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Bergmann Center Incorporated

Tax-deductible

Charlevoix, MI501(c)(3)EmploymentEIN 38-1705860Revenue $945K in FY2025

On file with the IRSbergmanncenter.org8855 Martin Rd, 49720-1089 · Charlevoix, MITax-exempt since Jun 1973Publicly supported — 509(a)(2)

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The mission is to provide services that enable individuals with mental and physical challenges the opportunity to become active, involved member of the community.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Run by 12 volunteers and 67 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists 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
3 of 6
filings with a surplus
Average deficit $54K a year · 5% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$50K
to officers and key staff · 4% of spending
Top officer’s pay higher than 52% of similar orgs
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $9K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$193K
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$945K
+26% vs prior year
Spent
$1.4M
To programs
73%
Net assets
$486K
By yearFY2020–FY2025
Revenue
$945K
FY2025▲ +26%
Tap a bar for its year
Revenue by fiscal year
FY2020$807K
FY2021$1.1M
FY2022$1.2M
FY2023$1.3M
FY2024$748K
FY2025$945K
Expenses
$1.4M
FY2025▲ +52%
Tap a bar for its year
Expenses by fiscal year
FY2020$897K
FY2021$989K
FY2022$1.1M
FY2023$1.1M
FY2024$898K
FY2025$1.4M
Net assets
$486K
FY2025▼ -46%
Tap a bar for its year
Net assets by fiscal year
FY2020$721K
FY2021$834K
FY2022$878K
FY2023$1.1M
FY2024$902K
FY2025$486K

From the FY2025 Form 990 (year ending September 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1973.

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

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $987K Management & general 27% · $374K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $50K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Keri Laporte-Montero
Corp. Executive Direc
$50,419Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Kim Peters
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Phil Kessler
Director
$0Pt VII · Sec A
David Emmel
Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A

Keri Laporte-Montero’s $50K as Corp. Executive Direc is at the 52nd percentile of top reported officer pay among 1216 $100K–1M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Suzanne a Muma—————$71,233
Charles Hayes——$65,059$57,988——
Aimee Vanderark——$58,942$59,231$53,156$54,889
Keri Laporte-Montero$50,419$34,175————
Doug Reynolds——$48,833———
Mike Hurchick————$37,692—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers individuals with challenges to actively participate in their communities.

Questions for Bergmann Center Incorporated

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Provided by the organization

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2 programs · $987K · in their own filed words · FY2024
01

Provided employment and community integration activities to individual adults with a developmental disability.

$548Kprogram expense
02

Operate a resale shop in which consumers gain work experience and funds are raised for bergmann center programs benefitting consumer activities.

$438Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Charlevoix County Community FoundationFY2024$9K
Total grants receivedfrom 1 funder$9K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$945K
Ln 12
Fees for servicesLn 2g$639K
Other incomeLn 4–11$195K
Gifts and grantsLn 1h$111K
Money outPt IX
$1.4M
Ln 25
Programscol B$987K
Managementcol C$374K
Owns and owesPt X
$486K
net assets · Ln 32
Cash and savingsLn 1–2$358K
Total assetsLn 16$679K
LiabilitiesLn 26$193K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$111K
Noncash giftsLn 1g$62K
Fees for servicesLn 2g$639K
Investment incomeLn 3$1K
Other incomeLn 4–11$195K
Gains on assetsLn 7−$11K
Total revenueLn 12$945K
Assets in detailPt X, end of year
CashLn 1$99
SavingsLn 2$358K
Cash and savings togetherLn 1–2$358K
Land, buildings, equipmentLn 10c$160K
Other assetsLn 15$81K
Total assetsLn 16$679K
LiabilitiesLn 26$193K
Net assetsLn 32$486K
OperationsPt I, VI
EmployeesI 567
VolunteersI 612
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$601K$358K
Land, buildings, equipmentLn 10c$180K$160K
Total assetsLn 16$1.1M$679K
LiabilitiesLn 26$163K$193K
Net assetsLn 32$902K$486K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$135K$26K$109K
Other salaries and wagesLn 7$420K$420K
Pension plan contributionsLn 8$10K$10K
Other employee benefitsLn 9$19K$19K
Payroll taxesLn 10$44K$35K$9K
Accounting feesLn 11c$12K$12K
Other fees for servicesLn 11g$6K$4K$1K
Advertising and promotionLn 12$2K$1K$681
Office expensesLn 13$39K$34K$5K
OccupancyLn 16$93K$92K$794
TravelLn 17$9K$9K
Depreciation, depletion and amortizationLn 22$17K$14K$3K
InsuranceLn 23$41K$32K$9K
Other expenses (24a–d)Ln 24$472K$265K$208K
All other expensesLn 24e$42K$34K$7K
Total functional expensesLn 25$1.4M$987K$374K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $945K$1.4M−$415K$486K 990 PDF
FY2024 $748K$898K−$149K$902K 990 PDF
FY2023 $1.3M$1.1M$174K$1.1M 990 PDF
FY2022 $1.2M$1.1M$44K$878K 990 PDF
FY2021 $1.1M$989K$113K$834K 990 PDF
FY2020 $807K$897K−$90K$721K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $944,960 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $184,845$111,026
I-9 Program service revenuePrior year $562,911$638,641
I-10 Investment incomePrior year $500−$9,745
I-11 Other revenuePrior year $66$205,038
I-12 Total revenuePrior year $748,322$944,960
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $486,811$628,155
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $410,909$732,049
I-18 Total expensesPrior year $897,720$1,360,204
I-19 Revenue less expensesPrior year −$149,398−$415,244
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $944,960 across 8 lines filed
VIII-1f All other contributions, gifts and grants$111,026
VIII-1g Noncash contributions (included above)$62,401
VIII-1h Total contributions, gifts and grants$111,026
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $638,641$638,641
VIII-3 Investment incomeExcluded from tax $1,486$1,486
VIII-7 Net gain or loss on sales of assetsRelated to mission −$11,231−$11,231
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $205,038$205,038
VIII-12 Total revenueRelated to mission $832,448 · Unrelated business $0 · Excluded from tax $1,486$944,960
Part IX · Statement of functional expenses $1,360,204 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $25,825 · Management $108,997$134,822
IX-7 Other salaries and wagesPrograms $420,275$420,275
IX-8 Pension plan contributionsPrograms $9,657$9,657
IX-9 Other employee benefitsPrograms $19,069$19,069
IX-10 Payroll taxesPrograms $35,050 · Management $9,282$44,332
IX-11c Accounting feesManagement $12,000$12,000
IX-11g Other fees for servicesPrograms $4,269 · Management $1,423$5,692
IX-12 Advertising and promotionPrograms $1,257 · Management $681$1,938
IX-13 Office expensesPrograms $34,038 · Management $4,935$38,973
IX-16 OccupancyPrograms $92,436 · Management $794$93,230
IX-17 TravelManagement $8,515$8,515
IX-22 Depreciation, depletion and amortizationPrograms $13,771 · Management $2,937$16,708
IX-23 InsurancePrograms $31,819 · Management $8,986$40,805
IX-24 Other expenses (24a–d)Programs $264,655 · Management $207,832$472,487
IX-24e All other expensesPrograms $34,383 · Management $7,318$41,701
IX-25 Total functional expensesPrograms $986,504 · Management $373,700 · Fundraising $0$1,360,204
Part X · Balance sheet $679,295 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $100$99
X-2 Savings and temporary cash investmentsStart of year $600,943$357,563
X-4 Accounts receivableStart of year $40,653$56,596
X-8 Inventories for sale or useStart of year $101,400$17,190
X-9 Prepaid expenses and deferred chargesStart of year $6,294$7,679
X-10c Land, buildings and equipment, netStart of year $180,006$159,540
X-15 Other assetsStart of year $134,740$80,628
X-16 Total assetsStart of year $1,064,136$679,295
X-17 Accounts payable and accrued expensesStart of year $31,057$71,983
X-19 Deferred revenue$36,699
X-25 Other liabilitiesStart of year $131,578$84,356
X-26 Total liabilitiesStart of year $162,635$193,038
X-27 Net assets without donor restrictionsStart of year $890,634$462,890
X-28 Net assets with donor restrictionsStart of year $10,867$23,367
X-32 Total net assets or fund balancesStart of year $901,501$486,257
X-33 Total liabilities and net assetsStart of year $1,064,136$679,295
Part XI · Reconciliation of net assets $486,257 net assets at year end
XI-1 Total revenue$944,960
XI-2 Total expenses$1,360,204
XI-3 Revenue less expenses−$415,244
XI-4 Net assets at start of year$901,501
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$486,257

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

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