AUMdb

Isaac W Bernheim Foundation Inc

EIN 610444651 · 501(c)(3) · Public charity · Clermont, KY · recognized 1930

Assets
$74.7M
Revenue
$6.0M
Expenses
$6.0M
Investment income
$237K

Form 990 fiscal year ended 02/29/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Mark Wourms Executive director $206,284 $10,856
Rebecca Brady Chief operating officer $137,762 $12,087
Melissa Raley Director of advancement $107,032 $12,197
Derek Keith Vice president $0 $0
Peter Resnik Treasurer $0 $0
Martha Slaughter Secretary $0 $0
Kathy Knotts President $0 $0
Kurt Mason Immediate past president $0 $0
Jon Burnham Family trustee $0 $0
Kimberly Schneider Family trustee $0 $0
Emily Bryson York Trustee $0 $0
Debra Burnham Family trustee $0 $0
Zeb Weese Trustee $0 $0
Barbara Sanford Trustee $0 $0
Eric Seto Trustee $0 $0
Jessica Pendergrass Trustee $0 $0
Johnetta Roberts Trustee $0 $0
Chris Rasheed Trustee $0 $0
Sumedha Rao Trustee $0 $0
Benton Keith Trustee $0 $0
Richard Kessler Trustee $0 $0
Josh Jevne Trustee $0 $0
David Handmaker Trustee $0 $0
Sue Ballard Trustee $0 $0
Hugh Nelson Archer Trustee $0 $0
Brian Doheny Trustee $0 $0
Regina Beckman Trustee $0 $0
Cliff Ashburner Trustee $0 $0