Charity Search / JOANIE C BERNARD FOUNDATION
Animal-Related (D99) 990 on File

JOANIE C BERNARD FOUNDATION

EIN: 88-2451668 · CINCINNATI, OH 45263-0858 · United States · FY 2025 Data
3 out of 5 48 / 100 Based on 2+ years of filings
Financial strength (30%) 90/100
Reliability (20%) 40/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 10/18/2026
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Financial Overview — FY 2025
$10.1M
Total Revenue
$6.1M
Total Expenses
$85.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 86.4%
Fundraising Efficiency N/A
Operating Reserve 167.96x
Liability-to-Asset 0.0%
Revenue Diversification 93.3%
Executive Compensation $719K
Compared with Peers
FY 2025
Compared with 509 similar organizations (United States, Animal-Related, $1M–$10M in expenses), FY 2025.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
86.4% 84.2%
P10P90
Above median
Operating reserve
Months of expenses covered by net assets · higher is better
168.0 mo 18.7 mo
P10P90
Top quarter
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 3.4%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
93.3% 78.7%
P10P90
Bottom quarter
Revenue growth
Year over year revenue growth
47.4% 10.1%
P10P90
Expense growth
Year over year expense growth
15.5% 8.5%
P10P90
Surplus margin
Surplus as a share of revenue
40.0% 5.9%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $10.1M $6.1M $85.1M 86.4% —
2024 $6.9M $5.3M $81.1M 85.6% —
2023 $95.6M $4.7M $79.8M 91.3% —
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Organization Details
EIN
88-2451668
State
OH
City
CINCINNATI
ZIP
45263-0858
Classification
D99
Category
Animal-Related
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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