ISAAC W BERNHEIM FOUNDATION Charity Report

Public IRS 990 nonprofit record

ISAAC W BERNHEIM FOUNDATION

EIN 61-0444651 · Environment (C360)

What they do

SEE SCHEDULE O for MISSION STATEMENT

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $74.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe explanation is very short. Ask what work they really do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

69.18%of revenue went to mission work74.6% of expenses · Program services

9.03%of revenue went to fundraising9.7% of expenses

$92.72spent for every $100 of revenueRevenue covered expenses this year.

14.51%of revenue went to management and office costs15.7% of expenses

$12.33in assets for every $1 spent this yearSome assets cannot be spent right away.

66.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $220,105 for MARK WOURMS (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,161,897

Mission workProgram services$4,954,38969.18% of revenue74.6% of expenses

ManagementOffice and general costs$1,039,49614.51% of revenue15.7% of expenses

FundraisingAsking for donations$646,6119.03% of revenue9.7% of expenses

Revenue left after expensesReported annual surplus$521,4017.28% of revenueShown in gray on the chart

Total expenses$6,640,49692.72% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 74.6% mission · 15.7% management · 9.7% fundraisingTotal expenses: 92.72% of revenue

2023Expense mix: 73.8% mission · 16.5% management · 9.8% fundraisingTotal expenses: 100.97% of revenue

2022Expense mix: 81.4% mission · 10.8% management · 7.8% fundraisingTotal expenses: 73.59% of revenue

2021Expense mix: 75.8% mission · 15.5% management · 8.7% fundraisingTotal expenses: 81.66% of revenue

2020Expense mix: 75.7% mission · 15.6% management · 8.7% fundraisingTotal expenses: 97.07% of revenue

2019Expense mix: 73.5% mission · 16.5% management · 9.9% fundraisingTotal expenses: 88.54% of revenue

Money in and money out

Revenue$7,161,897

Expenses$6,640,496

Annual surplus $521,401 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$4,954,389 · 74.6% of expenses

Management and office costs$1,039,496 · 15.7% of expenses

Fundraising$646,611 · 9.7% of expenses

See all reported dollar amounts

Revenue$7,161,897

Expenses$6,640,496

Assets$81,878,568

Income$8,886,539

Contributions$4,760,092

Mission work (program services)$4,954,389

Fundraising$646,611

Management and general$1,039,496

Executive compensation (total)$356,062

Stocks and bonds$4,159,422

Accounting fees$67,043

Investing fees$19,860

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MARK WOURMSPRESIDENT/CEO · 40 hrs/week $220,105Base $209,159 · Other $10,946

REBECCA BRADYCHIEF OPERATING OFFICER · 40 hrs/week $172,218Base $159,523 · Other $12,695

MELISSA RALEYDIRECTOR OF ADVANCEMENT · 40 hrs/week $128,057Base $112,837 · Other $15,220

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (26)

MARK WOURMSPRESIDENT/CEO

REBECCA BRADYCHIEF OPERATING OFFICER

MELISSA RALEYDIRECTOR OF ADVANCEMENT

KIMBERLY SCHNEIDERFAMILY TRUSTEE

ZEB WEESETRUSTEE

TOM BLOCKFAMILY TRUSTEE

SUZANNE BROWN-SIEGELTRUSTEE

SUMEDHA RAOSECRETARY

RACHEL NALLYTRUSTEE

PETER RESNIKTREASURER

NATHAN CROSLEYTRUSTEE

MARTHA SLAUGHTERVICE-CHAIR

KURT MASONIMMEDIATE PAST PRESIDENT

ANDREW MCINTOSHTRUSTEE

KATHY KNOTTSCHAIR

JON BURNHAMFAMILY TRUSTEE

JOHNETTA ROBERTSTRUSTEE

HUGH NELSON ARCHERTRUSTEE

EMILY BRYSON YORKTRUSTEE

DEVON HANKINSTRUSTEE

DEREK KEITHTRUSTEE

DEBRA BURNHAMFAMILY TRUSTEE

DAVID HANDMAKERTRUSTEE

CLIFF ASHBURNERTRUSTEE

BRIAN DOHENYTRUSTEE

BENTON KEITHTRUSTEE

About this charity

Recognized since: January 1930
Location: HIGHWAY 245-2499 CLERMONT ROAD, CLERMONT, KY 40110
County: Bullitt
In care of: MARK WOURMS
Primary officer: MARK WOURMS, PRESIDENT/CEO

How to reach them

WebsiteVisit the charity’s website Phone(502) 955-8512

Filing and classification

Latest tax year: 2024
Tax period began: March 1, 2024
Return type: 990
Tax preparer: CHERRY BEKAERT ADVISORY LLC
NTEE classification: Environment (C360)
IRS tax category: Environment, Conservation and Wildlife Organizations