TPhilanthropy, Voluntarism & GrantmakingEIN: 205120272· Ruling Year: 2006

Steven E Bernstein Family Foundation Inc

Boca Raton, Florida

A-Health Score
75A-

Financial Health Score

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

Very Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org4.31×
Peer Median18.82×
💰
$775K
Total Revenue
📊
$338K
Total Expenses
🏦
$1.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+511.9%
Year-over-year change (2023 → 2024)
Net Margin
+56.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
4.31
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2024$774,627512%$338,059$1,456,67015%
2023$126,584$338,51673%$1,709,327
2022$127,1729%$1,245,1981753%$1,707,64427%
2021$140,18094%$67,18492%$2,351,0803%
2020$2,331,3843651%$814,78126%$2,277,064258%
2016$62,1491%$646,782160%$636,39248%
2015$62,46895%$249,13356%$1,221,02514%
2014$1,153,5906445%$565,93023%$1,417,42673%
2013$17,62583%$459,46581%$820,03035%
2012$104,102$254,019$1,261,870

Frequently Asked Questions

What does Steven E Bernstein Family Foundation Inc do?

Steven E Bernstein Family Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Steven E Bernstein Family Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Steven E Bernstein Family Foundation Inc has a score of 75/100 (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 Steven E Bernstein Family Foundation Inc generate?

Revenue data for Steven E Bernstein Family Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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