Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat
Only null% goes to programs Strong reserves Growing revenue
Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat is a 501(c)(3) organization based in Carlsbad, California, registered in 2004, with $3,596,631 in FY2023 revenue. CharityIndex grades it C+.
5780 Fleet St Ste 310, Carlsbad, CA, 92008 EIN 20-1004478 Since 2004
Revenue (FY2023)
$3.6M
▲ 16.8% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$947K
Net assets
$12.9M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating163 mo reserves · +74% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat: 163 mo reserves · +74% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 5780 Fleet St Ste 310, Carlsbad, CA, 92008
- City
- Carlsbad
- State
- California
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $529K (FY2013) to $3.6M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $12.9M
Operating margin
73.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$12.9M
Total liabilities
$0
Net assets
$12.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $3,596,631▲16.8% | $947,129▼51.1% | $12,884,028▲26.1% | $12,884,028▲26.1% | 990PF |
| 2022 | $3,079,651▼9.6% | $1,936,704▲42.9% | $10,218,604▲12.4% | $10,218,604▲12.4% | 990PF |
| 2021 | $3,405,830▲599% | $1,355,546▲52.7% | $9,092,960▲20.0% | $9,092,960▲20.0% | 990PF |
| 2020 | $487,424▲182% | $887,688▲855% | $7,580,567▼4.6% | $7,580,567▼4.6% | 990PF |
| 2019 | $173,144▼54.9% | $92,985▼81.4% | $7,942,961▲0.9% | $7,942,961▲0.9% | 990PF |
| 2018 | $383,657▼42.8% | $499,313▲3.1% | $7,870,855▼1.8% | $7,870,855▼1.8% | 990PF |
| 2017 | $671,141▲33.9% | $484,222▼2.2% | $8,018,024▼3.7% | $8,018,024▼3.7% | 990PF |
| 2016 | $501,284▼14.2% | $495,332▼2.7% | $8,323,053▲5.9% | $8,323,053▲5.9% | 990PF |
| 2015 | $584,218▲30.1% | $509,272▲8.0% | $7,857,454▼0.7% | $7,857,454▼0.7% | 990PF |
| 2014 | $449,123▼15.1% | $471,462▼47.2% | $7,909,156▼0.3% | $7,909,156▼0.3% | 990PF |
| 2013 | $528,985 | $892,997▲1054% | $7,934,910▼4.4% | $7,934,910▼4.4% | 990PF |
| 2012 | — | $77,354▼86.8% | $8,302,680▲5.3% | $8,302,680▲5.3% | 990PF |
| 2011 | — | $585,885▲23.9% | $7,887,366▲2.0% | $7,887,366▲2.0% | 990PF |
| 2010 | — | $472,765 | $7,731,162 | $7,731,162 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Similar organizations in Philanthropy
- Philanthropy
Give2thrive Corp
W Hollywood, CA
$0
annual revenue
- Philanthropy
Van-osep and Rita Tokat Charitable Fund Inc
Porter Ranch, CA
$0
annual revenue
- Philanthropy
Boozefighters Mc Chapter 101 Charitable Foundation
Santa Clarita, CA
$0
annual revenue
- Philanthropy
New Americans Foundation Inc
Los Angeles, CA
$0
annual revenue
- Philanthropy
American School Foundation A California Non Profit Corporation
Coronado, CA
$0
Fannual revenue
- Philanthropy
Bay Area Tejanos
Morgan Hill, CA
$0
annual revenue
Philanthropy
Juvenile Bipolar Research Foundation Inc
Irvine, CA
$0
Fannual revenue
- Philanthropy
Showbiz Kidz Foundation Inc
Tarzana, CA
$0
Dannual revenue
- Philanthropy
Rotary Club of Los Osos Foundation Inc
Los Osos, CA
$0
annual revenue
Philanthropy
Oscar Litwak Foundation
Tarzana, CA
$0
Dannual revenue
Compare Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat
Frequently asked questions
- Is Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat a legitimate nonprofit?
- Yes. Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-1004478, based in Carlsbad, California. Donations are tax-deductible.
- What is Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat's EIN?
- Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat's Employer Identification Number (EIN) is 20-1004478.
- How much revenue does Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat report?
- Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat reported $3,596,631 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat have?
- CharityIndex grades Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat C+, based on financial health (reserves and operating margin).
More nonprofits in Carlsbad
Explore more
Data for Bernard G and Rhoda G Sarnat Family Foundation-gerard Sarnat (EIN 20-1004478) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.