BERGMANN CENTER INC (EIN 381705860) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

KERI LAPORTE-MONTERO

Phone

2315472979

Tax Period

2024-10-01 to 2025-09-30

BERGMANN CENTER INC, founded in 1962, is a small nonprofit in the Employment sector that reported $945K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 44% operating deficit.

Mission

THE MISSION IS TO PROVIDE SERVICES THAT ENABLE INDIVIDUALS WITH MENTAL AND PHYSICAL CHALLENGES THE OPPORTUNITY TO BECOME ACTIVE, INVOLVED MEMBER OF THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $111,026

Program Service Revenue $638,641

Investment Income $-9,745

Other Revenue $205,038

TOTAL REVENUE $944,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $628,155

Fundraising Expenses $0

Program Expenses $986,504

Other Expenses $732,049

TOTAL EXPENSES $1,360,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$944,960	$748,322	+0.3%
Expenses	$1,360,204	$897,720	+0.5%
Net Income	$-415,244	$-149,398	+1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$53,132

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL KESSLER	DIRECTOR	1.00	Director	$0	$0	$0
JENNA LINDENBERG	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CAVERLY	DIRECTOR	1.00	Director	$0	$0	$0
KIM PETERS	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW KAVANAUGH	DIRECTOR	1.00	Director	$0	$0	$0
ROLAND JACOBSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID EMMEL	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MICHAEL HURCHICK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GEORGE ARMSTRONG	SECRETARY	1.00	Officer Director	$0	$0	$0
KERI LAPORTE-MONTERO	CORP. EXECUTIVE DIREC	40.00	Officer	$50,419	$2,713	$53,132

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$944,960	$1,360,204	$679,295	$-415,244
2024	$748,322	$897,720	$1,064,136	$-149,398
2023	$1,273,471	$1,099,355	$1,304,007	$174,116
2022	$1,159,291	$1,115,214	$962,948	$44,077
2021	$1,102,169	$989,110	$901,839	$113,059
2020	$806,964	$896,953	$767,348	$-89,989
2019	$1,004,555	$1,004,301	$852,371	$254
2018	$916,447	$977,402	$845,968	$-60,955

BERGMANN CENTER INC