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Bergeys Electric Inc Trust

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$636k (2023)

Expenses
$618k (2023)

Total Assets
$455k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$636,000
Expenses
$618,436
Net Income
$17,564
Net Assets
$454,556
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $618,436
97.2%
Investment Income $17,564
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $454,556
Total Liabilities $0
Net Assets $454,556
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert L Bergey (Trustee) $0 $157,327 $4,616
Ronald L Bergey (Trustee) $0 $183,171 $4,800
Dale Bergey (Trustee) $0 $170,682 $4,822

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$553,603
Expenses
$538,511
Net Income
$15,092
Net Assets
$436,992
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $538,375
97.2%
Investment Income $15,228
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $436,992
Total Liabilities $0
Net Assets $436,992
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert L Bergey (Trustee) $0 $155,611 $4,616
Ronald L Bergey (Trustee) $0 $153,224 $4,800
Dale Bergey (Trustee) $0 $157,434 $4,822

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$369,959
Expenses
$353,931
Net Income
$16,028
Net Assets
$421,900
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $352,931
95.4%
Investment Income $17,028
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $421,900
Total Liabilities $0
Net Assets $421,900
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert L Bergey (Trustee) $0 $165,823 $5,299
Ronald L Bergey (Trustee) $0 $179,585 $5,900
Dale Bergey (Trustee) $0 $163,422 $5,116

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$126,223
Expenses
$373,281
Net Income
-$247,058
Net Assets
$405,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $111,000
87.9%
Investment Income $15,223
12.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $405,872
Total Liabilities $0
Net Assets $405,872
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert L Bergey (Trustee) $0 $149,029 $4,819
Ronald L Bergey (Trustee) $0 $166,481 $5,712
Dale Bergey (Trustee) $0 $152,532 $5,093

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$442,945
Expenses
$434,352
Net Income
$8,593
Net Assets
$652,930
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $427,000
96.4%
Investment Income $15,945
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $652,930
Total Liabilities $0
Net Assets $652,930
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert L Bergey (Trustee) $0 $132,834 $5,430
Ronald L Bergey (Trustee) $0 $151,207 $6,200
Dale Bergey (Trustee) $0 $133,807 $5,504

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$448,993
Expenses
$434,543
Net Income
$14,450
Net Assets
$644,337
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $434,500
96.8%
Investment Income $14,493
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $644,337
Total Liabilities $0
Net Assets $644,337
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert L Bergey (Trustee) $0 $132,218 $21,854
Ronald L Bergey (Trustee) $0 $150,841 $24,829
Dale Bergey (Trustee) $0 $110,583 $24,877

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$478,671
Expenses
$471,175
Net Income
$7,496
Net Assets
$629,887
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $465,500
97.2%
Investment Income $13,171
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $629,887
Total Liabilities $0
Net Assets $629,887
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert L Bergey (Trustee) $0 $117,707 $21,817
Ronald L Bergey (Trustee) $0 $128,311 $28,830
Dale Bergey (Trustee) $0 $102,906 $24,682
Willard C Bergey (Trustee) $0 $96,156 $13,997

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$557,655
Expenses
$420,427
Net Income
$137,228
Net Assets
$622,391
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $543,700
97.5%
Investment Income $13,955
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $622,391
Total Liabilities $0
Net Assets $622,391
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ronald L Bergey (Trustee) $0 $148,859 $32,707
Robert L Bergey (Trustee) $0 $111,987 $24,544
Dale Bergey (Trustee) $0 $92,193 $27,171
Willard C Bergey (Trustee) $0 $82,954 $13,704

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$378,423
Expenses
$365,495
Net Income
$12,928
Net Assets
$485,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $365,600
96.6%
Investment Income $12,823
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $531,163
Total Liabilities $46,000
Net Assets $485,163
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert L Bergey (Trustee) $0 $166,811 $23,257
Ronald L Bergey (Trustee) $0 $163,902 $30,774
Dale Bergey (Trustee) $0 $147,860 $22,621
Willard C Bergey (Trustee) $0 $139,943 $16,302

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$326,085
Expenses
$311,514
Net Income
$14,571
Net Assets
$472,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $313,749
96.2%
Investment Income $12,336
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $472,235
Total Liabilities $0
Net Assets $472,235
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ronald L Bergey (Trustee) $0 $195,951 $20,102
Robert L Bergey (Trustee) $0 $189,829 $17,477
Dale Bergey (Trustee) $0 $153,942 $16,929
Willard C Bergey (Trustee) $0 $148,664 $12,345

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$291,960
Expenses
$280,930
Net Income
$11,030
Net Assets
$457,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $281,937
96.6%
Investment Income $10,023
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $457,664
Total Liabilities $0
Net Assets $457,664
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ronald L Bergey (Trustee) $0 $191,969 $20,493
Robert L Bergey (Trustee) $0 $191,156 $18,101
Dale Bergey (Trustee) $0 $157,219 $19,211
Willard C Bergey (Trustee) $0 $146,866 $17,214

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$201,954
Expenses
$190,459
Net Income
$11,495
Net Assets
$446,634
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $188,687
93.4%
Investment Income $13,267
6.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $446,634
Total Liabilities $0
Net Assets $446,634

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$463,521
Expenses
$303,737
Net Income
$159,784
Net Assets
$435,139
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $453,888
97.9%
Investment Income $9,633
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $435,139
Total Liabilities $0
Net Assets $435,139

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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