Isaac W Bernheim Foundation Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 2,317,199 | 2,886,474 | −569,275 | 187.6 | 50% |
| 2013 | 2,509,770 | 2,767,696 | −257,926 | 191.5 | 45% |
| 2014 | 2,608,961 | 2,636,048 | −27,087 | 216.7 | 50% |
| 2015 | 2,794,503 | 2,582,943 | 211,560 | 231.7 | 49% |
| 2016 | 3,753,433 | 2,767,395 | 986,038 | 185.0 | 46% |
| 2017 | 5,429,976 | 3,094,982 | 2,334,994 | 194.0 | 46% |
| 2018 | 3,278,374 | 3,321,926 | −43,552 | 194.5 | 43% |
| 2019 | 5,490,856 | 3,698,681 | 1,792,175 | 179.7 | 42% |
| 2020 | 5,106,558 | 4,521,440 | 585,118 | 155.7 | 45% |
| 2021 | 4,314,087 | 4,187,509 | 126,578 | 191.8 | 53% |
| 2022 | 5,619,355 | 4,588,923 | 1,030,432 | 188.9 | 52% |
| 2023 | 7,141,739 | 5,255,432 | 1,886,307 | 150.8 | 50% |
In its most recent public year (2023), this organization brought in $1,886,307 more than it spent. Its reserves stood at about 150.8 months of spending, down from 187.6 in 2012. Staff pay was 50% of spending. $44,905,427 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Isaac W Bernheim Foundation Inc's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works