JAMES KIRK BERNARD FOUNDATION C/O SALLIE BERNARD

EIN: 271791881 501(c)(3) Human Services

BASALT, CO

Total Revenue
$22,210
Total Expenses
$41,322
Total Assets
$2,963
Net Assets
$2,963
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CO
Principal Officer
SALLIE BERNARD
Phone
9702797350
Tax Period
2023-01-01 to 2023-12-31

JAMES KIRK BERNARD FOUNDATION C/O SALLIE BERNARD, founded in 2010, is a micro nonprofit in the Human Services sector that reported $22K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $41K exceeded revenue, resulting in a 86% operating deficit.

Mission

THE JAMES KIRK BERNARD FOUNDATION HONORS THE LIFE, WORK, AND PASSIONS OF JAMIE BERNARD. THE FUND WILL FOCUS ON SCIENTIFIC RESEARCH ON SUICIDE AND AUTISM AND SERVICES FOR THOSE AFFECTED. IN ADDITION, THE FUND WILL SUPPORT THE COMMUNITY THAT SUPPORTED JAMIE, BARD COLLEGE. FINALLY THE FUND WILL SUPPORT THE VARIOUS HUMANITARIAN EFFORTS THAT JAMIE CARED SO DEEPLY ABOUT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $22,060
Program Service Revenue $150
Investment Income $0
Other Revenue $0
TOTAL REVENUE $22,210

Expense Breakdown

Grants Paid $5,053
Salaries & Benefits $23,899
Fundraising Expenses $0
Program Expenses $32,255
Other Expenses $12,370
TOTAL EXPENSES $41,322

Year-over-Year Comparison

2023 2022 Change
Revenue $22,210 $23,551 -0.1%
Expenses $41,322 $50,981 -0.2%
Net Income $-19,112 $-27,430 -0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
4
Employees
1
Volunteers
12

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
8
$22,200
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SALLIE BERNARD PRESIDENT 10.00
Officer Director
$0 $0 $0
TOM BERNARD TREASURER 1.00
Officer Director
$0 $0 $0
BRAD STEVENSON SECRETARY 1.00
Officer Director
$0 $0 $0
FRED BERNARD DIRECTOR 1.00
Director
$0 $0 $0
SUSAN PARMELEE DIRECTOR 1.00
Director
$0 $0 $0
BRETT ROBINSON DIRECTOR 1.00
Director
$0 $0 $0
LORANN STALLONES DIRECTOR 1.00
Director
$0 $0 $0
ELIZABETH BELL EXECUTIVE DIR / VICE PRES 25.00
Director
$22,200 $0 $22,200
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $22,210 $44,285 No data $-22,075
2023 $22,210 $41,322 $2,963 $-19,112
2022 $23,551 $50,981 $22,075 $-27,430
2021 $44,374 $107,553 $49,505 $-63,179
2020 $162,287 $97,781 $112,871 $64,506
2019 $127,817 $96,656 $48,199 $31,161
2018 $79,075 $170,755 $17,038 $-91,680
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