Civic Intelligence

Bertram Economic Development Corporation

990 • Fiscal year 2024 • EIN 33-1019490

Oct 01, 2023 to Sep 30, 2024 • Filed on Mar 07, 2025

Organization ProfileBERTRAMEDC.COM
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

40th percentile

0.00x

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

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

Liabilities / Revenue

40th percentile

0.00x

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

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

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

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

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

69th percentile

20%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • 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

Net Assets

Up

$806,848

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue40th 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

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2024

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

Operations Trend

Revenue Growth69th 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

2024

Revenue$193,284
Expenses$58,527
Net Income$134,757
Open 2024 Filing
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 Pay72nd 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt06500
IRS990/AdvertisingGrp/TotalAmt06500
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt050
IRS990/AllOtherExpensesGrp/TotalAmt050
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATY DUKE
IRS990/BooksInCareOfDetail/PhoneNum05123507436
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1604
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERTRAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078605
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0166387
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0166361
IRS990/CYGrantsAndSimilarPaidAmt02123
IRS990/CYInvestmentIncomeAmt026923
IRS990/CYOtherExpensesAmt056404
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0134757
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt058527
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0193284
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0BUSINESS GRANTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02123
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt041
IRS990/FeesForServicesAccountingGrp/TotalAmt041
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0LORI RINGSTAFF
IRS990/Form990PartVIISectionAGrp/PersonNm1EVAN MILLIORN
IRS990/Form990PartVIISectionAGrp/PersonNm2KATY DUKE
IRS990/Form990PartVIISectionAGrp/PersonNm3RACHEL PARKS
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm5AMIE EGBERT
IRS990/Form990PartVIISectionAGrp/PersonNm6ANN BROCK
IRS990/Form990PartVIISectionAGrp/PersonNm7DEANNE FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES PREDMORE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8ALTERNATE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0166361
IRS990/GrantAmt02123
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02123
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02123
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0193284
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0389
IRS990/InformationTechnologyGrp/TotalAmt0389
IRS990/InvestmentIncomeGrp/ExclusionAmt026923
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026923
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0672091
IRS990/NetAssetsOrFundBalancesEOYAmt0806848
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0672091
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0806848
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt077
IRS990/OfficeExpensesGrp/TotalAmt077
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CITY HALL PARKING LOT
IRS990/OtherExpensesGrp/Desc1DOWNTOWN DECORATION/LIG
IRS990/OtherExpensesGrp/Desc2WAYFINDING AND DOWNTOWN
IRS990/OtherExpensesGrp/Desc3DOWNTOWN DEVELOPMENT PR
IRS990/OtherExpensesGrp/ProgramServicesAmt020864
IRS990/OtherExpensesGrp/ProgramServicesAmt110074
IRS990/OtherExpensesGrp/ProgramServicesAmt29563
IRS990/OtherExpensesGrp/ProgramServicesAmt38846
IRS990/OtherExpensesGrp/TotalAmt020864
IRS990/OtherExpensesGrp/TotalAmt110074
IRS990/OtherExpensesGrp/TotalAmt29563
IRS990/OtherExpensesGrp/TotalAmt38846
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATY DUKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CITY OF BERTRAM CAPITAL PROJECTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt049347
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0151735
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt08000
IRS990/PYInvestmentIncomeAmt09736
IRS990/PYOtherExpensesAmt032098
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0121373
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt040098
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0161471
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0134757
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0505704
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0806848
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0672091
IRS990/TotalAssetsEOYAmt0806848
IRS990/TotalAssetsGrp/BOYAmt0672091
IRS990/TotalAssetsGrp/EOYAmt0806848
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0166361
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07057
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051470
IRS990/TotalFunctionalExpensesGrp/TotalAmt058527
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0672091
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0806848
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt051470
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026923
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0193284
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0672091
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0806848
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1604
IRS990/USAddress/CityNm0BERTRAM
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078605
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTPS://BERTRAMEDC.COM/
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)4 • $500k-$1M nonprofits