Civic Intelligence

Leonard & Lillian Bethke Memorial Trust F/B/O Opportunity Dev Centers

EIN 39-6637791 • 501(c)3 • Wisconsin Rapids, WI

Profile

To fund charitable beneficiary

Woodtrust Bank PO Box 8000Wisconsin Rapids, WI 54495-8000
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$21,186

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

3.1%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

27%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,305,631

Up $38,952 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,305,631

Up $38,952 (+3.1%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin83rd percentile

Revenue

Up

$110,699

Up $23,558 (+27%) from 2023

Expenses

Down

$71,747

Down $182 (-0.3%) from 2023

Net Income

Up

$38,952

Up $23,740 (+156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,117,890Liabilities 2010: $0Net Assets 2010: $1,117,8902010Assets 2011: $1,144,728Liabilities 2011: $0Net Assets 2011: $1,144,7282011Assets 2012: $1,160,433Liabilities 2012: $0Net Assets 2012: $1,160,4332012Assets 2013: $1,185,007Liabilities 2013: $0Net Assets 2013: $1,185,0072013Assets 2014: $1,184,253Liabilities 2014: $0Net Assets 2014: $1,184,2532014Assets 2015: $1,222,907Liabilities 2015: $0Net Assets 2015: $1,222,9072015Assets 2016: $1,200,414Liabilities 2016: $0Net Assets 2016: $1,200,4142016Assets 2017: $1,212,309Liabilities 2017: $0Net Assets 2017: $1,212,3092017Assets 2018: $1,239,324Liabilities 2018: $0Net Assets 2018: $1,239,3242018Assets 2019: $1,232,195Liabilities 2019: $0Net Assets 2019: $1,232,1952019Assets 2020: $1,269,120Liabilities 2020: $0Net Assets 2020: $1,269,1202020Assets 2021: $1,296,799Liabilities 2021: $0Net Assets 2021: $1,296,7992021Assets 2022: $1,251,467Liabilities 2022: $0Net Assets 2022: $1,251,4672022Assets 2023: $1,266,679Liabilities 2023: $0Net Assets 2023: $1,266,6792023Assets 2024: $1,305,631Liabilities 2024: $0Net Assets 2024: $1,305,6312024

Highlighted filing

2024

Assets$1,305,631
Liabilities$0
Net Assets$1,305,631
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $43,7402010Expenses 2011: $33,2502011Expenses 2012: $37,5392012Revenue 2013: $57,290Expenses 2013: $32,716Net Income 2013: $24,5742013Revenue 2014: $58,478Expenses 2014: $59,232Net Income 2014: -$7542014Revenue 2015: $99,697Expenses 2015: $61,043Net Income 2015: $38,6542015Revenue 2016: $36,682Expenses 2016: $59,175Net Income 2016: -$22,4932016Revenue 2017: $71,037Expenses 2017: $59,142Net Income 2017: $11,8952017Revenue 2018: $89,580Expenses 2018: $62,565Net Income 2018: $27,0152018Revenue 2019: $56,639Expenses 2019: $63,768Net Income 2019: -$7,1292019Revenue 2020: $103,842Expenses 2020: $66,917Net Income 2020: $36,9252020Revenue 2021: $98,383Expenses 2021: $70,704Net Income 2021: $27,6792021Revenue 2022: $32,872Expenses 2022: $78,204Net Income 2022: -$45,3322022Revenue 2023: $87,141Expenses 2023: $71,929Net Income 2023: $15,2122023Revenue 2024: $110,699Expenses 2024: $71,747Net Income 2024: $38,9522024

Highlighted filing

2024

Revenue$110,699
Expenses$71,747
Net Income$38,952
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,305,631
Liabilities
$0
Net assets
$1,305,631
Revenue
$110,699
Expenses
$71,747
Net income
$38,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.11$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.10$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.10$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$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.$1.16$0.00$1.16$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.0
Gross Receipts
$237,680
Mission and Program Overview

Mission

To fund charitable beneficiary

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,266,679$1,305,631▲ $38,952
Investments in Publicly Traded Securities$1,250,983$1,238,467▼ $12,516
Savings and Temporary Cash Investments$15,228$57,979▲ $42,751
Total Assets$1,266,679$1,305,631▲ $38,952
Other Assets Total$468$9,185▲ $8,717
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,266,679$1,305,631▲ $38,952
Total Liabilities and Net Assets / Fund Balance$1,266,679$1,305,631▲ $38,952
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
Woodtrust BankTrustee$21,186$21,186
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$110,699
Other Revenue
$0
Change in Net Assets
$38,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,466
Salaries, Compensation, and Employee Benefits$21,186
Other Expenses$2,095
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$48,466--$48,466
Current Officers, Directors, Trustees, and Key Employees-$21,186-$21,186
Fees for Services Accounting-$2,095-$2,095
Total Functional Expenses$48,466$23,281$0$71,747
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Opportunity Development Centers inWisconsin Rapids, WI501c3Operations$48,466
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 Bethke Memorial
EIN
39-6637791
Phone
7154236800
Address
WOODTRUST BANK PO BOX 8000, WISCONSIN RAPIDS, WI 54495-8000

Signing Officer

Name
Woodtrust Bank
Title
Trustee
Phone
7154236800
Signed
2025-04-22
Discuss with paid preparer
Yes

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 Appendix352 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FUND CHARITABLE BENEFICIARY
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0WOODTRUST BANK
IRS990/BooksInCareOfDetail/PhoneNum07154236800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 8000
IRS990/BooksInCareOfDetail/USAddress/CityNm0WISCONSIN RAPIDS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0544958000
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01266679
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01305631
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt021186
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt021186
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt048466
IRS990/CYInvestmentIncomeAmt0110699
IRS990/CYOtherExpensesAmt02095
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt038952
IRS990/CYSalariesCompEmpBnftPaidAmt021186
IRS990/CYTotalExpensesAmt071747
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0110699
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ALL INCOME IS DISTRIBUTED TO QUALIFIED CHARITABLE BENEFICIARY
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt048466
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02095
IRS990/FeesForServicesAccountingGrp/TotalAmt02095
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0WOODTRUST BANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt021186
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt030456
IRS990/GainOrLossGrp/SecuritiesAmt040970
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt048466
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt048466
IRS990/GrantsToDomesticOrgsGrp/TotalAmt048466
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt030456
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0167951
IRS990/GrossReceiptsAmt0237680
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt039273
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039273
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01250983
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01238467
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0126981
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO FUND CHARITABLE BENEFICIARY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01266679
IRS990/NetAssetsOrFundBalancesEOYAmt01305631
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt071426
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt071426
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0468
IRS990/OtherAssetsTotalGrp/EOYAmt09185
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WOODTRUST BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050331
IRS990/PYInvestmentIncomeAmt087141
IRS990/PYOtherExpensesAmt01995
IRS990/PYRevenuesLessExpensesAmt015212
IRS990/PYSalariesCompEmpBnftPaidAmt019603
IRS990/PYTotalExpensesAmt071929
IRS990/PYTotalRevenueAmt087141
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt038952
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015228
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057979
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt042647
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt036762
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt03374
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt05155
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt039273
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt031607
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt023281
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt021598
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt019366
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt015164
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt015164
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt048466
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt048466
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt012889
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt048466
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt048466
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt048466
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt048466
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt048466
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt048466
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt048466
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt048466
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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 OPPORTUNITY DEVELOPMENT CENTERS, INC. OF WISCONSIN RAPIDS, WISCONSIN, DUE TO THE INTERRELATIONSHIP OF THIS ORGANIZATION'S TRUSTEE AND THE SUPPORTED ORGANIZATION'S MANAGEMENT. OPPORTUNITY DEVELOPMENT CENTERS, 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01540422
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01405834
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01540422
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01405834
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt023106
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt021088
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01517316
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01384746
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt053106
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt048466
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01540422
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01405834
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt053106
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt048466
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391044318
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt048466
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OPPORTUNITY DEVELOPMENT CENTERS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt048466
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt048466
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OPPORTUNITY DEVELOPMENT CENTERS IN
IRS990ScheduleI/RecipientTable/RecipientEIN0391044318
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01191 HUNTINGTON AVE
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/TotalAssetsBOYAmt01266679
IRS990/TotalAssetsEOYAmt01305631
IRS990/TotalAssetsGrp/BOYAmt01266679
IRS990/TotalAssetsGrp/EOYAmt01305631
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023281
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048466
IRS990/TotalFunctionalExpensesGrp/TotalAmt071747
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01266679
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01305631
IRS990/TotalProgramServiceExpensesAmt048466
IRS990/TotalReportableCompFromOrgAmt021186
IRS990/TotalRevenueGrp/ExclusionAmt0110699
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110699
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01266679
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01305631
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/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WOODTRUST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONARD & LILLIAN BETHKE MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST F/B/O OPPORTUNITY DEV CENTERS
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0396637791
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02025-05-02T10:00:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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