Isaac W Bernheim Foundation Inc
- Assets
- $72.8m
- Revenue
- $5.6m
- Investments
- $50.9m
- Employees
- 75
- Location
- Clermont, KY
- Founding
- 05/1930
- Data as of
- 02/2022
- EIN
- 61-0444651
Organization Overview
Isaac W Bernheim Foundation Inc, operating under the name Bernheim Arboretum And Research Forest, is located in Clermont, KY. The organization was established in 1930. According to its NTEE Classification (C36) the organization is classified as: Forest Conservation, under the broad grouping of Environment and related organizations. As of 02/2022, Bernheim Arboretum And Research Forest employed 75 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bernheim Arboretum And Research Forest is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 02/2022, Bernheim Arboretum And Research Forest generated $5.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.9% each year. All expenses for the organization totaled $4.6m during the year ending 02/2022. While expenses have increased by 7.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO CONNECT PEOPLE WITH NATURE THROUGH LAND CONSERVATION, EDUCATION, ECOLOGICAL RESEARCH AND SUSTAINABLE LANDSCAPES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BERNHEIM ENCOMPASSES 16,143 ACRES AND IS THE LARGEST PRIVATELY HELD FOREST IN THE EASTERN UNITED STATES DEDICATED TO NATURE-BASED EDUCATION AND CONSERVATION. ANNUALLY, BERNHEIM WELCOMES 400,000 VISITORS AND PROVIDED NATURE-BASED EDUCATION TO OVER 10,000 STUDENTS AND THEIR FAMILIES. BERNHEIM'S MISSION, CONNECTING PEOPLE WITH NATURE IS REALIZED WHEN A VISITOR EXPLORES OUR SCENIC WOODLANDS CROSSED BY 40 MILES OF HIKING TRAILS; ATTENDS AN AWARD-WINNING NATURE-BASED EDUCATION PROGRAM; VOLUNTEERS WITH HORTICULTURE IN BERNHEIM'S 600-ACRE ARBORETUM; MEETS AN ARTIST CREATING "ART IN NATURE" AS PART OF BERNHEIM'S FORTY-YEAR ARTIST IN RESIDENCY PROGRAM; PARTICIPATES IN A "FREE PLAY DAY" HOSTED BY BERNHEIM'S CHILDREN AT PLAY NETWORK; ENJOYS A MEAL HARVESTED FROM BERNHEIM'S EDIBLE GARDEN AND PREPARED AT ISAAC'S CAF; AND THROUGH BERNHEIM'S ECOLOGICAL STEWARDSHIP, SCIENTIFIC RESEARCH, AND CONSERVATION EFFORTS. BERNHEIM'S VISION IS TO BECOME "A NATIONALLY TREASURED LEADER IN ECOLOGICAL STEWARDSHIP THAT INSPIRES THE EXPLORATION OF OUR DEEP CONNECTIONS WITH NATURE." FRAMED BY THIS VISION, BERNHEIM FOREST INITIATIVES STRATEGICALLY ADDRESS HOW WE APPROACH OUR WORK, THROUGH FOUR BIG IDEAS THOUGHT LEADERSHIP, ACTIONS BEYOND OUR BORDERS, LEADERSHIP IN ECOLOGICAL STEWARDSHIP, AND EXPLORING DEEP CONNECTIONS WITH NATURE. BERNHEIM WORKS AT THE REGIONAL LEVEL, FOCUSING ON BUILDING UNIQUE PARTNERSHIPS AND LEVERAGING COLLECTIVE IMPACT, HELPING US ACHIEVE OUR MISSION AND VISION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mark Wourms Executive Director | Officer | 40 | $194,619 |
Rebecca Brady Chief Operating Officer | Officer | 40 | $44,232 |
Ann Price Davis Past President | OfficerTrustee | 15 | $0 |
Kim Huston Vice President | OfficerTrustee | 10 | $0 |
Sue Ballard Secretary | OfficerTrustee | 5 | $0 |
Josh Jevne Treasurer | OfficerTrustee | 10 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Bornstein General Contracting Playco System Playground | 2/27/22 | $309,028 |
Network Advocates It Services | 2/27/22 | $123,867 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $24,000 |
| Related organizations | $0 |
| Government grants | $412,800 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,981,211 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,418,011 |
| Total Program Service Revenue | $1,059,555 |
| Investment income | $156,332 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $56,081 |
| Net Gain/Loss on Asset Sales | $736,965 |
| Net Income from Fundraising Events | -$2,880 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $185,269 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,619,355 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $250,552 |
| Compensation of current officers, directors, key employees. | $55,753 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,126,755 |
| Pension plan accruals and contributions | $80,555 |
| Other employee benefits | $259,434 |
| Payroll taxes | $169,543 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $9,832 |
| Fees for services: Accounting | $43,991 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $24,016 |
| Fees for services: Other | $139,401 |
| Advertising and promotion | $0 |
| Office expenses | $72,132 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $88,149 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $35,896 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $516,266 |
| Insurance | $94,651 |
| All other expenses | $79,173 |
| Total functional expenses | $4,588,923 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $267,535 |
| Savings and temporary cash investments | $1,423,996 |
| Pledges and grants receivable | $136,648 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $166,279 |
| Prepaid expenses and deferred charges | $56,766 |
| Net Land, buildings, and equipment | $14,832,037 |
| Investments—publicly traded securities | $4,992,950 |
| Investments—other securities | $50,897,569 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $72,773,780 |
| Accounts payable and accrued expenses | $395,763 |
| Grants payable | $0 |
| Deferred revenue | $128,322 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $524,085 |
| Net assets without donor restrictions | $20,744,247 |
| Net assets with donor restrictions | $51,505,448 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $72,773,780 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Isaac W Bernheim Foundation Inc has recieved totaling $500.
| Awarding Organization | Amount |
|---|---|
Charles H Dishman Iii Family Foundation Inc Wilmington, DE PURPOSE: GENERAL & UNRESTRICTED | $500 |
Endowment Analysis
| Beg. Balance | $45,951,326 |
| Earnings | $6,905,559 |
| Net Contributions | $11,442 |
| Other Expense | $1,913,602 |
| Ending Balance | $50,954,725 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Woods Fund Of Chicago Chicago, IL | $0 | $4,700,210 |
Isaac W Bernheim Foundation Inc Clermont, KY | $72,773,780 | $5,619,355 |
Kentucky Natural Lands Trust Inc Berea, KY | $27,894,739 | $3,601,751 |
Green Forests Work Inc Lexington, KY | $1,089,777 | $1,867,248 |
Appalachian Wildlife Foundation Corbin, KY | $20,208,028 | $7,618,416 |
Woods King Jr Family Foundation Cleveland, OH | $0 | $27,332 |
Community Ventures Inc Vienna Woods Swim Club Vienna, VA | $972,651 | $757,572 |
Tennessee Forestry Association Nashville, TN | $34,715 | $723,155 |
Virginia Forestry Association Richmond, VA | $805,934 | $559,327 |
Forest Releaf Of Missouri St Louis, MO | $1,063,207 | $854,414 |
Forest Preserve Friends Foundation Mahomet, IL | $1,348,506 | $314,905 |
George A Bates Memorial Foundation Chicago, IL | $4,890,815 | $715,783 |