Civic Intelligence

Leonard and Lillian Bethke Memorial Tr FBO Opportunity Development Ctr

990 • Fiscal year 2015 • EIN 39-6637791

Jan 01, 2015 to Dec 31, 2015 • Filed on May 27, 2016

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

37th percentile

$13,219

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

59th percentile

3.3%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

70%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,222,907

Up $38,654 (+3.3%) from 2014

Net Assets

Up

$1,222,907

Up $38,654 (+3.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin88th percentile

Revenue

Up

$99,697

Up $41,219 (+70%) from 2014

Expenses

Up

$61,043

Up $1,811 (+3.1%) from 2014

Net Income

Up

$38,654

Up $39,408 (+5227%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2015

Assets$1,222,907
Liabilities$0
Net Assets$1,222,907
Open 2015 Filing

Operations Trend

Revenue Growth91st 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

2015

Revenue$99,697
Expenses$61,043
Net Income$38,654
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 27, 2016
Return Version
2015v2.1
Gross Receipts
$742,178
Mission and Program Overview

Mission

To fund charitable beneficiary

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,184,253$1,222,907▲ $38,654
Investments in Publicly Traded Securities$1,180,551$1,201,323▲ $20,772
Savings and Temporary Cash Investments$3,025$21,342▲ $18,317
Total Assets$1,184,253$1,222,907▲ $38,654
Other Assets Total$677$242▼ $435
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,184,253$1,222,907▲ $38,654
Total Liabilities and Net Assets / Fund Balance$1,184,253$1,222,907▲ $38,654
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
Woodtrust BankTrustee$13,219$13,219
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$99,697
Other Revenue
$0
Change in Net Assets
$38,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,054
Salaries, Compensation, and Employee Benefits$13,219
Other Expenses$2,770
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,054--$45,054
Current Officers, Directors, Trustees, and Key Employees-$13,219-$13,219
Fees for Services Accounting-$1,750-$1,750
Fees for Services Legal-$1,020-$1,020
Total Functional Expenses$45,054$15,989$0$61,043
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Opportunity Development Centers inWisconsin Rapids, WI501c3Operations$45,054
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 the 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 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
2016-05-27
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 & Kumm Cpas
Address
320 WEST GRAND AVENUE SUITE 301, WISCONSIN RAPIDS, WI 54495
Preparer
David W Kumm
Phone
7154235720
Raw XML Appendix353 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 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.
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt045054
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0WISCONSIN RAPIDS
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A - THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE 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.
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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/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt099697
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/AddressLine2Txt0P O BOX 8000
IRS990/USAddress/CityNm0WISCONSIN RAPIDS
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WOODTRUST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-27
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
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ReturnHeader/Filer/USAddress/CityNm0WISCONSIN RAPIDS
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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/PreparationDt02016-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02016-06-02T08:25:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,222,907
Liabilities
$0
Net assets
$1,222,907
Revenue
$99,697
Expenses
$61,043
Net income
$38,654
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