EIN 61-0444651

Bernheim Arboretum and Research Forest

IRS 501(c) type
501(c)(3)
Num. employees
87
Year formed
1929
Most recent tax filings
2024-02-01
Description
By connecting people with nature, Bernheim improves quality of life, the understanding of ecological issues and the economic and social values of nature.
Also known as...
Isaac W Bernheim Foundation
Total revenues
$5,967,308
2024
Total expenses
$6,025,360
2024
Total assets
$74,717,248
2024
Num. employees
87
2024

Program areas at Bernheim Arboretum and Research Forest

Bernheim 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 impacts over 256,000 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.

Who funds Bernheim Arboretum and Research Forest

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Isaac Bernheim TrustGeneral Support$2,260,804
Community Foundation of LouisvilleC36 Forest Conservation$205,387
The Community Foundation of Louisville DepositoryC36 Forest Conservation$80,950
...and 23 more grants received totalling $2,801,549

Personnel at Bernheim Arboretum and Research Forest

NameTitleCompensation
Mark WourmsExecutive Director$206,284
Rebecca BradyChief Operating Officer$137,762
Lynette CoxDirector of Marketing and Communications
Melissa RaleyDirector of Advancement$107,032
Renee HutchisonDirector of Visitor Experience
...and 1 more key personnel

Financials for Bernheim Arboretum and Research Forest

RevenuesFYE 02/2024
Total grants, contributions, etc.$3,998,750
Program services$1,216,144
Investment income and dividends$155,901
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$65,658
Net gain from sale of non-inventory assets$81,248
Net income from fundraising events$52,268
Net income from gaming activities$0
Net income from sales of inventory$356,418
Miscellaneous revenues$40,921
Total revenues$5,967,308

Form 990s for Bernheim Arboretum and Research Forest

Fiscal year endingDate received by IRSFormPDF link
2024-022025-01-15990View PDF
2023-022023-12-21990View PDF
2022-022023-01-12990View PDF
2021-022021-12-20990View PDF
2020-022021-04-06990View PDF
...and 10 more Form 990s
Data update history
March 31, 2025
Posted financials
Added Form 990 for fiscal year 2024
March 27, 2025
Updated personnel
Identified 7 new personnel
March 27, 2025
Used new vendors
Identified 1 new vendor, including
March 27, 2025
Received grants
Identified 8 new grant, including a grant for $2,260,804 from Isaac Bernheim Trust
September 12, 2024
Updated personnel
Identified 4 new personnel
Nonprofit Types
Horticultural organizationsMuseumsCharities
Issues
Land and water conservationEnvironment
Characteristics
MembershipsFundraising eventsEndowed supportCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
Address
Hwy 245-2499 Clermont Rd
Clermont, KY 40110
Metro area
Louisville/Jefferson County, KY-IN
County
Bullitt County, KY
Website URL
bernheim.org/ 
Phone
(502) 955-8512
Facebook page
bernheimforest 
Twitter profile
@bernheimforest 
IRS details
EIN
61-0444651
Fiscal year end
February
Taxreturn type
Form 990
Year formed
1929
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
C41: Botanical Gardens, Arboreta, and Botanical Organizations
NAICS code, primary
7121: Museums, Historical Sites, and Similar Institutions
Parent/child status
Independent
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