Nonprofit · EIN 81-3849103
JOE BERETTA FOUNDATION
Tax-exempt · MOUNT JULIET, TN 37122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $271,831 | $194,713 | $77,118 | $650,543 | $0 | $650,543 |
| December 31, 2023 | 990 | $421,605 | $157,590 | $264,015 | $573,425 | $0 | $573,425 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $113,432
- Program service revenue
- $0
- Investment income
- $3,927
- Net income from fundraising events
- $154,472
- Other revenue
- $154,472
Expenses
- Grants and similar amounts paid
- $72,293
- Compensation of officers, directors and key employees
- $67,565
- Salaries, compensation and benefits (total)
- $83,127
- Professional fundraising fees
- $0
- Accounting fees
- $721
- Program services (functional)
- $142,027
- Management and general (functional)
- $18,728
- Fundraising (functional)
- $29,191
Balance sheet and other
- Total assets, start of year
- $573,425
- Total assets, end of year
- $650,543
- Total liabilities, end of year
- $0
- Net assets, end of year
- $650,543
- Land, buildings and equipment
- $253,541
- Net assets without donor restrictions
- $650,543
- Gross receipts
- $423,662
- Employees
- 2
- Volunteers
- 0
- Year formed
- 2016
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| David Shepherd | Executive Director Highest-paid employee | 40 | $52,000 | $10,391 |
| Marla Cochran | Program Support Staff Key employee | 8 | $15,121 | $0 |
| Lillian Beretta | Board President Trustee or director | 5 | $0 | $0 |
| Andrew Wharton | Board Vice President Trustee or director | 2 | $0 | $0 |
| Ken Schnarrs | Board Treasurer Trustee or director | 2 | $0 | $0 |
| Gabrielle Shepherd | Board Secretary Trustee or director | 5 | $0 | $0 |
| Angelo Roman | Board Member Trustee or director | 5 | $0 | $0 |
| Beth Roman | Board Member Trustee or director | 1 | $0 | $0 |
| Bob Dougherty | Board Member Trustee or director | 1 | $0 | $0 |
| Gloria Andreozzi | Board Member Trustee or director | 2 | $0 | $0 |
| Joseph Beretta | Board Member Trustee or director | 1 | $0 | $0 |
| Samantha Beretta | Board Member Trustee or director | 1 | $0 | $0 |
| Nadine Oglesby | Board Member Trustee or director | 1 | $0 | $0 |
| Lynn Turner | Board Member Trustee or director | 1 | $0 | $0 |
| Cayce | Ray Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erin Hutlinger | Board Member Trustee or director | 1 | $0 |
| Sharon Smith | Board Member Trustee or director | 2 | $0 |
| Yancy Belcher | Board Member Trustee or director | 1 | $0 |
| Daniel Roman | Board Member Trustee or director | 1 | $0 |
| Mark Wasko | Board Member Trustee or director | 1 | $0 |
| Donald Andreozzi | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| David Shepherd | Executive Director Key employee | 40 | $52,000 | $10,832 |
| Marla Cochran | Program Support Staff Key employee | 7 | $13,800 | $0 |
| Lillian Beretta | Board President Trustee or director | 5 | $0 | $0 |
| Andrew Wharton | Board Vice President Trustee or director | 2 | $0 | $0 |
| Ken Schnarrs | Board Treasurer Trustee or director | 2 | $0 | $0 |
| Gabrielle Shepherd | Board Secretary Trustee or director | 5 | $0 | $0 |
| Angelo Roman | Board Member Trustee or director | 5 | $0 | $0 |
| Beth Roman | Board Member Trustee or director | 1 | $0 | $0 |
| Bob Dougherty | Board Member Trustee or director | 1 | $0 | $0 |
| Gloria Andreozzi | Board Member Trustee or director | 2 | $0 | $0 |
| Joseph Beretta | Board Member Trustee or director | 1 | $0 | $0 |
| Samantha Beretta | Board Member Trustee or director | 1 | $0 | $0 |
| Nadine Oglesby | Board Member Trustee or director | 1 | $0 | $0 |
| Lynn Turner | Board Member Trustee or director | 1 | $0 | $0 |
| Cayce | Ray Trustee or director | 1 | $0 | $0 |
| Erin Hutlinger | Board Member Trustee or director | 1 | $0 | $0 |
| Sharon Smith | Board Member Trustee or director | 2 | $0 | $0 |
| Albert Jones | Board Member Trustee or director | 1 | $0 | $0 |
| Yancy Belcher | Board Member Trustee or director | 1 | $0 | $0 |
| Daniel Roman | Board Member Trustee or director | 1 | $0 | $0 |
| Mark Wasko | Board Member Trustee or director | 1 | $0 | $0 |
| Donald Andreozzi | Board Member Trustee or director | 1 | $0 | $0 |
| Carrie Burdy | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 821 PLEASANT GROVE RD, MOUNT JULIET, TN 37122-3532
- In care of
- % DAVID SHEPHERD
- Principal officer (990 for 2024)
- David Shepherd, 935 PLEASANT GROVE RD, MOUNT JULIET, TN 371223532
- Signed the 990
- David SHepherd, Executive Director
- Phone
- (615) 852-7804
- Website
- www.tjbf.org
Mission
The Joe Beretta Foundation exists to meet the essential non-medical needs of advanced heart failure patients caregivers and their families.
Program accomplishments
- 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.Expenses $15,904 · grants $15,904
- 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.Expenses $41,929 · grants $41,929
- 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.Expenses $7,299 · grants $7,299
- Portion of salaries and other foundation expenses that went directly towards programming for our patient populationExpenses $76,895
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-3849103
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G198)
- Assets (IRS master file)
- $650,543
- Income (IRS master file)
- $423,662
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $271,831 | $194,713 | $650,543 | XML |
| 990 | December 2023 | $421,605 | $157,590 | $573,425 | XML |
| 990 | December 2022 | $195,785 | $188,815 | $309,410 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-3849103).
Questions about JOE BERETTA FOUNDATION
- What is the EIN of JOE BERETTA FOUNDATION?
- The employer identification number (EIN) of JOE BERETTA FOUNDATION is 81-3849103.
- Is JOE BERETTA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to JOE BERETTA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JOE BERETTA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOE BERETTA FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOE BERETTA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of JOE BERETTA FOUNDATION?
- The 990 for the year ended December 31, 2024 names David Shepherd.
- Who are the officers and directors of JOE BERETTA FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 21 people; 2 received compensation from the organization, the highest $52,000 (David Shepherd, Executive Director).
- How much revenue does JOE BERETTA FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $271,831, expenses of $194,713 and total assets of $650,543 at year end.
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- USA POWERLIFTING INC EIN 64-0667928 · last filed 990 for 2024
- OLD FRIENDS SENIOR DOGS EIN 45-5084188 · last filed 990 for 2024
- LANTERN LANE FARM INC EIN 26-3764801 · last filed 990 for 2024
- TENNESSEE MANUFACTURED HOUSING ASSOCIATION EIN 62-0814566 · last filed 990 for 2025
All nonprofits in MOUNT JULIET · Tennessee · Voluntary health associations and medical disciplines