BERGMAN ACADEMY

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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

1977

Legal Domicile

Principal Officer

ANDREW DORR

Phone

5152740453

Tax Period

2024-07-01 to 2025-06-30

BERGMAN ACADEMY, founded in 1977, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

OUR MISSION IS TO PROVIDE AN ENVIRONMENT THAT NURTURES TOTAL DEVELOPMENT WHILE GUIDING STUDENTS TOWARD THE JOY OF LIFELONG LEARNING.

Program Service Accomplishments

Program 1

Expenses: $4,490,275 Revenue: $5,281,718

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.

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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 $105,473

Program Service Revenue $5,281,718

Investment Income $4,751

Other Revenue $67,802

TOTAL REVENUE $5,459,744

Expense Breakdown

Grants Paid $137,792

Salaries & Benefits $3,718,301

Fundraising Expenses $50,874

Program Expenses $4,490,275

Other Expenses $1,798,674

TOTAL EXPENSES $5,654,767

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,459,744	$4,723,382	+0.2%
Expenses	$5,654,767	$5,193,890	+0.1%
Net Income	$-195,023	$-470,508	-0.6%

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

$161,341

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTIE STOVER	HEAD OF SCHOOL	50.00	Officer	$152,251	$9,090	$161,341
ANDREW DORR	CHAIR	5.00	Officer Director	$0	$0	$0
TRAVIS CREIGHTON	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JONATHAN SWANSON	TREASURER	5.00	Officer Director	$0	$0	$0
MICHELLE GARTER	DIRECTOR	5.00	Director	$0	$0	$0
LEVON HOOKS	DIRECTOR	5.00	Director	$0	$0	$0
JULIA JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
TODD LANTZ	DIRECTOR	5.00	Director	$0	$0	$0
JULIE LARSON	DIRECTOR	5.00	Director	$0	$0	$0
JO CHRISTINE MILES	DIRECTOR	5.00	Director	$0	$0	$0
LAIRD NOSSULI	DIRECTOR	5.00	Director	$0	$0	$0
MOLLY O'HARE	DIRECTOR	5.00	Director	$0	$0	$0
JASON PONTIUS	DIRECTOR	5.00	Director	$0	$0	$0

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	$5,459,744	$5,654,767	$4,915,345	$-195,023
2024	No data	No data	No data	No data
2023	$4,125,441	$4,874,314	$5,798,469	$-748,873
2022	$4,665,325	$4,580,030	$5,876,490	$85,295
2021	$5,691,004	$4,583,247	$6,180,091	$1,107,757
2020	$3,262,139	$3,524,420	$5,609,321	$-262,281
2019	$3,220,743	$3,302,281	$5,500,250	$-81,538