LEONARD & LILLIAN BETHKE MEMORIAL TRUST F/B/O FAMILY CENTER INC (EIN 396636957) - 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

Principal Officer

WOODTRUST BANK

Phone

7154236800

Tax Period

2024-01-01 to 2024-12-31

LEONARD & LILLIAN BETHKE MEMORIAL TRUST F/B/O FAMILY CENTER INC, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $40K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 30% 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $39,821

Other Revenue $0

TOTAL REVENUE $39,821

Expense Breakdown

Grants Paid $17,243

Salaries & Benefits $8,530

Fundraising Expenses $0

Program Expenses $17,243

Other Expenses $2,000

TOTAL EXPENSES $27,773

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,821	$26,995	+0.5%
Expenses	$27,773	$27,782	0.0%
Net Income	$12,048	$-787	-16.3%

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
WOODTRUST BANK	TRUSTEE	2.00		$8,530	$0	$8,530

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	No data	No data	No data	No data
2024	$39,821	$27,773	$483,592	$12,048
2023	$26,995	$27,782	$471,544	$-787
2022	$12,236	$30,204	$472,331	$-17,968
2021	$32,387	$28,550	$490,299	$3,837
2020	$34,417	$27,340	$486,462	$7,077
2019	$17,687	$26,373	$479,385	$-8,686
2018	$28,612	$26,239	$488,071	$2,373

LEONARD & LILLIAN BETHKE MEMORIAL TRUST F/B/O FAMILY CENTER INC