $57,305Expenses 2015: $74,686Net Income 2015: -$17,3812015Revenue 2019: $34,615Expenses 2019: $69,127Net Income 2019: -$34,5122019Revenue 2020: -$18,812Expenses 2020: $67,917Net Income 2020: -$86,7292020Revenue 2021: $99,198Expenses 2021: $69,630Net Income 2021: $29,5682021Revenue 2022: $37,464Expenses 2022: $70,680Net Income 2022: -$33,2162022Revenue 2023: $23,791Expenses 2023: $65,519Net Income 2023: -$41,7282023Revenue 2024: $36,358Expenses 2024: $63,365Net Income 2024: -$27,0072024

Highlighted filing

2024

Revenue$36,358
Expenses$63,365
Net Income-$27,007
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$893,546
Liabilities
$0
Net assets
$893,546
Revenue
$36,358
Expenses
$63,365
Net income
-$27,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02$0.07$0.09
2019Summary only. Only limited summary data is available for this year.$1.05$0.00$0.03$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$1.19$0.00$0.06$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$1.21$0.00$0.09$0.05$0.04
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$0.05$0.10$0.06
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$0.05$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$1.24$0.00$0.03$0.09$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUSTMARK NATIONAL BANKTrusteeFT$11,978-$11,978
Filing and Contact Details

Filer

Filer Name
Kenneth Werlein Wills Testamentary
EIN
64-6225989
Phone
6013512453
Address
PO BOX 291, JACKSON, MS 39205-0291

Signing Officer

Name
Trustmark National Bank
Title
Trustee
Phone
6012085181
Signed
2025-05-15

Preparer

Firm
Tann Brown & Russ Co Pllc
Address
1501 LAKELAND DRIVE SUITE 300, JACKSON, MS 39216-4841
Preparer
W Burdette Russ
Phone
6013544926
Raw XML Appendix318 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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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BLAKE ROME
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 291
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd039205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06012085195
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHAPEL OF THE CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST ANDREWS EPISCOPAL CAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EPISCOPAL DIOCESE OF MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0674 MANNSDALE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1305 E CAPITOL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2218 N CONGRESS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd139201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd239201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0844
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt049156
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051629
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050785
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt049156
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt047
TaxesSchedule/TaxesDetail/Amt0145
TaxesSchedule/TaxesDetail/Amt1345
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0145
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1345
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTMARK NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06012085181
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH WERLEIN WILLS TESTAMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0646225989
ReturnHeader/Filer/PhoneNum06013512453
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 291
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0392050291
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205630688
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TANN BROWN & RUSS CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 LAKELAND DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0392164841
ReturnHeader/PreparerPersonGrp/PhoneNum06013544926
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W BURDETTE RUSS
ReturnHeader/ReturnTs02025-06-17T18:35:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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