Civic Intelligence

Isaac W Bernheim Foundation Inc.

990 • Fiscal year 2023 • EIN 61-0444651

Mar 01, 2022 to Feb 28, 2023 • Filed on Dec 20, 2023

Highway 245-2499 Clermont RoadClermont, KY 40110

(502) 955-8512

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

16th percentile

0.09x

Higher debt load relative to revenue than 16% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

84th percentile

26%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$208,675

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

8th percentile

-8.4%

Faster asset growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

27%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$66,664,444

Flat from 2023

Net Assets

Flat

$66,026,510

Flat from 2023

Liabilities

Flat

$637,934

Flat from 2023

Revenue

Flat

$7,141,739

Flat from 2023

Expenses

Flat

$5,255,432

Flat from 2023

Net Income

Flat

$1,886,307

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2011: $46,483,896Liabilities 2011: $664,853Net Assets 2011: $45,819,0432011Assets 2012: $45,787,646Liabilities 2012: $668,878Net Assets 2012: $45,118,7682012Assets 2013: $44,717,864Liabilities 2013: $543,415Net Assets 2013: $44,174,4492013Assets 2014: $48,095,738Liabilities 2014: $493,472Net Assets 2014: $47,602,2662014Assets 2015: $50,283,483Liabilities 2015: $410,637Net Assets 2015: $49,872,8462015Assets 2016: $43,090,181Liabilities 2016: $423,866Net Assets 2016: $42,666,3152016Assets 2017: $50,465,858Liabilities 2017: $422,984Net Assets 2017: $50,042,8742017Assets 2018: $54,181,792Liabilities 2018: $330,475Net Assets 2018: $53,851,3172018Assets 2019: $55,683,659Liabilities 2019: $290,036Net Assets 2019: $55,393,6232019Assets 2020: $58,990,538Liabilities 2020: $306,628Net Assets 2020: $58,683,9102020Assets 2021: $67,683,864Liabilities 2021: $766,793Net Assets 2021: $66,917,0712021Assets 2022: $72,773,780Liabilities 2022: $524,085Net Assets 2022: $72,249,6952022Assets 2023: $66,664,444Liabilities 2023: $637,934Net Assets 2023: $66,026,5102023Assets 2023: $66,664,444Liabilities 2023: $637,934Net Assets 2023: $66,026,5102023Assets 2025: $81,878,568Liabilities 2025: $632,954Net Assets 2025: $81,245,6142025

Highlighted filing

2023

Assets$66,664,444
Liabilities$637,934
Net Assets$66,026,510

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,894,1242011Expenses 2012: $2,886,4742012Revenue 2013: $2,509,770Expenses 2013: $2,767,696Net Income 2013: -$257,9262013Revenue 2014: $2,608,961Expenses 2014: $2,636,048Net Income 2014: -$27,0872014Revenue 2015: $2,794,503Expenses 2015: $2,582,943Net Income 2015: $211,5602015Revenue 2016: $3,753,433Expenses 2016: $2,767,395Net Income 2016: $986,0382016Revenue 2017: $5,429,976Expenses 2017: $3,094,982Net Income 2017: $2,334,9942017Revenue 2018: $3,278,374Expenses 2018: $3,321,926Net Income 2018: -$43,5522018Revenue 2019: $5,490,856Expenses 2019: $3,698,681Net Income 2019: $1,792,1752019Revenue 2020: $5,106,558Expenses 2020: $4,521,440Net Income 2020: $585,1182020Revenue 2021: $4,314,087Expenses 2021: $4,187,509Net Income 2021: $126,5782021Revenue 2022: $5,619,355Expenses 2022: $4,588,923Net Income 2022: $1,030,4322022Revenue 2023: $7,141,739Expenses 2023: $5,255,432Net Income 2023: $1,886,3072023Revenue 2023: $7,141,739Expenses 2023: $5,255,432Net Income 2023: $1,886,3072023Revenue 2025: $7,161,897Expenses 2025: $6,640,496Net Income 2025: $521,4012025

Highlighted filing

2023

Revenue$7,141,739
Expenses$5,255,432
Net Income$1,886,307
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Dec 20, 2023
Return Version
2022v5.0
Gross Receipts
$8,919,607
Mission and Program Overview

Mission

See schedule o for mission statement

To connect people with nature through land conservation, education, ecological research and sustainable landscapes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$50,897,569$43,148,011▼ $7,749,558
Land, Buildings, and Equipment, Net$14,832,037$14,677,483▼ $154,554
Investments in Publicly Traded Securities$4,992,950$4,075,594▼ $917,356
Savings and Temporary Cash Investments$1,423,996$2,720,092▲ $1,296,096
Pledges and Grants Receivable$136,648$1,510,391▲ $1,373,743
Cash and Non-Interest-Bearing Accounts$267,535$233,386▼ $34,149
Inventories for Sale or Use$166,279$215,139▲ $48,860
Prepaid Expenses and Deferred Charges$56,766$84,348▲ $27,582
Total Assets$72,773,780$66,664,444▼ $6,109,336
Liabilities
Accounts Payable and Accrued Expenses$395,763$475,747▲ $79,984
Deferred Revenue$128,322$162,187▲ $33,865
Total Liabilities$524,085$637,934▲ $113,849
Net Assets / Fund Balance
Net Assets With Donor Restrictions$51,505,448$44,905,427▼ $6,600,021
Net Assets Without Donor Restrictions$20,744,247$21,121,083▲ $376,836
Total Net Assets Fund Balance$72,249,695$66,026,510▼ $6,223,185
Total Liabilities and Net Assets / Fund Balance$72,773,780$66,664,444▼ $6,109,336

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,450,927$7,197,954$11,648,881
Buildings$4,022,074$3,857,160$7,879,234
Land$6,144,838-$6,144,838
Equipment$59,644$456,068$515,712
Other Securities$43,148,011--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$50,954,725$9,427▼ $5,585,216$2,168,953$43,209,983
2021$45,951,326$11,442▲ $6,905,559$1,913,602$50,954,725
2020$38,244,615$10,000▲ $9,473,594$1,776,883$45,951,326
2019$35,460,497$10,000▲ $4,420,093$1,645,975$38,244,615
2018$35,434,043$10,000▲ $1,594,610$1,578,156$35,460,497
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark WourmsExecutive DirectorFT$178,150$30,525$208,675
Rebecca BradyChief Operating OfficerFT$119,861$7,676$127,537

Board Members and Trustees

NameTitle
Ann Price DavisPast President
Kurt MasonPresident
Kathy KnottsVice President
Debra BurnhamFamily Trustee
Jon BurnhamFamily Trustee
Kimberly SchneiderFamily Trustee
Thomas BlockFamily Trustee
Alan KameiTrustee
Anne FullerTrustee
Anthony SicklesTrustee
Barbara HurtTrustee
Barbara SanfordTrustee
Benton KeithTrustee
Brian DohenyTrustee
Cliff AshburnerTrustee
David HandmakerTrustee
Derek KeithTrustee
Emily YorkTrustee
Jessica PendergrassTrustee
Kim HustonTrustee
Lou Ann MooreTrustee
Martha SlaughterTrustee
Peter ResnicTrustee
Regina BeckmanTrustee
Susan HamiltonTrustee
Sue BallardSecretary
Josh JevneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,717,009
Program Service Revenue
$1,080,156
Investment Income
$-61,070
Other Revenue
$405,644
All Other Contributions
$4,460,967
Change in Net Assets
$1,886,307

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table182$35,173Fair Market Value (FMV)
Other Non Cash Contri Table50$32,175Fair Market Value (FMV)
Other Non Cash Contri Table1$19,000Fair Market Value (FMV)
Other Non Cash Contri Table2,000$1,434Cost
Total Noncash Contributions2,233$87,782-

Audited Revenue Reconciliation

Revenue per Audited Statements
$-620,349
Revenue Not Reported on Financial Statements
$7,762,088
Revenue Not Reported on Form 990
$-43,215
Other Revenue Adjustments
$7,749,558
Total Revenue per Audited Statements
$-663,564
Total Revenue per Form 990
$7,141,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,198,514
Other Expenses$2,056,918
Total Fundraising Expense$411,844
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,933,520$220,256$149,817$2,303,593
Depreciation Depletion$419,747$28,318$8,678$456,743
Current Officers, Directors, Trustees, and Key Employees$141,446$77,676$117,090$336,212
Other Employee Benefits$253,613$5,406$21,389$280,408
Payroll Taxes$156,908$18,001$17,989$192,898
Other Expenses$116,548$34,280$4,545$155,373
Fees for Services Other$107,581$13,977$9,398$130,956
Occupancy$85,505$15,388$12,774$113,667
Insurance$56,548$41,126$5,141$102,815
Pension Plan Contributions$68,322$12,811$4,270$85,403
All Other Expenses$57,740$4,837$15,527$78,104
Fees for Services Accounting$40,917$19,727$3,191$63,835
Office Expenses$39,351$4,363$17,518$61,232
Conferences and Meetings$36,826$9,836$6,650$53,312
Fees for Service Investment Mgmnt Fees-$12,530-$12,530
Fees for Services Legal$3,563$1,718$278$5,559
Total Functional Expenses$4,277,032$566,556$411,844$5,255,432

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,559,621
Total Expenses per Form 990$5,255,432
Expenses per Audited Statements$5,242,902
Expenses Not Reported on Form 990$316,719
Expenses Not Reported on Financial Statements$12,530
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,055
Fundraising Direct Expenses$55,164
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Colorfest$51,027$39,527$17,163$22,364
Picnic in the Pines$24,586$86$4,647$-4,561
Total Events$114,791$60,055$55,164$4,891
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jon burnham, kimberly b. Schneider, and debra burnham hyman all have family relationships. Tom block is a direct descendant (great grandson).

Form 990, Part VI, Section B, Line 11B

A copy of the draft form 990 was provided to the board of trustees and the executive director for their review prior to being finalized and filed.

Form 990, Part VI, Section B, Line 12C

Each covered person shall annually sign a statement affirming that such covered person: has received a copy of the policy, has read and understands the policy, has agreed to comply with the policy, and understands that the corporation is exempt from federal income tax under section 501(c)(3) of the code, and in order to maintain its federal tax exemption, the corporation must engage primarily in activities which accomplish one or more of its exempt purposes. In connection with any actual or possible conflict of interest, an interested person shall disclose the existence of the financial interest and be given the opportunity to disclose all material facts regarding the financial interest to the board of trustees. The board shall determine if a conflict of interest exists. If a conflict exists, an interested person may make a presentation to the board, but an interested person shall not be present during the board discussion of the transaction or arrangement involving the possible conflict of interest and shall abstain from voting on the existence of a conflict of interest. The president of the board shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the board shall determine by a majority vote of the disinterested trustees whether the transaction or arrangement is in the corporation's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, the board shall make its decision as to whether to enter into the transaction or arrangement.

Form 990, Part VI, Section B, Line 15

The executive director compensation is reviewed and adjusted by the board of directors based on comparable salaries at like organizations which is documented in the board minutes. A comparability study was done in 2017 using the national and regional guidestar published surveys. All other salaries are reviewed and approved by the executive director and documented in the employee personnel files. Comparison to other like organizations and local wages.

Form 990, Part VI, Section C, Line 19

Copies of the governing documents, conflict of interest policy and financial statements are kept in the administrative offices at bernheim forest and are available upon request.

Filing and Contact Details

Filer

Filer Name
Isaac W Bernheim Foundation
EIN
61-0444651
Phone
5029558512
Address
HIGHWAY 245-2499 CLERMONT ROAD, CLERMONT, KY 40110
Doing Business As
Bernheim Arboretum and Research Forest

Signing Officer

Name
Mark Wourms
Title
Executive Director
Phone
5029558512
Signed
2023-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Wourms
Formed
1929
Legal Domicile
Ky
Voting Board Members
27
Independent Board Members
27
Employees
94
Volunteers
157

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
101 S FIFTH STREET SUITE 2100, LOUISVILLE, KY 40202
Preparer
Christine Keith CPA
Phone
5027491900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in beneficial interest in funds held by others -7,749,558.

Financial Statement Notes

PART V, LINE 4:

The intended use of the endowment funds are to support the operations and programs of the organization.

PART X, LINE 2:

The foundation qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code and is classified as other than a private foundation. Accordingly, no income taxes have been provided in the accompanying financial statements. The foundation recognizes uncertain income tax positions using the "more-likely-than-not" approach as defined in the asc. No liability for uncertain tax positions has been recorded in the accompanying financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 314,219.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Change in beneficial interest in funds held by others 7,749,558.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 314,219.

Raw XML AppendixShowing 400 of 795 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0BERNHEIM 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 350,000 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 OVER 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 + YEARS 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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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt245.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt265.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2710525
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt287676
IRS990/Form990PartVIISectionAGrp/PersonNm0CLIFF ASHBURNER
IRS990/Form990PartVIISectionAGrp/PersonNm1REGINA BECKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN DOHENY
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNE FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID HANDMAKER
IRS990/Form990PartVIISectionAGrp/PersonNm6BARBARA HURT
IRS990/Form990PartVIISectionAGrp/PersonNm7ALAN KAMEI
IRS990/Form990PartVIISectionAGrp/PersonNm8BENTON KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm9DEREK KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm10KIM HUSTON
IRS990/Form990PartVIISectionAGrp/PersonNm11LOU ANN MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm12JESSICA PENDERGRASS
IRS990/Form990PartVIISectionAGrp/PersonNm13PETER RESNIC
IRS990/Form990PartVIISectionAGrp/PersonNm14BARBARA SANFORD
IRS990/Form990PartVIISectionAGrp/PersonNm15ANTHONY SICKLES
IRS990/Form990PartVIISectionAGrp/PersonNm16DEBRA BURNHAM
IRS990/Form990PartVIISectionAGrp/PersonNm17MARTHA SLAUGHTER
IRS990/Form990PartVIISectionAGrp/PersonNm18EMILY YORK
IRS990/Form990PartVIISectionAGrp/PersonNm19KIMBERLY SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm20THOMAS BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm21JON BURNHAM
IRS990/Form990PartVIISectionAGrp/PersonNm22ANN PRICE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm23KURT MASON
IRS990/Form990PartVIISectionAGrp/PersonNm24SUE BALLARD
IRS990/Form990PartVIISectionAGrp/PersonNm25JOSH JEVNE
IRS990/Form990PartVIISectionAGrp/PersonNm26KATHY KNOTTS
IRS990/Form990PartVIISectionAGrp/PersonNm27MARK WOURMS
IRS990/Form990PartVIISectionAGrp/PersonNm28REBECCA BRADY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27198150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28119861
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16FAMILY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19FAMILY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20FAMILY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21FAMILY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt24SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt25TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt26VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt27EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01929
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt054736
IRS990/FundraisingDirectExpensesAmt055164
IRS990/FundraisingGrossIncomeAmt060055
IRS990/GainOrLossGrp/OtherAmt04000
IRS990/GainOrLossGrp/SecuritiesAmt0-165068
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GovernmentGrantsAmt01201306
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01243417
IRS990/GrossReceiptsAmt08919607
IRS990/GrossRentsGrp/RealAmt067464
IRS990/GrossSalesOfInventoryAmt0617483
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt05141
IRS990/InsuranceGrp/ManagementAndGeneralAmt041126
IRS990/InsuranceGrp/ProgramServicesAmt056548
IRS990/InsuranceGrp/TotalAmt0102815
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0166279
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0215139
IRS990/InvestmentIncomeGrp/ExclusionAmt099998
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt099998
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt050897569
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt043148011
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04992950
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04075594
IRS990/IRPDocumentCnt048
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011511182
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014832037
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014677483
IRS990/LandBldgEquipCostOrOtherBssAmt026188665
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01408485
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BY CONNECTING PEOPLE WITH NATURE, BERNHEIM IMPROVES QUALITY OF LIFE, THE UNDERSTANDING OF ECOLOGICAL ISSUES AND THE ECONOMIC AND SOCIAL VALUES OF NATURE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt072249695
IRS990/NetAssetsOrFundBalancesEOYAmt066026510
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-161068
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-161068
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04891
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04891
IRS990/NetIncomeOrLossGrp/ExclusionAmt0303264
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0303264
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt067464
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt067464
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-359934
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt020744247
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt021121083
IRS990/NoncashContributionsAmt087782
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt012774
IRS990/OccupancyGrp/ManagementAndGeneralAmt015388
IRS990/OccupancyGrp/ProgramServicesAmt085505
IRS990/OccupancyGrp/TotalAmt0113667
IRS990/OfficeExpensesGrp/FundraisingAmt017518
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04363
IRS990/OfficeExpensesGrp/ProgramServicesAmt039351
IRS990/OfficeExpensesGrp/TotalAmt061232
IRS990/OfficerMailingAddressInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.9$0.63$81.2$7.16$6.64$0.52
2023Detailed filing. Detailed filing data is available for this year.$66.7$0.64$66.0$7.14$5.26$1.89
2023Summary only. Only limited summary data is available for this year.$66.7$0.64$66.0$7.14$5.26$1.89
2022Summary only. Only limited summary data is available for this year.$72.8$0.52$72.2$5.62$4.59$1.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.7$0.77$66.9$4.31$4.19$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.0$0.31$58.7$5.11$4.52$0.59
2019Summary only. Only limited summary data is available for this year.$55.7$0.29$55.4$5.49$3.70$1.79
2018Summary only. Only limited summary data is available for this year.$54.2$0.33$53.9$3.28$3.32$0.04
2017Summary only. Only limited summary data is available for this year.$50.5$0.42$50.0$5.43$3.09$2.33
2016Detailed filing. Detailed filing data is available for this year.$43.1$0.42$42.7$3.75$2.77$0.99
2015Detailed filing. Detailed filing data is available for this year.$50.3$0.41$49.9$2.79$2.58$0.21
2014Detailed filing. Detailed filing data is available for this year.$48.1$0.49$47.6$2.61$2.64$0.03
2013Summary only. Only limited summary data is available for this year.$44.7$0.54$44.2$2.51$2.77$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.8$0.67$45.1$2.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.5$0.66$45.8$2.89