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Environment : Botanical Gardens, Parks, and Nature Centers

Bernheim Arboretum and Research Forest

Connecting people with nature

three stars

88.89

2075 Clermont Road Clermont, KY 40110
tel: (502) 955-8512   Web Site
EIN: 61-0444651

Board Leadership
Ann Price Davis
President

CEO
Mark K. Wourms
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 88.89 three stars
  Financial 92.88 four stars
  Accountability & Transparency 86.00 three stars
This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.

Isaac W. Bernheim established Bernheim Arboretum and Research Forest in 1929. Bernheim's mission is to strengthen the bond between people and nature by finding new ways to connect nature with people's everyday lives. We do this by providing ample opportunities for quiet, personal experiences with the outdoors; fostering curiosity and the love of learning with imaginative, inter-disciplinary, outdoor-oriented horticultural and natural history programs and exhibits, as well nature-inspired art and cultural activities; and by increasing understanding of the natural world through progressive, inter-disciplinary research in horticulture, natural areas management, and habitat restoration.

Isaac W. Bernheim established Bernheim Arboretum and Research Forest in 1929. Bernheim's mission is to strengthen the bond between people and nature by finding new ways to connect nature with people's everyday lives. We do this by providing ample opportunities for quiet, personal experiences with the outdoors; fostering curiosity and the love of learning with imaginative, inter-disciplinary, outdoor-oriented horticultural and natural history programs and exhibits, as well nature-inspired art and cultural activities; and by increasing understanding of the natural world through progressive, inter-disciplinary research in horticulture, natural areas management, and habitat restoration.

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Financial

four stars

92.88

Accountability & Transparency

three stars

86.00

This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
76.2%
  Administrative Expenses 15.5%
  Fundraising Expenses 8.2%
  Fundraising Efficiency $0.07
  Working Capital Ratio (years) 6.00
  Program Expenses Growth 7.9%
  Liabilities to Assets 0.6%
All data for Financial Performance Metrics calculations was provided by Bernheim Arboretum and Research Forest on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Bernheim Arboretum and Research Forest on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Bernheim Arboretum and Research Forest (KY) 88.89 three stars
Wave Hill (NY) 91.16 four stars
The Polly Hill Arboretum (MA) 89.60 three stars
San Diego Botanic Garden (CA) 85.88 three stars
Arboretum Foundation (WA) 85.16 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,121,651
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $140,000
Total Contributions $2,261,651
   Program Service Revenue $400,904
Total Primary Revenue $2,662,555
   Other Revenue $615,819
TOTAL REVENUE $3,278,374
   
EXPENSES  
   Program Expenses $2,514,940
   Administrative Expenses $529,218
   Fundraising Expenses $277,768
TOTAL FUNCTIONAL EXPENSES $3,321,926
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-43,552
   
Net Assets $53,851,317

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-02 07/01/2019 88.89 three stars
2017-02 08/01/2018 87.30 three stars
2016-02 08/01/2017 84.50 three stars
2015-02 06/01/2016 87.15 three stars
 
CN 2.0
2014-02 08/01/2015 81.39 three stars
2013-02 05/01/2014 80.38 three stars
2012-02 05/01/2013 86.59 three stars
2011-02 05/01/2012 85.39 three stars
2010-02 09/20/2011 86.29 three stars
 
CN 1.0
2010-02 06/01/2011 82.41 three stars
2009-02 11/24/2010 76.77 two stars
2008-02 04/01/2009 82.90 three stars
2007-02 04/01/2008 79.36 two stars
2006-02 03/01/2007 84.81 three stars
2005-02 01/01/2006 85.10 three stars
2004-02 02/01/2005 85.17 three stars
2003-02 05/01/2004 81.78 three stars
2001-12 02/05/2003 75.38 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 61-0444651
Name in IRS Master File ISAAC W BERNHEIM FOUNDATION INC
NTEE Code C36
NTEE Classification Forest Conservation
NTEE Type Environmental Quality, Protection and Beautification
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (350) Preservation of natural resources (conservation)
(59) Other school related activities
(318) Other recreational activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date May, 1930
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End February
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • February, 2018
  • February, 2017
  • February, 2016
  • February, 2015
  • February, 2014
Compensation % of Expenses Paid to Title
$167,512 5.04% Mark Wourms Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Bernheim Arboretum and Research Forest (KY) 88.89 three stars
Santa Barbara Botanic Garden (CA) 90.80 four stars
Jenkins Arboretum & Gardens (PA) 87.19 three stars
The Horticultural Society of New York (NY) 89.24 three stars
Friends of the National Arboretum (DC) 92.93 four stars

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Charity Contact Info

Bernheim Arboretum and Research Forest
2075 Clermont Road
Clermont, KY 40110
tel: (502) 955-8512
fax: (502) 955-4039
EIN: 61-0444651

Mail donations to:
P.O. Box 130
Clermont, KY 40110

Visit Web Site

Board Leadership

Ann Price Davis
President

CEO

Mark K. Wourms
Executive Director

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