Civic Intelligence

Leonard & Lillian Bethke Memorial Tr FBO Assumption High School Fnd

990 • Fiscal year 2021 • EIN 39-6636927

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 29, 2022

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

62nd percentile

20%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$20,016

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

31st percentile

1.4%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-16%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,243,601

Up $16,934 (+1.4%) from 2020

Net Assets

Up

$1,243,601

Up $16,934 (+1.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin62nd percentile

Revenue

Down

$86,188

Down $16,437 (-16%) from 2020

Expenses

Up

$69,254

Up $3,302 (+5.0%) from 2020

Net Income

Down

$16,934

Down $19,739 (-54%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $1,110,907Liabilities 2010: $0Net Assets 2010: $1,110,9072010Assets 2011: $1,153,570Liabilities 2011: $0Net Assets 2011: $1,153,5702011Assets 2012: $1,170,489Liabilities 2012: $0Net Assets 2012: $1,170,4892012Assets 2013: $1,193,718Liabilities 2013: $0Net Assets 2013: $1,193,7182013Assets 2014: $1,193,507Liabilities 2014: $0Net Assets 2014: $1,193,5072014Assets 2015: $1,231,296Liabilities 2015: $0Net Assets 2015: $1,231,2962015Assets 2016: $1,198,026Liabilities 2016: $0Net Assets 2016: $1,198,0262016Assets 2017: $1,199,957Liabilities 2017: $0Net Assets 2017: $1,199,9572017Assets 2018: $1,202,439Liabilities 2018: $0Net Assets 2018: $1,202,4392018Assets 2019: $1,189,994Liabilities 2019: $0Net Assets 2019: $1,189,9942019Assets 2020: $1,226,667Liabilities 2020: $0Net Assets 2020: $1,226,6672020Assets 2021: $1,243,601Liabilities 2021: $0Net Assets 2021: $1,243,6012021Assets 2022: $1,209,586Liabilities 2022: $0Net Assets 2022: $1,209,5862022Assets 2023: $1,208,314Liabilities 2023: $0Net Assets 2023: $1,208,3142023

Highlighted filing

2021

Assets$1,243,601
Liabilities$0
Net Assets$1,243,601
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $33,0252010Expenses 2011: $34,7102011Expenses 2012: $35,9092012Revenue 2013: $58,154Expenses 2013: $34,925Net Income 2013: $23,2292013Revenue 2014: $59,969Expenses 2014: $60,180Net Income 2014: -$2112014Revenue 2015: $100,531Expenses 2015: $62,742Net Income 2015: $37,7892015Revenue 2016: $28,276Expenses 2016: $61,546Net Income 2016: -$33,2702016Revenue 2017: $62,950Expenses 2017: $61,019Net Income 2017: $1,9312017Revenue 2018: $66,271Expenses 2018: $63,789Net Income 2018: $2,4822018Revenue 2019: $51,915Expenses 2019: $64,360Net Income 2019: -$12,4452019Revenue 2020: $102,625Expenses 2020: $65,952Net Income 2020: $36,6732020Revenue 2021: $86,188Expenses 2021: $69,254Net Income 2021: $16,9342021Revenue 2022: $41,584Expenses 2022: $75,599Net Income 2022: -$34,0152022Revenue 2023: $68,738Expenses 2023: $70,010Net Income 2023: -$1,2722023

Highlighted filing

2021

Revenue$86,188
Expenses$69,254
Net Income$16,934
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 29, 2022
Return Version
2021v4.0
Gross Receipts
$233,515
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$1,226,667$1,243,601▲ $16,934
Investments in Publicly Traded Securities$1,210,206$1,208,789▼ $1,417
Savings and Temporary Cash Investments$16,408$34,752▲ $18,344
Total Assets$1,226,667$1,243,601▲ $16,934
Other Assets Total$53$60▲ $7
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,226,667$1,243,601▲ $16,934
Total Liabilities and Net Assets / Fund Balance$1,226,667$1,243,601▲ $16,934
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleBaseTotal
-Trustee$20,016$20,016
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$86,188
Other Revenue
$0
Change in Net Assets
$16,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$47,288
Salaries, Compensation, and Employee Benefits$20,016
Other Expenses$1,950
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$47,288--$47,288
Current Officers, Directors, Trustees, and Key Employees-$20,016-$20,016
Fees for Services Accounting-$1,950-$1,950
Total Functional Expenses$47,288$21,966$0$69,254
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Assumption Foundation IncWisconsin Rapids, WI501c3Operations$47,288
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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 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 Memorial Trust
EIN
39-6636927
Phone
7154236800
Address
WOODTRUST BANK PO BOX 8000, WISCONSIN RAPIDS, WI 54495-8000

Signing Officer

Name
Woodtrust Bank
Title
Trustee
Phone
7154236800
Signed
2022-04-29
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 and Kumm Cpas
Address
320 WEST GRAND AVENUE SUITE 301, WISCONSIN RAPIDS, WI 54495
Preparer
David W Kumm
Phone
7154235720
Raw XML Appendix354 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 ASSUMPTION FOUNDATION, INC. OF WISCONSIN RAPIDS, WISCONSIN, DUE TO THE RELATIONSHIP OF THIS ORGANIZATION'S TRUSTEE AND THE SUPPORTED ORGANIZATION'S MANAGEMENT. ASSUMPTION FOUNDATION, 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/TotalMinimumAssetGrp/PriorYearAmt047288
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396124767
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt047288
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ASSUMPTION FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt047288
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt047288
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASSUMPTION FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0396124767
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0445 CHESTNUT STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WISCONSIN RAPIDS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054494
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1THE 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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01226667
IRS990/TotalAssetsEOYAmt01243601
IRS990/TotalAssetsGrp/BOYAmt01226667
IRS990/TotalAssetsGrp/EOYAmt01243601
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021966
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047288
IRS990/TotalFunctionalExpensesGrp/TotalAmt069254
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01226667
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01243601
IRS990/TotalProgramServiceExpensesAmt047288
IRS990/TotalReportableCompFromOrgAmt020016
IRS990/TotalRevenueGrp/ExclusionAmt086188
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt086188
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01226667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01243601
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0181 2ND STREET SOUTH
IRS990/USAddress/AddressLine2Txt0P O BOX 8000
IRS990/USAddress/CityNm0WISCONSIN RAPIDS
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0544958000
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WOODTRUST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONARD & LILLIAN MEMORIAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0F/B/O ASSUMPTION HIGH SCHOOL FOUND
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0396636927
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 AND 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/PreparationDt02022-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02022-05-09T09:25:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WOODTRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,243,601
Liabilities
$0
Net assets
$1,243,601
Revenue
$86,188
Expenses
$69,254
Net income
$16,934
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.$1.21$0.00$1.21$0.07$0.07$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$0.04$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09$0.07$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.10$0.07$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.05$0.06$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.07$0.06$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.06$0.06$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.03$0.06$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.10$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.06$0.00
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.19$0.00$1.19$0.06$0.03$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits