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.
The Joe Beretta Foundation exists to meet the essential non-medical needs of advanced heart failure patients caregivers and their families.
Local Lodging: TJBF pays for local lodging for VAD and transplant families. With this amount we were able to provide nights of 312 nights of lodging for families getting treatment at local hospitals...
Local Lodging: TJBF pays for local lodging for VAD and transplant families. With this amount we were able to provide nights of 312 nights of lodging for families getting treatment at local hospitals. Without these funds families would not be able to relocate to receive lifesaving treatment.
Short-term relief: TJBF offsets other nonmedical costs that families might have while receiving treatment at local hospitals. Costs include bills at home costs of transportation and costs of food...
Short-term relief: TJBF offsets other nonmedical costs that families might have while receiving treatment at local hospitals. Costs include bills at home costs of transportation and costs of food while in Nashville or Pittsburgh.
Healthy Eating Program+Holiday Gifts: TJBF started Papa Joes plates to provide heart failure patients and their families an option for heart-healthy dieting that they can eat in the hospital and at...
Healthy Eating Program+Holiday Gifts: TJBF started Papa Joes plates to provide heart failure patients and their families an option for heart-healthy dieting that they can eat in the hospital and at home. Additionally JBF provides holiday gifts to all patients.
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.