TPhilanthropy, Voluntarism & GrantmakingEIN: 342053837· Ruling Year: 2006

Helene & Bertram Bernhardt Foundation

Providence, Rhode Island

B-Health Score
50B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org17.81×
Peer Median18.82×
💰
$120K
Total Revenue
📊
$618K
Total Expenses
🏦
$11.0M
Net Assets
📋
$22K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+220.5%
Year-over-year change (2023 → 2024)
Net Margin
-414.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
17.81
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2024$120,101221%$617,6171%$11,021,2414%
2023$37,47099%$626,687$11,517,0618%
2021$3,703,571672%$627,4732%$12,531,36132%
2020$479,79947%$612,72213%$9,476,7731%
2016$326,62233%$542,6718%$9,546,6032%
2015$489,983$586,8194%$9,762,6521%
2014$487,8987%$613,3916%$9,859,4881%
2013$523,4857%$580,8612%$9,984,9811%
2012$490,482$570,067$10,042,357

Frequently Asked Questions

What does Helene & Bertram Bernhardt Foundation do?

Helene & Bertram Bernhardt Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Rhode Island. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Helene & Bertram Bernhardt Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Helene & Bertram Bernhardt Foundation has a score of 50/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Helene & Bertram Bernhardt Foundation generate?

Revenue data for Helene & Bertram Bernhardt Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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