C โ€” EnvironmentEIN: 610444651ยท 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

๐Ÿ’ฐ
$7.1M
Total Revenue
๐Ÿ“Š
$5.3M
Total Expenses
๐Ÿฆ
$66.0M
Net Assets
๐Ÿ“‹
$638K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+27.1%
Year-over-year change (2022 โ†’ 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$7,141,739โ†‘27%$5,255,432โ†‘15%$66,664,444โ†“8%
2022$5,619,355โ†‘30%$4,588,923โ†‘10%$72,773,780โ†‘8%
2021$4,314,087โ†“16%$4,187,509โ†“7%$67,683,864โ†‘15%
2020$5,106,558โ†“7%$4,521,440โ†‘22%$58,990,538โ†‘6%
2019$5,490,856โ†‘67%$3,698,681โ†‘11%$55,683,659โ†‘3%
2018$3,278,374โ†“40%$3,321,926โ†‘7%$54,181,792โ†‘7%
2017$5,429,976โ†‘45%$3,094,982โ†‘12%$50,465,858โ†‘17%
2016$3,753,433โ†‘34%$2,767,395โ†‘7%$43,090,181โ†“14%
2015$2,794,503โ†‘7%$2,582,943โ†“2%$50,283,483โ†‘5%
2014$2,608,961โ†‘4%$2,636,048โ†“5%$48,095,738โ†‘8%
2013$2,509,770โ†‘8%$2,767,696โ†“4%$44,717,864โ†“2%
2012$2,317,199$2,886,474$45,787,646

Frequently Asked Questions

What does Isaac W Bernheim Foundation Inc do?โ–ผ

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?โ–ผ

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?โ–ผ

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

Similar Organizations

Explore more organizations in the Environment category, or browse all nonprofits in Kentucky.

Isaac W Bernheim Foundation Inc โ€” Clermont, KY | GiveScope