Civic Intelligence

Porter Fleming Foundation

990PF • Fiscal year 2017 • EIN 58-6042191

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 19, 2018

Organization Profile
P O Box 4655 Mail Code Ga-atl-0221Atlanta, GA 30302

(706) 821-2077

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$10,727,927

Up $1,394,173 (+15%) from 2016

Net Assets

Up

$10,727,927

Up $1,394,173 (+15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Up

$1,936,519

Up $1,666,766 (+618%) from 2016

Expenses

Up

$542,346

Up $10,551 (+2.0%) from 2016

Net Income

Up

$1,394,173

Up $1,656,215 (+632%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,722,375Liabilities 2011: $02011Assets 2012: $9,703,796Liabilities 2012: $12012Assets 2013: $9,691,472Liabilities 2013: $0Net Assets 2013: $9,691,4722013Assets 2014: $9,800,248Liabilities 2014: $0Net Assets 2014: $9,800,2482014Assets 2015: $9,595,796Liabilities 2015: $0Net Assets 2015: $9,595,7962015Assets 2016: $9,333,754Liabilities 2016: $0Net Assets 2016: $9,333,7542016Assets 2017: $10,727,927Liabilities 2017: $0Net Assets 2017: $10,727,9272017Assets 2018: $10,530,523Liabilities 2018: $0Net Assets 2018: $10,530,5232018Assets 2019: $10,577,851Liabilities 2019: $0Net Assets 2019: $10,577,8512019Assets 2020: $10,199,635Liabilities 2020: $0Net Assets 2020: $10,199,6352020Assets 2021: $10,667,465Liabilities 2021: $0Net Assets 2021: $10,667,4652021Assets 2022: $10,524,529Liabilities 2022: $0Net Assets 2022: $10,524,5292022Assets 2023: $10,335,841Liabilities 2023: $0Net Assets 2023: $10,335,8412023Assets 2024: $10,383,551Liabilities 2024: $0Net Assets 2024: $10,383,5512024

Highlighted filing

2017

Assets$10,727,927
Liabilities$0
Net Assets$10,727,927
Open 2017 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $512,518Expenses 2011: $539,462Net Income 2011: -$26,9442011Revenue 2012: $491,101Expenses 2012: $504,239Net Income 2012: -$13,1382012Revenue 2013: $520,676Expenses 2013: $533,000Net Income 2013: -$12,3242013Revenue 2014: $687,267Expenses 2014: $578,491Net Income 2014: $108,7762014Revenue 2015: $367,391Expenses 2015: $571,843Net Income 2015: -$204,4522015Revenue 2016: $269,753Expenses 2016: $531,795Net Income 2016: -$262,0422016Revenue 2017: $1,936,519Expenses 2017: $542,346Net Income 2017: $1,394,1732017Revenue 2018: $454,870Expenses 2018: $652,274Net Income 2018: -$197,4042018Revenue 2019: $554,588Expenses 2019: $507,260Net Income 2019: $47,3282019Revenue 2020: $198,375Expenses 2020: $576,591Net Income 2020: -$378,2162020Revenue 2021: $1,073,780Expenses 2021: $605,950Net Income 2021: $467,8302021Revenue 2022: $527,603Expenses 2022: $657,808Net Income 2022: -$130,2052022Revenue 2023: $358,266Expenses 2023: $538,491Net Income 2023: -$180,2252023Revenue 2024: $625,611Expenses 2024: $576,645Net Income 2024: $48,9662024

Highlighted filing

2017

Revenue$1,936,519
Expenses$542,346
Net Income$1,394,173
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 19, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUNTRUST BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Porter Fleming Foundation
EIN
58-6042191
Phone
7068212077
Address
P O BOX 4655 MAIL CODE GA-ATL-0221, ATLANTA, GA 30302

Signing Officer

Name
Emily Patteson
Title
Trustee
Phone
4048132021
Signed
2018-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Serotta Maddocks Evans Cpas
Address
2743 PERIMETER PARKWAY BLDG 100 STE, 200, AUGUSTA, GA 30909
Preparer
Michelle Bennett
Phone
7067225337
Raw XML Appendix353 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SUNTRUST BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum04048131315
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORMAT. PURPOSE OF REQUEST ONLY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SUNTRUST BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04048132021
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 4655 MAIL CODE GA-ATL-0221
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd030302
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0523488
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TRUSTEES OF ACADEMY OF RICHMOND COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0864 BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUGUSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030901
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0523488
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0500544
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0500544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt082434
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022944
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018671
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02424
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0523488
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022944
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082434
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt059490
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0807
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0807
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0597
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SETTLEMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0597
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0597
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08352
TaxesSchedule/TaxesDetail/Amt08249
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY PATTESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04048132021
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTER FLEMING FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SUNTRUST BANK
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0586042191
ReturnHeader/Filer/PhoneNum07068212077
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 4655 MAIL CODE GA-ATL-0221
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId013AB2DD425609031390B3EA30342FEAFF357C6F1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029F1D468646B2A2BD8AD8EC416BFDF8EB6E297AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.192.235.146
ReturnHeader/FilingSecurityInformation/IPDt02018-03-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:56:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581107697
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEROTTA MADDOCKS EVANS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02743 PERIMETER PARKWAY BLDG 100 STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUGUSTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030909
ReturnHeader/PreparerPersonGrp/PhoneNum07067225337
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE BENNETT
ReturnHeader/ReturnTs02018-04-23T12:41:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,727,927
Liabilities
$0
Net assets
$10,727,927
Revenue
$1,936,519
Expenses
$542,346
Net income
$1,394,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.63$0.58$0.05
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.36$0.54$0.18
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.53$0.66$0.13
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$1.07$0.61$0.47
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.20$0.58$0.38
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.55$0.51$0.05
2018Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.45$0.65$0.20
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$1.94$0.54$1.39
2016Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$0.27$0.53$0.26
2015Detailed filing. Detailed filing data is available for this year.$9.60$0.00$9.60$0.37$0.57$0.20
2014Detailed filing. Detailed filing data is available for this year.$9.80$0.00$9.80$0.69$0.58$0.11
2013Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$0.52$0.53$0.01
2012Summary only. Only limited summary data is available for this year.$9.70$0.00$0.49$0.50$0.01
2011Summary only. Only limited summary data is available for this year.$9.72$0.00$0.51$0.54$0.03