Steven E Bernstein Family Foundation Inc
Only null% goes to programs Strong reserves Growing revenue
Steven E Bernstein Family Foundation Inc is a 501(c)(3) organization based in Boca Raton, Florida, registered in 2006, with $2,014,851 in FY2024 revenue. CharityIndex grades it B.
Po Box 810664, Boca Raton, FL, 33481 EIN 20-5120272 Since 2006
Revenue (FY2024)
$2.0M
▲ 160.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$404K
Net assets
$3.1M
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 Steven E Bernstein Family 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 rating91 mo reserves · +80% 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 Steven E Bernstein Family Foundation Inc: 91 mo reserves · +80% 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 Steven E Bernstein Family 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 Steven E Bernstein Family 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 810664, Boca Raton, FL, 33481
- City
- Boca Raton
- State
- Florida
- Subcategory
- Private Foundations
- Website
- …
Financial trends
Revenue grew from $1.2M (FY2013) to $2.0M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $3.1M
Operating margin
80.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.1M
Total liabilities
$0
Net assets
$3.1M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $2,014,851▲160% | $403,665▲19.4% | $3,067,856▲111% | $3,067,856▲111% | 990PF |
| 2023 | $774,627▲512% | $338,059▼0.1% | $1,456,670▲42.8% | $1,456,670▼14.8% | 990PF |
| 2022 | $126,584▼0.5% | $338,516▼72.8% | $1,020,102▼17.2% | $1,709,327▲0.1% | 990PF |
| 2021 | $127,172▼9.3% | $1,245,198▲1753% | $1,232,034▼47.6% | $1,707,644▼27.4% | 990PF |
| 2020 | $140,180▼94.0% | $67,184▼91.8% | $2,350,060▲3.2% | $2,351,080▲3.3% | 990PF |
| 2019 | $2,331,384▲7877% | $814,781▲318% | $2,277,064▲199% | $2,277,064▲199% | 990PF |
| 2018 | $29,225▼95.5% | $194,693▼5.8% | $760,461▼17.9% | $760,461▼17.9% | 990PF |
| 2017 | $653,508▲3157% | $206,641▲16.5% | $925,929▲93.3% | $925,929▲93.3% | 990PF |
| 2016 | $20,066▼67.7% | $177,396▼72.6% | $479,062▼24.7% | $479,062▼24.7% | 990PF |
| 2015 | $62,149▼0.5% | $646,782▲160% | $636,392▼47.9% | $636,392▼47.9% | 990PF |
| 2014 | $62,468▼94.6% | $249,133▼56.0% | $1,221,025▼13.3% | $1,221,025▼13.9% | 990PF |
| 2013 | $1,153,590 | $565,930▲23.2% | $1,407,690▲71.7% | $1,417,426▲72.9% | 990PF |
| 2012 | — | $459,465▲80.9% | $820,030▼35.0% | $820,030▼35.0% | 990PF |
| 2011 | — | $254,019▲81.3% | $1,261,870▼10.6% | $1,261,870▼10.6% | 990PF |
| 2010 | — | $140,113 | $1,411,787 | $1,411,787 | 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
Compare Steven E Bernstein Family Foundation Inc
Frequently asked questions
- Is Steven E Bernstein Family Foundation Inc a legitimate nonprofit?
- Yes. Steven E Bernstein Family Foundation Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-5120272, based in Boca Raton, Florida. Donations are tax-deductible.
- What is Steven E Bernstein Family Foundation Inc's EIN?
- Steven E Bernstein Family Foundation Inc's Employer Identification Number (EIN) is 20-5120272.
- How much revenue does Steven E Bernstein Family Foundation Inc report?
- Steven E Bernstein Family Foundation Inc reported $2,014,851 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Steven E Bernstein Family Foundation Inc have?
- CharityIndex grades Steven E Bernstein Family Foundation Inc B, based on financial health (reserves and operating margin).
More nonprofits in Boca Raton
Explore more
Data for Steven E Bernstein Family Foundation Inc (EIN 20-5120272) 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.