2026-05-13T08:13:22-05:00 2025-06-30 420731256 MERIWETHER WILSON AND COMPANY PLLC 4500 WESTOWN PARKWAY SUITE 140 WEST DES MOINES IA 502666717 990 2024-07-01 421087681 BERGMAN ACADEMY BERG 5152740453 100 45TH ST DES MOINES IA 50312 ANDREW DORR CHAIR OF THE BOARD 5152740453 2026-05-07 1 0 JONATHAN MAAHS P01536301 5152230002 2026-05-07 2024 2025-03-06 01:10:19Z ANDREW DORR 100 45TH STREET DES MOINES IA 50312 5469544 0 X WWW.BERGMANACADEMY.ORG X 1977 IA PROVIDE PROJECT-BASED AND REAL LEARNING OPPORTUNITIES FOR PRESCHOOL THROUGH EIGHTH GRADE. 12 12 86 80 0 0 81899 105473 4573620 5281718 9034 4751 58829 67802 4723382 5459744 153689 137792 0 0 3345875 3718301 0 0 50874 1694326 1798674 5193890 5654767 -470508 -195023 5295334 4915345 3912179 3608959 1383155 1306386 X OUR MISSION IS TO PROVIDE AN ENVIRONMENT THAT NURTURES TOTAL DEVELOPMENT WHILE GUIDING STUDENTS TOWARD THE JOY OF LIFELONG LEARNING. 0 0 4490275 137792 5281718 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. 4490275 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 86 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 IA X CHRISTIE STOVER 5152740453 100 45TH STREET DES MOINES IA 50312 CHRISTIE STOVER HEAD OF SCHOOL 50.00 X 152251 0 9090 ANDREW DORR CHAIR 5.00 X X 0 0 0 TRAVIS CREIGHTON VICE CHAIR 5.00 X X 0 0 0 JONATHAN SWANSON TREASURER 5.00 X X 0 0 0 MICHELLE GARTER DIRECTOR 5.00 X 0 0 0 LEVON HOOKS DIRECTOR 5.00 X 0 0 0 JULIA JOHNSON DIRECTOR 5.00 X 0 0 0 TODD LANTZ DIRECTOR 5.00 X 0 0 0 JULIE LARSON DIRECTOR 5.00 X 0 0 0 JO CHRISTINE MILES DIRECTOR 5.00 X 0 0 0 LAIRD NOSSULI DIRECTOR 5.00 X 0 0 0 MOLLY O'HARE DIRECTOR 5.00 X 0 0 0 JASON PONTIUS DIRECTOR 5.00 X 0 0 0 152251 0 9090 1 0 1 0 0 47560 57913 105473 TUITION AND FEES 611600 4770267 4770267 511451 511451 5281718 4751 4751 76562 47560 9800 66762 66762 1040 0 1040 1040 5459744 5287509 0 66762 137792 137792 161341 40335 112939 8067 82801 68856 13743 202 3016687 2302381 711202 3104 134862 112150 22384 328 97102 80875 15992 235 225508 187530 37429 549 87440 87440 19619 16315 3256 48 13894 13502 392 133761 100373 33239 149 96937 80612 16089 236 440633 418601 22032 114035 108333 5702 390159 370651 19508 CLASSROOM EQUIPMENT 205465 205465 FINANCIAL AID EXPENSE 173641 161370 12271 BAD DEBT 79913 79913 DIRECT FUNDRAISING EXPE 37956 37956 5221 5221 5654767 4490275 1113618 50874 387 5190 67723 32944 21687 89051 88218 6477022 3277097 3575084 3199925 1563089 1567381 5295334 4915345 220132 136201 32100 15000 1694975 1328836 500000 1964972 1628922 3912179 3608959 X 1342955 1266186 40200 40200 1383155 1306386 5295334 4915345 X -195023 2239 116015 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2600 2600 5428862 2655972 2772890 650612 442750 207862 394948 178375 216573 3199925 ENDOWMENT 45481 RIGHT OF USE ASSET 1481041 INTEREST RATE SWAP 40859 1567381 FINANCE LEASE LIABILITY 25526 OPERATING LEASE LIABILITY 1603396 1628922 5450006 2239 -21777 -19538 5469544 -9800 -9800 5459744 5526775 9800 9800 5516975 137792 137792 5654767 PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE -137,792. CHANGE IN VALUE OF INTEREST RATE SWAP 116,015. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED WITH FUNDRAISING -9,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED WITH FUNDRAISING 9,800. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE 137,792. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EVENING AT BERGMAN 124122 47560 76562 9800 124122 47560 76562 9800 9800 66762 1 FINANCIAL ASSISTANCE 53 137792 PART I, LINE 2: ALL FAMILIES COMPLETE A FINANCIAL AID INDEPENDENT REVIEW (FAIR) APPLICATION ANNUALLY BETWEEN JANUARY AND APRIL 15TH AND SUBMIT CURRENT TAX RETURNS. EACH FAMILY REQUESTS THE AMOUNT OF FINANCIAL AID THEY BELIEVE THEY NEED. THE APPLICATIONS ARE REVIEWED BY THE HEAD OF SCHOOL, DIRECTOR OF FINANCE AND OPERATIONS, AND DIRECTOR OF ADMISSION AND MARKETING. THE FAMILIES ARE NOTIFIED OF THE AMOUNT OF FINANICAL ASSISTANCE AND MUST SIGN THE LETTER TO ACCEPT THE ASSISTANCE. IF A FAMILY FEELS THEY NEED MORE AID THAN WHAT WAS ORIGINALLY APPROVED, THEY CAN WRITE A LETTER TO THE COMMITTEE TO BE REVIEWED FOR POSSIBLE ADDITIONAL FUNDING. ALL INFORMATION IS CONFIDENTIAL. X 0 0 0 0 0 0 0 0 0 CHRISTIE STOVER HEAD OF SCHOOL 152251 0 0 0 0 0 7588 0 1502 0 161341 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT IS FILED. THE DIRECTOR OF FINANCE AND OPERATIONS REVIEWS THE FORM 990. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT IS FILED. THE DIRECTOR OF FINANCE AND OPERATIONS REVIEWS THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO BOARD TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES. CONFLICT STATEMENTS ARE COMPLETED ANNUALLY AND ARE REQUIRED TO BE DISCLOSED BY NOTIFICATION TO THE BOARD OF TRUSTEES. THIS MAY BE THE PERSON WITH THE CONFLICT OR ANY PERSON WITH KNOWLEDGE OF A CONFLICT. THE BOARD OF TRUSTEES REVIEWS ANY POTENTIAL CONFLICTS AND PROVIDES GUIDANCE ON THE APPROPRIATE ACTION NEEDED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES IN A PRIVATE BOARD MEETING. COMPENSATION ADJUSTMENTS ARE BASED ON THE OVERALL PERCENTAGE APPROVAL FOR ALL STAFF AND IS COMPARABLE WITH OTHER SIMILAR ORGANIZATIONS BY SIZE AND STRUCTURE. THE REVIEW IS COMPLETED ANNUALLY IN MAY. THE REVIEW AND DETERMINATION IS DOCUMENTED IN THE PERSONNEL FILE. COMPENSATION FOR THE DIRECTOR OF FINANCE AND OPERATIONS IS REVIEWED AND APPROVED BY THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST AT BERGMAN ACADEMY'S ADDRESS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP 116,015.