Civic Intelligence

Leonard & Lillian Bethke Memorial Trust FBO

990 • Fiscal year 2017 • EIN 39-6636958

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

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

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$9,891

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

37th percentile

-0.8%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$815,187

Down $6,811 (-0.8%) from 2016

Net Assets

Down

$815,187

Down $6,811 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin13th percentile

Revenue

Up

$33,518

Up $10,207 (+44%) from 2016

Expenses

Down

$40,329

Down $171 (-0.4%) from 2016

Net Income

Up

-$6,811

Up $10,378 (+60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.0M$500K$0Assets 2010: $698,198Liabilities 2010: $0Net Assets 2010: $698,1982010Assets 2011: $705,658Liabilities 2011: $0Net Assets 2011: $705,6582011Assets 2012: $712,022Liabilities 2012: $0Net Assets 2012: $712,0222012Assets 2013: $860,165Liabilities 2013: $0Net Assets 2013: $860,1652013Assets 2014: $855,915Liabilities 2014: $0Net Assets 2014: $855,9152014Assets 2015: $839,187Liabilities 2015: $0Net Assets 2015: $839,1872015Assets 2016: $821,998Liabilities 2016: $0Net Assets 2016: $821,9982016Assets 2017: $815,187Liabilities 2017: $0Net Assets 2017: $815,1872017Assets 2018: $807,939Liabilities 2018: $0Net Assets 2018: $807,9392018Assets 2019: $793,775Liabilities 2019: $0Net Assets 2019: $793,7752019Assets 2020: $789,534Liabilities 2020: $0Net Assets 2020: $789,5342020Assets 2021: $796,746Liabilities 2021: $0Net Assets 2021: $796,7462021Assets 2022: $770,921Liabilities 2022: $0Net Assets 2022: $770,9212022Assets 2023: $765,793Liabilities 2023: $0Net Assets 2023: $765,7932023Assets 2024: $784,142Liabilities 2024: $0Net Assets 2024: $784,1422024

Highlighted filing

2017

Assets$815,187
Liabilities$0
Net Assets$815,187
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $18,2872010Expenses 2011: $17,3872011Expenses 2012: $15,9062012Revenue 2013: $163,574Expenses 2013: $15,431Net Income 2013: $148,1432013Revenue 2014: $36,490Expenses 2014: $40,740Net Income 2014: -$4,2502014Revenue 2015: $25,577Expenses 2015: $42,305Net Income 2015: -$16,7282015Revenue 2016: $23,311Expenses 2016: $40,500Net Income 2016: -$17,1892016Revenue 2017: $33,518Expenses 2017: $40,329Net Income 2017: -$6,8112017Revenue 2018: $33,531Expenses 2018: $40,779Net Income 2018: -$7,2482018Revenue 2019: $25,741Expenses 2019: $39,905Net Income 2019: -$14,1642019Revenue 2020: $36,801Expenses 2020: $41,042Net Income 2020: -$4,2412020Revenue 2021: $50,242Expenses 2021: $43,030Net Income 2021: $7,2122021Revenue 2022: $19,844Expenses 2022: $45,669Net Income 2022: -$25,8252022Revenue 2023: $36,894Expenses 2023: $42,022Net Income 2023: -$5,1282023Revenue 2024: $59,847Expenses 2024: $41,498Net Income 2024: $18,3492024

Highlighted filing

2017

Revenue$33,518
Expenses$40,329
Net Income-$6,811
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.3
Gross Receipts
$126,226
Mission and Program Overview

Mission

To fund charitable beneficiary

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$821,998$815,187▼ $6,811
Investments in Publicly Traded Securities$811,672$795,703▼ $15,969
Savings and Temporary Cash Investments$10,057$19,175▲ $9,118
Total Assets$821,998$815,187▼ $6,811
Other Assets Total$269$309▲ $40
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$821,998$815,187▼ $6,811
Total Liabilities and Net Assets / Fund Balance$821,998$815,187▼ $6,811
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
Woodtrust BankTrustee$9,891$9,891
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$33,518
Other Revenue
$0
Change in Net Assets
$-6,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,663
Salaries, Compensation, and Employee Benefits$9,891
Other Expenses$1,775
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,663--$28,663
Current Officers, Directors, Trustees, and Key Employees-$9,891-$9,891
Fees for Services Accounting-$1,775-$1,775
Total Functional Expenses$28,663$11,666$0$40,329
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northern Wi Ctr for the Dev DisableChippewa Falls, WIGovOperations$28,663
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
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 8B

“N/a - there are no committees with authority to act on behalf of governing body”

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 Mem Trust
EIN
39-6636958
Phone
7154236800
Address
WOODTRUST BANK PO BOX 8000, WISCONSIN RAPIDS, WI 54495-8000

Signing Officer

Name
Woodtrust Bank
Title
Trustee
Phone
7154236800
Signed
2018-04-19

Organization Details

Principal Officer
Woodtrust Bank
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 Appendix357 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 SUPPORTED ORGANIZATION IS THE NORTHERN WISCONSIN CENTER FOR THE DEVELOPMENTALLY DISABLED OF CHIPPEWA FALLS, WISCONSIN. THE ORGANIZATION IS AN INSTITUTION OF THE STATE OF WISCONSIN DESCRIBED IN IRC SECTION 170(B) (1)(A)(V)AND, ACCORDINGLY, IS NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE 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/ExplanationTxt2THE 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/ExplanationTxt3THIS ORGANIZATION WAS RESPONSIVE TO THE NORTHERN WISCONSIN CENTER FOR THE DEVELOPMENTALLY DISABLED OF CHIPPEWA FALLS, WISCONSIN, DUE TO THE RELATIONSHIP OF THIS ORGANIZATION'S TRUSTEE AND THE SUPPORTED ORGANIZATION'S MANAGEMENT. NORTHERN WISCONSIN CENTER FOR THE DEVELOPMENTALLY DISABLED OF CHIPPEWA FALLS, WISCONSIN WAS ATTENTIVE TO THE OPERATIONS OF THIS ORGANIZATION BECAUSE THE SUPPORT RECEIVED FROM THIS ORGANIZATION WAS SIGNIFICANT TO THE BUDGET FOR THE LEISURE, RECREATION AND SOCIAL ACTIVITIES FOR THE RESIDENTS OF NWC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, SECTION D, LINE 8
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0831406
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt029285
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt028663
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt028663
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt028663
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTHERN WI CTR FOR THE DEV DISABLE
IRS990ScheduleI/RecipientTable/RecipientEIN0396006465
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02820 E PARK AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHIPPEWA FALLS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
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IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A - THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF GOVERNING BODY
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 8B
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
IRS990/TotalAssetsBOYAmt0821998
IRS990/TotalAssetsEOYAmt0815187
IRS990/TotalAssetsGrp/BOYAmt0821998
IRS990/TotalAssetsGrp/EOYAmt0815187
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011666
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028663
IRS990/TotalFunctionalExpensesGrp/TotalAmt040329
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0821998
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0815187
IRS990/TotalProgramServiceExpensesAmt028663
IRS990/TotalReportableCompFromOrgAmt09891
IRS990/TotalRevenueGrp/ExclusionAmt033518
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033518
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0821998
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0815187
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0181 2ND ST S
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WOODTRUST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONARD & LILLIAN BETHKE MEM TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0F/B/O NWI CTR FOR THE DEVDISABLED
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0396636958
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A93AD6E86BE4656CA5D292D89A867FA9F1620A15
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0718857220BAE074113290700DA1A329A8805DE57
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.170.64.54
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:12:19
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/PreparationDt02018-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02018-05-09T16:12:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$815,187
Liabilities
$0
Net assets
$815,187
Revenue
$33,518
Expenses
$40,329
Net income
-$6,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.60$0.41$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.37$0.42$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.20$0.46$0.26
2021Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.50$0.43$0.07
2020Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.37$0.41$0.04
2019Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.26$0.40$0.14
2018Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.34$0.41$0.07
2017Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.34$0.40$0.07
2016Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.23$0.41$0.17
2015Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.26$0.42$0.17
2014Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.36$0.41$0.04
2013Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$1.64$0.15$1.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.12$0.00$7.12$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$0.00$7.06$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.98$0.00$6.98$0.18