CEnvironmentEIN: 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$7,141,73927%$5,255,43215%$66,664,4448%
2022$5,619,35530%$4,588,92310%$72,773,7808%
2021$4,314,08716%$4,187,5097%$67,683,86415%
2020$5,106,5587%$4,521,44022%$58,990,5386%
2019$5,490,85667%$3,698,68111%$55,683,6593%
2018$3,278,37440%$3,321,9267%$54,181,7927%
2017$5,429,97645%$3,094,98212%$50,465,85817%
2016$3,753,43334%$2,767,3957%$43,090,18114%
2015$2,794,5037%$2,582,9432%$50,283,4835%
2014$2,608,9614%$2,636,0485%$48,095,7388%
2013$2,509,7708%$2,767,6964%$44,717,8642%
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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