Bertram Development Company Inc

Bertram Nursing Home

Bertram, TX
Tax-exempt since Jan. 1973
EIN: 74-1727344

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Revenue

$11k (2023)

Expenses

$59.5k (2023)

Total Assets

$1.04M (2023)

Total Liabilities

$0 (2023)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$10,962

Expenses

$59,460

Net Income

-$48,498

Net Assets

$1,039,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	4.6%
Interest Revenue	$10,462	95.4%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,271	79.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,039,895
Total Liabilities	$0
Net Assets	$1,039,895

Compensation

Key Employees and Officers	Compensation	Other
Shipp Cheryl (President)	$0	$0
Shipp Kimberly (Secretary)	$0	$0
Taylor Justin (Vice President)	$0	$0
Wiley Helen (Treasurer)	$0	$0
Barton Beth (Director)	$0	$0
Taylor Justin (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$6,278

Expenses

$45,303

Net Income

-$39,025

Net Assets

$1,088,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,278	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,638	67.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,088,393
Total Liabilities	$0
Net Assets	$1,088,393

Compensation

Key Employees and Officers	Compensation	Other
Shipp Cheryl (President)	$0	$0
Shipp Kimberly (Secretary)	$0	$0
Taylor Justin (Vice President)	$0	$0
Wiley Helen (Treasurer)	$0	$0
Barton Beth (Director)	$0	$0
Taylor Justin (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$8,507

Expenses

$33,933

Net Income

-$25,426

Net Assets

$1,127,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,507	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,196	47.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,127,418
Total Liabilities	$0
Net Assets	$1,127,418

Compensation

Key Employees and Officers	Compensation	Other
Taylor Gene (President)	$0	$0
Shipp Kimberly (Director)	$0	$0
Shipp Cheryl (Secretary)	$0	$0
Wiley Helen (Director)	$0	$0
Barton Beth (Director)	$0	$0
Taylor Justin (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2020

Revenue

$12,987

Expenses

$46,363

Net Income

-$33,376

Net Assets

$1,152,843

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,987	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,676	68.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,152,844
Total Liabilities	$1
Net Assets	$1,152,843

Compensation

Key Employees and Officers	Compensation	Other
Taylor Gene (President)	$0	$0
Shipp Kimberly (Director)	$0	$0
Shipp Cheryl (Secretary)	$0	$0
Wiley Helen (Director)	$0	$0
Barton Beth (Director)	$0	$0
Taylor Justin (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$14,803

Expenses

$51,256

Net Income

-$36,453

Net Assets

$1,186,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,174	7.9%
Interest Revenue	$13,629	92.1%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,637	69.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,186,220
Total Liabilities	$1
Net Assets	$1,186,219

Compensation

Key Employees and Officers	Compensation	Other
Taylor Gene (President)	$0	$0
Goodwin Emma (Director)	$0	$0
Shipp Cheryl (Secretary)	$0	$0
Wiley Helen (Director)	$0	$0
Beth Barton (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$36,783

Expenses

$35,198

Net Income

$1,585

Net Assets

$1,222,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	68.0%
Interest Revenue	$11,783	32.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,214	68.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,222,673
Total Liabilities	$0
Net Assets	$1,222,673

Compensation

Key Employees and Officers	Compensation	Other
Taylor Gene (President)	$0	$0
Goodwin Emma (Director)	$0	$0
Shipp Cheryl (Secretary)	$0	$0
Wiley Helen (Director)	$0	$0
Beth Barton (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$33,610

Expenses

$21,959

Net Income

$11,651

Net Assets

$1,221,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,235	75.1%
Interest Revenue	$8,375	24.9%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,276	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,221,088
Total Liabilities	$0
Net Assets	$1,221,088

Compensation

Key Employees and Officers	Compensation	Other
Taylor Gene (President)	$0	$0
Goodwin Emma (Director)	$0	$0
Odiorne Kenneth (Vice Pres)	$0	$0
Shipp Cheryl (Secretary)	$0	$0
Wiley Helen (Director)	$0	$0
Beth Barton (Director)	$0	$0

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990-PF

Filed on Nov. 6, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$2,387

Expenses

$82,641

Net Income

-$80,254

Net Assets

$1,209,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,387	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,300	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,209,437
Total Liabilities	$0
Net Assets	$1,209,437

Compensation

Key Employees and Officers	Compensation	Other
Taylor Gene (President)	$0	$0
Goodwin Emma (Director)	$0	$0
Odiorne Kenneth (Vice Pres)	$0	$0
Shipp Cheryl (Secretary)	$0	$0
Wiley Helen (Director)	$0	$0
Beth Barton (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$41,441

Expenses

$34,030

Net Income

$7,411

Net Assets

$1,273,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$41,441	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,030	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,273,647
Total Liabilities	$0
Net Assets	$1,273,647

Compensation

Key Employees and Officers	Compensation	Other
Barton Charles (President)	$0	$0
Goodwin Emma (Director)	$0	$0
Odiorne Kenneth (Vice Pres)	$0	$0
Shipp Cheryl (Secretary)	$0	$0
Taylor Gene (Director)	$0	$0
Wiley Helen (Director)	$0	$0

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990-PF

Filed on June 29, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$70,860

Expenses

$19,985

Net Income

$50,875

Net Assets

$1,266,236

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20	0.0%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$70,840	100.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,985	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,266,236
Total Liabilities	$0
Net Assets	$1,266,236

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$57,120

Expenses

$12,494

Net Income

$44,626

Net Assets

$1,215,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$57,120	100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,215,361
Total Liabilities	$0
Net Assets	$1,215,361

Reported conflict of interest transactions

Revenue

$57,121

Expenses

$12,494

Net Income

$44,627

Net Assets

$1,215,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$858	1.5%
Dividends	$0
Sales of Assets	$0
Other Income	$56,263	98.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,149	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,215,361
Total Liabilities	$0
Net Assets	$1,215,361

Compensation

Key Employees and Officers	Compensation	Related	Other
Barton Charles (Director)	$0	$0	$0
Goodwin Emma (Director)	$0	$0	$0
Odiorne Kenneth (Vice Pres)	$0	$0	$0
Shipp Cheryl (Secretary)	$0	$0	$0
Taylor Gene (President)	$0	$0	$0

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990

Filed on Aug. 18, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$32,880

Expenses

$165,785

Net Income

-$132,905

Net Assets

$1,170,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$32,880	100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,170,735
Total Liabilities	$0
Net Assets	$1,170,735

Revenue

$32,879

Expenses

$165,785

Net Income

-$132,906

Net Assets

$1,170,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,696	23.4%
Dividends	$0
Sales of Assets	$0
Other Income	$25,183	76.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,827	5.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,170,734
Total Liabilities	$0
Net Assets	$1,170,734

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$739,953

Expenses

$76,148

Net Income

$663,805

Net Assets

$1,303,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$175	0.0%
Program Services	$89,243	12.1%
Investment Income	$14,205	1.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$636,330	86.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,303,640
Total Liabilities	$0
Net Assets	$1,303,640

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

Bertram Development Company Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $11k (2023)

Expenses $59.5k (2023)

Total Assets $1.04M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$11k (2023)

Expenses

$59.5k (2023)

Total Assets

$1.04M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001