Isaac W Bernheim Foundation Inc

Analysis

Isaac W Bernheim Foundation Inc is a registered charity in United States, based in Clermont, KY. It received its IRS tax-exemption ruling in May 1930, 96 years ago. Its declared purposes cover environment, which this site groups under environment and conservation. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending February 2023, Isaac W Bernheim Foundation Inc reported income of $7.1m and spending of $5.3m, leaving 26% of income unspent that year. Across the 5 years on record, from February 2019 to February 2023, income grew from $5.5m to $7.1m (+30%), an average of +6.8% a year. The sharpest change came in the year to February 2022, when income rose by 30%. Over the whole period it spent 80% of the income it received.

Among 10,430 United States charities whose main cause is environment and conservation and that reported income, Isaac W Bernheim Foundation Inc sits at the 96th percentile: it is larger than about 96% of them. Against every charity in United States with reported income it ranks in the 94th percentile, and in the 93rd percentile within KY. Charities of a similar size with the same main cause include New Hampshire Recycles ($7.1m), Island Conservation ($7.2m) and Urban Tilth ($7.1m).

On its Form 990 for the period ending February 2023, revenue came from contributions and grants 80% and program service revenue 15% of the total. Compensation of current officers, directors and key employees was $336k (6.4% of expenses). Other salaries and wages came to $2.3m. At year end it held assets of $66.7m against liabilities of $638k, net assets of $66.0m. It reported 94 employees.