Civic Intelligence

Bergman Academy

990 • Fiscal year 2015 • EIN 42-1087681

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

Organization Profilewww.bergmanacademy.org

View Organization Page

100 45th StreetDes Moines, IA 50312

(515) 274-0453

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.22x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.24x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

79th percentile

$129,102

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

35%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$2,695,773

Up $344,073 (+15%) from 2014

Net Assets

Up

$2,109,760

Up $464,685 (+28%) from 2014

Liabilities

Down

$586,013

Down $120,612 (-17%) from 2014

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin78th percentile

Revenue

Up

$2,408,262

Up $630,043 (+35%) from 2014

Expenses

Up

$1,943,577

Up $235,474 (+14%) from 2014

Net Income

Up

$464,685

Up $394,569 (+563%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,063,927Liabilities 2011: $416,370Net Assets 2011: $1,647,5572011Assets 2012: $1,934,182Liabilities 2012: $293,382Net Assets 2012: $1,640,8002012Assets 2013: $2,013,967Liabilities 2013: $444,206Net Assets 2013: $1,569,7612013Assets 2014: $2,351,700Liabilities 2014: $706,625Net Assets 2014: $1,645,0752014Assets 2015: $2,695,773Liabilities 2015: $586,013Net Assets 2015: $2,109,7602015Assets 2016: $4,252,117Liabilities 2016: $1,919,329Net Assets 2016: $2,332,7882016Assets 2017: $5,457,858Liabilities 2017: $2,988,031Net Assets 2017: $2,469,8272017Assets 2018: $5,623,635Liabilities 2018: $2,699,983Net Assets 2018: $2,923,6522018Assets 2019: $5,500,250Liabilities 2019: $2,899,852Net Assets 2019: $2,600,3982019Assets 2020: $5,609,321Liabilities 2020: $3,501,275Net Assets 2020: $2,108,0462020Assets 2021: $6,180,091Liabilities 2021: $2,796,728Net Assets 2021: $3,383,3632021Assets 2022: $5,876,490Liabilities 2022: $2,557,346Net Assets 2022: $3,319,1442022Assets 2023: $5,798,469Liabilities 2023: $3,922,189Net Assets 2023: $1,876,2802023Assets 2024: $5,295,334Liabilities 2024: $3,912,179Net Assets 2024: $1,383,1552024

Highlighted filing

2015

Assets$2,695,773
Liabilities$586,013
Net Assets$2,109,760
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,341,789Expenses 2011: $1,372,081Net Income 2011: -$30,2922011Revenue 2012: $1,497,009Expenses 2012: $1,500,614Net Income 2012: -$3,6052012Revenue 2013: $1,436,254Expenses 2013: $1,507,294Net Income 2013: -$71,0402013Revenue 2014: $1,778,219Expenses 2014: $1,708,103Net Income 2014: $70,1162014Revenue 2015: $2,408,262Expenses 2015: $1,943,577Net Income 2015: $464,6852015Revenue 2016: $2,407,129Expenses 2016: $2,184,101Net Income 2016: $223,0282016Revenue 2017: $2,783,777Expenses 2017: $2,646,738Net Income 2017: $137,0392017Revenue 2018: $3,381,078Expenses 2018: $2,927,253Net Income 2018: $453,8252018Revenue 2019: $3,220,743Expenses 2019: $3,302,281Net Income 2019: -$81,5382019Revenue 2020: $3,262,139Expenses 2020: $3,524,420Net Income 2020: -$262,2812020Revenue 2021: $5,691,004Expenses 2021: $4,583,247Net Income 2021: $1,107,7572021Revenue 2022: $4,665,325Expenses 2022: $4,580,030Net Income 2022: $85,2952022Revenue 2023: $4,125,441Expenses 2023: $4,874,314Net Income 2023: -$748,8732023Revenue 2024: $4,723,382Expenses 2024: $5,193,890Net Income 2024: -$470,5082024

Highlighted filing

2015

Revenue$2,408,262
Expenses$1,943,577
Net Income$464,685
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$2,414,896
Mission and Program Overview

Mission

Our mission is to provide an environment that nurtures total development while guiding students through the joy of life-long learning.

We provide an environment that nurtures total development while guiding students through the joy of life-long learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,645,075$2,109,760▲ $464,685
Land, Buildings, and Equipment, Net$1,625,786$1,640,617▲ $14,831
Cash and Non-Interest-Bearing Accounts$562,509$598,668▲ $36,159
Pledges and Grants Receivable$123,449$406,703▲ $283,254
Accounts Receivable$15,456$25,285▲ $9,829
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,351,700$2,695,773▲ $344,073
Other Assets Total$24,500$24,500→ $0
Liabilities
Unsecured Notes Loans Payable$463,234$439,693▼ $23,541
Deferred Revenue$241,741$141,701▼ $100,040
Accounts Payable and Accrued Expenses$1,650$4,619▲ $2,969
Total Liabilities$706,625$586,013▼ $120,612
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,645,075$2,109,760▲ $464,685
Total Liabilities and Net Assets / Fund Balance$2,351,700$2,695,773▲ $344,073

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,547,717$492,357$2,040,074
Equipment$92,900$137,285$230,185
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen RickerPrincipalFT$115,964$13,138$129,102
Herb HartmanVice PrincipalFT$35,600$2,320$37,920

Board Members and Trustees

NameTitle
Katie CohanBoard Chair
Stephanie KempfPast Chair
Scott JohnsonVICE CHAIR (Term began 1/1/15)
Kellie HockmuthDirector AT LARGE (began 1/1/15)
Jeffrianne YoungDirector OF COMMUN (term began 1/1/15)
Tyler MarshDirector OF FINANCE (term began 1/1/15)
Tom BernauDirector OF FINANCE (term end 12/31/14)
Frank LevyDirector of Strategic Planning
Nate Olson-danielDirector of Technology
Tina FisherDirector OF VOL RESOURCES (began 1/1/15)
Revenue and Support

Revenue Composition

Contributions and Grants
$636,080
Program Service Revenue
$1,738,578
Investment Income
$1,402
Other Revenue
$32,202
All Other Contributions
$636,080
Change in Net Assets
$464,685

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,414,896
Revenue Not Reported on Financial Statements
$-6,634
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-6,634
Total Revenue per Audited Statements
$2,414,896
Total Revenue per Form 990
$2,408,262
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,300,442
Other Expenses$643,135
Total Fundraising Expense$31,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$804,466$135,394-$939,860
Current Officers, Directors, Trustees, and Key Employees$55,221$160,552-$215,773
Occupancy$201,973$9,072-$211,045
Depreciation Depletion$123,985$6,526-$130,511
Payroll Taxes$66,638$21,496-$88,134
Office Expenses$82,579$4,346-$86,925
Pension Plan Contributions$29,836$9,624-$39,460
Advertising--$31,046$31,046
Interest$21,027--$21,027
Other Employee Benefits$15,766$1,449-$17,215
Other Expenses$18,381$7,800-$7,800
All Other Expenses$4,403--$4,403
Total Functional Expenses$1,556,272$356,259$31,046$1,943,577

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,950,211
Expenses per Audited Statements$1,943,577
Total Expenses per Form 990$1,943,577
Expenses Not Reported on Form 990$6,634
Expenses Not Reported on Financial Statements$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 4

“Approved additional Board position to include Vice Chair and At Large with 2 year staggered terms.”

Form 990, Part VI, Section A, line 6

“All persons having a child enrolled full-time at Bergman Academy, and are current in paying all fees owed, shall be members of the Corporation.”

Form 990, Part VI, Section A, line 7A

“The members shall elect and remove the Board of Directors of the Corporation.”

Form 990, Part VI, Section A, line 7B

“Members approve amendments to the Articles of Incorporation, develop policies and guidelines for guidance and operation of the Corporation, and exercise other powers that are necessary, appropriate, and consistent with law and with the Articles of Incorporation and the Bylaws.”

Form 990, Part VI, Section B, line 11

“Board receives email with attached draft of 990 and attachments for review and approval prior to filing.”

Form 990, Part VI, Section B, line 11

“The board of directors reviews Form 990 before filing.”

Form 990, Part VI, Section B, line 15

“Compensation for the school Principal is proposed by the Director of Finance and approved by the Board of Directors.”

Form 990, Part VI, Section C, line 19

“Governing documents and financial statements are included in the Bergman Academy Board book and available for review upon request at Bergman Academy.”

Filing and Contact Details

Filer

Filer Name
Bergman Academy
EIN
42-1087681
Phone
5152740453
Address
100 45th Street, Des Moines, IA 50312

Signing Officer

Name
Nate Olson-Daniel
Title
Officer
Phone
5152740453
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Scott Johnson
Formed
1977
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
44
Volunteers
100

Preparer

Firm
McGOWEN HURST CLARK & SMITH PC
Address
1601 WEST LAKES PARKWAY SUITE 300, WEST DES MOINES, IA 50266
Preparer
Thomas J Pflanz CPA
Phone
5152883279
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

Part X, Line 2:

“Management is unaware of any uncertain income tax positions at June 30, 2015. Interest and penalties associated with income tax matters would be presented as components of income tax expense. There were no interest or penalty charges during 2015. The Academy's prior three years' income tax returns remain subject to examination by the Internal Revenue Service.”

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IRS990/Desc0Bergman Academy provides a supportive and reassuring environment for students, helping them foster the confidence to face new challenges. Educated and energetic teachers teach our small classes, continuously challenging and inspiring students at all levels. Individualized instruction in small classes allows accelerated students to remain with their peers rather than being pulled to the next grade level. Bergman Academy is a non-profit, state-licensed, and accredited private school, providing preschool through eighth grade secular education. 226 students attended during the 2014-2015 school year.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF STRATEGIC PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR OF COMMUN (term began 1/1/15)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIR OF FINANCE (term end 12/31/14)
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIR OF FINANCE (term began 1/1/15)
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIR AT LARGE (began 1/1/15)
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Our mission is to provide an environment that nurtures total development while guiding students through the joy of life-long learning.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01645075
IRS990/NetAssetsOrFundBalancesEOYAmt02109760
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-2764
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-2764
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09072
IRS990/OccupancyGrp/ProgramServicesAmt0201973
IRS990/OccupancyGrp/TotalAmt0211045
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04346
IRS990/OfficeExpensesGrp/ProgramServicesAmt082579
IRS990/OfficeExpensesGrp/TotalAmt086925
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024500
IRS990/OtherAssetsTotalGrp/EOYAmt024500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01449
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015766
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017215
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc1FINANCIAL AID EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07800
IRS990/OtherExpensesGrp/ProgramServicesAmt079997
IRS990/OtherExpensesGrp/ProgramServicesAmt152000
IRS990/OtherExpensesGrp/ProgramServicesAmt218381
IRS990/OtherExpensesGrp/TotalAmt079997
IRS990/OtherExpensesGrp/TotalAmt152000
IRS990/OtherExpensesGrp/TotalAmt218381
IRS990/OtherExpensesGrp/TotalAmt37800
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other revenue
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034966
IRS990/OtherRevenueTotalAmt034966
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0135394
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0804466
IRS990/OtherSalariesAndWagesGrp/TotalAmt0939860
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021496
IRS990/PayrollTaxesGrp/ProgramServicesAmt066638
IRS990/PayrollTaxesGrp/TotalAmt088134
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09624
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt029836
IRS990/PensionPlanContributionsGrp/TotalAmt039460
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0123449
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0406703
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0R Scott Johnson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01738578
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01738578
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0262955
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0630492
IRS990/PYOtherRevenueAmt018234
IRS990/PYProgramServiceRevenueAmt01495730
IRS990/PYRevenuesLessExpensesAmt070116
IRS990/PYSalariesCompEmpBnftPaidAmt01077611
IRS990/PYTotalExpensesAmt01708103
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01778219
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0464685
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01770780
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01645075
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02109760
IRS990ScheduleA/SchoolInd0X
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
IRS990ScheduleD/EquipmentGrp/BookValueAmt092900
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0137285
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0230185
IRS990ScheduleD/ExpensesNotReportedAmt06634
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01943577
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01547717
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0492357
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02040074
IRS990ScheduleD/OtherExpensesIncludedAmt06634
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-6634
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-6634
IRS990ScheduleD/RevenueSubtotalAmt02414896
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management is unaware of any uncertain income tax positions at June 30, 2015. Interest and penalties associated with income tax matters would be presented as components of income tax expense. There were no interest or penalty charges during 2015. The Academy's prior three years' income tax returns remain subject to examination by the Internal Revenue Service.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01640617
IRS990ScheduleD/TotalExpensesPerForm990Amt01943577
IRS990ScheduleD/TotalRevenuePerForm990Amt02408262
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02414896
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01950211
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Non discirminatory policy included in Bergman Academy brochures and applications.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Approved additional Board position to include Vice Chair and At Large with 2 year staggered terms.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All persons having a child enrolled full-time at Bergman Academy, and are current in paying all fees owed, shall be members of the Corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The members shall elect and remove the Board of Directors of the Corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members approve amendments to the Articles of Incorporation, develop policies and guidelines for guidance and operation of the Corporation, and exercise other powers that are necessary, appropriate, and consistent with law and with the Articles of Incorporation and the Bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board receives email with attached draft of 990 and attachments for review and approval prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The board of directors reviews Form 990 before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Compensation for the school Principal is proposed by the Director of Finance and approved by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Governing documents and financial statements are included in the Bergman Academy Board book and available for review upon request at Bergman Academy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART XII, LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02351700
IRS990/TotalAssetsEOYAmt02695773
IRS990/TotalAssetsGrp/BOYAmt02351700
IRS990/TotalAssetsGrp/EOYAmt02695773
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0636080
IRS990/TotalEmployeeCnt044
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt031046
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0356259
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01556272
IRS990/TotalFunctionalExpensesGrp/TotalAmt01943577
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0706625
IRS990/TotalLiabilitiesEOYAmt0586013
IRS990/TotalLiabilitiesGrp/BOYAmt0706625

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,695,773
Liabilities
$586,013
Net assets
$2,109,760
Revenue
$2,408,262
Expenses
$1,943,577
Net income
$464,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$3.91$1.38$4.72$5.19$0.47
2023Detailed filing. Detailed filing data is available for this year.$5.80$3.92$1.88$4.13$4.87$0.75
2022Detailed filing. Detailed filing data is available for this year.$5.88$2.56$3.32$4.67$4.58$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$2.80$3.38$5.69$4.58$1.11
2020Detailed filing. Detailed filing data is available for this year.$5.61$3.50$2.11$3.26$3.52$0.26
2019Detailed filing. Detailed filing data is available for this year.$5.50$2.90$2.60$3.22$3.30$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.62$2.70$2.92$3.38$2.93$0.45
2017Detailed filing. Detailed filing data is available for this year.$5.46$2.99$2.47$2.78$2.65$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.25$1.92$2.33$2.41$2.18$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.70$0.59$2.11$2.41$1.94$0.46
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.71$1.65$1.78$1.71$0.07
2013Summary only. Only limited summary data is available for this year.$2.01$0.44$1.57$1.44$1.51$0.07
2012Summary only. Only limited summary data is available for this year.$1.93$0.29$1.64$1.50$1.50$0.00
2011Summary only. Only limited summary data is available for this year.$2.06$0.42$1.65$1.34$1.37$0.03