Civic Intelligence

Leonard and Lillian Bethke Memorial Tr FBO Opportunity Development Ctr

990 • Fiscal year 2017 • EIN 39-6637791

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 20, 2018

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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$14,238

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

94%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,212,309

Up $11,895 (+1.0%) from 2016

Net Assets

Up

$1,212,309

Up $11,895 (+1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin75th percentile

Revenue

Up

$71,037

Up $34,355 (+94%) from 2016

Expenses

Down

$59,142

Down $33 (-0.1%) from 2016

Net Income

Up

$11,895

Up $34,388 (+153%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2017

Assets$1,212,309
Liabilities$0
Net Assets$1,212,309
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$71,037
Expenses$59,142
Net Income$11,895
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 20, 2018
Return Version
2017v2.3
Gross Receipts
$199,506
Mission and Program Overview

Mission

To fund charitable beneficiary

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,200,414$1,212,309▲ $11,895
Investments in Publicly Traded Securities$1,164,948$1,109,449▼ $55,499
Savings and Temporary Cash Investments$35,248$102,605▲ $67,357
Total Assets$1,200,414$1,212,309▲ $11,895
Other Assets Total$218$255▲ $37
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,200,414$1,212,309▲ $11,895
Total Liabilities and Net Assets / Fund Balance$1,200,414$1,212,309▲ $11,895
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
Woodtrust BankTrustee$14,238$14,238
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$71,037
Other Revenue
$0
Change in Net Assets
$11,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,129
Salaries, Compensation, and Employee Benefits$14,238
Other Expenses$1,775
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,129--$43,129
Current Officers, Directors, Trustees, and Key Employees-$14,238-$14,238
Fees for Services Accounting-$1,775-$1,775
Total Functional Expenses$43,129$16,013$0$59,142
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Opportunity Development Centers inWisconsin Rapids, WI501c3Operations$43,129
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
2018-04-20
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 Appendix355 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/RecipientTable/IRCSectionDesc0501C3
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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.
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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/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/AddressLine2Txt0P O BOX 8000
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONARD & LILLIAN BETHKE MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST F/B/O OPPORTUNITY DEV CENTERS
ReturnHeader/Filer/BusinessNameControlTxt0BETH
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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/PreparationDt02018-04-20
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
$1,212,309
Liabilities
$0
Net assets
$1,212,309
Revenue
$71,037
Expenses
$59,142
Net income
$11,895
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