C — EnvironmentEIN: 610444651· Ruling Year: 1930

Isaac W Bernheim Foundation Inc

Clermont, Kentucky

AHealth Score
89A

Financial Health Score

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

Excellent

💰
$7.1M
Total Revenue
📊
$5.3M
Total Expenses
🏦
$66.0M
Net Assets
📋
$638K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+27.1%
Year-over-year change (2022 → 2023)
Net Margin
+26.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.56
Net assets divided by total expenses
Liabilities-to-Assets
1.0%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$7,141,739↑27%$5,255,432↑15%$66,664,444↓8%
2022$5,619,355↑30%$4,588,923↑10%$72,773,780↑8%
2021$4,314,087↓16%$4,187,509↓7%$67,683,864↑15%
2020$5,106,558↓7%$4,521,440↑22%$58,990,538↑6%
2019$5,490,856↑67%$3,698,681↑11%$55,683,659↑3%
2018$3,278,374↓40%$3,321,926↑7%$54,181,792↑7%
2017$5,429,976↑45%$3,094,982↑12%$50,465,858↑17%
2016$3,753,433↑34%$2,767,395↑7%$43,090,181↓14%
2015$2,794,503↑7%$2,582,943↓2%$50,283,483↑5%
2014$2,608,961↑4%$2,636,048↓5%$48,095,738↑8%
2013$2,509,770↑8%$2,767,696↓4%$44,717,864↓2%
2012$2,317,199$2,886,474$45,787,646

Frequently Asked Questions

What does Isaac W Bernheim Foundation Inc do?▼

Isaac W Bernheim Foundation Inc is a environment nonprofit organization based in Kentucky. It is classified under NTEE code C360 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Isaac W Bernheim Foundation Inc financially healthy?▼

Based on our 9-metric Financial Health Score model, Isaac W Bernheim Foundation Inc has a score of 89/100 (Grade: A). 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 Isaac W Bernheim Foundation Inc generate?▼

Isaac W Bernheim Foundation Inc reports $7.2M in annual revenue and holds $81.9M in total assets, based on IRS filings.

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