Nonprofit · EIN 20-8460936
BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC
Tax-exempt · FREDERICKSBRG, TX 78624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $58,640 | $52,946 | $5,694 | $796,926 | $0 | $796,926 |
| January 31, 2025 | 990 | $55,046 | $51,393 | $3,653 | $767,778 | $0 | $767,778 |
| January 31, 2024 | 990-PF | $45,813 | $46,581 | -$768 | $714,410 | $0 | $714,410 |
| January 31, 2023 | 990-PF (amended) | $103,000 | $44,826 | $58,174 | $725,104 | $0 | $725,104 |
| January 31, 2022 | 990-PF (amended) | $142,846 | $39,419 | $103,427 | $666,930 | $0 | $666,930 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $12,250
- Program service revenue
- $0
- Investment income
- $45,565
- Other revenue
- $825
Expenses
- Grants and similar amounts paid
- $38,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,425
- Accounting fees
- $1,610
- Program services (functional)
- $43,440
- Management and general (functional)
- $4,753
- Fundraising (functional)
- $4,753
Balance sheet and other
- Total assets, start of year
- $767,778
- Total assets, end of year
- $796,926
- Total liabilities, end of year
- $0
- Net assets, end of year
- $796,926
- Publicly traded securities
- $789,118
- Net assets without donor restrictions
- $796,926
- Gross receipts
- $58,640
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2007
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH LUCKENBACH | PRESIDENT Trustee or director, Officer | 0.96 | $0 |
| JODY DONOVAN | VICE PRESIDENT Trustee or director, Officer | 0.38 | $0 |
| ELIZABETH WHITE | SECRETARY Trustee or director, Officer | 0.58 | $0 |
| JOYCE RICHEY | TREASURER Trustee or director, Officer | 1.48 | $0 |
| LINDY HALEY | DIRECTOR Trustee or director | 0.38 | $0 |
| ERIK IVERSON | DIRECTOR Trustee or director | 0.23 | $0 |
| MIKE MYERS | DIRECTOR Trustee or director | 0.35 | $0 |
| CHASE PERRY | DIRECTOR Trustee or director | 0.31 | $0 |
| TOM SWEARINGEN | DIRECTOR Trustee or director | 0.77 | $0 |
| PASTOR CASEY ZESCH | EX-AFICIO MEMBER Trustee or director | 0.21 | $0 |
990 for the year ended January 31, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERRILY HARTMAN | PRESIDENT Trustee or director, Officer | 2.67 | $0 |
| JODY DONOVAN | VICE PRESIDENT Trustee or director, Officer | 0.38 | $0 |
| BETH LUCKENBACH | SECRETARY Trustee or director, Officer | 0.56 | $0 |
| JOYCE RICHEY | TREASURER Trustee or director, Officer | 1.65 | $0 |
| KEITH WHITED | DIRECTOR Trustee or director | 0.29 | $0 |
| MIKE MYERS | DIRECTOR Trustee or director | 0.35 | $0 |
| ERIK IVERSON | DIRECTOR Trustee or director | 0.23 | $0 |
| LINDY HALEY | DIRECTOR Trustee or director | 0.37 | $0 |
| CHASE PERRY | DIRECTOR Trustee or director | 0.42 | $0 |
| PASTOR CASEY ZESCH | EX-AFICIO MEMBER Trustee or director | 0.21 | $0 |
990-PF for the year ended January 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERRILY HARTMAN PO BOX 673, FREDERICKSBURG, TX 78624 | PRESIDENT | 3.9 | $0 |
| WELDON ITZ PO BOX 673, FREDERICKSBURG, TX 78624 | VICE PRESIDENT | 0.88 | $0 |
| BETH LUCKENBACH PO BOX 673, FREDERICKSBURG, TX 78624 | SECRETARY | 0.5 | $0 |
| JOYCE RICHEY PO BOX 673, FREDERICKSBURG, TX 78624 | TREASURER | 2.71 | $0 |
| DANA ROWAN PO BOX 673, FREDERICKSBURG, TX 78624 | DIRECTOR | 1.73 | $0 |
| SHARON JOSEPH PO BOX 673, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.29 | $0 |
| ERIK IVERSON PO BOX 673, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.35 | $0 |
| LINDY HALEY PO BOX 673, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.52 | $0 |
| PASTOR CASEY ZESCH PO BOX 673, FREDERICKSBURG, TX 78624 | EX-AFICIO MEMBER | 0.25 | $0 |
990-PF for the year ended January 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN DUDERSTADT 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 1.54 | $0 |
| BETH LUCKENBACH 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.58 | $0 |
| MERRILY HARTMANN 110 W AUSTIN, FREDERICKSBURG, TX 78624 | SECRETARY | 6.02 | $0 |
| MIKE SEDGWICK 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.29 | $0 |
| WILLIAM J HEATH JR 110 W AUSTIN, FREDERICKSBURG, TX 78624 | TREASURER | 2.23 | $0 |
| WELDON ITZ 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.45 | $0 |
| SHARON JOSEPH 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.19 | $0 |
| CASEY ZESCH 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.18 | $0 |
| CALEB ELROD 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.13 | $0 |
990-PF for the year ended January 31, 2022: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN DUDERSTADT 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.98 | $0 |
| LINDA SIMONSEN 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.38 | $0 |
| MERRILY HARTMANN 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.88 | $0 |
| CRISTOL SCHOESSOW 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.87 | $0 |
| WILLIAM J HEATH JR 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 2.02 | $0 |
| WELDON ITZ 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.58 | $0 |
| SHARON JOSEPH 110 W AUSTIN, FREDERICKSBURG, TX 78624 | DIRECTOR | 0.35 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 673, FREDERICKSBRG, TX 78624-0673
- Principal officer (990 for 2025)
- JOYCE RICHEY, PO BOX 673, FREDERICKSBURG, TX 78624
- Signed the 990
- JOYCE RICHEY, TREASURER
- Phone
- (830) 456-4371
- Website
- https://www.blffbgtx.org/
- Return prepared by
- Allman & Associates Inc
Mission
TO AUGMENT THE MISSION AND MINISTRY OF BETHANY LUTHERAN CHURCH OF ADVANCING AND SUPPORTING THE DISCIPLESHIP OF JESUS CHRIST IN THREE WAYS: COMMUNITY ORGANIZATIONS, BETHANY LUTHERAN CHURCH, AND BETHANY PRESCHOOL.
Program accomplishments
- TO ADVANCE AND SUPPORT THE DISCIPLESHIP OF JESUS CHRISTExpenses $43,440 · grants $38,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 20-8460936
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X12)
- Assets (IRS master file)
- $767,778
- Income (IRS master file)
- $55,046
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $58,640 | $52,946 | $796,926 | IRS |
| 990 | January 2025 | $55,046 | $51,393 | $767,778 | XML |
| 990-PF | January 2024 | $45,813 | $46,581 | $714,410 | XML |
| 990-PF | January 2023 | $103,000 | $44,826 | $725,104 | XML |
| 990-PF | January 2022 | $142,846 | $39,419 | $666,930 | XML |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2020 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8460936).
Questions about BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC
- What is the EIN of BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC?
- The employer identification number (EIN) of BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC is 20-8460936.
- Is BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC?
- The 990 for the year ended December 31, 2025 names JOYCE RICHEY.
- Who are the officers and directors of BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $58,640, expenses of $52,946 and total assets of $796,926 at year end.
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