Civic Intelligence

Harold & Sara Wetherbee Foundation Regions Trust

990PF • Fiscal year 2023 • EIN 58-6068645

Dec 01, 2022 to Nov 30, 2023 • Filed on Mar 19, 2024

Organization Profile
121 West Paces Ferry Road NWAtlanta, GA 30305

(678) 244-7095

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

15th percentile

-39%

Higher net margin than 15% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$18,747

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 42.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-1.5%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

32nd percentile

-5.4%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,178,350

Down $17,391 (-1.5%) from 2022

Net Assets

Down

$1,178,350

Down $17,391 (-1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin15th percentile

Revenue

Down

$44,360

Down $2,516 (-5.4%) from 2022

Expenses

Down

$61,751

Down $4,676 (-7.0%) from 2022

Net Income

Up

-$17,391

Up $2,160 (+11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2023

Assets$1,178,350
Liabilities$0
Net Assets$1,178,350
Open 2023 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

2023

Revenue$44,360
Expenses$61,751
Net Income-$17,391
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Mar 19, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$18,747-$18,747
J HUFF CROXTON JRTrustee-$0--
DEBBIE CHAMBLESSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold & Sara Wetherbee Foundation
EIN
58-6068645
Phone
6782447095
Address
121 WEST PACES FERRY ROAD NW, ATLANTA, GA 30305

Signing Officer

Name
Walter M Cook Iii
Title
Trustee
Phone
6782447095
Signed
2024-03-19
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/EOYFMVAmt445905
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5490173
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HERSHEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32TJX COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GOLDMAN SACHS GROUP INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PACKAGING CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PROGRESSIVE CORP/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PULTEGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DEXCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARES S&P SMALL-CAP 600 VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0234939
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0209099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt035977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt390116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt425928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt554035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt651421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt723691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTISAN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VIRTUS KAR SMALL-CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD INTERNATIONAL GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ARTISAN DEVELOPING WORLD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BARON EMERGING MARKETS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD EMERGING MARKETS BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt036143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt130295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt253087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt386092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt431077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt560052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt644141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt722693
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03275
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018747
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt038500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt038500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt030390
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt030390
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt086
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt041775
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019116
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt061751
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt044360
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03275
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019116
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023251
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027336
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01178350
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01195741
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01178350
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt065798
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt065798
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt065798
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt066149
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0351
IRS990PF/DistributableAmountGrp/TotalTaxAmt0351
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,178,350
Liabilities
$0
Net assets
$1,178,350
Revenue
$44,360
Expenses
$61,751
Net income
-$17,391
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