Nonprofit · EIN 45-0496759
HEARTBRIGHT FOUNDATION
Tax-exempt · CHARLOTTE, NC 28273
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,303,580 | $1,193,044 | $110,536 | $261,590 | $15,066 | $246,524 |
| December 31, 2023 | 990 | $1,092,147 | $1,129,863 | -$37,716 | $135,988 | $0 | $135,988 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,303,014
- Program service revenue
- $0
- Investment income
- $566
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $380,980
- Salaries, compensation and benefits (total)
- $380,980
- Professional fundraising fees
- $0
- Accounting fees
- $4,626
- Travel
- $93
- Program services (functional)
- $1,044,346
- Management and general (functional)
- $3,988
- Fundraising (functional)
- $144,710
Balance sheet and other
- Total assets, start of year
- $135,988
- Total assets, end of year
- $261,590
- Total liabilities, end of year
- $15,066
- Net assets, end of year
- $246,524
- Net assets without donor restrictions
- $246,524
- Gross unrelated business income
- $566
- Gross receipts
- $1,303,580
- Employees
- 5
- Volunteers
- 258
- Year formed
- 2003
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frances Williams | Member Trustee or director | 1 | $2,538 |
| Claire Blocker | President Trustee or director, Officer | 40 | $0 |
| Thomas Blocker | Member Trustee or director | 1 | $0 |
| Nicole Bonesteel | Secretary Trustee or director, Officer | 40 | $0 |
| Thomas Hughes | Member Trustee or director | 1 | $0 |
| Margie Phillips | Member Trustee or director | 1 | $0 |
| Kristen T Little | Member Trustee or director | 1 | $0 |
| Hamilton L Stolpen | Member Trustee or director | 1 | $0 |
| John Duncan Jr | Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frances Williams | Member Trustee or director | 1 | $2,660 |
| Claire Blocker | President Trustee or director, Officer | 40 | $0 |
| Thomas Blocker | Member Trustee or director | 1 | $0 |
| Nicole Bonesteel | Secretary Trustee or director, Officer | 40 | $0 |
| Thomas Hughes | Member Trustee or director | 1 | $0 |
| Margie Phillips | Member Trustee or director | 1 | $0 |
| Kristen T Little | Member Trustee or director | 1 | $0 |
| Hamilton L Stolpen | Member Trustee or director | 1 | $0 |
| John Duncan Jr | Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2101 CAMBRIDGE BELTWAY, CHARLOTTE, NC 28273-4351
- In care of
- % CLAIRE H E BLOCKER
- Principal officer (990 for 2024)
- Claire Blocker, 16130 Whitesail Drive, Charlotte, NC 282789239
- Signed the 990
- Claire Blocker, President
- Phone
- (704) 373-3002
- Return prepared by
- LAKE WYLIE TAX SERVICE
Mission
Acting as and Advocate for the individuals at risk for cardiovascular Disease, creating awareness and/or understanding of risk factors for Cardiovascular Disease
Program accomplishments
- Provide preventive services and healthy lifestyle education to the community to combat heart disease, diabetes and hypertension. In 2024, services and education were provided to 7,824 area residents through our education program, community access program, and our comprehensive chronic care free clinic for under-insured and uninsured. Over 9,270 pounds of Fresh Fruit and Vegetables were ditributed along with 561 food boxes. Childhood wellness programming for families of 487 children. Senior programming for 1,139 residents. Free clinic outcomes continue to exceed national averages.Expenses $1,044,346 · revenue $908,133
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-0496759
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G43)
- Assets (IRS master file)
- $261,590
- Income (IRS master file)
- $1,303,580
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,303,580 | $1,193,044 | $261,590 | IRS |
| 990 | December 2023 | $1,092,147 | $1,129,863 | $135,988 | XML |
| 990 | December 2022 | $1,052,292 | $1,014,912 | $173,704 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-0496759).
Questions about HEARTBRIGHT FOUNDATION
- What is the EIN of HEARTBRIGHT FOUNDATION?
- The employer identification number (EIN) of HEARTBRIGHT FOUNDATION is 45-0496759.
- Is HEARTBRIGHT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HEARTBRIGHT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTBRIGHT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEARTBRIGHT FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTBRIGHT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HEARTBRIGHT FOUNDATION?
- The 990 for the year ended December 31, 2024 names Claire Blocker.
- Who are the officers and directors of HEARTBRIGHT FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $2,538 (Frances Williams, Member).
- How much revenue does HEARTBRIGHT FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,303,580, expenses of $1,193,044 and total assets of $261,590 at year end.
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All nonprofits in CHARLOTTE · North Carolina · Voluntary health associations and medical disciplines