Isaac W Bernheim Foundation Inc
Only null% goes to programs Strong reserves Growing revenue
Isaac W Bernheim Foundation Inc is a 501(c)(3) organization based in Clermont, Kentucky, registered in 1930, with $7,161,897 in FY2024 revenue. CharityIndex grades it B.
Po Box 130, Clermont, KY, 40110 EIN 61-0444651 Since 1930
Revenue (FY2024)
$7.2M
▲ 20.0% vs prior year
Environment median: $250K
Expenses (FY2024)
$6.6M
Net assets
$81.2M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—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 Isaac W Bernheim Foundation Inc— 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 rating147 mo reserves · +7% 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 Isaac W Bernheim Foundation Inc: 147 mo reserves · +7% 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 Isaac W Bernheim Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 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 Isaac W Bernheim Foundation Inc: 2 of 5 disclosure signals earns a C 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
- Po Box 130, Clermont, KY, 40110
- City
- Clermont
- State
- Kentucky
- Category
- Environment
- Subcategory
- Natural Resources Conservation
- Website
- …
Financial trends
Revenue grew from $2.6M (FY2013) to $7.2M (FY2024) across 9 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $633KNet assets $81.2M
Operating margin
7.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$81.9M
Total liabilities
$633K
Net assets
$81.2M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $7,161,897▲20.0% | $6,640,496▲10.2% | $81,245,614▲9.6% | $81,878,568▲9.6% | 990 |
| 2023 | $5,967,308▼16.4% | $6,025,360▲14.7% | $74,155,772▲12.3% | $74,717,248▲12.1% | 990 |
| 2022 | $7,141,739▲27.1% | $5,255,432▲14.5% | $66,026,510▼8.6% | $66,664,444▼8.4% | 990 |
| 2021 | $5,619,355▲30.3% | $4,588,923▲9.6% | $72,249,695▲8.0% | $72,773,780▲7.5% | 990 |
| 2020 | $4,314,087▼15.5% | $4,187,509▼7.4% | $66,917,071▲14.0% | $67,683,864▲14.7% | 990 |
| 2019 | $5,106,558▲36.1% | $4,521,440▲63.4% | $58,683,910▲37.5% | $58,990,538▲36.9% | 990 |
| 2015 | $3,753,433▲34.3% | $2,767,395▲7.1% | $42,666,315▼14.4% | $43,090,181▼14.3% | 990 |
| 2014 | $2,794,503▲7.1% | $2,582,943▼2.0% | $49,872,846▲4.8% | $50,283,483▲4.5% | 990 |
| 2013 | $2,608,961 | $2,636,048▼4.8% | $47,602,266▲7.8% | $48,095,738▲7.6% | 990 |
| 2012 | — | $2,767,696▼4.1% | $44,174,449▼2.1% | $44,717,864▼2.3% | 990 |
| 2011 | — | $2,886,474▼0.3% | $45,118,768▼1.5% | $45,787,646▼1.5% | 990 |
| 2010 | — | $2,894,124 | $45,819,043 | $46,483,896 | 990 |
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.
Grants received · $1.9M total
36 grants to Isaac W Bernheim Foundation Inc totaling $1.9M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Mightycause Charitable Foundation | Unrestricted | 2024 | $49,063 |
| Sierra Club | Environmental protection | 2024 | $10,000 |
| American Online Giving Foundation Inc | General support | 2024 | $7,800 |
| The Community Foundation of Louisville Inc | C36 forest conservation | 2023 | $116,917 |
| Central Indiana Community Foundation Inc | The acre installation by artist anne peabody | 2023 | $80,000 |
| Donor Advised Charitable Giving | Environmental and animals | 2023 | $25,750 |
| Flaget Healthcare Inc | Program support | 2023 | $18,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $8,150 |
| American Online Giving Foundation Inc | General support | 2023 | $6,465 |
| The Community Foundation of Louisville Inc | C36 forest conservation | 2022 | $205,387 |
| Donor Advised Charitable Giving | Environmental and animals | 2022 | $10,700 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $8,320 |
| The Community Foundation of Louisville Inc | C36 forest conservation | 2021 | $114,085 |
| Donor Advised Charitable Giving | Environmental and animals | 2021 | $17,800 |
| National Philanthropic Tr | Environment, animals | 2021 | $13,750 |
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Frequently asked questions
- Is Isaac W Bernheim Foundation Inc a legitimate nonprofit?
- Yes. Isaac W Bernheim Foundation Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 61-0444651, based in Clermont, Kentucky. Donations are tax-deductible.
- What is Isaac W Bernheim Foundation Inc's EIN?
- Isaac W Bernheim Foundation Inc's Employer Identification Number (EIN) is 61-0444651.
- How much revenue does Isaac W Bernheim Foundation Inc report?
- Isaac W Bernheim Foundation Inc reported $7,161,897 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Isaac W Bernheim Foundation Inc have?
- CharityIndex grades Isaac W Bernheim Foundation Inc B, based on financial health (reserves and operating margin).
Explore more
Data for Isaac W Bernheim Foundation Inc (EIN 61-0444651) 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.