Civic Intelligence

Harold & Sara Wetherbee Foundation Regions Trust

990PF • Fiscal year 2020 • EIN 58-6068645

Dec 01, 2019 to Nov 30, 2020 • Filed on Apr 01, 2021

Organization Profile
2813 Old Dawson RoadAlbany, GA 31707

(229) 438-2450

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

17th percentile

-32%

Higher net margin than 17% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

30th percentile

-1.5%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-14%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$1,133,184

Down $17,686 (-1.5%) from 2019

Net Assets

Down

$1,132,141

Down $17,686 (-1.5%) from 2019

Liabilities

Flat

$1,043

Flat from 2019

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin17th percentile

Revenue

Down

$55,448

Down $8,686 (-14%) from 2019

Expenses

Down

$73,134

Down $10,451 (-13%) from 2019

Net Income

Up

-$17,686

Up $1,765 (+9.1%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2020

Assets$1,133,184
Liabilities$1,043
Net Assets$1,132,141
Open 2020 Filing

Operations Trend

Revenue Growth32nd percentile

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

2020

Revenue$55,448
Expenses$73,134
Net Income-$17,686
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Apr 1, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$17,259-$17,259
J HUFF CROXTON JRTrustee-$0--
DEBBIE CHAMBLESSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold & Sara Wetherbee Foundation
EIN
58-6068645
Phone
2294382450
Address
2813 OLD DAWSON ROAD, ALBANY, GA 31707

Signing Officer

Name
Rebecca D Collins
Title
Trustee
Phone
2294382450
Signed
2021-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
PO BOX 71549 2303 DAWSON ROAD, ALBANY, GA 31708-1549
Preparer
Joanna Hancock
Phone
2294463600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ARTISAN MID CAP FUND
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Filings

Displayed year

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

Open filing
Assets
$1,133,184
Liabilities
$1,043
Net assets
$1,132,141
Revenue
$55,448
Expenses
$73,134
Net income
-$17,686
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