Bergey'S Electric Inc Trust

990 • Fiscal year 2011 • EIN 23-2211086

Jan 01, 2011 to Dec 31, 2011 • Filed on Feb 27, 2012

Organization Profile N/A

2880 Penn Avenue19440

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$435,139

Flat from 2011

Net Assets

Flat

$435,139

Flat from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$303,737

Flat from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2011

Assets$435,139

Liabilities$0

Net Assets$435,139

Open 2011 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue-

Expenses$303,737

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Feb 27, 2012
Return Version: 2011v1.2
Gross Receipts: $463,521

Mission and Program Overview

Mission

To fund medical hospitalization insurance and medical benefits for the employees of bergey's electric, inc.

Filing and Contact Details

Filer

EIN: 23-2211086

Raw XML Appendix295 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.

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IRS990/ActivityOrMissionDescription	0	TO FUND MEDICAL HOSPITALIZATION INSURANCE AND MEDICAL BENEFITS FOR THE EMPLOYEES OF BERGEY'S ELECTRIC, INC.
IRS990/AddressPrincipalOfficerUS/AddressLine1	0	2880 PENN AVENUE
IRS990/AddressPrincipalOfficerUS/City	0	HATFIELD
IRS990/AddressPrincipalOfficerUS/State	0	PA
IRS990/AddressPrincipalOfficerUS/ZIPCode	0	19440
IRS990/BenefitsPaidToMembersCY	0	0
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IRS990/BsnssRltnshpWithOrganization	0	false
IRS990/CashNonInterestBearing/BOY	0	953
IRS990/CashNonInterestBearing/EOY	0	26056
IRS990/ChangesToOrganizingDocs	0	false
IRS990/CollectionsOfArt	0	false
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IRS990/DeductibleNonCashContributions	0	false
IRS990/DelegationOfManagementDuties	0	false
IRS990/DescribedIn501C3	0	false
IRS990/Description	0	MEDICAL HOSPITALIZATION INSURANCE & MEDICAL BENEFIT FUND
IRS990/DisregardedEntity	0	false
IRS990/DocumentRetentionPolicy	0	false
IRS990/DonorAdvisedFunds	0	false
IRS990/DoNotFollowSFAS117	0	X
IRS990/ElectionOfBoardMembers	0	false
IRS990/Expense	0	303737
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IRS990/FeesForServicesAccounting/ProgramServices	0	4380
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IRS990/ForeignFinancialAccount	0	false
IRS990/ForeignOffice	0	false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek	0	1.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek	1	1.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek	2	1.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek	3	1.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector	0	X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector	1	X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector	2	X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector	3	X
IRS990/Form990PartVIISectionA/NamePerson	0	RONALD L BERGEY
IRS990/Form990PartVIISectionA/NamePerson	1	ROBERT L BERGEY
IRS990/Form990PartVIISectionA/NamePerson	2	DALE BERGEY
IRS990/Form990PartVIISectionA/NamePerson	3	WILLARD C BERGEY
IRS990/Form990PartVIISectionA/OtherCompensation	0	14602
IRS990/Form990PartVIISectionA/OtherCompensation	1	12223
IRS990/Form990PartVIISectionA/OtherCompensation	2	14602
IRS990/Form990PartVIISectionA/OtherCompensation	3	12414
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization	0	0
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization	1	0
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization	3	0
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs	2	127306
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs	3	126267
IRS990/Form990PartVIISectionA/Title	0	TRUSTEE
IRS990/Form990PartVIISectionA/Title	1	TRUSTEE
IRS990/Form990PartVIISectionA/Title	2	TRUSTEE
IRS990/Form990PartVIISectionA/Title	3	TRUSTEE
IRS990/Form990ProvidedToGoverningBody	0	true
IRS990/FormersListed	0	false
IRS990/FSAudited	0	false
IRS990/FundraisingActivities	0	false
IRS990/Gaming	0	false
IRS990/GrantsAndSimilarAmntsCY	0	0
IRS990/GrantsToIndividuals	0	false
IRS990/GrantsToOrganizations	0	false
IRS990/GrantToRelatedPerson	0	false
IRS990/GrossReceipts	0	463521
IRS990/GroupReturnForAffiliates	0	false
IRS990/Hospital	0	false
IRS990/IndependentAuditFinancialStmt	0	false
IRS990/IndoorTanningServices	0	false
IRS990/InfoInScheduleOPartVI	0	X
IRS990/Insurance/ProgramServices	0	299352
IRS990/Insurance/Total	0	299352
IRS990/InvestmentIncomeCurrentYear	0	9633
IRS990/InvestmentIncome/ExclusionAmount	0	9633
IRS990/InvestmentIncomePriorYear	0	19561
IRS990/InvestmentIncome/TotalRevenueColumn	0	9633
IRS990/InvestmentInJointVenture	0	false
IRS990/InvestmentsProgramRelated/BOY	0	274402
IRS990/InvestmentsProgramRelated/EOY	0	283685
IRS990/LoanToOfficerOrDQP	0	false
IRS990/LocalChapters	0	false
IRS990/MaterialDiversionOrMisuse	0	false
IRS990/MembersOrStockholders	0	false
IRS990/MethodOfAccountingCash	0	X
IRS990/MinutesOfCommittees	0	true
IRS990/MinutesOfGoverningBody	0	true
IRS990/MissionDescription	0	TO FUND MEDICAL HOSPITALIZATION INSURANCE AND MEDICAL BENEFITS FOR THE EMPLOYEES OF BERGEY'S ELECTRIC, INC.
IRS990/MoreThan5000KToIndividuals	0	false
IRS990/MoreThan5000KToOrganizations	0	false
IRS990/NameOfPrincipalOfficerPerson	0	ROBERT L BERGEY
IRS990/NbrIndependentVotingMembers	0	0
IRS990/NbrVotingGoverningBodyMembers	0	4
IRS990/NbrVotingMembersGoverningBody	0	4
IRS990/NetAssetsOrFundBalancesBOY	0	275355
IRS990/NetAssetsOrFundBalancesEOY	0	435139
IRS990/NonDeductibleContributions	0	false
IRS990/NumberFormsTransmittedWith1096	0	0
IRS990/NumberIndependentVotingMembers	0	0
IRS990/NumberOfEmployees	0	0
IRS990/NumberW2GIncluded	0	0
IRS990/OfficeExpenses/ProgramServices	0	5
IRS990/OfficeExpenses/Total	0	5
IRS990/OfficerEntityWithBsnssRltnshp	0	true
IRS990/OfficerMailingAddress	0	false
IRS990/Organization501c	0	X
IRS990/OtherExpensePriorYear	0	304739
IRS990/OtherExpensesCurrentYear	0	303737
IRS990/OtherRevenueCurrentYear	0	0
IRS990/PartialLiquidation	0	false
IRS990/PoliticalActivities	0	false
IRS990/ProfessionalFundraising	0	false
IRS990/ProgramServiceRevenueCY	0	453888
IRS990/ProgramServiceRevenue/Description	0	MEDICAL HOSPTALIZ. INS. FUND
IRS990/ProgramServiceRevenue/ExclusionAmount	0	453888
IRS990/ProgramServiceRevenuePriorYear	0	300000
IRS990/ProgramServiceRevenue/TotalRevenueColumn	0	453888
IRS990/ProhibitedTaxShelterTrans	0	false
IRS990/ReconcilationRevenueExpenses	0	159784
IRS990/RelatedEntity	0	true
IRS990/RelatedOrgControlledEntity	0	false
IRS990/ReportFin48Footnote	0	false
IRS990/ReportInvestOthSecurities	0	false
IRS990/ReportLandBldgEquip	0	false
IRS990/ReportOtherAssets	0	false
IRS990/ReportOtherLiabilities	0	false
IRS990/ReportProgRelInvest	0	true
IRS990/RetainedEarningsEndowmentEtc/BOY	0	275355
IRS990/RetainedEarningsEndowmentEtc/EOY	0	435139
IRS990/Revenue	0	453888
IRS990/RevenuesLessExpensesCY	0	159784
IRS990/RevenuesLessExpensesPriorYear	0	14822
IRS990/SalariesEtcCurrentYear	0	0
IRS990/SavingsAndTempCashInvestments/EOY	0	125398
IRS990/ScheduleBRequired	0	false
IRS990ScheduleD/AgentTrusteeEtc	0	false
IRS990ScheduleD/AreRelatedOrgsListedScheduleR	0	false
IRS990ScheduleD/DisclosedForCharitablePurposes	0	false
IRS990ScheduleD/DisclosedOrgsLegalControl	0	false
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs	0	false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs	0	false
IRS990ScheduleD/IncludedOnFS	0	false
IRS990ScheduleD/InvestmentsProgramRelated/BookValue	0	283685
IRS990ScheduleD/InvestmentsProgramRelated/Description	0	MONUMENT LIFE - ANNUITY
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation	0	F
IRS990ScheduleD/Sect170hRequirementsSatisfied	0	false
IRS990ScheduleD/SolicitedAssetsForSale	0	false
IRS990ScheduleD/TotalOfBookValueProgramRelated	0	283685
IRS990ScheduleD/WrittenPolicyMonitoring	0	false
IRS990ScheduleJ/EquityBasedCompArrangement	0	false
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs	0	169607
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs	1	147013
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs	0	14602
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs	1	12223
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson	0	RONALD L BERGEY
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson	1	ROBERT L BERGEY
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs	0	184209
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs	1	159236
IRS990/ScheduleJRequired	0	true
IRS990ScheduleJ/SeverancePayment	0	false
IRS990ScheduleJ/SupplementalNonqualRetirePlan	0	false
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction	0	453659
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction	0	GROUP INSURANCE
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NameBusiness/BusinessNameLine1	0	BERGEY'S ELECTRIC INC
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship	0	BROTHER/SISITER
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues	0	false
IRS990ScheduleO/GeneralExplanation/Explanation	0	ROBERT L. BERGEY RONALD L. BERGEY SHAREHOLDER SHAREHOLDER BUSINESS RELATIONSHIP ROBERT L. BERGEY WILLARD BERGEY SHAREHOLDER SHAREHOLDER BUSINESS RELATIONSHIP ROBERT L. BERGEY DALE BERGEY SHAREHOLDER SHAREHOLDER BUSINESS RELATIONSHIP RONALD L. BERGEY WILLARD BERGEY SHAREHOLDER SHAREHOLDER BUSINESS RELATIONSHIP RONALD L. BERGEY DALE BERGEY SHAREHOLDERS SHAREHOLDER BUSINESS RELATIONSHIP WILLARD BERGEY DALE BERGEY SHAREHOLDER SHAREHOLDER BUSINESS RELATIONSHIP
IRS990ScheduleO/GeneralExplanation/Explanation	1	A COPY OF THE 990 IS PROVIDED TO THE OFFICERS FOR REVIEW AND APPROVAL BEFORE THE 990 IS SUBMITTED TO THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation	2	NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier	0	RELATED PARTY INFORMATION AMONG OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier	1	ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier	2	GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired	0	false
IRS990ScheduleR/ExchangeOfAssets	0	false
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1	0	2880 PENN AVENUE
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City	0	HATFIELD
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode	0	19440
IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityNA	0	N/A
IRS990ScheduleR/Form990ScheduleRPartIV/EIN	0	231631621
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IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity	0	CONTRACTOR
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg	0	false
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg	0	false
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg	0	false
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IRS990ScheduleR/PerformOfServicesForOtherOrgs	0	false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg	0	false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties	0	false
IRS990ScheduleR/ReimbursementPaidByOtherOrg	0	true
IRS990ScheduleR/ReimbursementPaidToOtherOrg	0	false
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IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType	0	P
IRS990/School	0	false
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IRS990/SubjectToProxyTax	0	false
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IRS990/TheBooksAreInCareOf/TelephoneNumber	0	2157235518
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IRS990/TotalAssetsBOY	0	275355
IRS990/TotalAssets/EOY	0	435139
IRS990/TotalAssetsEOY	0	435139
IRS990/TotalCompGT150K	0	true
IRS990/TotalExpensesCurrentYear	0	303737
IRS990/TotalExpensesPriorYear	0	304739
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IRS990/TotalGrossUBI	0	0
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IRS990/TotalNetAssetsFundBalances/BOY	0	275355
IRS990/TotalNetAssetsFundBalances/EOY	0	435139
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IRS990/TotalRevenuePriorYear	0	319561
IRS990/TotalRevenue/TotalRevenueColumn	0	463521
IRS990/TransactionRelatedEntity	0	false
IRS990/TypeOfOrganizationCorporation	0	X
IRS990/UnrelatedBusinessIncome	0	false
IRS990/UponRequest	0	X
IRS990/WhistleblowerPolicy	0	false
IRS990/YearFormation	0	1981
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	232211086
ReturnHeader/Filer/Name/BusinessNameLine1	0	BERGEY'S ELECTRIC INC TRUST
ReturnHeader/Filer/NameControl	0	BERG
ReturnHeader/Filer/USAddress/AddressLine1	0	2880 PENN AVENUE
ReturnHeader/Filer/USAddress/City	0	HATFIELD
ReturnHeader/Filer/USAddress/State	0	PA
ReturnHeader/Filer/USAddress/ZIPCode	0	19440
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2012-02-27
ReturnHeader/Officer/Name	0	ROBERT L BERGEY
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/Preparer/DatePrepared	0	2012-03-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	DETWEILER HERSHEY & ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO BOX 64157
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SOUDERTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	189640157
ReturnHeader/Preparer/Name	0	JAMES L RITTENHOUSE
ReturnHeader/Preparer/Phone	0	2157238901
ReturnHeader/ReturnType	0	990
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-03-15T14:01:35-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $435,139
Liabilities: $0
Net assets: $435,139
Revenue: -
Expenses: $303,737
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.87	$0.00	$1.87	$3.60	$6.53	$2.93
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.80	$0.00	$4.80	$6.68	$6.42	$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.55	$0.00	$4.55	$6.36	$6.18	$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.37	$0.00	$4.37	$5.54	$5.39	$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$4.22	$0.00	$4.22	$3.70	$3.54	$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.06	$0.00	$4.06	$1.26	$3.73	$2.47
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.	$6.53	$0.00	$6.53	$4.43	$4.34	$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.44	$0.00	$6.44	$4.49	$4.35	$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.30	$0.00	$6.30	$4.79	$4.71	$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.22	$0.00	$6.22	$5.58	$4.20	$1.37
2015Detailed filing. Detailed filing data is available for this year.	$5.31	$0.46	$4.85	$3.78	$3.65	$0.13
2014Detailed filing. Detailed filing data is available for this year.	$4.72	$0.00	$4.72	$3.26	$3.12	$0.15
2013Detailed filing. Detailed filing data is available for this year.	$4.58	$0.00	$4.58	$2.92	$2.81	$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$4.47	$0.00	$4.47		$1.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$4.35	$0.00	$4.35		$3.04
2011Summary only. Only limited summary data is available for this year.	$4.35	$0.00	$4.35	$4.64	$3.04	$1.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.75	$0.00	$2.75		$3.05