Nonprofit · EIN 74-1727344
BERTRAM DEVELOPMENT COMPANY INC
Also known as BERTRAM NURSING HOME
Tax-exempt · BERTRAM, TX 78605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $21,442 | $56,870 | -$35,428 | $1,004,467 | $0 | $1,004,467 |
| December 31, 2023 | 990-PF | $10,962 | $59,460 | -$48,498 | $1,039,895 | $0 | $1,039,895 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $700
- Interest
- $20,742
Expenses
- Grants and similar amounts paid
- $38,938
- Disbursements for charitable purposes
- $6,040
- Excise tax on investment income
- $286
Balance sheet and other
- Total assets, start of year
- $1,039,895
- Total assets, end of year
- $1,004,467
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,004,467
- Fair market value of assets
- $1,245,909
- Qualifying distributions
- $6,040
- Net investment income
- $20,742
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shipp Cheryl PO Box 662, Bertram, TX 78605 | President | 1 | $0 |
| Shipp Kimberly 2330 W FM 243, Bertram, TX 78605 | Secretary | 1 | $0 |
| Taylor Justin 329 RR 1869, Bertram, TX 78605 | Vice President | 1 | $0 |
| Wiley Helen 2730 N FM 1174, Bertram, TX 78605 | Treasurer | 1 | $0 |
| Barton Beth PO Box 236, Bertram, TX 78605 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shipp Cheryl PO Box 662, Bertram, TX 78605 | President | 1 | $0 |
| Shipp Kimberly 2330 W FM 243, Bertram, TX 78605 | Secretary | 1 | $0 |
| Taylor Justin 329 RR 1869, Bertram, TX 78605 | Vice President | 1 | $0 |
| Wiley Helen 2730 N FM 1174, Bertram, TX 78605 | Treasurer | 1 | $0 |
| Barton Beth PO Box 236, Bertram, TX 78605 | Director | 1 | $0 |
| Taylor Justin 329 RR 1869, Bertram, TX 78605 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 662, BERTRAM, TX 78605-0662
- Signed the 990-PF
- Cheryl Shipp, President
- Phone
- (512) 787-3178
- Return prepared by
- Helen V Wiley CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-1727344
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,004,467
- Income (IRS master file)
- $21,442
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $21,442 | $56,870 | $1,004,467 | XML |
| 990-PF | December 2023 | $10,962 | $59,460 | $1,039,895 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1727344).
Questions about BERTRAM DEVELOPMENT COMPANY INC
- What is the EIN of BERTRAM DEVELOPMENT COMPANY INC?
- The employer identification number (EIN) of BERTRAM DEVELOPMENT COMPANY INC is 74-1727344.
- Is BERTRAM DEVELOPMENT COMPANY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Which annual return does BERTRAM DEVELOPMENT COMPANY INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTRAM DEVELOPMENT COMPANY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTRAM DEVELOPMENT COMPANY INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERTRAM DEVELOPMENT COMPANY INC?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does BERTRAM DEVELOPMENT COMPANY INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,442, expenses of $56,870 and total assets of $1,004,467 at year end.
Other nonprofits in BERTRAM
- BERTRAM VOLUNTEER FIRE DEPARTMENT EIN 74-2296198 · last filed 990 for 2025
- SAINT BERNARD RESCUE FOUNDATION INC EIN 86-0924177 · last filed 990 for 2024
- OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST EIN 74-6421548 · last filed 990 for 2025
- BERTRAM ECONOMIC DEVELOPMENT CORPORATION EIN 33-1019490 · last filed 990 for 2025
- BERTRAM COMMUNITY CUPBOARD EIN 33-4045194 · last filed 990-EZ for 2025
- CARE BEARS RESCUE EIN 87-1672425 · last filed 990-PF for 2024
- BERTRAM CHAMBER OF COMMERCE EIN 74-6061148 · last filed 990-EZ for 2025
- NEXT LEVEL SPORTS EIN 38-4102872 · last filed 990-EZ for 2023