Civic Intelligence

Joe Beretta Foundation

990EZ • Fiscal year 2020 • EIN 81-3849103

Jan 01, 2020 to Dec 31, 2020

Mount Juliet, TN
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

33rd percentile

-5.1%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

36th percentile

-2.9%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

12%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$319,321

Down $9,626 (-2.9%) from 2019

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Down

$1,611

Down $2,346 (-59%) from 2019

Revenue

Up

$137,159

Up $14,955 (+12%) from 2019

Expenses

Down

$144,199

Down $2,500 (-1.7%) from 2019

Net Income

Up

-$7,040

Up $17,455 (+71%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2016: $334,636Liabilities 2016: $727Net Assets 2016: $333,9092016Assets 2017: $327,307Liabilities 2017: $3132017Assets 2018: $356,066Liabilities 2018: $6,5822018Assets 2019: $328,947Liabilities 2019: $3,9572019Assets 2020: $319,321Liabilities 2020: $1,6112020Assets 2021: $299,702Liabilities 2021: $0Net Assets 2021: $299,7022021Assets 2022: $309,410Liabilities 2022: $0Net Assets 2022: $309,4102022Assets 2023: $573,425Liabilities 2023: $0Net Assets 2023: $573,4252023Assets 2024: $650,543Liabilities 2024: $0Net Assets 2024: $650,5432024

Highlighted filing

2020

Assets$319,321
Liabilities$1,611
Net Assets-

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2016: $355,096Expenses 2016: $21,187Net Income 2016: $333,9092016Revenue 2017: $111,573Expenses 2017: $118,491Net Income 2017: -$6,9182017Revenue 2018: $132,470Expenses 2018: $109,980Net Income 2018: $22,4902018Revenue 2019: $122,204Expenses 2019: $146,699Net Income 2019: -$24,4952019Revenue 2020: $137,159Expenses 2020: $144,199Net Income 2020: -$7,0402020Revenue 2021: $139,604Expenses 2021: $157,851Net Income 2021: -$18,2472021Revenue 2022: $195,785Expenses 2022: $188,815Net Income 2022: $6,9702022Revenue 2023: $421,605Expenses 2023: $157,590Net Income 2023: $264,0152023Revenue 2024: $271,831Expenses 2024: $194,713Net Income 2024: $77,1182024

Highlighted filing

2020

Revenue$137,159
Expenses$144,199
Net Income-$7,040
Filing Detail Status

This 2020 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Mission and Program Overview

Mission

Tomeettheessentialnonmedicalneedsofadvancedheartfailurepatients,caregiversandtheirfamilies.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings