BETHANY LUTHERAN FOUNDATION OF FREDERICKSBURG TEXAS INC (EIN 208460936) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

JOYCE RICHEY

Phone

8304564371

Tax Period

2024-02-01 to 2025-01-31

BETHANY LUTHERAN FOUNDATION OF FREDERICKSBURG TEXAS INC, founded in 2007, is a micro nonprofit in the Religion sector that reported $55K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $51K left a modest 7% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,190

Program Service Revenue $0

Investment Income $44,531

Other Revenue $325

TOTAL REVENUE $55,046

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $0

Fundraising Expenses $4,543

Program Expenses $35,000

Other Expenses $16,393

TOTAL EXPENSES $51,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,046	$45,813	+0.2%
Expenses	$51,393	$46,581	+0.1%
Net Income	$3,653	$-768	-5.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
MERRILY HARTMAN	PRESIDENT	2.67	Officer Director	$0	$0	$0
JODY DONOVAN	VICE PRESIDENT	0.38	Officer Director	$0	$0	$0
BETH LUCKENBACH	SECRETARY	0.56	Officer Director	$0	$0	$0
JOYCE RICHEY	TREASURER	1.65	Officer Director	$0	$0	$0
KEITH WHITED	DIRECTOR	0.29	Director	$0	$0	$0
MIKE MYERS	DIRECTOR	0.35	Director	$0	$0	$0
ERIK IVERSON	DIRECTOR	0.23	Director	$0	$0	$0
LINDY HALEY	DIRECTOR	0.37	Director	$0	$0	$0
CHASE PERRY	DIRECTOR	0.42	Director	$0	$0	$0
PASTOR CASEY ZESCH	EX-AFICIO MEMBER	0.21	Director	$0	$0	$0

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	$55,046	$51,393	$767,778	$3,653
2025	$58,640	$52,946	$796,926	$5,694

BETHANY LUTHERAN FOUNDATION OF FREDERICKSBURG TEXAS INC