HeartBright Foundation Inc (EIN 450496759) - 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

2003

Legal Domicile

Principal Officer

Claire Blocker

Phone

7043733002

Tax Period

2023-01-01 to 2023-12-31

HeartBright Foundation Inc, founded in 2003, is a community nonprofit in the Diseases & Disorders sector that reported $1.1M in total revenue in fiscal year 2023.

Mission

Acting as and Advocate for the individuals at risk for cardiovascular Disease, creating awareness and/or understanding of risk factors for Cardiovascular Disease

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,092,145

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $1,092,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $404,243

Fundraising Expenses $106,836

Program Expenses $996,093

Other Expenses $725,620

TOTAL EXPENSES $1,129,863

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,092,147	$1,052,292	+0.0%
Expenses	$1,129,863	$1,014,912	+0.1%
Net Income	$-37,716	$37,380	-2.0%

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

168

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

$2,660

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Claire Blocker	President	40.00	Officer Director	$0	$0	$0
Thomas Blocker	Member	1.00	Director	$0	$0	$0
Nicole Bonesteel	Secretary	40.00	Officer Director	$0	$0	$0
Thomas Hughes	Member	1.00	Director	$0	$0	$0
Frances Williams	Member	1.00	Director	$2,660	$0	$2,660
Margie Phillips	Member	1.00	Director	$0	$0	$0
Kristen T Little	Member	1.00	Director	$0	$0	$0
Hamilton L Stolpen	Member	1.00	Director	$0	$0	$0
John Duncan Jr	Member	1.00	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
2024	No data	No data	No data	No data
2023	$1,092,147	$1,129,863	$135,988	$-37,716
2022	$1,052,292	$1,014,912	$173,704	$37,380
2021	$715,274	$796,624	$190,051	$-81,350
2020	$992,678	$928,140	$217,672	$64,538
2019	$2,330,099	$2,303,609	$111,890	$26,490
2019	$2,330,099	$2,303,609	$111,890	$26,490
2018	$2,254,749	$2,328,500	$100,397	$-73,751

HeartBright Foundation Inc