Civic Intelligence

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

990 • Fiscal year 2014 • EIN 39-6636910

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization ProfileN/A
Woodtrust Bank PO Box 8000Wisconsin Rapids, WI 54495-8000

(715) 423-6800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

63rd percentile

7.7%

Higher net margin than 63% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$14,784

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

44th percentile

0.4%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

22%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,368,512

Up $5,625 (+0.4%) from 2013

Net Assets

Up

$1,368,512

Up $5,625 (+0.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin63rd percentile

Revenue

Up

$73,296

Up $13,452 (+22%) from 2013

Expenses

Up

$67,671

Up $27,763 (+70%) from 2013

Net Income

Down

$5,625

Down $14,311 (-72%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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 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

2014

Assets$1,368,512
Liabilities$0
Net Assets$1,368,512
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $40,7422010Expenses 2011: $39,2192011Revenue 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

2014

Revenue$73,296
Expenses$67,671
Net Income$5,625
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$359,459
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,362,887$1,368,512▲ $5,625
Investments in Publicly Traded Securities$1,340,710$1,330,672▼ $10,038
Savings and Temporary Cash Investments$20,490$37,109▲ $16,619
Total Assets$1,362,887$1,368,512▲ $5,625
Other Assets Total$1,687$731▼ $956
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,362,887$1,368,512▲ $5,625
Total Liabilities and Net Assets / Fund Balance$1,362,887$1,368,512▲ $5,625
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Trustee$14,784$14,784
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$73,296
Other Revenue
$0
Change in Net Assets
$5,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,637
Salaries, Compensation, and Employee Benefits$14,784
Other Expenses$1,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,637--$51,637
Current Officers, Directors, Trustees, and Key Employees-$14,784-$14,784
Fees for Services Accounting-$1,250-$1,250
Total Functional Expenses$51,637$16,034$0$67,671
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Inner Wisconsin IncWisconsin Rapids, WI501c3Operations$51,637
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“The organization's trust agreement was amended to allow for distributions of principal so that the organization can satisfy the distribution requirement described in regulations section 1.509(a)-4(i)(5)(ii) for a non-functionally integrated type iii supporting organization. A copy of the change as approved by the circuit court of wood county, wisconsin is attached.”

Form 990, Page 6, Part VI, Line 11B

“The return is provided to a designated officer of woodtrust bank, the institutional trustee of the organization, for review and signature prior to filing.”

Form 990, Page 6, Part VI, Line 19

“The organization does not make any documents available to the general public unless they are included on a form that is publicly available (i.e. Form 1023 and form 990). Such documents are provided upon request of the organization's institutional trustee.”

Filing and Contact Details

Filer

Filer Name
Leonard & Lillian Bethke Charitable
EIN
39-6636910
Phone
7154236800
Address
WOODTRUST BANK PO BOX 8000, WISCONSIN RAPIDS, WI 54495-8000

Signing Officer

Name
Blanche Dove
Title
Vice President
Phone
7154236800
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Becker & Kumm Cpas
Address
320 WEST GRAND AVENUE SUITE 301, WISCONSIN RAPIDS, WI 54495
Preparer
David W Kumm
Phone
7154235720
Raw XML Appendix343 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE INSTITUTIONAL TRUSTEE OF THIS ORGANIZATION REGULARLY CONSULTS WITH A REPRESENTATIVE OF THE SUPPORTED ORGANIZATION'S MANAGEMENT TO DISCUSS THE SUPPORTED ORGANIZATION'S CURRENT AND PROJECTED NEEDS. THE INSTITUTIONAL TRUSTEE ALSO PROVIDES REGULAR COMMUNICATIONS TO THE SUPPORTED ORGANIZATION ABOUT INVESTMENTS AND PLANS FOR DISTRIBUTIONS, INCLUDING QUARTERLY STATEMENTS REPORTING ITS ACTIVITIES AND ITS INVESTMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION'S MANAGEMENT WORKS WITH THE INSTITUTIONAL TRUSTEE OF THIS ORGANIZATION TO SET AN INVESTMENT POLICY DESIGNED TO MEET THE SUPPORTED ORGANIZATION'S CURRENT AND PROJECTED NEEDS. IN ADDITION, THE TIMING OF DISTRIBUTIONS TO THE SUPPORTED ORGANIZATION IS SET BASED ON INPUT RECEIVED FROM THE SUPPORTED ORGANIZATION'S MANAGEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THIS ORGANIZATION WAS RESPONSIVE TO UNITED WAY OF INNER WISCONSIN, INC. OF WISCONSIN RAPIDS, WISCONSIN, DUE TO THE RELATIONSHIP OF THIS ORGANIZATION'S TRUSTEE AND THE SUPPORTED ORGANIZATION'S MANAGEMENT. UNITED WAY OF INNER WISCONSIN, INC. OF WISCONSIN RAPIDS, WISCONSIN WAS ATTENTIVE TO THE OPERATIONS OF THIS ORGANIZATION BECAUSE THE SUPPORT RECEIVED FROM THIS ORGANIZATION WAS SIGNIFICANT TO A BUDGET OF A PROGRAM.
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01475331
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt052213
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt050862
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt051637
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt051637
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt051637
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY OF INNER WISCONSIN INC
IRS990ScheduleI/RecipientTable/RecipientEIN0391212595
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0351 OAK STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WISCONSIN RAPIDS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054494
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S TRUST AGREEMENT WAS AMENDED TO ALLOW FOR DISTRIBUTIONS OF PRINCIPAL SO THAT THE ORGANIZATION CAN SATISFY THE DISTRIBUTION REQUIREMENT DESCRIBED IN REGULATIONS SECTION 1.509(A)-4(I)(5)(II) FOR A NON-FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION. A COPY OF THE CHANGE AS APPROVED BY THE CIRCUIT COURT OF WOOD COUNTY, WISCONSIN IS ATTACHED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PROVIDED TO A DESIGNATED OFFICER OF WOODTRUST BANK, THE INSTITUTIONAL TRUSTEE OF THE ORGANIZATION, FOR REVIEW AND SIGNATURE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE ANY DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UNLESS THEY ARE INCLUDED ON A FORM THAT IS PUBLICLY AVAILABLE (I.E. FORM 1023 AND FORM 990). SUCH DOCUMENTS ARE PROVIDED UPON REQUEST OF THE ORGANIZATION'S INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01368512
IRS990/TotalAssetsGrp/BOYAmt01362887
IRS990/TotalAssetsGrp/EOYAmt01368512
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016034
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051637
IRS990/TotalFunctionalExpensesGrp/TotalAmt067671
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt051637
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IRS990/TotalRevenueGrp/ExclusionAmt073296
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073296
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01368512
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BLANCHE DOVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONARD & LILLIAN BETHKE CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST F/B/O UNITED WAY OF S WOOD CO
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0396636910
ReturnHeader/Filer/PhoneNum07154236800
ReturnHeader/Filer/USAddress/AddressLine1Txt0WOODTRUST BANK PO BOX 8000
ReturnHeader/Filer/USAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0544958000
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391342388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKER & KUMM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 WEST GRAND AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054495
ReturnHeader/PreparerPersonGrp/PhoneNum07154235720
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02015-05-15T09:57:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,368,512
Liabilities
$0
Net assets
$1,368,512
Revenue
$73,296
Expenses
$67,671
Net income
$5,625
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits