Civic Intelligence

Kenneth Werlein Wills Testamentary

990PF • Fiscal year 2020 • EIN 64-6225989

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 26, 2021

Organization Profile
PO Box 291Jackson, MS 39205-0291

(601) 351-2453

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M 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

461%

Higher net margin than 100% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$11,834

Higher top officer pay than 64% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

14th percentile

-8.2%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $500k-$1M 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

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$965,929

Down $86,729 (-8.2%) from 2019

Net Assets

$965,929

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$18,812

Down $53,427 (-154%) from 2019

Expenses

Down

$67,917

Down $1,210 (-1.8%) from 2019

Net Income

Down

-$86,729

Down $52,217 (-151%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$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

2020

Assets$965,929
Liabilities$0
Net Assets$965,929
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue-$18,812
Expenses$67,917
Net Income-$86,729
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 26, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUSTMARK NATIONAL BANKTrusteeFT$11,834-$11,834
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
2021-03-26
Discuss with paid preparer
Yes

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 AppendixShowing 400 of 579 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt431350
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0368036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1401751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3104397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0509378
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3105814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ETF - EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ETF-FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ETF-INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALTERNATIVE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt025130
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-43942
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0685
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt040
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0469247
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-43942
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017594
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0980
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0980
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0418
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt054000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt067917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019677
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-18812
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02083
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt040
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-86729
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0965929
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01052658
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0965929
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt056115
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt056115
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt056115
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt056360

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Filings

Displayed year

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

Open filing
Assets
$965,929
Liabilities
$0
Net assets
$965,929
Revenue
-$18,812
Expenses
$67,917
Net income
-$86,729
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