Civic Intelligence

Bergey'S Electric Inc Trust

990 • Fiscal year 2016 • EIN 23-2211086

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 10, 2017

Organization ProfileN/A
2880 Penn AvenueHatfield, PA 19440

(215) 723-5518

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.00x

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

88th percentile

$181,566

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 32.6% of source-year revenue.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Asset Growth

82nd percentile

17%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

47%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$622,391

Up $91,228 (+17%) from 2015

Net Assets

Up

$622,391

Up $137,228 (+28%) from 2015

Liabilities

Down

$0

Down $46,000 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin82nd percentile

Revenue

Up

$557,655

Up $179,232 (+47%) from 2015

Expenses

Up

$420,427

Up $54,932 (+15%) from 2015

Net Income

Up

$137,228

Up $124,300 (+961%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $275,355Liabilities 2010: $0Net Assets 2010: $275,3552010Assets 2011: $435,139Liabilities 2011: $0Net Assets 2011: $435,1392011Assets 2012: $446,634Liabilities 2012: $0Net Assets 2012: $446,6342012Assets 2013: $457,664Liabilities 2013: $0Net Assets 2013: $457,6642013Assets 2014: $472,235Liabilities 2014: $0Net Assets 2014: $472,2352014Assets 2015: $531,163Liabilities 2015: $46,000Net Assets 2015: $485,1632015Assets 2016: $622,391Liabilities 2016: $0Net Assets 2016: $622,3912016Assets 2017: $629,887Liabilities 2017: $0Net Assets 2017: $629,8872017Assets 2018: $644,337Liabilities 2018: $0Net Assets 2018: $644,3372018Assets 2019: $652,930Liabilities 2019: $0Net Assets 2019: $652,9302019Assets 2020: $405,872Liabilities 2020: $0Net Assets 2020: $405,8722020Assets 2021: $421,900Liabilities 2021: $0Net Assets 2021: $421,9002021Assets 2022: $436,992Liabilities 2022: $0Net Assets 2022: $436,9922022Assets 2023: $454,556Liabilities 2023: $0Net Assets 2023: $454,5562023Assets 2024: $480,159Liabilities 2024: $0Net Assets 2024: $480,1592024Assets 2025: $186,769Liabilities 2025: $0Net Assets 2025: $186,7692025

Highlighted filing

2016

Assets$622,391
Liabilities$0
Net Assets$622,391
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $304,7392010Revenue 2011: $463,521Expenses 2011: $303,737Net Income 2011: $159,7842011Expenses 2012: $190,4592012Revenue 2013: $291,960Expenses 2013: $280,930Net Income 2013: $11,0302013Revenue 2014: $326,085Expenses 2014: $311,514Net Income 2014: $14,5712014Revenue 2015: $378,423Expenses 2015: $365,495Net Income 2015: $12,9282015Revenue 2016: $557,655Expenses 2016: $420,427Net Income 2016: $137,2282016Revenue 2017: $478,671Expenses 2017: $471,175Net Income 2017: $7,4962017Revenue 2018: $448,993Expenses 2018: $434,543Net Income 2018: $14,4502018Revenue 2019: $442,945Expenses 2019: $434,352Net Income 2019: $8,5932019Revenue 2020: $126,223Expenses 2020: $373,281Net Income 2020: -$247,0582020Revenue 2021: $369,959Expenses 2021: $353,931Net Income 2021: $16,0282021Revenue 2022: $553,603Expenses 2022: $538,511Net Income 2022: $15,0922022Revenue 2023: $636,000Expenses 2023: $618,436Net Income 2023: $17,5642023Revenue 2024: $667,677Expenses 2024: $642,074Net Income 2024: $25,6032024Revenue 2025: $359,732Expenses 2025: $653,122Net Income 2025: -$293,3902025

Highlighted filing

2016

Revenue$557,655
Expenses$420,427
Net Income$137,228
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 10, 2017
Return Version
2016v3.0
Gross Receipts
$557,655
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$485,163$622,391▲ $137,228
Investments Program Related$331,871$345,771▲ $13,900
Other Notes and Loans Receivable, Net-$275,000-
Cash and Non-Interest-Bearing Accounts$3,147$1,419▼ $1,728
Savings and Temporary Cash Investments$196,145$201▼ $195,944
Total Assets$531,163$622,391▲ $91,228
Liabilities
Other Liabilities$46,000--
Total Liabilities$46,000$0▼ $46,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$485,163$622,391▲ $137,228
Total Liabilities and Net Assets / Fund Balance$531,163$622,391▲ $91,228

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$345,771--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleOtherTotal
Robert L BergeyTrustee$136,531$136,531
Dale BergeyTrustee$119,364$119,364
Willard C BergeyTrustee$96,658$96,658

Board Members and Trustees

NameTitle
Ronald L BergeyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$543,700
Investment Income
$13,955
Other Revenue
$0
Change in Net Assets
$137,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$420,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$420,427--$420,427
Total Functional Expenses$420,427$0$0$420,427
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 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, Page 6, Part VI, Line 2

“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”

Form 990, Page 6, Part VI, Line 11B

“A copy of the 990 is provided to the officers for review and approval before the 990 is submitted to the irs.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
BERGEY'S ELECTRIC INC TRUST
EIN
23-2211086
Address
2880 PENN AVENUE, HATFIELD, PA 19440

Signing Officer

Name
Robert L Bergey
Title
Trustee
Phone
2157235518
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert L Bergey
Formed
1981
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Detweiler Hershey & Associates Pc
Address
PO BOX 64157, SOUDERTON, PA 18964-0157
Preparer
James L Rittenhouse
Phone
2157238901
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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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IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019440
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L BERGEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157235518
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERGEY'S ELECTRIC INC TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0232211086
ReturnHeader/Filer/USAddress/AddressLine1Txt02880 PENN AVENUE
ReturnHeader/Filer/USAddress/CityNm0HATFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019440
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId072A9AB7397B853419F7BC1FB2C0C199BD4BCD0FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0250421F0F7944D2F1B5D744DAA01AB73C0BFE177
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231887636
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DETWEILER HERSHEY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 64157
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUDERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0189640157
ReturnHeader/PreparerPersonGrp/PhoneNum02157238901
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L RITTENHOUSE
ReturnHeader/ReturnTs02017-03-09T07:31:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$622,391
Liabilities
$0
Net assets
$622,391
Revenue
$557,655
Expenses
$420,427
Net income
$137,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2016Detailed filing. Detailed filing data is available for this year.$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
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