Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat

Bernard G And Rhoda G Sarnat Family Foundation shows strong asset growth and zero officer compensation over a decade.

EIN: 201004478 · Carlsbad, CA · NTEE: T22 · Updated: 2026-03-28

$7.3MRevenue
$12.9MAssets
90/100Mission Score (Excellent)
T22

Is Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat

Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat (EIN: 201004478) is a nonprofit organization based in Carlsbad, CA, classified under NTEE code T22. The organization reported total revenue of $7.3M and total assets of $12.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Bernard G And Rhoda G Sarnat Family Foundation demonstrates strong financial health, particularly in recent years, with its latest reported revenue at $7,314,895 and assets at $12,884,028. The foundation consistently maintains minimal liabilities, reported as $1 across all available filings, indicating a very stable financial position. While specific breakdowns of program, administrative, and fundraising expenses are not detailed in the provided summary, the consistent growth in assets and revenue, especially from 2021 to 2023, suggests effective management of its endowment and incoming funds. The absence of officer compensation further enhances its financial efficiency and transparency, as resources are not being diverted to executive salaries. The foundation's spending efficiency appears robust, given the significant increase in revenue and assets without corresponding increases in liabilities or executive compensation. The primary function of a family foundation is often grant-making, and the growth in assets suggests a strong capacity for future philanthropic activities. The consistent filing of IRS Form 990s over a decade indicates a commitment to regulatory compliance and transparency, allowing public scrutiny of its financial operations. The lack of reported officer compensation is a significant positive indicator of its commitment to maximizing resources for its mission. Overall, the Bernard G And Rhoda G Sarnat Family Foundation exhibits a healthy financial profile with substantial assets and revenue growth. Its minimal liabilities and zero officer compensation point to a highly efficient and transparent operational model, aligning well with best practices for philanthropic organizations. The foundation's consistent financial reporting further solidifies its commitment to public accountability.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no officer salaries are paid, which is highly favorable for maximizing funds directed towards the foundation's mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat:

Frequently Asked Questions about Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat

Is Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat a legitimate charity?

Based on AI analysis of IRS 990 filings, Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat (EIN: 201004478) appears legitimate. Mission Score: 90/100. 0 red flags identified, 5 strengths noted.

How does Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat spend its money?

Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat tax-deductible?

Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat is registered as a tax-exempt nonprofit (EIN: 201004478). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Bernard G And Rhoda G Sarnat Family Foundation a good charity?

Based on the provided financial data, the foundation appears to be a very good charity. It has substantial and growing assets ($12,884,028 latest), minimal liabilities ($1), and reports 0% officer compensation, suggesting high efficiency and dedication of resources to its mission.

How has the foundation's financial health changed over time?

The foundation's financial health has significantly improved, particularly in recent years. Revenue surged from $487,424 in 2021 to $3,079,651 in 2023, and assets grew from $7,580,567 in 2021 to $10,218,604 in 2023, demonstrating strong growth and stability.

What is the foundation's approach to executive compensation?

The foundation reports 0% officer compensation in all available filings, indicating a highly efficient model where no funds are used for executive salaries, which is a strong positive for resource allocation.

Filing History

IRS 990 filing history for Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat's revenue has grown by 969.5%, moving from $288K to $3.1M. Total assets increased by 32.2% over the same period, from $7.7M to $10.2M. Total functional expenses rose by 309.7%, from $473K to $1.9M. In its most recent filing year (2023), Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat reported a surplus of $1.1M, with revenue exceeding expenses. The organization holds $1 in liabilities against $10.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $10.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp.PDF
2023 $3.1M $1.9M $10.2M $1
2022 $3.4M $1.4M $9.1M $1 View 990
2021 $487K $888K $7.6M $1 View 990
2020 $173K $93K $7.9M $1 View 990
2019 $384K $499K $7.9M $1 View 990
2015 $449K $471K $7.9M $1 View 990
2014 $529K $893K $7.9M $1 View 990
2013 $329K $77K $8.3M $1 View 990
2012 $788K $586K $7.9M $1 View 990
2011 $288K $473K $7.7M $1 View 990

Year-by-Year Financial Summary

Data Sources and Methodology

This transparency report for Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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