LEONARD & LILLIAN BETHKE MEM TRUST F/B/O NWI CTR FOR THE DEVDISABLED (EIN 396636958) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

WOODTRUST BANK

Phone

7154236800

Tax Period

2025-01-01 to 2025-12-31

LEONARD & LILLIAN BETHKE MEM TRUST F/B/O NWI CTR FOR THE DEVDISABLED, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $54K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $11K, a strong 20% operating margin.

Mission

TO FUND CHARITABLE BENEFICIARY

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $54,091

Other Revenue $0

TOTAL REVENUE $54,091

Expense Breakdown

Grants Paid $29,323

Salaries & Benefits $12,222

Fundraising Expenses $0

Program Expenses $29,323

Other Expenses $1,950

TOTAL EXPENSES $43,495

Year-over-Year Comparison

	2025	2024	Change
Revenue	$54,091	$59,847	-0.1%
Expenses	$43,495	$41,498	+0.0%
Net Income	$10,596	$18,349	-0.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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		$12,222	$0	$12,222

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	$54,091	$43,495	$794,738	$10,596
2024	$59,847	$41,498	$784,142	$18,349
2023	$36,894	$42,022	$765,793	$-5,128
2022	$19,844	$45,669	$770,921	$-25,825
2021	$50,242	$43,030	$796,746	$7,212
2020	$36,801	$41,042	$789,534	$-4,241
2019	$25,741	$39,905	$793,775	$-14,164
2018	$33,531	$40,779	$807,939	$-7,248

LEONARD & LILLIAN BETHKE MEM TRUST F/B/O NWI CTR FOR THE DEVDISABLED