Civic Intelligence

Bertram Economic Development Corporation

990 • Fiscal year 2020 • EIN 33-1019490

Oct 01, 2019 to Sep 30, 2020 • Filed on Jun 05, 2021

Organization ProfileN/A
PO Box 1604Bertram, TX 78605

(512) 355-2197

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

27%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$315,911

Up $30,126 (+11%) from 2019

Net Assets

Up

$315,911

Up $30,126 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin85th percentile

Revenue

Up

$92,624

Up $19,876 (+27%) from 2019

Expenses

Up

$62,498

Up $41,085 (+192%) from 2019

Net Income

Down

$30,126

Down $21,209 (-41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$315,911
Liabilities$0
Net Assets$315,911
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$92,624
Expenses$62,498
Net Income$30,126
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jun 5, 2021
Return Version
2019v5.0
Gross Receipts
$92,624
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$285,785$315,911▲ $30,126
Total Assets$285,785$315,911▲ $30,126
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$285,785$315,911▲ $30,126
Total Net Assets Fund Balance$285,785$315,911▲ $30,126
Total Liabilities and Net Assets / Fund Balance$285,785$315,911▲ $30,126
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David CusterPresident
April BaladezDirector
KatydukeDirector
Otis MaclayDirector
Roxanne RiosDirector
Rachel ParksAlternate
Zane MccarntneyTreasurer
Lori RingstaffVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$91,136
Program Service Revenue
$0
Investment Income
$1,488
Other Revenue
$0
Change in Net Assets
$30,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,799
Other Expenses$1,699
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,799--$60,799
Fees for Services Legal-$645-$645
Fees for Services Accounting-$500-$500
Office Expenses-$343-$343
Conferences and Meetings-$175-$175
Other Expenses-$36-$36
Total Functional Expenses$60,799$1,699$0$62,498
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of BertramBertram, TX--$39,999
Fratelli PizzaBertram, TX--$6,800
Twin Peaks PoolBertrram, TX--$6,000
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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
5123552197
Address
PO BOX 1604, BERTRAM, TX 78605

Signing Officer

Name
Katy Duke
Title
Treasurer
Phone
5123552197
Signed
2021-06-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katy Duke
Formed
2002
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Taber & Burnett Pc
Address
PO BOX 1519, BURNET, TX 78611-7519
Preparer
Phyllis M Burnett
Phone
5127564904
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$315,911
Liabilities
$0
Net assets
$315,911
Revenue
$92,624
Expenses
$62,498
Net income
$30,126
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