Joanie C Bernard Foundation is a 501(c)(3) organization based in Cincinnati, Ohio, registered in 2022, with $6,882,116 in FY2023 revenue. CharityIndex grades it B.
Revenue (FY2023)
$6.9M
▼ 92.8% vs prior year
Animals median: $151K
Expenses (FY2023)
$5.3M
Net assets
$81.1M
Employees
—
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 Joanie C Bernard Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Joanie C Bernard Foundation: 185 mo reserves · +23% margin earns a B+ on this criterion. See the exact thresholds →
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 Joanie C Bernard Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Joanie C Bernard Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $95.6M (FY2022) to $6.9M (FY2023) across 2 reported years.
Financial snapshot
Operating margin
23.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$81.1M
Total liabilities
$0
Net assets
$81.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $6,882,116▼92.8% | $5,265,331▲12.4% | $81,127,635▲1.7% | $81,127,635▲1.7% | 990PF |
| 2022 | $95,627,029 | $4,682,681 | $79,797,612 | $79,797,612 | 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.
Highest-paid: Fifth Third Bank Na — $685,680 (13.02% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Fifth Third Bank Na | Trustee | 1 | $685,680 |
| Paula Wharton | Cotrustee | 1 | $35,000 |
| Mike Kennedy | Cotrustee | 1 | $15,000 |
| Deborah Cribbs | Cotrustee | 1 | — |
| Heidi Jark | Cotrustee | 1 | — |
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Data for Joanie C Bernard Foundation (EIN 88-2451668) 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.