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Isaac W Bernheim Foundation

Clermont, Kentucky · EIN 61-0444651 · Environment · tax-exempt since 1930

C

Charity Clarity grade C (score 61.4 of 100), based on the Form 990 for the year ended February 2025.

Graded against 7,829 environment nonprofits with revenue $2M–$10M filing the same form. A = top 10%, B = next 20%, C = middle 40%, D = next 20%, F = bottom 10%.

What goes into the grade

MeasureThis charityScore (0–100)
ReservesMonths of spending covered by unrestricted net assets.146.8 months0
GovernanceBoard independence, key policies and audit, per the 990.100% of practices100
Margin stabilityHow steady the surplus or deficit is year to year.67
Revenue spreadHow much revenue rests on one type of income.66% from one source70
Filing recordOn-time, complete filings, year after year.100%100
Program spendingSelf-reported by the filer.87.1%not scored
Management costsShare of spending.1.6%not scored
Cost to raise $1Fundraising cost per dollar given.$0.14not scored

Scores compare this charity with its peer group; 100 is best. How Charity Clarity rates charities.

Year by year

2016202020212022202320242025grey: revenue · green: spending
Year endedFormRevenueSpendingSurplusNet assetsMonths of spendingStaffGrade
Feb 2025Form 990$7.16M$6.64M$521K$81.25M146.891C
Feb 2024Form 990$5.97M$6.03M−$58K$74.16M147.787C
Feb 2023Form 990$7.14M$5.26M$1.89M$66.03M150.894C
Feb 2022Form 990$5.62M$4.59M$1.03M$72.25M188.975C
Feb 2021Form 990$4.31M$4.19M$127K$66.92M191.871C
Feb 2020Form 990$5.11M$4.52M$585K$58.68M155.784C
Feb 2016Form 990$3.75M$2.77M$986K$42.67M185.057C

From the organisation’s own IRS filings. “Months of spending” is total net assets divided by a month of that year’s spending. A blank grade means that year was not rated.

Read the filings

Every figure here comes from the returns this charity filed with the IRS. These sites show the full returns and more about the organisation:

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