Skip to content
ProPublica Donate
ProPublica Donate

Bethany Lutheran Foundation Offredericksburg Texas Inc

  • Fredericksbrg, TX
  • Tax-exempt since Aug. 2025
  • EIN: 20-8460936

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Religion-Related, Spiritual Development / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$55k (2025)

Expenses
$51.4k (2025)

Total Assets
$768k (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Jan.
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,046
Expenses
$51,393
Net Income
$3,653
Net Assets
$767,778
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,190
18.5%
Program Services $0
Investment Income $44,531
80.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $325
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $767,778
Total Liabilities $0
Net Assets $767,778
Compensation
Key Employees and Officers Compensation Related Other
Merrily Hartman (President) $0 $0 $0
Jody Donovan (Vice President) $0 $0 $0
Beth Luckenbach (Secretary) $0 $0 $0
Joyce Richey (Treasurer) $0 $0 $0
Keith Whited (Director) $0 $0 $0
Mike Myers (Director) $0 $0 $0
Erik Iverson (Director) $0 $0 $0
Lindy Haley (Director) $0 $0 $0
Chase Perry (Director) $0 $0 $0
Pastor Casey Zesch (Ex Aficio Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 18, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Jan.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,813
Expenses
$46,581
Net Income
-$768
Net Assets
$714,410
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,975
28.3%
Interest Revenue $0
Dividends $32,838
71.7%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,000
75.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $714,410
Total Liabilities $0
Net Assets $714,410
Compensation
Key Employees and Officers Compensation Other
Merrily Hartman (President) $0 $0
Weldon Itz (Vice President) $0 $0
Beth Luckenbach (Secretary) $0 $0
Joyce Richey (Treasurer) $0 $0
Dana Rowan (Director) $0 $0
Sharon Joseph (Director) $0 $0
Erik Iverson (Director) $0 $0
Lindy Haley (Director) $0 $0
Pastor Casey Zesch (Ex Aficio Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Dec. 4, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Jan.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,000
Expenses
$44,826
Net Income
$58,174
Net Assets
$725,104
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $66,274
64.3%
Interest Revenue $0
Dividends $15,168
14.7%
Sales of Assets $21,558
20.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,000
82.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $725,104
Total Liabilities $0
Net Assets $725,104
Compensation
Key Employees and Officers Compensation Other
Robin Duderstadt (Director) $0 $0
Beth Luckenbach (Director) $0 $0
Merrily Hartmann (Secretary) $0 $0
Mike Sedgwick (Director) $0 $0
William J Heath Jr (Treasurer) $0 $0
Weldon Itz (Director) $0 $0
Sharon Joseph (Director) $0 $0
Casey Zesch (Director) $0 $0
Caleb Elrod (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on March 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
View Filing (2 of 2)

Fiscal Year Ending Jan.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$142,846
Expenses
$39,419
Net Income
$103,427
Net Assets
$666,930
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $70,464
49.3%
Interest Revenue $0
Dividends $15,410
10.8%
Sales of Assets $56,972
39.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,050
78.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $666,930
Total Liabilities $0
Net Assets $666,930
Compensation
Key Employees and Officers Compensation Other
Robin Duderstadt (Director) $0 $0
Linda Simonsen (Director) $0 $0
Merrily Hartmann (Director) $0 $0
Cristol Schoessow (Director) $0 $0
William J Heath Jr (Director) $0 $0
Weldon Itz (Director) $0 $0
Sharon Joseph (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on March 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2)

Fiscal Year Ending Jan.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,507
Expenses
$37,675
Net Income
-$2,168
Net Assets
$563,503
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,878
8.1%
Interest Revenue $0
Dividends $16,627
46.8%
Sales of Assets $16,002
45.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,470
83.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $563,899
Total Liabilities $396
Net Assets $563,503
Compensation
Key Employees and Officers Compensation Other
Tim Dahlstrom (Director) $0 $0
Gary A Mccreaddy (Director) $0 $0
Robin Duderstadt (Director) $0 $0
Linda Simonsen (Director) $0 $0
Merrily Hartmann (Director) $0 $0
Cristol Schoessow (Director) $0 $0
William J Heath Jr (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on July 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
View Filing (2 of 2)

Fiscal Year Ending Jan.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,959
Expenses
$40,497
Net Income
-$11,538
Net Assets
$565,671
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,590
19.3%
Interest Revenue $0
Dividends $16,990
58.7%
Sales of Assets $6,379
22.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,840
76.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $565,855
Total Liabilities $184
Net Assets $565,671
Compensation
Key Employees and Officers Compensation Other
Tim Dahlstrom (Director) $0 $0
Gary A Mccreaddy (Director) $0 $0
Robin Duderstadt (Director) $0 $0
Linda Simonsen (Director) $0 $0
Merrily Hartmann (Director) $0 $0
Cristol Schoessow (Director) $0 $0
William J Heath Jr (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Jan.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,955
Expenses
$36,873
Net Income
$11,082
Net Assets
$577,209
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,606
26.3%
Interest Revenue $0
Dividends $9,462
19.7%
Sales of Assets $25,887
54.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,940
83.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $577,535
Total Liabilities $326
Net Assets $577,209
Compensation
Key Employees and Officers Compensation Other
Will Stehling (President) $0 $0
Linda Simonsen (Vice President) $0 $0
Todd Keener (Treasurer) $0 $0
Robin Duderstadt (Director) $0 $0
Tim Dahlstrom (Secretary) $0 $0
Bill Heath (Director) $0 $0
Cristol Schoessow (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on June 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Jan.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,014
Expenses
$39,086
Net Income
$10,928
Net Assets
$566,127
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,277
6.6%
Interest Revenue $0
Dividends $14,063
28.1%
Sales of Assets $32,674
65.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,530
75.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $567,530
Total Liabilities $1,403
Net Assets $566,127
Compensation
Key Employees and Officers Compensation Other
Will Stehling (President) $0 $0
Linda Simonsen (Vice President) $0 $0
Todd Keener (Treasurer) $0 $0
Robin Duderstadt (Director) $0 $0
Tim Dahlstrom (Secretary) $0 $0
Bill Heath (Director) $0 $0
Cristol Schoessow (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on June 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Jan.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,745
Expenses
$40,528
Net Income
-$22,783
Net Assets
$555,199
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,300
24.2%
Interest Revenue $0
Dividends $9,674
54.5%
Sales of Assets $3,771
21.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,953
78.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $555,270
Total Liabilities $71
Net Assets $555,199
Compensation
Key Employees and Officers Compensation Other
Will Stehling (President) $0 $0
Larry Ottmers (Vice President) $0 $0
Todd Keener (Treasurer) $0 $0
Gayle Mcquay (Director) $0 $0
Tim Dahlstrom (Secretary) $0 $0
Linda Simonsen (Director) $0 $0
Cristol Schoessow (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 28, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Jan.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,919
Expenses
$40,220
Net Income
$7,699
Net Assets
$577,982
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,763
26.6%
Interest Revenue $0
Dividends $10,561
22.0%
Sales of Assets $24,595
51.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,211
75.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $577,982
Total Liabilities $0
Net Assets $577,982
Compensation
Key Employees and Officers Compensation Other
Will Stehling (President) $0 $0
Larry Ottmers (Vice President) $0 $0
Todd Keener (Treasurer) $0 $0
Linda Mccann (Dir Ector) $0 $0
Lester Meier (Director) $0 $0
Gayle Mcquay (Director) $0 $0
Tim Dahlstrom (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Jan.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,832
Expenses
$40,469
Net Income
$2,363
Net Assets
$571,447
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,250
7.6%
Interest Revenue $0
Dividends $16,551
38.6%
Sales of Assets $23,031
53.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,680
75.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $571,447
Total Liabilities $0
Net Assets $571,447

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,337
Expenses
$37,768
Net Income
-$7,431
Net Assets
$610,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $549
1.8%
Program Services $0
Investment Income $13,636
44.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,152
53.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $610,526
Total Liabilities $0
Net Assets $610,526

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$90,397
Expenses
$34,928
Net Income
$55,469
Net Assets
$599,532
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,195
1.3%
Program Services $0
Investment Income $21,281
23.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $67,921
75.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $599,532
Total Liabilities $0
Net Assets $599,532

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,421
Expenses
$37,305
Net Income
-$12,884
Net Assets
$578,109
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,420
9.9%
Program Services $0
Investment Income $17,359
71.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,642
19.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $578,109
Total Liabilities $0
Net Assets $578,109

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated