ISAAC BERNHEIM TRUST (EIN 610514702) - 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

1939

Legal Domicile

Principal Officer

PNC BANK NA

Phone

6026037006

Tax Period

2023-01-01 to 2023-12-31

ISAAC BERNHEIM TRUST, founded in 1939, is a community nonprofit in the Environment sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $2.5M exceeded revenue, resulting in a 79% operating deficit.

Mission

A SUPPORTING ORGANIZATION TO THE ISSAC BERNHEIM FOUNDATION WHOSE MISSION IS TO CONNECT PEOPLE WITH NATURE THROUGH LAND CONSERVATION, EDUCATION, ECOLOGICAL RESEARCH AND SUSTAINABLE LANDSCAPES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,417,630

Other Revenue $0

TOTAL REVENUE $1,417,630

Expense Breakdown

Grants Paid $2,260,804

Salaries & Benefits $34,266

Fundraising Expenses $0

Program Expenses $2,277,937

Other Expenses $238,092

TOTAL EXPENSES $2,533,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,417,630	$1,672,690	-0.2%
Expenses	$2,533,162	$2,387,144	+0.1%
Net Income	$-1,115,532	$-714,454	+0.6%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Handmaker	CO-TRUSTEE	1.0	Director	$0	$0	$0
Jon M Burnham	CO-TRUSTEE	1.0	Director	$0	$0	$0
Debra G Burnham	CO-TRUSTEE	1.0	Director	$0	$0	$0
PNC BANK NA	TRUSTEE	1.0		$34,266	$0	$34,266

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,417,630	$2,533,162	$19,888,032	$-1,115,532

ISAAC BERNHEIM TRUST