Civic Intelligence

Harold B Wetherbee Trust UW for Thronateeska

EIN 58-6205494 • 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 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

33rd percentile

-3.0%

Higher net margin than 33% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$16,745

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

38th percentile

-0.1%

Faster asset growth than 38% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

46%

Faster revenue growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,523,287

Down $2,259 (-0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,523,287

Down $2,259 (-0.1%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin33rd percentile

Revenue

Up

$101,595

Up $31,889 (+46%) from 2024

Expenses

Up

$104,624

Up $1,535 (+1.5%) from 2024

Net Income

Up

-$3,029

Up $30,354 (+91%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,612,643Liabilities 2012: $02012Assets 2013: $1,673,884Liabilities 2013: $02013Assets 2014: $1,657,815Liabilities 2014: $02014Assets 2015: $1,718,019Liabilities 2015: $02015Assets 2016: $1,690,861Liabilities 2016: $02016Assets 2017: $1,667,261Liabilities 2017: $0Net Assets 2017: $1,667,2612017Assets 2018: $1,680,288Liabilities 2018: $0Net Assets 2018: $1,680,2882018Assets 2019: $1,662,875Liabilities 2019: $0Net Assets 2019: $1,662,8752019Assets 2020: $1,632,513Liabilities 2020: $0Net Assets 2020: $1,632,5132020Assets 2021: $1,657,988Liabilities 2021: $0Net Assets 2021: $1,657,9882021Assets 2022: $1,662,022Liabilities 2022: $0Net Assets 2022: $1,662,0222022Assets 2023: $1,559,899Liabilities 2023: $0Net Assets 2023: $1,559,8992023Assets 2024: $1,525,546Liabilities 2024: $0Net Assets 2024: $1,525,5462024Assets 2025: $1,523,287Liabilities 2025: $0Net Assets 2025: $1,523,2872025

Highlighted filing

2025

Assets$1,523,287
Liabilities$0
Net Assets$1,523,287
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $71,011Expenses 2012: $101,678Net Income 2012: -$30,6672012Revenue 2013: $161,925Expenses 2013: $101,003Net Income 2013: $60,9222013Revenue 2014: $93,033Expenses 2014: $106,634Net Income 2014: -$13,6012014Revenue 2015: $168,223Expenses 2015: $102,474Net Income 2015: $65,7492015Revenue 2016: $85,403Expenses 2016: $106,070Net Income 2016: -$20,6672016Revenue 2017: $77,926Expenses 2017: $101,813Net Income 2017: -$23,8872017Revenue 2018: $117,790Expenses 2018: $104,140Net Income 2018: $13,6502018Revenue 2019: $86,556Expenses 2019: $103,763Net Income 2019: -$17,2072019Revenue 2020: $71,489Expenses 2020: $101,689Net Income 2020: -$30,2002020Revenue 2021: $128,841Expenses 2021: $103,123Net Income 2021: $25,7182021Revenue 2022: $110,780Expenses 2022: $106,040Net Income 2022: $4,7402022Revenue 2023: $1,551Expenses 2023: $103,512Net Income 2023: -$101,9612023Revenue 2024: $69,706Expenses 2024: $103,089Net Income 2024: -$33,3832024Revenue 2025: $101,595Expenses 2025: $104,624Net Income 2025: -$3,0292025

Highlighted filing

2025

Revenue$101,595
Expenses$104,624
Net Income-$3,029
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,523,287
Liabilities
$0
Net assets
$1,523,287
Revenue
$101,595
Expenses
$104,624
Net income
-$3,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.10$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.07$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.00$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.11$0.11$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.13$0.10$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.07$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.09$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.12$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.08$0.10$0.02
2016Summary only. Only limited summary data is available for this year.$1.69$0.00$0.09$0.11$0.02
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.17$0.10$0.07
2014Summary only. Only limited summary data is available for this year.$1.66$0.00$0.09$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$1.67$0.00$0.16$0.10$0.06
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.07$0.10$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKCo-Trustee-$16,745-$16,745
MICHAEL J WETHERBEECo-Trustee-$0--
HUFF CROXTONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold B Wetherbee Trust Uw for Thronateeska
EIN
58-6205494
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-10-22
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 8,174 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/CategoryOrItemTxt274440Y801 PRUDENTIAL HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3911312106 UNITED PARCEL SVC IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5880208400 TEMPLETON GLOBAL BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt726875P101 EOG RES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt902665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1006416CAB4 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11126650DA5 CVS HEALTH CORP 3.12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1226441CAW5 DUKE ENERGY CORP NEW
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143135G0K36 FED NATL MTG ASSN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163140GYKA6 FN BH9288 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1731419GBH6 FN AE5439 4% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1838141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2078012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21808513AW5 THE CHARLES SCHWAB C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2389236TEU5 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2491913YAU4 VALERO ENERGY CORP N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25931142ED1 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2694988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27037833DC1 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2831410LH54 FN 890452 3% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2998978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3006367THQ6 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3106828M876 BARON SELECT FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32278865100 ECOLAB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt333140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3431677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36532457108 LILLY ELI & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3758933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3987236YAH1 TD AMERITRADE HLDG C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4092343VDD3 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4109247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4212572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4317275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44172967KB6 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt453128PXKV7 FHLMC GOLD J17508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt463138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48501044DE8 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5092532F100 VERTEX PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51931427AH1 WALGREENS BOOTS ALLI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53008882771 AIM INTERNATIONAL GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5514040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5629476L107 EQUITY RESIDENTIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt573128M74W3 FG G05937 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt583138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5931403CZM6 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6031416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6131419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6485771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65912828H52 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6700206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68009158106 AIR PRODUCTS AND CHE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88192446102 COGNIZANT TECHNOLOGY
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