Civic Intelligence

H B Wetherbee Tr UW for Boys & Girls Club

EIN 58-6204705 • Birmingham, AL

P O Box 11647Birmingham, AL 35202
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

75th percentile

27%

Higher net margin than 75% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$23,156

Higher top officer pay than 54% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

48th percentile

2.2%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

45%

Faster revenue growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,969,610

Up $42,320 (+2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,969,610

Up $42,320 (+2.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin75th percentile

Revenue

Up

$160,329

Up $49,920 (+45%) from 2023

Expenses

Up

$117,594

Up $15,236 (+15%) from 2023

Net Income

Up

$42,735

Up $34,684 (+431%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,602,595Liabilities 2011: $02011Assets 2012: $1,609,570Liabilities 2012: $02012Assets 2013: $1,631,579Liabilities 2013: $02013Assets 2014: $1,662,563Liabilities 2014: $02014Assets 2015: $1,721,258Liabilities 2015: $02015Assets 2016: $1,736,141Liabilities 2016: $0Net Assets 2016: $1,736,1412016Assets 2017: $1,939,754Liabilities 2017: $0Net Assets 2017: $1,939,7542017Assets 2018: $1,924,844Liabilities 2018: $0Net Assets 2018: $1,924,8442018Assets 2019: $1,919,962Liabilities 2019: $0Net Assets 2019: $1,919,9622019Assets 2020: $1,843,341Liabilities 2020: $0Net Assets 2020: $1,843,3412020Assets 2021: $1,986,391Liabilities 2021: $0Net Assets 2021: $1,986,3912021Assets 2022: $1,919,459Liabilities 2022: $0Net Assets 2022: $1,919,4592022Assets 2023: $1,927,290Liabilities 2023: $0Net Assets 2023: $1,927,2902023Assets 2024: $1,969,610Liabilities 2024: $0Net Assets 2024: $1,969,6102024

Highlighted filing

2024

Assets$1,969,610
Liabilities$0
Net Assets$1,969,610
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$400K$200K$0-$200KRevenue 2011: $152,488Expenses 2011: $97,423Net Income 2011: $55,0652011Revenue 2012: $111,944Expenses 2012: $105,038Net Income 2012: $6,9062012Revenue 2013: $128,993Expenses 2013: $106,104Net Income 2013: $22,8892013Revenue 2014: $151,822Expenses 2014: $115,641Net Income 2014: $36,1812014Revenue 2015: $183,632Expenses 2015: $119,710Net Income 2015: $63,9222015Revenue 2016: $133,026Expenses 2016: $118,051Net Income 2016: $14,9752016Revenue 2017: $326,379Expenses 2017: $119,078Net Income 2017: $207,3012017Revenue 2018: $115,047Expenses 2018: $130,075Net Income 2018: -$15,0282018Revenue 2019: $116,630Expenses 2019: $121,297Net Income 2019: -$4,6672019Revenue 2020: $46,190Expenses 2020: $121,817Net Income 2020: -$75,6272020Revenue 2021: $268,467Expenses 2021: $125,175Net Income 2021: $143,2922021Revenue 2022: $76,443Expenses 2022: $143,499Net Income 2022: -$67,0562022Revenue 2023: $110,409Expenses 2023: $102,358Net Income 2023: $8,0512023Revenue 2024: $160,329Expenses 2024: $117,594Net Income 2024: $42,7352024

Highlighted filing

2024

Revenue$160,329
Expenses$117,594
Net Income$42,735
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,969,610
Liabilities
$0
Net assets
$1,969,610
Revenue
$160,329
Expenses
$117,594
Net income
$42,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.16$0.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.11$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.08$0.14$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.27$0.13$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.05$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.33$0.12$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.13$0.12$0.01
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.18$0.12$0.06
2014Summary only. Only limited summary data is available for this year.$1.66$0.00$0.15$0.12$0.04
2013Summary only. Only limited summary data is available for this year.$1.63$0.00$0.13$0.11$0.02
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.11$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$0.15$0.10$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$19,938-$19,938
MICHAEL J WETHERBEECo Trustee-$0--
HUFF CROXTONCo Trustee-$0--
Filing and Contact Details

Filer

Filer Name
H B Wetherbee Tr Uw for Boys & Girls Club
EIN
58-6204705
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 8,241 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6614040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt673128MMS20 FHLMC GOLD G18536
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7031419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7246625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7360871RAD2 MOLSON COORS BEVERAG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74755111507 RAYTHEON CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7910373QAB6 BP CAP MKTS AMER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8000206RCP5 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8100770G847 JOHCM INTERNATIONAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85191216100 COCA-COLA CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8726078JAB6 DOWDUPONT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8826441CAW5 DUKE ENERGY CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt893138E0SD2 FN AJ7715 3% 01 DEC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92501044DE8 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9359022CAJ2 MERRILL LYNCH & CO I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104363576109 GALLAGHER ARTHUR J &
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107532457108 LILLY ELI & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108553530106 MSC INDUSTRIAL DIREC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11931413YRR4 FEDERAL NAT'L MTGE A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13031677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131418056107 HASBRO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132539439AR0 LLOYDS BANKING GROUP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13461744YAH1 MORGAN STANLEY 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13620825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13726614N102 DUPONT DE NEMOURS IN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149882508104 TEXAS INSTRS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151316773100 FIFTH THIRD BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152942622200 WATSCO INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16300889A400 INVESCO INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164037833100 APPLE INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16992343VFS8 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17091324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17256167N712 NUANCE MID CAP VALUE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175037833DZ0 APPLE INC 2.4% 20 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176427866108 HERSHEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17809247XAR2 BLACKROCK INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18014040HCE3 CAPITAL ONE FINL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181172967MT5 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182912828ZT0 US TREASURY N/B .25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183907818108 UNION PAC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184084664CR0 BERKSHIRE HATHAWAY F
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186871829BJ5 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187606822BV5 MITSUBISHI UFJ FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18830161N101 EXELON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18930231GBG6 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1903140X6BM2 FN FM2743 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191808513BF1 SCHWAB CHARLES CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193548661DR5 LOWES COS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197742718FH7 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt198412295107 HARDING LOEVNER FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19991282CAL5 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt200912828ZG8 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201464287879 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2023132DMVD4 FR SD0612 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20322822V101 CROWN CASTLE INTL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20489788MAD4 TRUIST FINL CORP SR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20546653M849 JOHCM FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt206770323103 ROBERT HALF INTL INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt209440452AG5 HORMEL FOODS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21089236THW8 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt211G3223R108 EVEREST RE GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2123140X4H90 FN FM1155 2.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt213458140BU3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2143132DVKU8 FR SD7507 3% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt215695156109 PACKAGING CORP AMER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21878016EZM2 ROYAL BK CDA GLOBAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22089236TJK2 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2210641593U8 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt222912810SN9 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22338141GYN8 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22431620MBS4 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt225177376AG5 CITRIX SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2263132ADU30 FR ZT1502 3.5% 01 NO

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