Civic Intelligence

Leonard & Lillian Bethke Charitable Tr FBO Untd Way of S Wood Cnty Inc

990 • Fiscal year 2012 • EIN 39-6636910

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization ProfileN/A
Woodtrust Bank PO Box 800054495-8000
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,342,951

Flat from 2012

Net Assets

Flat

$1,342,951

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$40,405

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

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 2010: $1,287,818Liabilities 2010: $0Net Assets 2010: $1,287,8182010Assets 2011: $1,329,112Liabilities 2011: $0Net Assets 2011: $1,329,1122011Assets 2012: $1,342,951Liabilities 2012: $0Net Assets 2012: $1,342,9512012Assets 2012: $1,342,951Liabilities 2012: $0Net Assets 2012: $1,342,9512012Assets 2013: $1,362,887Liabilities 2013: $0Net Assets 2013: $1,362,8872013Assets 2014: $1,368,512Liabilities 2014: $0Net Assets 2014: $1,368,5122014Assets 2015: $1,386,768Liabilities 2015: $0Net Assets 2015: $1,386,7682015Assets 2016: $1,354,308Liabilities 2016: $0Net Assets 2016: $1,354,3082016Assets 2017: $1,345,395Liabilities 2017: $0Net Assets 2017: $1,345,3952017Assets 2018: $1,341,188Liabilities 2018: $0Net Assets 2018: $1,341,1882018Assets 2019: $1,334,256Liabilities 2019: $0Net Assets 2019: $1,334,2562019Assets 2020: $1,362,980Liabilities 2020: $0Net Assets 2020: $1,362,9802020Assets 2021: $1,365,500Liabilities 2021: $0Net Assets 2021: $1,365,5002021Assets 2022: $1,334,408Liabilities 2022: $0Net Assets 2022: $1,334,4082022Assets 2023: $1,324,785Liabilities 2023: $0Net Assets 2023: $1,324,7852023

Highlighted filing

2012

Assets$1,342,951
Liabilities$0
Net Assets$1,342,951
Open 2012 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $40,7422010Expenses 2011: $39,2192011Expenses 2012: $40,4052012Revenue 2012: $54,244Expenses 2012: $40,405Net Income 2012: $13,8392012Revenue 2013: $59,844Expenses 2013: $39,908Net Income 2013: $19,9362013Revenue 2014: $73,296Expenses 2014: $67,671Net Income 2014: $5,6252014Revenue 2015: $89,060Expenses 2015: $70,804Net Income 2015: $18,2562015Revenue 2016: $36,506Expenses 2016: $68,966Net Income 2016: -$32,4602016Revenue 2017: $59,451Expenses 2017: $68,364Net Income 2017: -$8,9132017Revenue 2018: $66,109Expenses 2018: $70,316Net Income 2018: -$4,2072018Revenue 2019: $63,274Expenses 2019: $70,206Net Income 2019: -$6,9322019Revenue 2020: $100,925Expenses 2020: $72,201Net Income 2020: $28,7242020Revenue 2021: $77,318Expenses 2021: $74,798Net Income 2021: $2,5202021Revenue 2022: $48,108Expenses 2022: $79,200Net Income 2022: -$31,0922022Revenue 2023: $63,372Expenses 2023: $72,995Net Income 2023: -$9,6232023

Highlighted filing

2012

Revenue-
Expenses$40,405
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Gross Receipts
$250,929
Mission and Program Overview

Mission

To provide for the maintenance and support of the charitable beneficiary.

Filing and Contact Details

Filer

EIN
39-6636910
Raw XML Appendix250 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.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0TO PROVIDE FOR THE MAINTENANCE AND SUPPORT OF THE CHARITABLE BENEFICIARY.
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY01329112
IRS990/CapStckTrstPrinCurrentFunds/EOY01342951
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0false
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0ALL INCOME IS DISTRIBUTED TO QUALIFIED CHARITABLE BENEFICIARY.
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/Expense025183
IRS990/FamilyOrBusinessRelationship0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral01050
IRS990/FeesForServicesAccounting/Total01050
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine10WOODTRUST BANK
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization014172
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Other06860
IRS990/GainOrLoss/Securities07052
IRS990/Gaming0false
IRS990/Grants025183
IRS990/GrantsAndSimilarAmntsCY025183
IRS990/GrantsAndSimilarAmntsPriorYear024162
IRS990/GrantsToDomesticOrgs/ProgramServices025183
IRS990/GrantsToDomesticOrgs/Total025183
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Other06860
IRS990/GrossAmountSalesAssets/Securities0203737
IRS990/GrossReceipts0250929
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear054244
IRS990/InvestmentIncome/ExclusionAmount040332
IRS990/InvestmentIncomePriorYear080513
IRS990/InvestmentIncome/TotalRevenueColumn040332
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY01193150
IRS990/InvestmentsPubTradedSecurities/EOY01200449
IRS990/LessCostOthBasisSalesExpenses/Securities0196685
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TO PROVIDE FOR THE MAINTENANCE AND SUPPORT OF THE CHARITABLE BENEFICIARY.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY01329112
IRS990/NetAssetsOrFundBalancesEOY01342951
IRS990/NetGainOrLossInvestments/ExclusionAmount013912
IRS990/NetGainOrLossInvestments/TotalRevenueColumn013912
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY02008
IRS990/OtherAssetsTotal/EOY02105
IRS990/OtherExpensePriorYear015057
IRS990/OtherExpensesCurrentYear015222
IRS990/OtherExpenses/Description0INV MANAGEMENT FEE
IRS990/OtherExpenses/ManagementAndGeneral014172
IRS990/OtherExpenses/Total014172
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses013839
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY013839
IRS990/RevenuesLessExpensesPriorYear041294
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY0133954
IRS990/SavingsAndTempCashInvestments/EOY0140397
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts025183
IRS990ScheduleA/SupportedOrgInformation/Amount025183
IRS990ScheduleA/SupportedOrgInformation/EIN0391212595
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10UNITED WAY OF SOUTH WOOD COUNTY INC
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine20UNITED WAY OF INNER WISCONSIN INC
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization09
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired0false
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10351 OAK STREET
IRS990ScheduleI/RecipientTable/AddressUS/City0WISCONSIN RAPIDS
IRS990ScheduleI/RecipientTable/AddressUS/State0WI
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode054494
IRS990ScheduleI/RecipientTable/AmountOfCashGrant025183
IRS990ScheduleI/RecipientTable/EINOfRecipient0391212595
IRS990ScheduleI/RecipientTable/IRCSection03
IRS990ScheduleI/RecipientTable/PurposeOfGrant0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10UNITED WAY OF INNER WISCONSIN INC
IRS990ScheduleI/RecordsMaintained0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0THE RETURN IS PROVIDED TO A DESIGNATED OFFICER OF WOODTRUST BANK, THE INSTITUTIONAL TRUSTEE OF THE ORGANIZATION, FOR REVIEW AND SIGNATURE PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0false
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0WI
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10P O BOX 8000
IRS990/TheBooksAreInCareOf/AddressUS/City0WISCONSIN RAPIDS
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0544958000
IRS990/TheBooksAreInCareOf/NamePerson0WOODTRUST BANK
IRS990/TheBooksAreInCareOf/TelephoneNumber07154236800
IRS990/TotalAssets/BOY01329112
IRS990/TotalAssetsBOY01329112
IRS990/TotalAssets/EOY01342951
IRS990/TotalAssetsEOY01342951
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear040405
IRS990/TotalExpensesPriorYear039219
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral015222
IRS990/TotalFunctionalExpenses/ProgramServices025183
IRS990/TotalFunctionalExpenses/Total040405
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY01329112
IRS990/TotalLiabNetAssetsFundBalances/EOY01342951
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY01329112
IRS990/TotalNetAssetsFundBalances/EOY01342951
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense025183
IRS990/TotalReportableCompFromOrg014172
IRS990/TotalRevenueCurrentYear054244
IRS990/TotalRevenue/ExclusionAmount054244
IRS990/TotalRevenuePriorYear080513
IRS990/TotalRevenue/TotalRevenueColumn054244
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01996
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396636910
ReturnHeader/Filer/Name/BusinessNameLine10LEONARD & LILLIAN BETHKE CHARITABLE
ReturnHeader/Filer/Name/BusinessNameLine20TRUST F/B/O UNITED WAY OF S WOOD CO
ReturnHeader/Filer/NameControl0BETH
ReturnHeader/Filer/Phone07154236800
ReturnHeader/Filer/USAddress/AddressLine10WOODTRUST BANK PO BOX 8000
ReturnHeader/Filer/USAddress/City0WISCONSIN RAPIDS
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0544958000
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0BLANCHE DOVE
ReturnHeader/Officer/Phone07154236800
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BECKER & KUMM CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10320 WEST GRAND AVENUE SUITE 301
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WISCONSIN RAPIDS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode054495
ReturnHeader/Preparer/Name0DAVID W KUMM
ReturnHeader/Preparer/Phone07154235720
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T14:36:31-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,342,951
Liabilities
$0
Net assets
$1,342,951
Revenue
-
Expenses
$40,405
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.06$0.07$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.05$0.08$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.08$0.07$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.10$0.07$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.06$0.07$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.07$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.06$0.07$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.04$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.09$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.07$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.36$0.00$1.36$0.06$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.04
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.05$0.04$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.04