Civic Intelligence

Bertram Economic Development

EIN 33-1019490 • 501(c)4 • Bertram, TX

Profile

The organization was created by the city of bertram, texas in order to fund and direct economic development projects including to expand commercial tax revenue and new capital investmetns in the city. These projects include quality of life improvements as well as projects intended to attract and retain primary employers for the city of bertram and to maintain quality for existing businesses.

PO Box 1604Bertram, TX 78605

bertramedc.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

20%

Faster revenue growth than 70% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$806,848

Up $134,756 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$806,848

Up $134,756 (+20%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin95th percentile

Revenue

Up

$193,284

Up $31,813 (+20%) from 2023

Expenses

Up

$58,527

Up $18,430 (+46%) from 2023

Net Income

Up

$134,757

Up $13,383 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2019: $285,785Liabilities 2019: $0Net Assets 2019: $285,7852019Assets 2020: $315,911Liabilities 2020: $0Net Assets 2020: $315,9112020Assets 2021: $407,274Liabilities 2021: $0Net Assets 2021: $407,2742021Assets 2022: $547,398Liabilities 2022: $0Net Assets 2022: $547,3982022Assets 2023: $672,092Liabilities 2023: $0Net Assets 2023: $672,0922023Assets 2024: $806,848Liabilities 2024: $0Net Assets 2024: $806,8482024

Highlighted filing

2024

Assets$806,848
Liabilities$0
Net Assets$806,848
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2019: $72,748Expenses 2019: $21,413Net Income 2019: $51,3352019Revenue 2020: $92,624Expenses 2020: $62,498Net Income 2020: $30,1262020Revenue 2021: $104,711Expenses 2021: $13,348Net Income 2021: $91,3632021Revenue 2022: $172,868Expenses 2022: $32,744Net Income 2022: $140,1242022Revenue 2023: $161,471Expenses 2023: $40,097Net Income 2023: $121,3742023Revenue 2024: $193,284Expenses 2024: $58,527Net Income 2024: $134,7572024

Highlighted filing

2024

Revenue$193,284
Expenses$58,527
Net Income$134,757
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$806,848
Liabilities
$0
Net assets
$806,848
Revenue
$193,284
Expenses
$58,527
Net income
$134,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$1.93$0.59$1.35
2023Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$1.61$0.40$1.21
2022Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$1.73$0.33$1.40
2021Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$1.05$0.13$0.91
2020Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.93$0.62$0.30
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.73$0.21$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Mar 7, 2025
Return Version
2023v6.0
Gross Receipts
$193,284
Mission and Program Overview

Mission

The organization was created by the city of bertram, texas in order to fund the economic development projects within the city. These projects include quality of life improvements as well as projects intended to attract and retain primary employers for the city of bertram.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$505,704$806,848▲ $301,144
Cash and Non-Interest-Bearing Accounts$166,387--
Total Assets$672,091$806,848▲ $134,757
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$672,091$806,848▲ $134,757
Total Net Assets Fund Balance$672,091$806,848▲ $134,757
Total Liabilities and Net Assets / Fund Balance$672,091$806,848▲ $134,757
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Lori RingstaffPresident
Evan MilliornVice-president
Ann BrockAlternate Director
James PredmoreAlternate Director
Amie EgbertDirector
Deanne FisherDirector
Jim ClarkeDirector
Rachel ParksDirector
Katy DukeTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$166,361
Program Service Revenue
$0
Investment Income
$26,923
Other Revenue
$0
Change in Net Assets
$134,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,404
Grants and Similar Amounts Paid$2,123
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$8,846--$8,846
Advertising-$6,500-$6,500
Grants to Domestic Orgs$2,123--$2,123
Information Technology-$389-$389
Office Expenses-$77-$77
All Other Expenses-$50-$50
Fees for Services Accounting-$41-$41
Total Functional Expenses$51,470$7,057$0$58,527
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the treasurer prior to filing.”

Form 990, Part VI, Section C, Line 19

“A copy of form 990 and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bertram Economic Development
EIN
33-1019490
Phone
5123507436
Address
PO BOX 1604, BERTRAM, TX 78605

Signing Officer

Name
Katy Duke
Title
Treasurer/secretary
Phone
5123507436
Signed
2025-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katy Duke
Formed
2002
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Oliver Rainey & Wojtek Llp
Address
2909 SHERWOOD WAY SUITE 300, SAN ANGELO, TX 76901
Preparer
Meghan D Kauten CPA
Phone
3259426713
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Dues and subscriptions: program service expenses 0. Management and general expenses 50. Fundraising expenses 0. Total expenses 50.”

Raw XML Appendix323 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATY DUKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05123507436
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTRAM ECONOMIC DEVELOPMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0331019490
ReturnHeader/Filer/PhoneNum05123507436
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1604
ReturnHeader/Filer/USAddress/CityNm0BERTRAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078605
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752138464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLIVER RAINEY & WOJTEK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02909 SHERWOOD WAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANGELO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076901
ReturnHeader/PreparerPersonGrp/PhoneNum03259426713
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGHAN D KAUTEN CPA
ReturnHeader/ReturnTs02025-03-07T20:47:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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