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ISAAC W BERNHEIM FOUNDATION INC

EIN 61-0444651 CLERMONT, KY

Revenue 2024
$7,161,897
Expenses 2024
$6,640,496

Program services were 74.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
C360
Classification
1000
Street
PO BOX 130

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • CLIFF ASHBURNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • TOM BLOCK

    FAMILY TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • BRIAN DOHENY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • HUGH NELSON ARCHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ANDREW MCINTOSH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DAVID HANDMAKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DEREK KEITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DEVON HANKINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • BENTON KEITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • NATHAN CROSLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • RACHEL NALLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JOHNETTA ROBERTS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SUZANNE BROWN-SIEGEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ZEB WEESE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DEBRA BURNHAM

    FAMILY TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • EMILY BRYSON YORK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • KIMBERLY SCHNEIDER

    FAMILY TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JON BURNHAM

    FAMILY TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • KURT MASON

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • KATHY KNOTTS

    CHAIR

    Total calculated
    $0
    Hours/week
    15

  • SUMEDHA RAO

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • PETER RESNIK

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • MARTHA SLAUGHTER

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    10

  • MARK WOURMS

    PRESIDENT/CEO

    Total calculated
    $220,105
    From this org
    $209,159
    From related orgs
    $0
    Other
    $10,946
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,159
    Bonus
    $20,000
    Other
    $0
    Deferred
    $10,458
    Nontaxable benefits
    $488
    Filer's total
    $220,105

  • REBECCA BRADY

    CHIEF OPERATING OFFICER

    Total calculated
    $172,218
    From this org
    $159,523
    From related orgs
    $0
    Other
    $12,695
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,523
    Bonus
    $15,000
    Other
    $0
    Deferred
    $7,976
    Nontaxable benefits
    $4,719
    Filer's total
    $172,218

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $7,161,897
    Expenses
    $6,640,496
    Contributions
    $4,760,092
    Grants paid
    $0
  • 2023
    Revenue
    $5,967,308
    Expenses
    $6,025,360
    Contributions
    $3,998,750
    Grants paid
    $0
  • 2022
    Revenue
    $7,141,739
    Expenses
    $5,255,432
    Contributions
    $5,717,009
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.