Nonprofit · EIN 42-1087681
BERGMAN ACADEMY
Tax-exempt · DES MOINES, IA 50312
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,459,744 | $5,654,767 | -$195,023 | $4,915,345 | $3,608,959 | $1,306,386 |
| June 30, 2024 | 990 | $4,723,382 | $5,193,890 | -$470,508 | $5,295,334 | $3,912,179 | $1,383,155 |
| June 30, 2023 | 990 | $4,125,441 | $4,874,314 | -$748,873 | $5,798,469 | $3,922,189 | $1,876,280 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $105,473
- Program service revenue
- $5,281,718
- Investment income
- $4,751
- Net income from fundraising events
- $66,762
- Net income from sales of inventory
- $1,040
- Other revenue
- $67,802
Expenses
- Grants and similar amounts paid
- $137,792
- Compensation of officers, directors and key employees
- $161,341
- Other salaries and wages
- $3,016,687
- Salaries, compensation and benefits (total)
- $3,718,301
- Professional fundraising fees
- $0
- Accounting fees
- $87,440
- Occupancy
- $440,633
- Depreciation
- $390,159
- Program services (functional)
- $4,490,275
- Management and general (functional)
- $1,113,618
- Fundraising (functional)
- $50,874
Balance sheet and other
- Total assets, start of year
- $5,295,334
- Total assets, end of year
- $4,915,345
- Total liabilities, end of year
- $3,608,959
- Net assets, end of year
- $1,306,386
- Land, buildings and equipment
- $3,199,925
- Net assets without donor restrictions
- $1,266,186
- Net assets with donor restrictions
- $40,200
- Gross receipts
- $5,469,544
- Employees
- 86
- Volunteers
- 80
- Year formed
- 1977
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTIE STOVER | HEAD OF SCHOOL Officer | 50 | $152,251 | $9,090 |
| ANDREW DORR | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| TRAVIS CREIGHTON | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JONATHAN SWANSON | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| MICHELLE GARTER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| LEVON HOOKS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JULIA JOHNSON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TODD LANTZ | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JULIE LARSON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JO CHRISTINE MILES | DIRECTOR Trustee or director | 5 | $0 | $0 |
| LAIRD NOSSULI | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MOLLY O'HARE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JASON PONTIUS | DIRECTOR Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTIE STOVER | HEAD OF SCHOOL Officer | 50 | $149,802 | $7,050 |
| CHRISTINE NEWTON | DIRECTOR OF FINANCE Officer | 40 | $68,043 | $8,590 |
| ANDREW DORR | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| LEVON HOOKS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| YULIA JOHNSON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TODD LANTZ | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JULIE LARSON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MOLLY O'HARE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JONATHAN SWANSON | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JASON PONTIUS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TIM WHIPPLE | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| LAIRD NOSSULI | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHELLE GARTER | DIRECTOR Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Christie Stover | Head of School Officer | 50 | $147,920 | $7,609 |
| Christine Newton Director of | Finance and Operations Officer | 50 | $67,228 | $30,446 |
| Andrew Dorr | Chair Trustee or director, Officer | 5 | $0 | $0 |
| Timothy Whipple | Vice Chair Trustee or director, Officer | 5 | $0 | $0 |
| Thomas Bernau | Past Chair Trustee or director, Officer | 5 | $0 | $0 |
| Jonathan Swanson | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| R Scott Johnson | Director Trustee or director | 5 | $0 | $0 |
| Michelle Gartner | Director Trustee or director | 5 | $0 | $0 |
| Yulia Johnson | Director Trustee or director | 5 | $0 | $0 |
| Julie Larson | Director-At-Large Trustee or director | 5 | $0 | $0 |
| Frank Levy | Director-At-Large Trustee or director | 5 | $0 | $0 |
| Laird Nossuli | Director-At-Large Trustee or director | 5 | $0 | $0 |
| Jason Pontius | Director-At-Large Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 45TH ST, DES MOINES, IA 50312-4702
- Principal officer (990 for 2024)
- ANDREW DORR, 100 45TH STREET, DES MOINES, IA 50312
- Signed the 990
- ANDREW DORR, CHAIR OF THE BOARD
- Phone
- (515) 274-0453
- Website
- WWW.BERGMANACADEMY.ORG
- Return prepared by
- MERIWETHER WILSON AND COMPANY PLLC
Mission
OUR MISSION IS TO PROVIDE AN ENVIRONMENT THAT NURTURES TOTAL DEVELOPMENT WHILE GUIDING STUDENTS TOWARD THE JOY OF LIFELONG LEARNING.
Program accomplishments
- 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 EACHCHILD 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 $4,490,275 · grants $137,792 · revenue $5,281,718
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1087681
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,915,345
- Income (IRS master file)
- $5,469,544
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,459,744 | $5,654,767 | $4,915,345 | IRS |
| 990 | June 2024 | $4,723,382 | $5,193,890 | $5,295,334 | IRS |
| 990 | June 2023 | $4,125,441 | $4,874,314 | $5,798,469 | XML |
| 990 | June 2022 | $4,665,325 | $4,580,030 | $5,876,490 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1087681).
Questions about BERGMAN ACADEMY
- What is the EIN of BERGMAN ACADEMY?
- The employer identification number (EIN) of BERGMAN ACADEMY is 42-1087681.
- Is BERGMAN ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to BERGMAN ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERGMAN ACADEMY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERGMAN ACADEMY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERGMAN ACADEMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BERGMAN ACADEMY?
- The 990 for the year ended June 30, 2025 names ANDREW DORR.
- Who are the officers and directors of BERGMAN ACADEMY?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $152,251 (CHRISTIE STOVER, HEAD OF SCHOOL).
- How much revenue does BERGMAN ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,459,744, expenses of $5,654,767 and total assets of $4,915,345 at year end.
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