JOHN E MORRIS TESTAMENTARY TRUST (EIN 646185571) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

TRUSTMARK NATIONAL BANK

Phone

6012085956

Tax Period

2025-01-01 to 2025-12-31

JOHN E MORRIS TESTAMENTARY TRUST, founded in 2012, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $84K in total revenue in fiscal year 2025. Revenue surged 59% from the prior year, signaling strong growth momentum. Net assets of $1.4M represent 195 months of operating reserves.

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $83,749

Other Revenue $0

TOTAL REVENUE $83,749

Expense Breakdown

Grants Paid $62,716

Salaries & Benefits $18,940

Fundraising Expenses $0

Program Expenses $62,716

Other Expenses $4,805

TOTAL EXPENSES $86,461

Year-over-Year Comparison

	2025	2024	Change
Revenue	$83,749	$52,707	+0.6%
Expenses	$86,461	$80,415	+0.1%
Net Income	$-2,712	$-27,708	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$18,940	$0	$18,940

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$83,749	$86,461	$1,359,847	$-2,712
2024	$52,707	$80,415	$1,362,559	$-27,708
2023	$42,376	$80,265	$1,390,267	$-37,889
2022	$75,892	$91,160	$1,428,156	$-15,268
2021	$127,924	$79,540	$1,443,424	$48,384
2020	$-16,925	$86,363	$1,395,040	$-103,288
2019	$42,159	$78,641	$1,498,328	$-36,482
2018	$30,432	$91,576	$1,534,810	$-61,144

JOHN E MORRIS TESTAMENTARY TRUST