Shared Beat

Nonprofit profile at a glance

EIN
204091959
IRS 990 coverage
2017–2024
Forms available
Form 990 2024, Form 990-EZ 2023
Location
Boerne, TX, USA
Phone
8303364508
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Health Program (Includes General Health and Wellness Promotion Services)

Official website

Reported finances

Revenue
$235,101
Expenses
$186,576
Assets
$524,450
Liabilities
$5,094

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • DONETTE BISETT (PRESIDENT)
  • MARIE BERKENKAMP MD (VICE PRESIDENT)
  • JENNY HARTSELL (EXECUTIVE DIRECTOR)

People named in this filing

  • JINNY BRACK (MEMBER)
  • DONNICA WINGETT (MEMBER)
  • JIM ROGERS MD (MEMBER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Providing basic preventive healthcare through annual health screenings in areas where healthcare is not available or severely limited, focusing mostly on the area of guatemala city.

What it reported doing in 2024

Health education program: shared beat supports health education at safe passage through monetary support for a full-time health education teacher. This provides bi-monthly health education classes for 500 students. Shared beat supports health education in the rural communities of santo domingo, santa rosa ii, el sargento and san bartoleme, candaleria through a teach-the-teacher program provided by the health coordinator of juntos saludables, shared beat's rural health school prevention program. Additionally, the rural health program funding is increased to provide 2 contract health promotors and one full-time assistant coordinator to provide coordination to the health director.

Operating model

Revenue model
Donor-supported. 92% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 61% for direct work, and 39% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 94
  • Accountability: 30
  • Sustainability: 68
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.2%; rating input score 72
  • Program expense ratio: 87.9%; rating input score 88
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: Limited
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 20.6%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 2.81; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 46; 46th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 3.8% per year; rating input score 100; 48th percentile among comparable filings
  • Revenue growth: 5.7% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: 13.3% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 72.2% of revenue deployed · 87.9% of spending went to programs
  • Governance: 5 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $164K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 2 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Liabilities to assets ratio scored 46/100.