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
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Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat is mapped to EIN 201004478.
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| Metric | Value |
|---|---|
| Total Revenue | $7.3M |
| Total Expenses | $1.9M |
| Program Spending | 95% |
| Net Assets | $10.2M |
| Transparency Score | 90/100 |
Search Intent Cockpit
Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat Form 990, Revenue, CEO Pay, and IRS Filing Signals
Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $3.1M and expenses of $1.9M.
Revenue and Expenses
Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat reported $3.1M in revenue and $1.9M in expenses, a surplus of $1.1M.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
90/100 mission score, 0 red flags, and 5 strengths are shown from structured and AI review.
Is Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $1.8M (95%) |
Across stored filings, Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Appears Legitimate | Good filing record; no red flags identified |
| Mission spend | 95% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with Butte County Fire Safe Council | California and Philanthropy context |
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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.
Organization Overview
Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat is a mid-size nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 21.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.1M |
| Total Expenses | $1.9M |
| Surplus / Deficit | +$1.1M |
| Total Assets | $10.2M |
| Total Liabilities | $1 |
| Net Assets | $10.2M |
| Operating Margin | 37.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 63.3 months |
Financial Health Grade: A
In 2023, Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat reported a surplus of $1.1M with revenue exceeding expenses, holds 63.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat's revenue has grown at a compound annual growth rate (CAGR) of 21.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -9.6% | +42.9% | +12.4% |
| 2022 | +598.7% | +52.7% | +20.0% |
| 2021 | +181.5% | +854.7% | -4.6% |
| 2020 | -54.9% | -81.4% | +0.9% |
| 2019 | -14.6% | +5.9% | -0.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
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
- admin: 5%
- programs: 95%
- fundraising: 0%
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.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1.1M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
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:
- Consistent asset growth, reaching $12,884,028 in latest period.
- Zero officer compensation reported across all filings, indicating high efficiency.
- Minimal liabilities ($1 across all periods), demonstrating strong financial stability.
- Significant revenue growth in recent years, from $487,424 in 2021 to $3,079,651 in 2023.
- Long history of IRS 990 filings, indicating transparency and compliance.
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?
Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat (EIN: 201004478) is a registered tax-exempt nonprofit based in California. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $7.3M. No red flags identified. 5 strengths noted. Financial health grade: A.
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. This exceeds the 65% industry benchmark.
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.
How does Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat located?
Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat is headquartered in Carlsbad, California and files with the IRS under EIN 201004478. It is classified under NTEE code T22.
How many years of IRS 990 filings does Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat have?
Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $7.3M in total revenue.
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.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 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
- 2023: Revenue of $3.1M, expenses of $1.9M, and assets of $10.2M (revenue -9.6% year-over-year).
- 2022: Revenue of $3.4M, expenses of $1.4M, and assets of $9.1M (revenue +598.7% year-over-year).
- 2021: Revenue of $487K, expenses of $888K, and assets of $7.6M (revenue +181.5% year-over-year).
- 2020: Revenue of $173K, expenses of $93K, and assets of $7.9M (revenue -54.9% year-over-year).
- 2019: Revenue of $384K, expenses of $499K, and assets of $7.9M (revenue -14.6% year-over-year).
- 2015: Revenue of $449K, expenses of $471K, and assets of $7.9M (revenue -15.1% year-over-year).
- 2014: Revenue of $529K, expenses of $893K, and assets of $7.9M (revenue +60.6% year-over-year).
- 2013: Revenue of $329K, expenses of $77K, and assets of $8.3M (revenue -58.2% year-over-year).
- 2012: Revenue of $788K, expenses of $586K, and assets of $7.9M (revenue +173.6% year-over-year).
- 2011: Revenue of $288K, expenses of $473K, and assets of $7.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat:
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.