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Shared Beat

Tax-deductible

Boerne, TX501(c)(3)Health CareEIN 20-4091959Revenue $235K in FY2024

On file with the IRSsharedbeat.org238 W Hosack St, 78006-2518 · Boerne, TXTax-exempt since May 2006Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
34 mo
of spending, in cash
Looks good: 33.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $72K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$5K
1.0% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$235K
+31% vs prior year
Spent
$187K
To programs
88%
Net assets
$519K
By yearFY2020–FY2024
Revenue
$235K
FY2024▲ +31%
Tap a bar for its year
Revenue by fiscal year
FY2020$105K
FY2021$153K
FY2022$199K
FY2023$179K
FY2024$235K
Net assets
$519K
FY2024▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$284K
FY2021$346K
FY2022$419K
FY2023$462K
FY2024$519K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $164K Management & general 12% · $23K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Marie Berkenkamp MD
Vice President
$0Pt VII · Sec A
Mark Curry
Treasurer
$0Pt VII · Sec A
See Shared Beat executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers free health screenings in underserved areas, primarily Guatemala City.

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Provided by the organization

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3 programs · $164K · in their own filed words · FY2024
01

Bi-annual medical outreach teams of medical and support staff provided physical and eye exams on over 1000 students. Shared beat's financial stability enabled continued support to our partners unchanged. Our rural partnership, juntos saludables is adding schools each year with anticipated 9 schools in total in 2025.

$91Kprogram expense
02

Scholarship Program

Shared beat's scholarship program ended the year with 16 scholarship students. Our first medical student graduated. We will start 2025 with 19 students. Shared beat continues to receive generous grants from christadelphian meal-a-day fund and the divine foundation provide additional support to the scholarship program.

$64Kprogram expense
03

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…

$9Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Network for Good INCFY2024$48K
Vanguard Charitable Endowment ProgramFY2024$14K
The Devine Foundation INCFY2024$10K
Total grants receivedfrom 3 funders$72K
See all 3 funders →
Grants paid · 1 grant · $64K · 2024–2024
Unitemized GrantFY2024$64,062

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$235K
Ln 12
Gifts and grantsLn 1h$231K
Investment incomeLn 3$20K
Money outPt IX
$187K
Ln 25
Programscol B$164K
Managementcol C$23K
Owns and owesPt X
$519K
net assets · Ln 32
Cash and savingsLn 1–2$524K
Total assetsLn 16$524K
LiabilitiesLn 26$5K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$231K
Fundraising eventsLn 1c$74K
Investment incomeLn 3$20K
Total revenueLn 12$235K
Assets in detailPt X, end of year
CashLn 1$176K
SavingsLn 2$349K
Cash and savings togetherLn 1–2$524K
Total assetsLn 16$524K
LiabilitiesLn 26$5K
Net assetsLn 32$519K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$463K$524K
Total assetsLn 16$463K$524K
LiabilitiesLn 26$1K$5K
Net assetsLn 32$462K$519K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$64K$64K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$3K$3K
Advertising and promotionLn 12$19$19
Office expensesLn 13$4K$4K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$107K$100K$7K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$187K$164K$23K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $235K$187K$49K$519K 990 PDF
FY2023 $179K$462K 990 PDF
FY2022 $199K$419K 990 PDF
FY2021 $153K$346K 990 PDF
FY2020 $105K$284K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $235,101 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $178,081$231,417
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $11,324$20,011
I-11 Other revenuePrior year $0−$16,327
I-12 Total revenuePrior year $189,405$235,101
I-13 Grants and similar amounts paidPrior year $0$64,062
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $91,520$122,514
I-18 Total expensesPrior year $91,520$186,576
I-19 Revenue less expensesPrior year $97,885$48,525
Part VI · Governance 1 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $235,101 across 6 lines filed
VIII-1c Fundraising events$73,910
VIII-1f All other contributions, gifts and grants$157,507
VIII-1h Total contributions, gifts and grants$231,417
VIII-3 Investment incomeExcluded from tax $20,011$20,011
VIII-8 Net income from fundraising eventsExcluded from tax −$16,327−$16,327
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $3,684$235,101
Part IX · Statement of functional expenses $186,576 across 8 lines filed
IX-2 Grants to domestic individualsPrograms $64,062$64,062
IX-11f Investment management feesManagement $1,668$1,668
IX-11g Other fees for servicesManagement $2,942$2,942
IX-12 Advertising and promotionManagement $19$19
IX-13 Office expensesManagement $3,899$3,899
IX-23 InsuranceManagement $4,433$4,433
IX-24 Other expenses (24a–d)Programs $100,012 · Management $6,849$106,861
IX-24e All other expensesManagement $2,692$2,692
IX-25 Total functional expensesPrograms $164,074 · Management $22,502 · Fundraising $0$186,576
Part X · Balance sheet $524,450 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $141,496$175,652
X-2 Savings and temporary cash investmentsStart of year $321,146$348,798
X-16 Total assetsStart of year $462,642$524,450
X-25 Other liabilitiesStart of year $1,121$5,094
X-26 Total liabilitiesStart of year $1,121$5,094
X-27 Net assets without donor restrictionsStart of year $461,521$519,356
X-32 Total net assets or fund balancesStart of year $461,521$519,356
X-33 Total liabilities and net assetsStart of year $462,642$524,450
Part XI · Reconciliation of net assets $519,356 net assets at year end
XI-1 Total revenue$235,101
XI-2 Total expenses$186,576
XI-3 Revenue less expenses$48,525
XI-4 Net assets at start of year$461,521
XI-5 Net unrealized gains (losses) on investments$9,309
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$519,356

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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