Totals
- Total revenue
- $4,125,441
- Total expenses
- $4,874,314
- Contributions and grants received
- $323,330
- Grants paid
- $178,775
- Program service revenue
- $3,985,953
- Investment income
- -$174,478
- Other revenue
- -$9,364
- Total assets, end of year
- $5,798,469
- Total liabilities, end of year
- $3,922,189
- Net assets or fund balances, end of year
- $1,876,280
- Program services expenses (Part IX)
- $4,137,608
- Management and general expenses
- $703,478
- Fundraising expenses
- $33,228
- Program service expenses (Part III)
- $4,137,608
Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$323,330
-
1g · Noncash contributions included above
$32,495
-
2a · Program service revenue: Tuition & Fees
total $3,708,964 · related or exempt $3,708,964
-
2f · All other program service revenue
total $276,989 · related or exempt $276,989
-
3 · Investment income
total $12,400 · excluded $12,400
-
7a · Gross sales of assets other than inventory
securities $75
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $186,953
-
7c · Gain or loss
securities $75 · other assets -$186,953
-
7d · Net gain or loss
total -$186,878 · excluded -$186,878
-
10a · Gross sales of inventory
$11,592
-
10b · Cost of goods sold
$20,956
-
10c · Net income from sales of inventory
total -$9,364 · related or exempt -$9,364
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $178,775 · program services $178,775
-
5 · Compensation of officers, directors and key employees
total $249,514 · program services $55,170 · management and general $194,344
-
6 · Compensation of disqualified persons
total $61,513 · program services $61,513
-
7 · Other salaries and wages
total $2,494,366 · program services $2,166,700 · management and general $327,666
-
8 · Pension plan contributions
total $90,435 · program services $80,249 · management and general $10,186
-
9 · Other employee benefits
total $116,942 · program services $108,540 · management and general $8,402
-
10 · Payroll taxes
total $201,087 · program services $165,005 · management and general $36,082
-
11c · Fees: accounting
total $22,470 · program services $18,438 · management and general $4,032
-
11g · Fees: other
total $31,035 · program services $31,035
-
12 · Advertising and promotion
total $24,873 · program services $23,764 · management and general $1,109
-
13 · Office expenses
total $181,369 · program services $142,872 · management and general $37,550 · fundraising $947
-
14 · Information technology
total $51,624 · program services $51,624
-
16 · Occupancy
total $296,838 · program services $278,099 · management and general $18,739
-
20 · Interest
total $93,237 · program services $88,575 · management and general $4,662
-
22 · Depreciation, depletion and amortization
total $352,638 · program services $335,006 · management and general $17,632
-
23 · Insurance
total $26,054 · program services $26,054
-
24a · Other expenses: Financial Aid Expense
total $225,840 · program services $185,316 · management and general $40,524
-
24b · Other expenses: Classroom Equipment
total $118,859 · program services $118,859
-
24c · Other expenses: Direct Fundraising Expe
total $32,281 · fundraising $32,281
-
24d · Other expenses: Recreational Activities
total $16,743 · program services $16,743
-
24e · All other expenses
total $7,821 · program services $5,271 · management and general $2,550
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $67 · end of year $41
-
2 · Savings and temporary cash investments
beginning of year $1,105,797 · end of year $390,459
-
3 · Pledges and grants receivable
beginning of year $701,942 · end of year $51,100
-
4 · Accounts receivable
beginning of year $47,860 · end of year $1,888
-
8 · Inventories for sale or use
beginning of year $26,481 · end of year $9,926
-
9 · Prepaid expenses and deferred charges
beginning of year $43,878 · end of year $44,879
-
10a · Land, buildings and equipment: cost or other basis
$6,234,404
-
10b · Land, buildings and equipment: accumulated depreciation
$2,512,352
-
10c · Land, buildings and equipment, net
beginning of year $3,934,822 · end of year $3,722,052
-
15 · Other assets
beginning of year $15,643 · end of year $1,578,124
-
17 · Accounts payable and accrued expenses
beginning of year $170,627 · end of year $268,861
-
19 · Deferred revenue
beginning of year $248,940 · end of year $154,000
-
23 · Secured mortgages and notes payable
beginning of year $1,932,933 · end of year $1,607,524
-
25 · Other liabilities
beginning of year $204,846 · end of year $1,891,804
-
27 · Net assets without donor restrictions
beginning of year $1,911,887 · end of year $1,332,929
-
28 · Net assets with donor restrictions
beginning of year $1,407,257 · end of year $543,351
Mission and programs · 2022
Mission
Our mission is to provide an environment that nurtures total development while guiding students toward the joy of lifelong learning.
Activities or mission (Part I)
Provide project-based and real learning opportunities for preschool through eighth grade.
-
Bergman Academy empowers, supports, and inspires students to reach high. Reimagining the possibilities of education, our classrooms look intentionally different. Guided by our key values, lessons are challenging, yet joyful, as we encourage all children to grow as curious, creative, and ethically minded learners.We see each child as a unique learner with an individual timing of growth. Differentiated guided instruction in small classrooms allows teachers to respond to individual learning styles. Accelerated students can be challenged while remaining with their peers and participating in advanced enrichment projects. (Continued on Schedule O)We keep our classes intentionally small to benefit our learners. Small student-to-teacher ratios (7:1 preschool, 9:1 pre-kindergarten and 16:1 kindergarten-eighth grade) allow our teachers to build personal relationships with all students. We want children to love school and be excited about learning each day. From pond studies in the park, to geocaching in the woods, to visiting local cultural and educational treasures like the Civic Center and the Historical Society, students experience engaging project-based and experiential learning opportunities.
Expenses $4,137,608 · Grants $178,775 · Revenue $3,976,589
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Christie Stover
Head of School
- Total calculated
- $155,529
- From this org
- $147,920
- From related orgs
- $0
- Other
- $7,609
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $135,962
- Bonus
- $11,958
- Other
- $0
- Deferred
- $6,770
- Nontaxable benefits
- $1,816
- Filer's total
- $156,506
-
Christine Newton Director of
Finance and Operations
- Total calculated
- $97,674
- From this org
- $67,228
- From related orgs
- $0
- Other
- $30,446
- Hours/week
- 50
-
Andrew Dorr
Chair
- Total calculated
- $0
- Hours/week
- 5
-
Timothy Whipple
Vice Chair
- Total calculated
- $0
- Hours/week
- 5
-
Thomas Bernau
Past Chair
- Total calculated
- $0
- Hours/week
- 5
-
Jonathan Swanson
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
R Scott Johnson
Director
- Total calculated
- $0
- Hours/week
- 5
-
Michelle Gartner
Director
- Total calculated
- $0
- Hours/week
- 5
-
Yulia Johnson
Director
- Total calculated
- $0
- Hours/week
- 5
-
Julie Larson
Director-At-Large
- Total calculated
- $0
- Hours/week
- 5
-
Frank Levy
Director-At-Large
- Total calculated
- $0
- Hours/week
- 5
-
Laird Nossuli
Director-At-Large
- Total calculated
- $0
- Hours/week
- 5
-
Jason Pontius
Director-At-Large
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401369349309745
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