LEONARD & LILLIAN BETHKE CHARITABLE TRUST F/B/O UNITED WAY OF S WOOD CO (EIN 396636910) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Phone

7154236800

Tax Period

2025-01-01 to 2025-12-31

LEONARD & LILLIAN BETHKE CHARITABLE TRUST F/B/O UNITED WAY OF S WOOD CO, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $116K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $39K, a strong 34% operating margin.

Mission

TO PROVIDE FOR THE MAINTENANCE AND SUPPORT OF THE CHARITABLE BENEFICIARY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $115,727

Other Revenue $0

TOTAL REVENUE $115,727

Expense Breakdown

Grants Paid $52,770

Salaries & Benefits $21,511

Fundraising Expenses $0

Program Expenses $52,770

Other Expenses $1,950

TOTAL EXPENSES $76,231

Year-over-Year Comparison

	2025	2024	Change
Revenue	$115,727	$103,078	+0.1%
Expenses	$76,231	$72,644	+0.0%
Net Income	$39,496	$30,434	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	2.00		$21,511	$0	$21,511

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$115,727	$76,231	$1,394,715	$39,496
2024	$103,078	$72,644	$1,355,219	$30,434
2023	$63,372	$72,995	$1,324,785	$-9,623
2022	$48,108	$79,200	$1,334,408	$-31,092
2021	$77,318	$74,798	$1,365,500	$2,520
2020	$100,925	$72,201	$1,362,980	$28,724
2019	$63,274	$70,206	$1,334,256	$-6,932
2018	$66,109	$70,316	$1,341,188	$-4,207

LEONARD & LILLIAN BETHKE CHARITABLE TRUST F/B/O UNITED WAY OF S WOOD CO