LEONARD & LILLIAN BETHKE MEMORIAL TRUST F/B/O OPPORTUNITY DEV CENTERS (EIN 396637791) - 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 MEMORIAL TRUST F/B/O OPPORTUNITY DEV CENTERS, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $117K in total revenue in fiscal year 2025. The organization ran a surplus of $40K, a strong 34% 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 $117,128

Other Revenue $0

TOTAL REVENUE $117,128

Expense Breakdown

Grants Paid $53,106

Salaries & Benefits $21,790

Fundraising Expenses $0

Program Expenses $53,106

Other Expenses $1,950

TOTAL EXPENSES $76,846

Year-over-Year Comparison

	2025	2024	Change
Revenue	$117,128	$110,699	+0.1%
Expenses	$76,846	$71,747	+0.1%
Net Income	$40,282	$38,952	+0.0%

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		$21,790	$0	$21,790

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	$117,128	$76,846	$1,345,913	$40,282
2024	$110,699	$71,747	$1,305,631	$38,952
2023	$87,141	$71,929	$1,266,679	$15,212
2022	$32,872	$78,204	$1,251,467	$-45,332
2021	$98,383	$70,704	$1,296,799	$27,679
2020	$103,842	$66,917	$1,269,120	$36,925
2019	$56,639	$63,768	$1,232,195	$-7,129
2018	$89,580	$62,565	$1,239,324	$27,015

LEONARD & LILLIAN BETHKE MEMORIAL TRUST F/B/O OPPORTUNITY DEV CENTERS