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Joe Beretta Foundation

  • Mount Juliet, TN
  • Tax-exempt since March 2017
  • EIN: 81-3849103

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Diseases, Disorders, Medical Disciplines / Nonmonetary Support N.E.C. (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$422k (2023)

Expenses
$158k (2023)

Total Assets
$573k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2016 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$421,605
Expenses
$157,590
Net Income
$264,015
Net Assets
$573,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $363,700
86.3%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $57,905
13.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $65,800
41.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $573,425
Total Liabilities $0
Net Assets $573,425
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
David Shepherd (Executive Director) $52,000 $0 $10,832
Marla Cochran (Program Support Staff) $13,800 $0 $0
Lillian Beretta (Board President) $0 $0 $0
Andrew Wharton (Board Vice President) $0 $0 $0
Ken Schnarrs (Board Treasurer) $0 $0 $0
Gabrielle Shepherd (Board Secretary) $0 $0 $0
Angelo Roman (Board Member) $0 $0 $0
Beth Roman (Board Member) $0 $0 $0
Bob Dougherty (Board Member) $0 $0 $0
Gloria Andreozzi (Board Member) $0 $0 $0
Joseph Beretta (Board Member) $0 $0 $0
Samantha Beretta (Board Member) $0 $0 $0
Nadine Oglesby (Board Member) $0 $0 $0
Lynn Turner (Board Member) $0 $0 $0
Cayce (Ray) $0 $0 $0
Erin Hutlinger (Board Member) $0 $0 $0
Sharon Smith (Board Member) $0 $0 $0
Albert Jones (Board Member) $0 $0 $0
Yancy Belcher (Board Member) $0 $0 $0
Daniel Roman (Board Member) $0 $0 $0
Mark Wasko (Board Member) $0 $0 $0
Donald Andreozzi (Board Member) $0 $0 $0
Carrie Burdy (Board Member) $0 $0 $0
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Document Links

990
Filed on Nov. 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,785
Expenses
$188,815
Net Income
$6,970
Net Assets
$309,410
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,503
40.1%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $62,409
31.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $54,873
28.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $52,000
27.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $309,410
Total Liabilities $0
Net Assets $309,410
Compensation
Key Employees and Officers Compensation Related Other
David Shepherd (Executive Director) $52,000 $0 $7,868
Lillian Beretta (Board President) $0 $0 $0
Andrew Wharton (Board Vice President) $0 $0 $0
Ken Schnarrs (Board Treasurer) $0 $0 $0
Gabrielle Shepherd (Board Secretary) $0 $0 $0
Angelo Roman (Board Member) $0 $0 $0
Beth Roman (Board Member) $0 $0 $0
Bob Dougherty (Board Member) $0 $0 $0
Gloria Andreozzi (Board Member) $0 $0 $0
Joseph Beretta (Board Member) $0 $0 $0
Samantha Beretta (Board Member) $0 $0 $0
Nadine Oglesby (Board Member) $0 $0 $0
Lynn Turner (Board Member) $0 $0 $0
Cayce Ray (Board Member) $0 $0 $0
Erin Hutlinger (Board Member) $0 $0 $0
Sharon Smith (Board Member) $0 $0 $0
Albert Jones (Board Member) $0 $0 $0
Yancy Belcher (Board Member) $0 $0 $0
Daniel Roman (Bard Member) $0 $0 $0
Mark Wasko (Board Member) $0 $0 $0
Donald Andreozzi (Board Member) $0 $0 $0
Carrie Burdy (Board Member) $0 $0 $0
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Document Links

990
Filed on Nov. 16, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$139,604
Expenses
$157,851
Net Income
-$18,247
Net Assets
$299,702
Notable Sources of Revenue Percent of Total Revenue
Contributions $68,574
49.1%
Program Services $0
Investment Income $0
Net Fundraising $43,241
31.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27,789
19.9%
Assets/Debt
Total Assets $299,702
Total Liabilities $0
Net Assets $299,702
Compensation
Key Employees and Officers Compensation Other
David Shepherd (Executive D Irector) $52,000 $12,131
Lillian Beretta (Board President) $0 $0
Andrew Wharton (Board Vice President) $0 $0
Gabrielle Shepherd (Board Secretary) $0 $0
Angelo Roman (Finance Chair) $0 $0
Ken Schnarrs (Board Treasurer) $0 $0
Bob Dougherty (Executive Committee Member) $0 $0
Gloria Andreozzi (Executive Committee Member) $0 $0
Samantha Beretta (Board Member) $0 $0
Joseph Beretta (Board Member) $0 $0
Beth Roman (Board Member) $0 $0
Nadine Oglesby (Board Member) $0 $0
Albert Jones (Board Member) $0 $0
Marla Cochran (Board Member) $0 $0
Sharon Smith (Board Member) $0 $0
Donald Andreozzi (Board Member) $0 $0
Cayce Ake (Board Member) $0 $0
Gerard Yanuzzi (Board Member) $0 $0
Erin Hutlinger (Board Member) $0 $0
Mark Wasko (Board Member) $0 $0
Carrie Burdy (Board Member) $0 $0
Yancy Belcher (Board Member) $0 $0
Lynn Turner (Board Member) $0 $0
Daniel Roman (Board Member) $0 $0
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Document Links

990-EZ
Filed on Jan. 19, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$137,159
Expenses
$144,199
Net Income
-$7,040
Net Assets
$317,710
Notable Sources of Revenue Percent of Total Revenue
Contributions $64,330
46.9%
Program Services $0
Investment Income $0
Net Fundraising $43,283
31.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $29,545
21.5%
Assets/Debt
Total Assets $319,321
Total Liabilities $1,611
Net Assets $317,710

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$122,204
Expenses
$146,699
Net Income
-$24,495
Net Assets
$324,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,446
51.9%
Program Services $0
Investment Income $0
Net Fundraising $58,758
48.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $328,947
Total Liabilities $3,957
Net Assets $324,990

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$132,470
Expenses
$109,980
Net Income
$22,490
Net Assets
$349,484
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,621
74.4%
Program Services $0
Investment Income $0
Net Fundraising $33,849
25.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $356,066
Total Liabilities $6,582
Net Assets $349,484

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$111,573
Expenses
$118,491
Net Income
-$6,918
Net Assets
$326,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,811
80.5%
Program Services $0
Investment Income $0
Net Fundraising $21,762
19.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $327,307
Total Liabilities $313
Net Assets $326,994

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$355,096
Expenses
$21,187
Net Income
$333,909
Net Assets
$333,909
Notable Sources of Revenue Percent of Total Revenue
Contributions $355,096
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $13,755
64.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $334,636
Total Liabilities $727
Net Assets $333,909

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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