BETHANY LUTHERAN CHURCH FOUNDATION Charity Report

Public IRS 990 nonprofit record

BETHANY LUTHERAN CHURCH FOUNDATION

EIN 84-1027205 · Religion-Related (X)

What they do

The Primary Exempt Purpose of The Bethany Lutheran Church Foundation is to Provide A Permanent Financial Resource to Strengthen and Expand The Mission of Bethany Lutheran Church Congregation By Providing Additional Stewardship Opportunities for Congregation Members and Friends of Bethany. Expenditures Are Made to Further The Education of Members Attending Seminaries and Undergraduate Colleges Through Scholarship Support. In Addition, Expenditures of The Foundation Are Envisioned As Being for Projects or Undertakings Which Would Seem Likely to Enrich, or Uplift In Some Special Way, The Spiritual Life of The Bethany Lutheran Church Congregation; Which Would Provide Some Worthy Addition or Improvement to The Facilities of Bethany Lutheran Church, That Are Beyond Achievement Through Other Channels, or Which Would Give Needed Assistance or Support to A Worthy Individual, Family, or Christian Enterprise.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $80.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders12 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

171.43%of revenue went to mission work80.3% of expenses · Program services

$213.39spent for every $100 of revenueSpending was higher than revenue this year.

41.96%of revenue went to management and office costs19.7% of expenses

$16.79in assets for every $1 spent this yearSome assets cannot be spent right away.

5.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $35,420 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$31,238

Mission workProgram services$53,550171.43% of revenue80.3% of expenses

ManagementOffice and general costs$13,10841.96% of revenue19.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$66,658213.39% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 80.3% mission · 19.7% management · 0.0% fundraisingTotal expenses: 213.39% of revenue

2023Expense mix: 84.8% mission · 15.2% management · 0.0% fundraisingTotal expenses: 316.80% of revenue

2022Expense mix: 89.4% mission · 10.6% management · 0.0% fundraisingTotal expenses: 327.08% of revenue

2021Expense mix: 90.5% mission · 9.5% management · 0.0% fundraisingTotal expenses: 60.25% of revenue

2020Expense mix: 92.5% mission · 7.5% management · 0.0% fundraisingTotal expenses: 167.91% of revenue

2019Expense mix: 92.8% mission · 7.2% management · 0.0% fundraisingTotal expenses: 58.04% of revenue

2018Expense mix: 86.5% mission · 13.5% management · 0.0% fundraisingRevenue comparison unavailable

2017Expense mix: 94.9% mission · 5.1% management · 0.0% fundraisingTotal expenses: 72.69% of revenue

Money in and money out

Revenue$31,238

Expenses$66,658

Annual shortfall $35,420 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$53,550 · 80.3% of expenses

Management and office costs$13,108 · 19.7% of expenses

See all reported dollar amounts

Revenue$31,238

Expenses$66,658

Assets$1,118,877

Income$80,422

Contributions$1,748

Mission work (program services)$53,550

Grants given$148,437

Average grant$8,732

Management and general$13,108

Stocks and bonds$1,086,002

Accounting fees$5,700

Investing fees$7,408

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (12)

ADAM DAVEYBOARD CHAIR (PART YEAR)

BRITTANY ROGERSCHAIRPERSON

DAVID OERKEBOARD MEMBER (PART YEAR)

JEAN SCOTTSECRETARY

JILL MONSENBOARD MEMBER

JILL SCHLADESTZKYBOARD MEMBER (PART YEAR)

JOHN SCHOPPBOARD MEMBER

JULIE FRIEDEMANNBOARD MEMBER

MARK LACYTREASURER

MICHAEL NEFFBOARD MEMBER

MICHELLE DEMPSEYBOARD MEMBER

SUSAN JUNGEBOARD MEMBER

About this charity

Recognized since: January 1987
Location: 4500 E Hampden Avenue, Cherry Hills Village, CO 80113
County: Arapahoe
In care of: Adam Davy
Primary officer: Adam Davy, Board Chair

How to reach them

Phone(303) 758-2820

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CRI CAPIN CROUSE ADVISORS LLC
NTEE classification: Religion-Related (X)
IRS tax category: Religion-Related
Grant-giving organization: Yes