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Bergey's Electric INC Trust

Not tax-deductible

Hatfield, PAMutual-benefit / member-servingSince 1981Mutual / membership EIN 23-2211086Revenue $360K in FY2025

On file with the IRS2880 Penn Avenue · Hatfield, PATax-exempt since Oct 1981

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To fund medical hospitalization insurance and medical benefits for the employees of Bergey's Electric, INC.

100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average deficit $78K a year · 17% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$360K
-46% vs prior year
Spent
$653K
To programs
100%
Net assets
$187K
By yearFY2020–FY2025
Revenue
$360K
FY2025▼ -46%
Tap a bar for its year
Revenue by fiscal year
FY2020$126K
FY2021$370K
FY2022$554K
FY2023$636K
FY2024$668K
FY2025$360K
Expenses
$653K
FY2025▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$373K
FY2021$354K
FY2022$539K
FY2023$618K
FY2024$642K
FY2025$653K
Net assets
$187K
FY2025▼ -61%
Tap a bar for its year
Net assets by fiscal year
FY2020$406K
FY2021$422K
FY2022$437K
FY2023$455K
FY2024$480K
FY2025$187K

From the FY2025 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $653K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Bergey's Electric INC Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides medical insurance and benefits for Bergey's Electric employees.

Questions for Bergey's Electric INC Trust

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Provided by the organization

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1 program · $197K · in their own filed words · FY2025
01

Medical hospitalization insurance & medical benefit fund

$197Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$360K
Ln 12
Other incomeLn 4–11$349K
Fees for servicesLn 2g$10K
Investment incomeLn 3$407
Money outPt IX
$653K
Ln 25
Programscol B$653K
Owns and owesPt X
$187K
net assets · Ln 32
Total assetsLn 16$187K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$10K
Investment incomeLn 3$407
Other incomeLn 4–11$349K
Total revenueLn 12$360K
Assets in detailPt X, end of year
Total assetsLn 16$187K
LiabilitiesLn 26$0
Net assetsLn 32$187K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Total assetsLn 16$187K$0
LiabilitiesLn 26$0$0
Net assetsLn 32$187K$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Office expensesLn 13$81$81
InsuranceLn 23$197K$197K
Total functional expensesLn 25$197K$197K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $360K$653K−$293K$187K 990 PDF
FY2024 $668K$642K$26K$480K 990 PDF
FY2023 $636K$618K$18K$455K 990 PDF
FY2022 $554K$539K$15K$437K 990 PDF
FY2021 $370K$354K$16K$422K 990 PDF
FY2020 $126K$373K−$247K$406K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $10,562 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $347,908$10,155
I-10 Investment incomePrior year $11,824$407
I-11 Other revenue$0
I-12 Total revenuePrior year $359,732$10,562
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $653,122$197,331
I-18 Total expensesPrior year $653,122$197,331
I-19 Revenue less expensesPrior year −$293,390−$186,769
Part VI · Governance 0 of 3 board members independent, 5 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $10,562 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $10,155$10,155
VIII-3 Investment incomeExcluded from tax $407$407
VIII-12 Total revenueExcluded from tax $10,562$10,562
Part IX · Statement of functional expenses $197,331 across 2 lines filed
IX-13 Office expensesPrograms $81$81
IX-23 InsurancePrograms $197,250$197,250
IX-25 Total functional expensesPrograms $197,331 · Management $0 · Fundraising $0$197,331
Part X · Balance sheet $0 assets, 4 lines filed
X-16 Total assetsStart of year $186,769$0
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $186,769$0
X-33 Total liabilities and net assetsStart of year $186,769$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$10,562
XI-2 Total expenses$197,331
XI-3 Revenue less expenses−$186,769
XI-4 Net assets at start of year$186,769
XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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