Civic Intelligence

Bergman Academy

990 • Fiscal year 2017 • EIN 42-1087681

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 11, 2017

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

78th percentile

0.55x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

1.07x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

56th percentile

4.9%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$122,695

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

87th percentile

28%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$5,457,858

Up $1,205,741 (+28%) from 2016

Net Assets

Up

$2,469,827

Up $137,039 (+5.9%) from 2016

Liabilities

Up

$2,988,031

Up $1,068,702 (+56%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin56th percentile

Revenue

Up

$2,783,777

Up $376,648 (+16%) from 2016

Expenses

Up

$2,646,738

Up $462,637 (+21%) from 2016

Net Income

Down

$137,039

Down $85,989 (-39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2017

Assets$5,457,858
Liabilities$2,988,031
Net Assets$2,469,827
Open 2017 Filing

Operations Trend

Revenue Growth70th 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

2017

Revenue$2,783,777
Expenses$2,646,738
Net Income$137,039
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$2,796,716
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
Land, Buildings, and Equipment, Net$3,363,741$4,497,733▲ $1,133,992
Rtn Earn Endowment Incm Other Fnds$2,332,788$2,469,827▲ $137,039
Cash and Non-Interest-Bearing Accounts$708,606$830,309▲ $121,703
Pledges and Grants Receivable$121,016$111,642▼ $9,374
Intangible Assets$40,058--
Accounts Receivable$18,696$18,174▼ $522
Total Assets$4,252,117$5,457,858▲ $1,205,741
Liabilities
Unsecured Notes Loans Payable$1,127,162$2,682,914▲ $1,555,752
Deferred Revenue$275,384$279,676▲ $4,292
Other Liabilities$16,890$22,249▲ $5,359
Accounts Payable and Accrued Expenses$499,893$3,192▼ $496,701
Total Liabilities$1,919,329$2,988,031▲ $1,068,702
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,332,788$2,469,827▲ $137,039
Total Liabilities and Net Assets / Fund Balance$4,252,117$5,457,858▲ $1,205,741

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,268,701$791,431$5,060,132
Equipment$229,032$207,781$436,813
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy RickerPast PrincipFT$91,022$31,673$122,695
Herbert HartmanPrincipalFT$83,000$5,081$88,081
Marcy LuftVice PrincipFT$53,721$3,314$57,035

Board Members and Trustees

NameTitle
Scott JohnsonChair
Frank LevyDirector at
Wallace BubarDirector at
Zach MannheimerDirector at
Stephanie PickensDirector of
Stacey PletcherDirector of Commu
Jeffrianne YoungDirector of Strat
Nate Olson-danielDirector of Techn
Julie LarsonDirector of Vol R
Stephanie KempfPast Board C
Revenue and Support

Revenue Composition

Contributions and Grants
$366,792
Program Service Revenue
$2,348,070
Investment Income
$1,715
Other Revenue
$67,200
All Other Contributions
$366,792
Change in Net Assets
$137,039

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,783,777
Revenue Not Reported on Form 990
$12,939
Total Revenue per Audited Statements
$2,796,716
Total Revenue per Form 990
$2,783,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,683,039
Other Expenses$963,699
Total Fundraising Expense$39,715
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,091,427$167,722-$1,259,149
Current Officers, Directors, Trustees, and Key Employees$91,427$180,188-$271,615
Depreciation Depletion$227,838$11,991-$239,829
Occupancy$206,922$10,891-$217,813
Payroll Taxes$93,418$23,994-$117,412
Interest$101,542$4,831-$106,373
Office Expenses$80,162$10,502-$90,664
Advertising--$39,715$39,715
Pension Plan Contributions$18,922$10,175-$29,097
Fees for Services Accounting$23,313$1,227-$24,540
Other Employee Benefits$5,766--$5,766
Other Expenses$33,453$2,140-$2,140
Total Functional Expenses$2,183,362$423,661$39,715$2,646,738

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,659,677
Expenses per Audited Statements$2,646,738
Total Expenses per Form 990$2,646,738
Expenses Not Reported on Form 990$12,939
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jeffrianne YoungOfficerPrepaid TuitionNo$54,289
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$22,249
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
Yes
Material changes to governing documents
No
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, Page 6, Part VI, 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, Page 6, Part VI, Line 7A

“The members shall elect and remove the board of directors of the corporation.”

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

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

Form 990, Page 6, Part VI, Line 15A

“Compensation for the school principal is proposed by the director of finance and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“Compensation for officers and key employees is proposed by the director of finance and approved by the board of directors.”

Form 990, Page 6, Part VI, 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
Scott Johnson
Title
Chair
Phone
5152740453
Signed
2017-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Johnson
Formed
1977
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
66
Volunteers
100

Preparer

Firm
Mcgowen Hurst Clark & Smith Pc
Address
1601 W LAKES PKWY STE 300, WEST DES MOINES, IA 50266
Preparer
Nathan T Beck CPA
Phone
5152883279
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Cost of merchandise 12,939 cost of merchandise -12,939”

Form 990, Page 12, Part XII, Line 2C

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

Financial Statement Notes

Schedule D, Page 3, Part X

“Management is unaware of any uncertain income tax positions at june 30, 2017. 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 2017. The academy's prior three years' income tax returns remain subject to examination by the internal revenue service.”

Schedule D, Page 4, Part XI, Line 2D

“Cost of merchandise 12,939”

Schedule D, Page 4, Part XII, Line 2D

“Cost of merchandise 12,939”

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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/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
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IRS990/IntangibleAssetsGrp/BOYAmt040058
IRS990/InterestGrp/ManagementAndGeneralAmt04831
IRS990/InterestGrp/ProgramServicesAmt0101542
IRS990/InterestGrp/TotalAmt0106373
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IRS990/LandBldgEquipCostOrOtherBssAmt05496945
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR MISSION IS TO PROVIDE AN ENVIRONMENT THAT NURTURES TOTAL DEVELOPMENT WHILE GUIDING STUDENTS THROUGH THE JOY OF LIFE-LONG LEARNING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02332788
IRS990/NetAssetsOrFundBalancesEOYAmt02469827
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-1855
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-1855
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt010891
IRS990/OccupancyGrp/ProgramServicesAmt0206922
IRS990/OccupancyGrp/TotalAmt0217813
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010502
IRS990/OfficeExpensesGrp/ProgramServicesAmt080162
IRS990/OfficeExpensesGrp/TotalAmt090664
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05766
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05766
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc1FINANCIAL AID EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02140
IRS990/OtherExpensesGrp/ProgramServicesAmt0113289
IRS990/OtherExpensesGrp/ProgramServicesAmt195883
IRS990/OtherExpensesGrp/ProgramServicesAmt233453
IRS990/OtherExpensesGrp/TotalAmt0113289
IRS990/OtherExpensesGrp/TotalAmt195883
IRS990/OtherExpensesGrp/TotalAmt233453
IRS990/OtherExpensesGrp/TotalAmt32140
IRS990/OtherLiabilitiesGrp/BOYAmt016890
IRS990/OtherLiabilitiesGrp/EOYAmt022249
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt069055
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt069055
IRS990/OtherRevenueTotalAmt069055
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0167722
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01091427
IRS990/OtherSalariesAndWagesGrp/TotalAmt01259149
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023994
IRS990/PayrollTaxesGrp/ProgramServicesAmt093418
IRS990/PayrollTaxesGrp/TotalAmt0117412
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010175
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018922
IRS990/PensionPlanContributionsGrp/TotalAmt029097
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0121016
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0111642
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SCOTT JOHNSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02348070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02348070
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0257901
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01069
IRS990/PYOtherExpensesAmt0699074
IRS990/PYOtherRevenueAmt031787
IRS990/PYProgramServiceRevenueAmt02116372
IRS990/PYRevenuesLessExpensesAmt0223028
IRS990/PYSalariesCompEmpBnftPaidAmt01485027
IRS990/PYTotalExpensesAmt02184101
IRS990/PYTotalRevenueAmt02407129
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0137039
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02348070
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02332788
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02469827
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0229032
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0207781
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0436813
IRS990ScheduleD/ExpensesNotReportedAmt012939
IRS990ScheduleD/ExpensesSubtotalAmt02646738
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04268701
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0791431
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05060132
IRS990ScheduleD/OtherExpensesIncludedAmt012939
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022249
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherRevenueAmt012939
IRS990ScheduleD/RevenueNotReportedAmt012939
IRS990ScheduleD/RevenueSubtotalAmt02783777
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS UNAWARE OF ANY UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2017. 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 2017. THE ACADEMY'S PRIOR THREE YEARS' INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF MERCHANDISE 12,939
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF MERCHANDISE 12,939
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04497733
IRS990ScheduleD/TotalExpensesPerForm990Amt02646738
IRS990ScheduleD/TotalLiabilityAmt022249
IRS990ScheduleD/TotalRevenuePerForm990Amt02783777
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02796716
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02659677
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NON DISCIRMINATORY POLICY INCLUDED IN BERGMAN ACADEMY BROCHURES AND APPLICATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JEFFRIANNE YOUNG
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt054289
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PREPAID TUITION
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL 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/ExplanationTxt1THE MEMBERS SHALL ELECT AND REMOVE THE BOARD OF DIRECTORS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS 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/ExplanationTxt3BOARD RECEIVES EMAIL WITH ATTACHED DRAFT OF 990 AND ATTACHMENTS FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR THE SCHOOL PRINCIPAL IS PROPOSED BY THE DIRECTOR OF FINANCE AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS PROPOSED BY THE DIRECTOR OF FINANCE AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE INCLUDED IN THE BERGMAN ACADEMY BOARD BOOK AND AVAILABLE FOR REVIEW UPON REQUEST AT BERGMAN ACADEMY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COST OF MERCHANDISE 12,939 COST OF MERCHANDISE -12,939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 12, PART XII, LINE 2C
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04252117
IRS990/TotalAssetsEOYAmt05457858
IRS990/TotalAssetsGrp/BOYAmt04252117
IRS990/TotalAssetsGrp/EOYAmt05457858
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0366792
IRS990/TotalEmployeeCnt066

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,457,858
Liabilities
$2,988,031
Net assets
$2,469,827
Revenue
$2,783,777
Expenses
$2,646,738
Net income
$137,039
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