ISAAC W BERNHEIM FOUNDATION (EIN 610444651) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1929

Legal Domicile

Principal Officer

MARK WOURMS

Phone

5029558512

Tax Period

2024-03-01 to 2025-02-28

ISAAC W BERNHEIM FOUNDATION, founded in 1929, is a community nonprofit in the Environment sector that reported $7.2M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $6.6M left a modest 7% surplus.

Mission

THE ISAAC W BERNHEIM FOUNDATION IN CLERMONT, KENTUCKY WAS INCORPORATED FOR THE BENEFIT, DEVELOPMENT, AND MAINTENANCE OF BERNHEIM ARBORETUM AND RESEARCH FOREST (BERNHEIM). BERNHEIM CONNECTS PEOPLE AND NATURE WITH OVER SIXTEEN THOUSANDS ACRES OF SCENIC NATURAL AREAS, A NATIONALLY RECOGNIZED ARBORETUM, BEAUTIFUL GARDENS, TRANQUIL LAKES, AN AWARD-WINNING VISITOR'S CENTER, AND OVER THIRTY MILES OF WALKWAYS AND HIKING TRAILS. MORE THAN 500,000 PEOPLE ANNUALLY BENEFIT FROM BERNHEIM THROUGH VISITS, PUBLIC PROGRAMS, VISITOR PROGRAMS, SCHOOL AND TEACHER PROGRAMS, AND SPECIAL EVENTS. NATURE-INSPIRED ART AND SCULPTURE, AND ARTIST-IN-RESIDENCE PROGRAM, CONCERTS, A CAFE AND GIFT SHOP, AND A WIDE SPECTRUM OF VISITOR ACTIVITIES ROUND OUT THE BERNHEIM EXPERIENCE. RESEARCH ACTIVITIES INCLUDE INNOVATIVE HORTICULTURAL CONSERVATION AND NATURE AREAS MANAGEMENT, AND RESTORATION PROJECTS. BERNHEIM WORKS COLLABORATIVELY WITH A WIDE VARIETY OF EDUCATIONAL, SCIENTIFIC, ACADEMIC, AND COMMUNITY ORGANIZATIONS, AND RELIES ON CONTRIBUTIONS AND GRANTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS, AND GOVERNMENTAL ORGANIZATIONS TO CARRY OUT ITS MISSION.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,760,092

Program Service Revenue $1,474,103

Investment Income $433,490

Other Revenue $494,212

TOTAL REVENUE $7,161,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,287,962

Fundraising Expenses $646,611

Program Expenses $4,954,389

Other Expenses $2,352,534

TOTAL EXPENSES $6,640,496

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,161,897	$5,967,308	+0.2%
Expenses	$6,640,496	$6,025,360	+0.1%
Net Income	$521,401	$-58,052	-10.0%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

268

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

$392,323

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLIFF ASHBURNER	TRUSTEE	5.00	Director	$0	$0	$0
TOM BLOCK	FAMILY TRUSTEE	5.00	Director	$0	$0	$0
BRIAN DOHENY	TRUSTEE	5.00	Director	$0	$0	$0
HUGH NELSON ARCHER	TRUSTEE	5.00	Director	$0	$0	$0
ANDREW MCINTOSH	TRUSTEE	5.00	Director	$0	$0	$0
DAVID HANDMAKER	TRUSTEE	5.00	Director	$0	$0	$0
DEREK KEITH	TRUSTEE	5.00	Director	$0	$0	$0
DEVON HANKINS	TRUSTEE	5.00	Director	$0	$0	$0
BENTON KEITH	TRUSTEE	5.00	Director	$0	$0	$0
NATHAN CROSLEY	TRUSTEE	5.00	Director	$0	$0	$0
RACHEL NALLY	TRUSTEE	5.00	Director	$0	$0	$0
JOHNETTA ROBERTS	TRUSTEE	5.00	Director	$0	$0	$0
SUZANNE BROWN-SIEGEL	TRUSTEE	5.00	Director	$0	$0	$0
ZEB WEESE	TRUSTEE	5.00	Director	$0	$0	$0
DEBRA BURNHAM	FAMILY TRUSTEE	5.00	Director	$0	$0	$0
EMILY BRYSON YORK	TRUSTEE	5.00	Director	$0	$0	$0
KIMBERLY SCHNEIDER	FAMILY TRUSTEE	5.00	Director	$0	$0	$0
JON BURNHAM	FAMILY TRUSTEE	5.00	Director	$0	$0	$0
KURT MASON	IMMEDIATE PAST PRESIDENT	10.00	Officer Director	$0	$0	$0
KATHY KNOTTS	CHAIR	15.00	Officer Director	$0	$0	$0
SUMEDHA RAO	SECRETARY	10.00	Officer Director	$0	$0	$0
PETER RESNIK	TREASURER	10.00	Officer Director	$0	$0	$0
MARTHA SLAUGHTER	VICE-CHAIR	10.00	Officer Director	$0	$0	$0
MARK WOURMS	PRESIDENT/CEO	40.00	Officer	$209,159	$10,946	$220,105
REBECCA BRADY	CHIEF OPERATING OFFICER	40.00	Officer	$159,523	$12,695	$172,218
MELISSA RALEY	DIRECTOR OF ADVANCEMENT	40.00	Highest	$112,837	$15,220	$128,057

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
2025	$7,161,897	$6,640,496	$81,878,568	$521,401
2024	$5,967,308	$6,025,360	$74,717,248	$-58,052
2023	$7,141,739	$5,255,432	$66,664,444	$1,886,307
2022	$5,619,355	$4,588,923	$72,773,780	$1,030,432
2021	$4,314,087	$4,187,509	$67,683,864	$126,578
2020	$5,106,558	$4,521,440	$58,990,538	$585,118

ISAAC W BERNHEIM FOUNDATION