Nonprofit · EIN 84-1027205
BETHANY LUTHERAN CHURCH FOUNDATION
Tax-exempt · CHERRY HL VLG, CO 80113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $31,238 | $66,658 | -$35,420 | $1,118,877 | $0 | $1,118,877 |
| December 31, 2023 | 990 | $19,580 | $62,029 | -$42,449 | $1,068,280 | $0 | $1,068,280 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,748
- Program service revenue
- $0
- Investment income
- $29,490
- Net gain from sales of assets
- $416
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $53,550
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $5,700
- Program services (functional)
- $53,550
- Management and general (functional)
- $13,108
Balance sheet and other
- Total assets, start of year
- $1,068,280
- Total assets, end of year
- $1,118,877
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,118,877
- Publicly traded securities
- $1,086,002
- Net assets without donor restrictions
- $1,118,877
- Gross receipts
- $80,422
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1985
- State of legal domicile
- CO
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Adam Davey | Board Chair (Part Year) Trustee or director, Officer | 4 | $0 |
| Brittany Rogers | Chairperson Trustee or director, Officer | 4 | $0 |
| Jean Scott | Secretary Trustee or director, Officer | 4 | $0 |
| Mark Lacy | Treasurer Trustee or director, Officer | 4 | $0 |
| David Oerke | Board Member (Part Year) Trustee or director | 1 | $0 |
| Jill Monsen | Board Member Trustee or director | 1 | $0 |
| Jill Schladestzky | Board Member (Part Year) Trustee or director | 1 | $0 |
| John Schopp | Board Member Trustee or director | 1 | $0 |
| Julie Friedemann | Board Member Trustee or director | 1 | $0 |
| Michael Neff | Board Member Trustee or director | 1 | $0 |
| Michelle Dempsey | Board Member Trustee or director | 1 | $0 |
| Susan Junge | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aaron Walter | Board Treasurer (Part Year) Trustee or director, Officer | 3 | $0 |
| Adam Davey | Board Chair Trustee or director, Officer | 4 | $0 |
| Deborah Bayles | Board Secretary (Part Year) Trustee or director, Officer | 4 | $0 |
| Mark Lacy | Board Treasurer/Secretary Trustee or director, Officer | 4 | $0 |
| Brittany Rogers | Board Member Trustee or director | 1 | $0 |
| David Oerke | Board Member Trustee or director | 1 | $0 |
| Jill Monsen | Board Member Trustee or director | 1 | $0 |
| Jill Schladestzky | Board Member Trustee or director | 1 | $0 |
| Julie Friedemann | Board Member Trustee or director | 1 | $0 |
| Michael Neff | Board Member Trustee or director | 1 | $0 |
| Sherri Koelbel | Board Member (Part Year) Trustee or director | 1 | $0 |
| Susan Junge | Board Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4500 E HAMPDEN AVE, CHERRY HL VLG, CO 80113-4223
- Principal officer (990 for 2024)
- Adam Davey, 4500 E Hampden Avenue, Cherry Hills Village, CO 80113
- Signed the 990
- Adam Davy, Board Chair
- Phone
- (303) 758-2820
- Return prepared by
- CRI Capin Crouse Advisors LLC
Mission
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.
Program accomplishments
- For 2024, ministry grants were awarded in the amount of $49,550 and consisted of the following: Veteran Servant Corps - $1,000; Urban Servant Corps - $2,000; New Beginnings Worshiping Community - $3,000; Rejoicing Spirits - $1,000; Social Justice Ministry (Bethany Lutheran Church) - $1,000; Metro Caring - $5,000; SAME Cafe - $1,500; Integrated Family Community Services - $5,000; Holy Hammers (Bethany Lutheran Church) - $10,000; Lutheran Family Services of the Rocky Mountains - $8,800; Extreme Community Makeover - $2,500; Active8 Sports - $3,000; Hands of the Carpenter - $5,750.Expenses $49,550 · grants $49,550
- Seminary and undergraduate scholarships which benefited a college student attending Evangelical Lutheran Church in America (ELCA) institutions.Expenses $4,000 · grants $4,000
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-1027205
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,118,877
- Income (IRS master file)
- $80,422
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $31,238 | $66,658 | $1,118,877 | IRS |
| 990 | December 2023 | $19,580 | $62,029 | $1,068,280 | XML |
| 990 | December 2022 | $19,524 | $63,860 | $997,206 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 84-1027205).
Questions about BETHANY LUTHERAN CHURCH FOUNDATION
- What is the EIN of BETHANY LUTHERAN CHURCH FOUNDATION?
- The employer identification number (EIN) of BETHANY LUTHERAN CHURCH FOUNDATION is 84-1027205.
- Is BETHANY LUTHERAN CHURCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to BETHANY LUTHERAN CHURCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BETHANY LUTHERAN CHURCH FOUNDATION 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 CHURCH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETHANY LUTHERAN CHURCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BETHANY LUTHERAN CHURCH FOUNDATION?
- The 990 for the year ended December 31, 2024 names Adam Davey.
- Who are the officers and directors of BETHANY LUTHERAN CHURCH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does BETHANY LUTHERAN CHURCH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $31,238, expenses of $66,658 and total assets of $1,118,877 at year end.
Other nonprofits in CHERRY HL VLG
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- THE WILLIAM E JACKSON FOUNDATION EIN 84-1524378 · last filed 990-PF for 2024
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- VILLAGE TENNIS RIDING AND SWIM CLUB INC EIN 84-6115962 · last filed 990 for 2025
- HILLARY FAMILY FOUNDATION EIN 84-1529650 · last filed 990-PF for 2024
- KARL FRIEDMAN FAMILY FOUNDATION EIN 84-1387798 · last filed 990-PF for 2025
- CHERRY HILLS PALMER SCHOLARSHIP FOUNDATION INC EIN 33-1013709 · last filed 990 for 2024
- CATALYST FOUNDATION EIN 20-2594397 · last filed 990-PF for 2025