PLATINUM2024

Isaac W Bernheim Foundation Inc

Connecting People with Nature

aka Bernheim Arboretum and Research Forest   |   CLERMONT, KY   |  www.bernheim.org
GuideStar Charity Check

Isaac W Bernheim Foundation Inc

EIN: 61-0444651


Mission

Bernheim's mission is to connect people with nature. Bernheim's vision is that Bernheim will be a nationally treasured leader in ecological stewardship that inspires the exploration of our deep connections with nature.

Ruling year info

1930

Executive Director

Dr. Mark K Wourms

COO

Ms. Rebecca Brady

Main address

PO Box 130 Highway 245

CLERMONT, KY 40110 USA

Show more contact info

EIN

61-0444651

Subject area info

Arts and culture

Botanical gardens

Environmental education

Parks

Population served info

Adults

Families

Academics

NTEE code info

Botanical Gardens, Arboreta and Botanical Organizations (C41)

Parks and Playgrounds (N32)

Arts, Cultural Organizations - Multipurpose (A20)

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

ECO Kids Discovery Days

The E-C-O stands for Every Child Outside, and that’s exactly where kids can be found! ECO Kids Discovery Days take place the first and third Saturday of each month at Bernheim’s Visitor Center and include:
• Hands-on Discovery Stations, led by Volunteer Naturalists.
• Hike of the Day, led by a Bernheim guide.
• On Your Own Challenge, a self-guided adventure.

Population(s) Served
Families
Adults

Bernheim at Night programs provide opportunities to celebrate the heavens and Earth. Join us as we marvel at the moon, ponder distant planets, and explore the mysteries of creatures and features in our world and beyond.

Bernheim at Night programs include Full Moon Hikes, Quarter Moon Hikes, Creatures of the Night, Sky Watch & Star Stories.

Population(s) Served
Adults
Families

This large scale outdoor art installation consists of three larger than life giants, each sculpted out of recycled and re purposed materials. Danish artist, Thomas Dambo created these magical creatures using recycled pallet wood, bourbon barrel staves, discarded ash from Louisville Slugger and more. The installation opened in spring, 2019, and is expected to last approximately three years.

Population(s) Served
Adults

In addition to public programs, Bernheim has a strong focus on conservation research. Annual and long-term projects work to restore and steward pollinator, bird, and stream habitats for resiliency and enhancement of biodiversity. Ongoing research includes wildlife reintroduction (wild turkey, northern bobwhite quail), white oak, acoustic monitoring of bats and more.

Population(s) Served
Adults

Bernheims staff facilitates research within our borders and beyond which helps guide our land stewardship and management practices. One of the most exciting projects has been tracking the migration of a golden eagle, named Harper by popular vote. Beginning in 2015, Bernheim outfitted Harper with a tracking device to follow his northern migration in the spring. His tracker was replaced in 2018, and we were able to track his progress to the same location in Canada and his migration back to Bernheim in the winter. The public can follow along with Harpers migration progress and learn about the golden eagle research going on at Bernheim.org.

Population(s) Served
Adults

Mission: The Children at Play Network facilitates the creation of amazing outdoor play environments that connect children with nature for life.

The Children at Play Network explores how to connect children to the natural world by creating amazing places to play outdoors. We are building a network of regional expertise that can focus on incremental and ongoing support for improving outdoor play environments.

Population(s) Served
Families
Academics

Bernheim offers many programs for people of all ages to connect with nature.

Programs include:
-Pollywog Play parties, which offer a unique learning experience for children 5 and under to connect with nature. Each play party includes a song and story circle, outdoor exploration, and various art projects, science investigations, role playing challenges, and opportunities for play.
-Bernheim Lunch & Learn, which are designed for adults who enjoy spending time outdoors with others and celebrating the natural world. Hosted by Volunteer Naturalist Corinne Mastey, each program includes group introductions, a short hike, and lunch at Isaac's Cafe.
-Guided hikes, which focus on seasonal themes, from wildflower walks to guided tree hikes, and more.

Population(s) Served
Families
Adults

The Arts in Nature programs promote multi-disciplinary explorations of our relationship with the natural environment through artistic expression, expanding upon Bernheim’s long history of art in the landscape. The program enhances the visitor experience through interaction with art and artists. It is our hope that the Arts and Nature program provides experiences at Bernheim that revive the spirit and encourage creativity. It creates a focal point where art, nature and people can intersect and coincide, inspiring our deep connections with nature.

Initiatives include
-Bernheim Artist in Residence Program, which is awarded on an annual basis to artists from around the world who use Bernheim as their inspiration, creating works that connect people to nature through the lens of art.
-SITED@BERNHEIM, s periodic program bringing world renowned artists to Bernheim and the region to inspire creativity and broaden our horizons, while building regional, national and international visibility for Bernheim and the State of Kentucky.
-ARTS IN HEALING: Studies have long shown the healing benefits of art, both mental and physical, and when that art showcases natural settings, those healing qualities often prove even more impactful.

Population(s) Served
Adults

Explore Bernheim as a part of a class field trip or with a group tour. Our team works with schools, churches, scout organizations, and many other groups year-round to develop the perfect nature tour or field trip.

Population(s) Served
Children and youth
Academics

Where we work

Awards

Operational Sustainability 2018

American Public Gardens Association

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of acres of land protected

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Acres of land managed

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Number of trees cared for

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Holding steady

Context Notes

Bernheim conserves and protects 16,140 acres of land that is home to upwards of 3 million trees, 2,100 species of wildlife, 40 miles of hiking trails, and hosts more than 400,000 visitors each year.

Total number of paid admissions

This metric is no longer tracked.
Totals By Year
Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Context Notes

This accounts for daily admissions, not special events.

Total number of free admissions

This metric is no longer tracked.
Totals By Year
Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Context Notes

This accounts for daily admissions, not special events.

Total number of organization members

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of overall donors

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of countries represented by visitors

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Hours of volunteer service

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Volunteers provide meaningful service to Bernheim and our visitors by volunteering.

Number of students educated through field trips

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Total pounds of target crop harvested

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Edible Garden Yearly Yields - produce is used in Isaac's Cafe. Our vegetables, herbs, and edible flowers are fresh from the Edible Garden.

Number of invasive species removed from managed area(s)

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Decreasing

Context Notes

These numbers are the number of unique invasive species removed annually. Bernheim also tracks invasive species removal by acre. 2021: 25 acres 2022: 30 acres 2023: 59 acres

Total number of species of native plants in the area(s)

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Context Notes

These numbers are for Bernheim's arboretum from the plant records database. Numbers reflect unique taxa (species, cultivar, variety) each year.

Acres of natural habitat restored

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Context Notes

Arboretum: 2021 (pollinator spillway and Playco Parking); 2022 (Playco restroom and turf reduction to increased habitat); 2023 (turf reduction to increased habitat and L+A+N+D planting beds)

Number of beehives placed for pollination

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Total number of fields trips

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of trees planted

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Holding steady

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Bernheim's Vision is to be a nationally treasured leader in ecological stewardship that inspires the exploration of our deep connections with nature.

Bernheim's strategic plan for fulfilling our vision focuses on four big ideas.
EXPLORING DEEP CONNECTIONS WITH NATURE
Bernheim is well positioned to provide people with opportunities and environments that encourage deep personal interactions with nature over time.
LEADERSHIP IN ECOLOGICAL STEWARDSHIP
Bernheim will continuously learn from nature, form innovative relationships with individuals, organizations, and corporations, and be a leader in ecologically focused planning.
ACTIONS BEYOND OUR BORDERS
Bernheims future will be built on relationships, context and connectedness.
THOUGHT LEADERSHIP
Bernheim will actively support ongoing communication among people with a passion for improving how communities and individuals coexist with nature in a healthy ecology.

Download Bernheim's Strategic Plan above.

Download Bernheim's Strategic Plan above.

Financials

Isaac W Bernheim Foundation Inc
Fiscal year: Mar 01 - Feb 28
Financial documents
2023 Isaac W. Bernheim Foundation Financial Statement
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

11.02

Average of 11.59 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

7.4

Average of 4.2 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

21%

Average of 23% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Isaac W Bernheim Foundation Inc

Revenue & expenses

Fiscal Year: Mar 01 - Feb 28

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Isaac W Bernheim Foundation Inc

Balance sheet

Fiscal Year: Mar 01 - Feb 28

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Isaac W Bernheim Foundation Inc

Financial trends analysis Glossary & formula definitions

Fiscal Year: Mar 01 - Feb 28

SOURCE: IRS Form 990 info

This snapshot of Isaac W Bernheim Foundation Inc’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation $2,117,408 $759,222 $1,069,367 $831,550 $833,579
As % of expenses 65.8% 18.9% 29.0% 20.4% 17.4%
Unrestricted surplus (deficit) after depreciation $1,637,017 $263,126 $567,804 $315,284 $376,836
As % of expenses 44.3% 5.8% 13.6% 6.9% 7.2%
Revenue composition info
Total revenue (unrestricted & restricted) $5,490,856 $5,106,558 $4,314,087 $5,619,355 $7,141,739
Total revenue, % change over prior year 67.5% -7.0% -15.5% 30.3% 27.1%
Program services revenue 8.3% 24.7% 13.8% 18.9% 15.1%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 2.3% 2.0% 1.9% 2.8% 1.4%
Government grants 13.9% 0.0% 11.3% 7.3% 16.8%
All other grants and contributions 66.4% 61.4% 64.5% 53.4% 63.3%
Other revenue 9.2% 12.0% 8.5% 17.6% 3.4%
Expense composition info
Total expenses before depreciation $3,218,290 $4,025,344 $3,685,946 $4,072,657 $4,798,689
Total expenses, % change over prior year 11.0% 25.1% -8.4% 10.5% 17.8%
Personnel 59.8% 61.3% 72.8% 70.9% 66.7%
Professional fees 7.2% 8.1% 9.0% 5.3% 4.4%
Occupancy 2.9% 2.6% 2.4% 2.2% 2.4%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 30.2% 28.0% 15.8% 21.6% 26.5%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $3,698,681 $4,521,440 $4,187,509 $4,588,923 $5,255,432
One month of savings $268,191 $335,445 $307,162 $339,388 $399,891
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $1,467,942 $535,938 $1,206,083 $798,087 $0
Total full costs (estimated) $5,434,814 $5,392,823 $5,700,754 $5,726,398 $5,655,323

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 2.5 4.4 6.1 5.0 7.4
Months of cash and investments 149.7 133.2 171.6 169.7 125.5
Months of estimated liquid unrestricted net assets 21.6 17.9 19.1 17.4 16.1
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $670,497 $1,464,255 $1,866,391 $1,691,531 $2,953,478
Investments $39,468,494 $43,200,708 $50,844,888 $55,890,519 $47,223,605
Receivables $1,631,980 $221,379 $156,489 $136,648 $1,510,391
Gross land, buildings, equipment (LBE) $23,630,277 $24,166,214 $25,343,478 $26,006,620 $26,188,665
Accumulated depreciation (as a % of LBE) 41.6% 42.7% 42.6% 43.0% 44.0%
Liabilities (as a % of assets) 0.5% 0.5% 1.1% 0.7% 1.0%
Unrestricted net assets $19,598,033 $19,861,159 $20,428,963 $20,744,247 $21,121,083
Temporarily restricted net assets $306,057 N/A N/A N/A N/A
Permanently restricted net assets $35,489,533 N/A N/A N/A N/A
Total restricted net assets $35,795,590 $38,822,751 $46,488,108 $51,505,448 $44,905,427
Total net assets $55,393,623 $58,683,910 $66,917,071 $72,249,695 $66,026,510

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Dr. Mark K Wourms

COO

Rebecca Brady

Number of employees

Source: IRS Form 990

Isaac W Bernheim Foundation Inc

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Isaac W Bernheim Foundation Inc

Board of directors
as of 04/03/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Kathy Knotts

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Mark K Wourms

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Andrew McIntosh

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Brian Doheny

Chris Rasheed

Cliff Ashburner

David Handmaker

Debra Burnham

Premier Wealth Advisors

Derek Keith

Keith Monument

Devon Hankins

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Emily Bryson York

Eric Seto

Hugh Nelson Archer

Jason Weese

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Jon Burnham

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Kathy Knotts

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Kimberly B Schneider

Kurt Mason

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Peter Resnik

Rachel Nally

Richard Kessler

Sumedha Rao

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Organizational demographics

SOURCE: Self-reported; last updated 3/7/2024

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

The organization's co-leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.