Civic Intelligence

Harold & Sara Wetherbee Foundation Regions Trust

990PF • Fiscal year 2021 • EIN 58-6068645

Dec 01, 2020 to Nov 30, 2021 • Filed on Feb 21, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

86th percentile

56%

Higher net margin than 86% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$20,189

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

51st percentile

7.2%

Faster asset growth than 51% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

168%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,215,292

Up $82,108 (+7.2%) from 2020

Net Assets

Up

$1,215,292

Up $83,151 (+7.3%) from 2020

Liabilities

Down

$0

Down $1,043 (-100%) from 2020

Revenue

Up

$148,699

Up $93,251 (+168%) from 2020

Expenses

Down

$65,548

Down $7,586 (-10%) from 2020

Net Income

Up

$83,151

Up $100,837 (+570%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$1,215,292
Liabilities$0
Net Assets$1,215,292

Operations Trend

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

2021

Revenue$148,699
Expenses$65,548
Net Income$83,151
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Feb 21, 2022
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$20,189-$20,189
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
2022-02-21
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5211768
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EATON CORP PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MASTERCARD INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PROCTER & GAMBLE CO/THE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38QUALCOMM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TJX COS INC/THE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WALMART INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BARON EMERGING MARKETS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DOUBLELINE EMERGING MARKETS FIXED INCOME FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PGIM HIGH YIELD FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VICTORY RS SMALL CAP GROWTH FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt279126
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0119624
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0128325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt032
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0148699
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020374
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0101218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1286462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1100009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt215545

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Filings

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