Civic Intelligence

Bertram Economic Development Corporation

990 • Fiscal year 2022 • EIN 33-1019490

Oct 01, 2021 to Sep 30, 2022 • Filed on Dec 21, 2022

Organization ProfileN/A
PO Box 1604Bertram, TX 78605

(512) 350-7436

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

37th percentile

0.00x

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

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

89th percentile

34%

Faster asset growth than 89% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

65%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$547,398

Up $140,124 (+34%) from 2021

Net Assets

Up

$547,398

Up $140,124 (+34%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin97th percentile

Revenue

Up

$172,868

Up $68,157 (+65%) from 2021

Expenses

Up

$32,744

Up $19,396 (+145%) from 2021

Net Income

Up

$140,124

Up $48,761 (+53%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2022

Assets$547,398
Liabilities$0
Net Assets$547,398
Open 2022 Filing

Operations Trend

Revenue Growth87th 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

2022

Revenue$172,868
Expenses$32,744
Net Income$140,124
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Dec 21, 2022
Return Version
2021v4.0
Gross Receipts
$205,051
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$407,274$547,398▲ $140,124
Total Assets$407,274$547,398▲ $140,124
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$407,274$547,398▲ $140,124
Total Net Assets Fund Balance$407,274$547,398▲ $140,124
Total Liabilities and Net Assets / Fund Balance$407,274$547,398▲ $140,124
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Lori RingstaffPresident
Amie EgbertDirector
Jim ClarkDirector
Rachel ParksDirector
Ann BrockAlternate
Andrew BrandtCirector
Katy DukeTreasurer
Evan MilliornVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$121,282
Program Service Revenue
$0
Investment Income
$51,586
Other Revenue
$0
Change in Net Assets
$140,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,866
Other Expenses$10,878
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,866--$21,866
Advertising$4,841--$4,841
Fees for Services Other$1,750--$1,750
Information Technology$1,725--$1,725
Conferences and Meetings$1,400--$1,400
Fees for Services Accounting-$500-$500
Other Expenses-$137-$137
Total Functional Expenses$31,582$1,162$0$32,744
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Plural DesignsAustin, TX-Economic Development$13,666
City of Bertram -vaughn Street ProjBertram, TX-Survey$8,200
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
5123507436
Address
PO BOX 1604, BERTRAM, TX 78605

Signing Officer

Name
Katy Duke
Title
Treasurer
Phone
5123507436
Signed
2022-12-21
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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ReturnHeader/PreparerPersonGrp/PhoneNum05127564904
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHYLLIS M BURNETT
ReturnHeader/ReturnTs02023-01-13T17:07:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUKE
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$547,398
Liabilities
$0
Net assets
$547,398
Revenue
$172,868
Expenses
$32,744
Net income
$140,124
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