Civic Intelligence

Leonard and Lillian Bethke Memorial Tr FBO Opportunity Development Ctr

990 • Fiscal year 2014 • EIN 39-6637791

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

Organization Profile
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

36th percentile

-1.3%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

37th percentile

$13,372

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

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

Asset Growth

41st percentile

-0.1%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

45th percentile

2.1%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,184,253

Down $754 (-0.1%) from 2013

Net Assets

Down

$1,184,253

Down $754 (-0.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin36th percentile

Revenue

Up

$58,478

Up $1,188 (+2.1%) from 2013

Expenses

Up

$59,232

Up $26,516 (+81%) from 2013

Net Income

Down

-$754

Down $25,328 (-103%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2014

Assets$1,184,253
Liabilities$0
Net Assets$1,184,253
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$58,478
Expenses$59,232
Net Income-$754
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
$239,604
Mission and Program Overview

Mission

To fund charitable beneficiary

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,185,007$1,184,253▼ $754
Investments in Publicly Traded Securities$1,163,501$1,180,551▲ $17,050
Savings and Temporary Cash Investments$19,516$3,025▼ $16,491
Total Assets$1,185,007$1,184,253▼ $754
Other Assets Total$1,990$677▼ $1,313
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,185,007$1,184,253▼ $754
Total Liabilities and Net Assets / Fund Balance$1,185,007$1,184,253▼ $754
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
Woodtrust BankTrustee$13,372$13,372
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$58,478
Other Revenue
$0
Change in Net Assets
$-754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,610
Salaries, Compensation, and Employee Benefits$13,372
Other Expenses$1,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,610--$44,610
Current Officers, Directors, Trustees, and Key Employees-$13,372-$13,372
Fees for Services Accounting-$1,250-$1,250
Total Functional Expenses$44,610$14,622$0$59,232
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Opportunity Development Centers inWisconsin Rapids, WI501c3Operations$44,610
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 Memorial
EIN
39-6637791
Phone
7154236800
Address
WOODTRUST BANK PO BOX 8000, WISCONSIN RAPIDS, WI 54495-8000

Signing Officer

Name
James Firminhac
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 Appendix342 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/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01185007
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01184253
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt013372
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013372
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt044610
IRS990/CYInvestmentIncomeAmt058478
IRS990/CYOtherExpensesAmt01250
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-754
IRS990/CYSalariesCompEmpBnftPaidAmt013372
IRS990/CYTotalExpensesAmt059232
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt058478
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/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt044610
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01250
IRS990/FeesForServicesAccountingGrp/TotalAmt01250
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/ReportableCompFromOrgAmt013372
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt016153
IRS990/GainOrLossGrp/SecuritiesAmt06726
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt044610
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt044610
IRS990/GrantsToDomesticOrgsGrp/TotalAmt044610
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt016153
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0187852
IRS990/GrossReceiptsAmt0239604
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt035599
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035599
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01163501
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01180551
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0181126
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/NetAssetsOrFundBalancesBOYAmt01185007
IRS990/NetAssetsOrFundBalancesEOYAmt01184253
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt022879
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022879
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01990
IRS990/OtherAssetsTotalGrp/EOYAmt0677
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt018676
IRS990/PYInvestmentIncomeAmt057290
IRS990/PYOtherExpensesAmt01075
IRS990/PYRevenuesLessExpensesAmt024574
IRS990/PYSalariesCompEmpBnftPaidAmt012965
IRS990/PYTotalExpensesAmt032716
IRS990/PYTotalRevenueAmt057290
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-754
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019516
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03025
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt035599
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt032392
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt0358
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt035599
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt032034
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt014622
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt014040
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt020977
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt018352
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt018352
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt043941
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt043941
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt015599
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt043941
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt043941
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt043941
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt044610
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0669
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0669
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0669
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt044610
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt043941
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt044610
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt044610
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/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01326260
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01274577
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01326260
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01274577
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt019894
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt019119
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01306366
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01255458
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt045723
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt043941
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01326260
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01274577
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt045723
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt043941
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391044318
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt044610
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OPPORTUNITY DEVELOPMENT CENTERS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt044610
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt044610
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 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01185007
IRS990/TotalAssetsEOYAmt01184253
IRS990/TotalAssetsGrp/BOYAmt01185007
IRS990/TotalAssetsGrp/EOYAmt01184253
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014622
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044610
IRS990/TotalFunctionalExpensesGrp/TotalAmt059232
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01185007
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01184253
IRS990/TotalProgramServiceExpensesAmt044610
IRS990/TotalReportableCompFromOrgAmt013372
IRS990/TotalRevenueGrp/ExclusionAmt058478
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt058478
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01185007
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01184253
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES FIRMINHAC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
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/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
$1,184,253
Liabilities
$0
Net assets
$1,184,253
Revenue
$58,478
Expenses
$59,232
Net income
-$754
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
Peer Organizations

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