Joe Beretta Foundation
Donations deductibleRevenue
$272k
year to 31 December 2024
Expenses
$195k
year to 31 December 2024
Total assets
$651k
$0 liabilities
Net assets
$651k
assets less liabilities
Directors and trustees
19
5.2 years on average
Staff
2
employees, year to 31 December 2024
Left since last filing
2
11% of the board
Officers and senior staff
2
named in Part VII
Joe Beretta Foundation's network
19 people3 organisationsi19 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (19). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
19 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 22 voting members of its governing body on its latest Form 990 Part VI; we list 19 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Andrew Wharton | Board Vice President | 2021 | 5 yrs |
| Angelo Roman | Board Member | 2022 | 4 yrs |
| Beth Roman | Board Member | 2021 | 5 yrs |
| Bob Dougherty | Board Member | 2022 | 4 yrs |
| Cayce | Ray | 2023 | 3 yrs |
| Daniel Roman | Board Member | 2021 | 5 yrs |
| Donald Andreozzi | Board Member | 2021 | 5 yrs |
| Erin Hutlinger | Board Member | 2021 | 5 yrs |
| Gabrielle Shepherd | Board Secretary | 2021 | 5 yrs |
| Gloria Andreozzi | Board Member | 2022 | 4 yrs |
| Joseph Beretta | Board Member | 2021 | 5 yrs |
| Ken Schnarrs | Board Treasurer | 2021 | 5 yrs |
| Lillian Beretta | Board President | 2021 | 5 yrs |
| Lynn Turner | Board Member | 2021 | 5 yrs |
| Mark Wasko | Board Member | 2021 | 5 yrs |
| Nadine Oglesby | Board Member | 2021 | 5 yrs |
| Samantha Beretta | Board Member | 2021 | 5 yrs |
| Sharon Smith | Board Member | 2021 | 5 yrs |
| Yancy Belcher | Board Member | 2021 | 5 yrs |
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| David Shepherd | Executive Director | since 2021 |
| Marla Cochran | Program Support Staff | since 2023 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| David Shepherd | Executive Director | 40 | $52k | $10k | |
| Marla Cochran | Program Support Staff | 8 | $15k | ||
| Lillian Beretta | Board President | 5 | $0 | ||
| Andrew Wharton | Board Vice President | 2 | $0 | ||
| Ken Schnarrs | Board Treasurer | 2 | $0 | ||
| Gabrielle Shepherd | Board Secretary | 5 | $0 | ||
| Angelo Roman | Board Member | 5 | $0 | ||
| Beth Roman | Board Member | 1 | $0 | ||
| Bob Dougherty | Board Member | 1 | $0 | ||
| Gloria Andreozzi | Board Member | 2 | $0 | ||
| Joseph Beretta | Board Member | 1 | $0 | ||
| Samantha Beretta | Board Member | 1 | $0 | ||
| Nadine Oglesby | Board Member | 1 | $0 | ||
| Lynn Turner | Board Member | 1 | $0 | ||
| Cayce | Ray | 1 | $0 | ||
| Erin Hutlinger | Board Member | 1 | $0 | ||
| Sharon Smith | Board Member | 2 | $0 | ||
| Yancy Belcher | Board Member | 1 | $0 | ||
| Daniel Roman | Board Member | 1 | $0 | ||
| Mark Wasko | Board Member | 1 | $0 | ||
| Donald Andreozzi | Board Member | 1 | $0 |
About
- Legal name
- Joe Beretta Foundation
- EIN
- 813849103
- Address
- 821 Pleasant Grove Rd, Mount Juliet, TN, 37122-3532
- State
- Tennessee
- Mission
- The Joe Beretta Foundation exists to meet the essential non-medical needs of advanced heart failure patients caregivers and their families. (as filed on the Form 990)
- Activity (NTEE)
- G198 Voluntary health associations and medical disciplines
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Voluntary Health Associations & Medical Disciplines
- Size band
- 5 (IRS master file code)
- Formed
- 2016
- Principal officer
- David Shepherd (as named on the Form 990)
- IRS ruling date
- 1 March 2017
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥5years on the filingsAndrew Wharton
≥5years on the filingsBeth Roman
≥5years on the filingsDaniel Roman
≥5years on the filingsDonald Andreozzi
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $651k
- Total liabilities
- $0
- Net assets or fund balances
- $651k
- Contributions and grants received
- $113k
- Program service revenue
- $0
- Grants and similar paid out
- $72k
- Employees
- 2
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $272k | $195k | $77k |
As filed on the IRS Form 990. US dollars.