Nonprofit screen
Screen a listIsaac W Bernheim Foundation
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$7.2Mrevenue
FY2025 · +27% in 3 yrs91staff
6 of 6years filed
’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin7.3%
Months of reserve5.3mo
Revenue growth (annualized)+7.0%
Middle half of peersMedianIsaac W Bernheim
Where the money goes FY2025 · $6.6M spent
Programs$5.0M75%Management and general$1.0M16%Fundraising$647k10%990 FY2025 · Part IX line 25
Worth checking1
A funder worth 13% of revenue stopped after FY2022
James Graham Brown Foundation Inc gave about $373k a year for two years, 13% of revenue in FY2022.
Funders’ 990-PF grant listsIn its favor2
Strong governance
23 of 23 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 3 of its 3 returns, 17% of revenue in FY2023.
990 Part VIII55funders
$790ka year, last 3 years
32%from its largest funder
Funder’17’18’19’20’21’22’23James Graham Brown Foundation IncStopped after FY2022$5k$741k–Jewish Heritage Fund for Excellence IncOn and off$200kSociable Weaver Foundation IncStopped after FY2022$50k$150k–W L Lyons Brown FoundationSince FY2020$43k$43k$43k$43kBrown-Forman FoundationOn and off$40k$46k$63kFrazier-Joy Family Foundation IncStopped after FY2019$15k$50k–Donor-advised giftsDonors not disclosed$132k$80k$412k$294k$231k$312k$398k35 other fundersUp to $25k a year each$3k$31k$28k$49k$105k$66k$73k
FundedThrough a donor-advised fundStopped