HEARTS UNITED FOR BRISTOL INC (EIN 271448121) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

JON CHET MILLER-ESHLEMAN

Phone

5742389947

Tax Period

2025-01-01 to 2025-12-31

HEARTS UNITED FOR BRISTOL INC, founded in 2022, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $398K in total revenue in fiscal year 2025. The organization ran a surplus of $125K, a strong 31% operating margin.

Mission

TO ASSIST INDIVIDUALS AND FAMILIES IN NEED, HELP INDIVIDUALS DEVELOP SKILL SETS FOR PROFESSIONAL DEVELOPMENT AND FUTURE VOLUNTEER WORK, FUNDRAISE FOR CURRENT NEEDS IN COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $372,824

Program Service Revenue $0

Investment Income $14,779

Other Revenue $10,480

TOTAL REVENUE $398,083

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,783

Fundraising Expenses $0

Program Expenses $272,827

Other Expenses $117,044

TOTAL EXPENSES $272,827

Year-over-Year Comparison

	2025	2024	Change
Revenue	$398,083	$394,965	+0.0%
Expenses	$272,827	$280,150	0.0%
Net Income	$125,256	$114,815	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

400

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON CHET MILLER-ESHLEMAN	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
TOM MCARTHUR	PRESIDENT	N/A	Officer	$0	$0	$0
DENISE WALSH	VICE PRESIDE	N/A	Officer	$0	$0	$0
JIM EAGLESON	TREASURER	N/A	Officer	$0	$0	$0
JILL SWARTZ	SECRETARY	N/A	Officer	$0	$0	$0
MICHELLE HOWE	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVE BUCK	BOARD MEMBER	N/A	Director	$0	$0	$0
ANGI HARNEY	BOARD MEMBER	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$398,083	$272,827	$564,464	$125,256
2024	$394,965	$280,150	$442,833	$114,815
2023	$332,413	$203,470	$327,219	$128,943

HEARTS UNITED FOR BRISTOL INC