Civic Intelligence

James Hyde Porter Testamentary Trust

EIN 58-6034882 • Columbus, GA

260 Brookstone Centre PkwyColumbus, GA 31904
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

24th percentile

-6.2%

Higher net margin than 24% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.5%

Faster asset growth than 31% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

154%

Faster revenue growth than 91% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,026,296

Down $50,249 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$10,026,296

Down $50,249 (-0.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin24th percentile

Revenue

Up

$727,455

Up $441,483 (+154%) from 2023

Expenses

Up

$772,534

Up $23,140 (+3.1%) from 2023

Net Income

Up

-$45,079

Up $418,343 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0Assets 2011: $8,919,357Liabilities 2011: $4,2882011Assets 2012: $8,766,364Liabilities 2012: $02012Assets 2013: $8,886,989Liabilities 2013: $6,487Net Assets 2013: $8,880,5022013Assets 2014: $8,983,782Liabilities 2014: $0Net Assets 2014: $8,983,7822014Assets 2015: $8,641,111Liabilities 2015: $0Net Assets 2015: $8,641,1112015Assets 2016: $8,498,796Liabilities 2016: $3,039Net Assets 2016: $8,495,7572016Assets 2017: $8,421,512Liabilities 2017: $0Net Assets 2017: $8,421,5122017Assets 2018: $9,883,015Liabilities 2018: $31,157Net Assets 2018: $9,851,8582018Assets 2019: $10,064,396Liabilities 2019: $0Net Assets 2019: $10,064,3962019Assets 2020: $10,009,540Liabilities 2020: $0Net Assets 2020: $10,009,5402020Assets 2021: $11,097,813Liabilities 2021: $0Net Assets 2021: $11,097,8132021Assets 2022: $10,529,793Liabilities 2022: $0Net Assets 2022: $10,529,7932022Assets 2023: $10,076,545Liabilities 2023: $0Net Assets 2023: $10,076,5452023Assets 2024: $10,026,296Liabilities 2024: $0Net Assets 2024: $10,026,2962024

Highlighted filing

2024

Assets$10,026,296
Liabilities$0
Net Assets$10,026,296
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $927,435Expenses 2011: $647,561Net Income 2011: $279,8742011Revenue 2012: $395,510Expenses 2012: $544,215Net Income 2012: -$148,7052012Revenue 2013: $726,414Expenses 2013: $612,276Net Income 2013: $114,1382013Revenue 2014: $775,378Expenses 2014: $672,098Net Income 2014: $103,2802014Revenue 2015: $279,849Expenses 2015: $622,520Net Income 2015: -$342,6712015Revenue 2016: $434,110Expenses 2016: $579,464Net Income 2016: -$145,3542016Revenue 2017: $293,179Expenses 2017: $367,424Net Income 2017: -$74,2452017Revenue 2018: $1,863,814Expenses 2018: $433,468Net Income 2018: $1,430,3462018Revenue 2019: $626,154Expenses 2019: $413,616Net Income 2019: $212,5382019Revenue 2020: $538,281Expenses 2020: $594,093Net Income 2020: -$55,8122020Revenue 2021: $1,848,590Expenses 2021: $762,037Net Income 2021: $1,086,5532021Revenue 2022: $291,411Expenses 2022: $851,631Net Income 2022: -$560,2202022Revenue 2023: $285,972Expenses 2023: $749,394Net Income 2023: -$463,4222023Revenue 2024: $727,455Expenses 2024: $772,534Net Income 2024: -$45,0792024

Highlighted filing

2024

Revenue$727,455
Expenses$772,534
Net Income-$45,079
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,026,296
Liabilities
$0
Net assets
$10,026,296
Revenue
$727,455
Expenses
$772,534
Net income
-$45,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.73$0.77$0.05
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.29$0.75$0.46
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.29$0.85$0.56
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.85$0.76$1.09
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.54$0.59$0.06
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.63$0.41$0.21
2018Detailed filing. Detailed filing data is available for this year.$9.88$0.03$9.85$1.86$0.43$1.43
2017Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.29$0.37$0.07
2016Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.43$0.58$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.28$0.62$0.34
2014Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.78$0.67$0.10
2013Detailed filing. Detailed filing data is available for this year.$8.89$0.01$8.88$0.73$0.61$0.11
2012Summary only. Only limited summary data is available for this year.$8.77$0.00$0.40$0.54$0.15
2011Summary only. Only limited summary data is available for this year.$8.92$0.00$0.93$0.65$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raymond James AssociatesTrustee-$0--
Lester MillerManager-$0--
Liz SullivanManager-$0--
Marcello BanesManager-$0--
Seth ClarkManager-$0--
Steve HortonManager-$0--
Will HorkanManager-$0--
Jane MillerManager-$0--
Dr Norris Little JrManager-$0--
Dr Minor VernonManager-$0--
Tyson FirlotteManager-$0--
Filing and Contact Details

Filer

Filer Name
James Hyde Porter Testamentary Trust
EIN
58-6034882
Phone
4045560194
Address
260 Brookstone Centre Pkwy, Columbus, GA 31904

Signing Officer

Name
Raymond James Trust NA
Title
Trustee
Phone
4045560194
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
PO Box 1877, Macon, GA 31202-1877
Preparer
Rick Spires
Phone
4784648000
Raw XML AppendixShowing 400 of 668 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Raymond James Associates
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lester Miller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Liz Sullivan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Marcello Banes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Seth Clark
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Steve Horton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Will Horkan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Jane Miller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Dr Norris Little Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Dr Minor Vernon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Tyson Firlotte
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1121 Perimeter Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2121 Perimeter Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3121 Perimeter Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4121 Perimeter Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5121 Perimeter Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6121 Perimeter Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7121 Perimeter Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8121 Perimeter Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9121 Perimeter Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10121 Perimeter Parkway
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2Investment income is received and held until grants are decided on.
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Raymond James Associates Inc
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Grant applications can be requested from and returned to [email protected].
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Stephens Lamb
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04045560194
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0121 Perimeter Parkway
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Macon
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd031210
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Provided with grant application.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0April 30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt255000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2810000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Alcovy CASA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Big Brothers Big Sisters of the Heart of Georgia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Boy Scouts Central Georgia Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Campus Clubs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Central Georgia Technical College Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Community Arts Association in Newton County Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Crossroads Christian Counseling Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7DePaul USA Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Girl Scouts of Historic Georgia Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Jay's HOPE Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10JH Porter Memorial Library Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Julia A Porter Memorial UMC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Macon Area Habitat for Humanity Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Macon Outreach at Mulberry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Macon Volunteer Clinic Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Museum of Arts & Sciences
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Newton Mentoring Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17NewTown Macon Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Porter Ellis Community Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Ronald McDonald House Charities of Central Georgia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20The Arc Macon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21The Corporation of Mercer University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22The Mentor's Project of Bibb County Inc

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