Civic Intelligence

Harold and Sara Wetherbee Foundation

EIN 58-6068645 • Birmingham, AL

Pub. 78 Eligible
1900 5th Ave North 26th FloorBirmingham, AL 35203
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

78th percentile

$17,164

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2017

Asset Growth

34th percentile

-1.5%

Faster asset growth than 34% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-5.4%

Faster revenue growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,164,107

Down $14,243 (-1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,164,107

Down $14,243 (-1.2%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin12th percentile

Revenue

Up

$68,521

Up $24,161 (+54%) from 2023

Expenses

Up

$82,764

Up $21,013 (+34%) from 2023

Net Income

Up

-$14,243

Up $3,148 (+18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,271,143Liabilities 2011: $1,2352011Assets 2012: $1,247,984Liabilities 2012: $6282012Assets 2013: $1,270,133Liabilities 2013: $1,1372013Assets 2014: $1,268,409Liabilities 2014: $736Net Assets 2014: $1,267,6732014Assets 2015: $1,243,394Liabilities 2015: $821Net Assets 2015: $1,242,5732015Assets 2016: $1,196,187Liabilities 2016: $857Net Assets 2016: $1,195,3302016Assets 2017: $1,191,278Liabilities 2017: $952Net Assets 2017: $1,190,3262017Assets 2018: $1,170,321Liabilities 2018: $1,043Net Assets 2018: $1,169,2782018Assets 2019: $1,150,870Liabilities 2019: $1,043Net Assets 2019: $1,149,8272019Assets 2020: $1,133,184Liabilities 2020: $1,043Net Assets 2020: $1,132,1412020Assets 2021: $1,215,292Liabilities 2021: $0Net Assets 2021: $1,215,2922021Assets 2022: $1,195,741Liabilities 2022: $0Net Assets 2022: $1,195,7412022Assets 2023: $1,178,350Liabilities 2023: $0Net Assets 2023: $1,178,3502023Assets 2024: $1,164,107Liabilities 2024: $0Net Assets 2024: $1,164,1072024

Highlighted filing

2024

Assets$1,164,107
Liabilities$0
Net Assets$1,164,107
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $94,841Expenses 2011: $88,278Net Income 2011: $6,5632011Revenue 2012: $70,147Expenses 2012: $92,699Net Income 2012: -$22,5522012Revenue 2013: $112,556Expenses 2013: $90,916Net Income 2013: $21,6402013Revenue 2014: $105,870Expenses 2014: $107,193Net Income 2014: -$1,3232014Revenue 2015: $84,319Expenses 2015: $109,419Net Income 2015: -$25,1002015Revenue 2016: $47,938Expenses 2016: $95,181Net Income 2016: -$47,2432016Revenue 2017: $72,978Expenses 2017: $77,982Net Income 2017: -$5,0042017Revenue 2018: $66,528Expenses 2018: $87,576Net Income 2018: -$21,0482018Revenue 2019: $64,134Expenses 2019: $83,585Net Income 2019: -$19,4512019Revenue 2020: $55,448Expenses 2020: $73,134Net Income 2020: -$17,6862020Revenue 2021: $148,699Expenses 2021: $65,548Net Income 2021: $83,1512021Revenue 2022: $46,876Expenses 2022: $66,427Net Income 2022: -$19,5512022Revenue 2023: $44,360Expenses 2023: $61,751Net Income 2023: -$17,3912023Revenue 2024: $68,521Expenses 2024: $82,764Net Income 2024: -$14,2432024

Highlighted filing

2024

Revenue$68,521
Expenses$82,764
Net Income-$14,243
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,164,107
Liabilities
$0
Net assets
$1,164,107
Revenue
$68,521
Expenses
$82,764
Net income
-$14,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.15$0.07$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.11$0.00
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$0.11$0.09$0.02
2012Summary only. Only limited summary data is available for this year.$1.25$0.00$0.07$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$0.09$0.09$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$20,553-$20,553
J HUFF CROXTON JRTrustee-$0--
DEBBIE CHAMBLESSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold & Sara Wetherbee Foundation
EIN
58-6068645
Phone
2052645523
Address
1900 5TH AVE NORTH 26TH FLOOR, BIRMINGHAM, AL 35203

Signing Officer

Name
Regions Trust
Title
Trustee
Phone
2052645523
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
2911 MEREDYTH DR PO BOX 71549, ALBANY, GA 31708-1549
Preparer
Joanna Hancock
Phone
2294463600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MICROSOFT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NETFLIX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42T-MOBILE US INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt790116
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BRANDYWINEGLOBAL HIGH YIELD FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD EMERGING MARKETS BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD INTERNATIONAL GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VIRTUS KAR SMALL-CAP GROWTH FUND
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0626

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