MOUNT JULIET, TN
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)JOE BERETTA FOUNDATION, founded in 2016, is a small nonprofit in the Diseases & Disorders sector that reported $422K in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $264K, a strong 63% operating margin.
TO meet the essential non-medical needs of advanced heart failure patients and families
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $421,605 | $195,785 | +1.2% |
| Expenses | $157,590 | $188,815 | -0.2% |
| Net Income | $264,015 | $6,970 | +36.9% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| David Shepherd | Executive Director | 40.00 |
Key Emp
|
$52,000 | $10,832 | $62,832 |
| Lillian Beretta | Board President | 5.00 |
Director
|
$0 | $0 | $0 |
| Andrew Wharton | Board Vice President | 2.00 |
Director
|
$0 | $0 | $0 |
| Ken Schnarrs | Board Treasurer | 2.00 |
Director
|
$0 | $0 | $0 |
| Gabrielle Shepherd | Board Secretary | 5.00 |
Director
|
$0 | $0 | $0 |
| Marla Cochran | Program Support Staff | 7.00 |
Key Emp
|
$13,800 | $0 | $13,800 |
| Angelo Roman | Board Member | 5.00 |
Director
|
$0 | $0 | $0 |
| Beth Roman | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Bob Dougherty | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Gloria Andreozzi | Board Member | 2.00 |
Director
|
$0 | $0 | $0 |
| Joseph Beretta | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Samantha Beretta | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Nadine Oglesby | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Lynn Turner | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Cayce | Ray | 1.00 |
Director
|
$0 | $0 | $0 |
| Erin Hutlinger | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Sharon Smith | Board Member | 2.00 |
Director
|
$0 | $0 | $0 |
| Albert Jones | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Yancy Belcher | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Daniel Roman | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Mark Wasko | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Donald Andreozzi | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Carrie Burdy | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $421,605 | $157,590 | $573,425 | $264,015 |
| 2022 | $195,785 | $188,815 | $309,410 | $6,970 |
Compare JOE BERETTA FOUNDATION with other nonprofits in Tennessee and across the country.