Institute Of Heartmath

Organization Overview

Institute Of Heartmath, operating under the name Heartmath Institute, is located in Boulder Creek, CA. The organization was established in 1992. As of 12/2021, Heartmath Institute employed 29 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heartmath Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2021, Heartmath Institute generated $3.5m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.7% each year. All expenses for the organization totaled $3.5m during the year ending 12/2021. While expenses have increased by 7.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

TO HELP PEOPLE AROUND THE WORLD ESTABLISH HEART-BASED LIVING AND GLOBAL COHERENCE.

Describe the Organization's Program Activity:

Part 3 - Line 4a

EDUCATIONHMI'S TRAINING AND EDUCATION PROGRAMS, TOOLS AND TECHNOLOGIES HELP CHILDREN, PARENTS, NON-PROFIT CONSTITUENTS, INDIVIDUALS, TEENS, FIRST RESPONDERS, VETERANS, MILITARY PERSONAL AND FAMILIES LEARN HOW TO SELF-REGULATE EMOTIONS, INCREASE RESILIENCE, EMOTIONAL INTELLIGENCE AND REDUCE STRESS. HIGHLIGHTS OF 2021 [SEE SCH O]:1. WORK ON A NEW HEARTMATH PROGRAM FOR PARENTS HAS BEGUN. THIS ONLINE VIDEO PROGRAM DESIGNED BY PARENTS TO HELP PARENTS MANAGE THEIR EVERYDAY STRESSORS AND LEARN SKILLS AND SOLUTION-FOCUSED APPROACHES TO COMMUNICATIONS, DECISIONS AND ISSUES FACING FAMILIES, AS WELL AS HOW TO CREATE MORE HEART CONNECTION AND HARMONIOUS EXPERIENCES.2. WORK ON THE U.S. CENTER FOR DISEASE CONTROL 3-YEAR GRANT PROJECT AWARDED TO NORC AT THE UNIVERSITY OF CHICAGO, THE UNIVERSITY OF TEXAS GALVESTON MEDICAL BRANCH HEARTMATH INSTITUTE WAS SUSPENDED IN APRIL 2020 AND RESUMED IN LATE 2021, TO BE COMPLETED IN 2022.3. HEARTMATH INSTITUTE CONTINUED ALL TRAININGS ONLINE FOR CERTIFIED TRAINERS, COACH-MENTORS AND CLINICIANS, AND CERTIFIED 256 TRAINERS AND MENTORS IN 2021. THESE TRAININGS ARE DELIVERED TO NONPROFITS, GOVERNMENT SERVICE AGENCIES, EDUCATORS, COUNSELORS, TEACHERS, ADMINISTRATORS, SCHOOL STAFF, HEALTH PROFESSIONALS, VETERANS, FIRST RESPONDERS AND OTHER SERVICE PROVIDERS TO TEACH OR INCORPORATE HEARTMATH TECHNIQUES INTO THEIR EXISTING TRAINING PROGRAMS. COACH/MENTORS PROVIDE ONE ON ONE TRAINING AND SUPPORT FOR INDIVIDUALS. IN ADDITION, HEARTMATH DELIVERED THE ADD HEART FACILITATOR PROGRAM TO 229 INDIVIDUALS.4. THE BUILDING PERSONAL RESILIENCE MENTOR PROGRAM WAS TRANSLATED INTO SPANISH AND PORTUGUESE, CERTIFYING AN ADDITIONAL 33 TRAINERS IN THE TRANSLATED PROGRAMS.5. THE ACTIVATING THE HEART OF TEAMS PROGRAM COMPLETED BETA-TESTING AND WAS OFFICIALLY LAUNCHED FOR THOSE WORKING WITH TEAMS. THIS TRAINING DESIGNED HEARTMATH SKILLSETS TO INCREASE CONNECTEDNESS, HARMONY AND INTUITION IN TEAM DYNAMICS FOR GREATER OUTCOMES FOR 52 TRAINERS IN 2021.6. THE RESILIENT HEART, A NEW TRAUMA-SENSITIVE HEARTMATH COURSE AND CERTIFICATION VIDEO PROGRAM DEVELOPED TO EXTEND TRAUMA-INFORMED CARE, WAS PROVIDED TO 2125 HEALTHCARE PROFESSIONALS, COUNSELORS AND THERAPISTS IN 2021.7. ALSO, LAUNCHED THE NEW STRESS AND WELL-BEING ASSESSMENT CERTIFICATION TRAINING THAT TRAINERS CAN OFFER AS A STAND-ALONE SERVICE OR AS AN ASSESSMENT COMPONENT ADDED TO THEIR EXISTING TRAININGS, TO ASSIST IN PROCESS AND/OR VERIFY RESULTS.8. HEARTMATH INSTITUTE HAD 4,244 MEMBERS AND PRESENTED IN 1 EDUCATION ONLINE VIRTUAL CONFERENCE, CREATED 5 NEW ONLINE VIDEOS AND 6 NEW AND UPDATED PRODUCTS IN 2021.9. IN RESPONSE TO THESE TIMES, HEARTMATH CONTINUED PROVIDING, FREE OF CHARGE, THE HEARTMATH EXPERIENCE VIDEO FOR ANYONE AND THE HEARTSMARTS ADVENTURE ONLINE LEARNING PROGRAM FOR PRE-K, KINDERGARTEN AND FIRST GRADE SCHOOL STUDENTS TO HELP YOUTH WITH EMOTIONAL MANAGEMENT AND RESILIENCE. MORE NEW FREE ONLINE AND SOCIAL MEDIA RESOURCES WERE ADDED, INCLUDING WEBINARS, VIDEOS, APPS AND BLOG ARTICLES.10. THE HEARTMATH INSTITUTE'S DONOR-FUNDED SPONSORSHIPS DELIVERED HEARTMATH TECHNOLOGY, TOOLS AND EDUCATIONAL PROGRAMS TO MORE THAN 3,400 PEOPLE IN EDUCATION, MILITARY AND COMMUNITY SERVICE SETTINGS. AS WELL AS, PROVIDING TRAUMA-SENSITIVE TRAINING AND TOOLS TO PEOPLE CARING FOR OR SUFFERING FROM TRAUMA, ANXIETY AND PTSD.


RESEARCHTHE RESEARCH CENTER CONDUCTS BASIC RESEARCH INTO PSYCHOPHYSIOLOGY, NEUROCARDIOLOGY AND BIOPHYSICS, AND OUTCOME STUDIES IN CLINICAL, WORKPLACE, EDUCATIONAL AND FIRST RESPONDER SETTINGS, FREQUENTLY IN COLLABORATION WITH UNIVERSITIES, RESEARCH CENTERS AND HEALTH-CARE-SYSTEM PARTNERS. RESEARCH INTERESTS ALSO INCLUDE THE ELECTROPHYSIOLOGY OF INTUITION AND EXPLORING HOW WE ARE ALL GLOBALLY INTERCONNECTED AT A DEEP, FUNDAMENTAL LEVEL VIA ELECTROMAGNETIC FIELDS AND BIO-FIELDS. [SEE SCH O]FOLLOWING ARE SOME OF THE ENDEAVORS AND SUCCESSES OF THE HEARTMATH INSTITUTE RESEARCH CENTER AND TEAM IN 2021: 1. CONTINUED PHASE 2 OF THE GLOBAL TREE MONITORING NETWORK, CREATED TO EXPLORE CORRELATIONS BETWEEN TREES AND BETWEEN TREE BIOFIELDS AND HUMANS. THE NETWORK WILL COLLECT ELECTRICAL POTENTIAL DATA FROM MULTIPLE TYPES OF TREES IN DIFFERENT LOCATIONS AROUND THE WORLD. THIS PHASE OF THE PROJECT IS REFINING THE HARDWARE AND SOFTWARE FOR TRANSMITTING THE DATA TO A PUBLIC WEBSITE. PRODUCED THE FIRST 11 COMPLETE TREE MONITORING SYSTEMS INCLUDING SETUP GUIDES WITH SOME ALREADY INSTALLED, BETA-TESTED AND UPDATED WITH INITIAL MODIFICATIONS. SOFT LAUNCH PLANNED FOR EARLY 2022.2. CONTINUED THE GLOBAL CONSCIOUSNESS 2.0 PROJECT. THE ORIGINAL GLOBAL CONSCIOUSNESS PROJECT WAS CREATED IN THE PRINCETON ENGINEERING ANOMALIES RESEARCH LAB AT PRINCETON UNIVERSITY IN 1998 AND DIRECTED BY ROGER NELSON. THE PROJECT COLLECTED CONTINUOUS DATA FROM RANDOM NUMBER GENERATORS LOCATED IN OVER 60 SITES AROUND THE WORLD AND SYNCHRONIZES THE DATA TO DETECT ANOMALOUS DEVIATIONS ASSOCIATED WITH GLOBAL EVENTS WHEN THERE IS WIDESPREAD PARTICIPATION OR REACTION TO THE EVENT. THE NEW 2.0 PROJECT IS ENTIRELY RE-DESIGNED INCLUDING HARDWARE, TO TAKE THE ORIGINAL PROJECT TO THE NEXT LEVEL. INITIAL HARDWARE MODIFICATIONS, DATA COLLECTION, TESTING, ANALYSIS AND RE-TESTING HAS BEEN COMPLETED FOR PROJECT SPECIFICATIONS AND BACKEND SERVER AND HARDWARE DEVELOPMENT IS UNDERWAY. 3. THE HMI RESEARCH TEAM PROVIDED 24 HOUR HRV AUTONOMIC ASSESSMENT REPORTS AND 'PERSONAL AND ORGANIZATIONAL QUALITY ASSESSMENT' SURVEY FORMS FOR ORGANIZATIONS AND INDEPENDENT RESEARCHERS. IN ADDITION, THE TEAM PROVIDED STATISTICAL ANALYSIS SERVICES, PRE AND POST PSYCHOMETRIC SURVEY REPORTS AND EXTENSIVE CONSULTING, ANALYSIS AND PROJECT WORK FOR INDEPENDENT RESEARCHERS AND ORGANIZATIONS.4. PRESENTED IN 4 NATIONAL AND INTERNATIONAL ONLINE CONFERENCES AND EVENTS AND 2 ONLINE COURSES. ALSO, FOUR RESEARCH PAPERS BY THE RESEARCH TEAM AND COLLABORATORS, AS WELL AS MANY MORE INDEPENDENT STUDIES, WERE PUBLISHED IN 2021.5. THE RESEARCH FUND, ESTABLISHED IN 2012 TO EXPAND, DISSEMINATE AND CARRY OUT HEARTMATH RESEARCH, SUPPORTS ONGOING RESEARCH, COLLABORATIONS WITH UNIVERSITIES AND OTHER RESEARCHERS AROUND THE WORLD, SCIENTIFIC STUDIES AND RESULTING PUBLICATIONS. IN ADDITION TO ONGOING STUDIES, THE RESEARCH TEAM PRODUCED NEW VIDEOS, WEBINARS, ONLINE PRESENTATIONS, ARTICLES AND PAPERS.6. THE GLOBAL COHERENCE APP, A GRANT FUNDED MOBILE APP LAUNCHED IN 2020 THAT ALLOWS PEOPLE TO CONNECT IN A WORLDWIDE NETWORK FOCUSED ON GENERATING GLOBAL HEART COHERENCE, CURRENTLY HAS OVER 85,000 USERS WORLDWIDE. IN 2021, WORK BEGAN ON DEVELOPING A CAMERA-SENSOR THAT WOULD ALLOW USERS TO MEASURE THEIR INDIVIDUAL COHERENCE LEVELS WITH THEIR MOBILE PHONE. BETA TESTING HAS BEGUN WITH PLANS TO LAUNCH THE SENSOR IN 2022.


GLOBAL COHERENCE INITIATIVETHE GLOBAL COHERENCE INITIATIVE (GCI) IS A SCIENCE-BASED HMI PROJECT CREATED TO EXAMINE THE INTERCONNECTIVITY BETWEEN THE EARTH'S ENERGETIC (MAGNETIC) FIELDS AND HUMANITY. IT'S DESIGNED TO HELP INDIVIDUALS AND GROUPS WORK TOGETHER IN SYNCHRONICITY AND STRATEGICALLY TO INCREASE GLOBAL PEACE, HARMONY AND FACILITATE A SHIFT IN GLOBAL CONSCIOUSNESS TO CREATE POSITIVE CHANGE ON A GLOBAL LEVEL. TO DATE, SIX GLOBAL COHERENCE MONITORING SYSTEM SENSOR SITES HAVE BEEN INSTALLED AROUND THE WORLD TO GATHER GEO-MAGNETIC DATA FOR ONGOING STUDY OF THE RELATIONSHIP BETWEEN HUMANITY AND THE PLANETARY MAGNETIC FIELDS AND THE EFFECTS AND POTENTIAL INTERACTIVITY OF THAT RELATIONSHIP. [SEE SCH O] ACCOMPLISHMENTS IN 2021 WERE: 1. GCMS STAFF AND VOLUNTEERS ALSO MAINTAINED, REPAIRED AND COLLECTED CONTINUOUS DATA FROM GLOBAL COHERENCE MONITORING SYSTEM SENSOR SITES IN THE UNITED STATES, SAUDI ARABIA, CANADA, NEW ZEALAND, LITHUANIA AND SOUTH AFRICA. THE LIVE DATA FEEDS FROM THESE SITES CAN BE VIEWED ONLINE.2. PROVIDED FREE INFORMATION INCLUDING ONLINE VIDEOS, WEBINARS, TRAINING AND RESOURCES ON WEBSITE AND FACEBOOK, TWITTER AND YOUTUBE.3. THE NINTH ANNUAL GLOBAL COHERENCE EVENT IN MEXICO THAT WAS CANCELLED IN 2020 DUE TO THE PANDEMIC, WAS HELD ONLINE IN MARCH 2021. BEING A VIRTUAL EVENT ENABLED MORE THAN 5 TIMES MORE PEOPLE ATTENDED.4. HOSTED 12 GCI CARE FOCUSES IN THE GLOBAL CARE ROOM UNITING VISITORS FROM AROUND THE GLOBE IN SYNCHRONOUS HEART COHERENCE SESSIONS.


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Board, Officers & Key Employees

Name (title)Compensation
Rollin Mccraty
Vice President/dir. Of Res
$95,648
Sara Childre
President/ceo
$70,096
Brian Kabaker
CFO & Board Member
$62,720
Katherine Floriano
Chairman/vp Of Planned Gif
$41,760
Jeddah Mali
Board Member
$0
Diana Govan
Board Member
$0

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Heartmath Llc
Training & Fulfillment Services
$104,952
Myriad Mobile Llc
It Development
$300,000
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$148,429
Fundraising events$0
Related organizations$0
Government grants $240,463
All other contributions, gifts, grants, and similar amounts not included above$845,095
Noncash contributions included in lines 1a–1f $27,912
Total Revenue from Contributions, Gifts, Grants & Similar$1,233,987
Total Program Service Revenue$1,624,635
Investment income $2,272
Tax Exempt Bond Proceeds $0
Royalties $167,902
Net Rental Income $138,421
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $333,873
Miscellaneous Revenue$0
Total Revenue $3,546,181

Grants Awarded

Over the last fiscal year, Institute Of Heartmath has awarded $98,400 in support to 2 organizations.

Grant RecipientAmount

SHAAM RELIEF FOUNDATION

Org PageRecipient Profile

Richardson, TX

PURPOSE: PROVIDE FUNDING TO THE INTERNATIONAL INSTITUTE FOR PSYCHOSOCIAL DEVELOPMENT

$63,000

Willowbrook, IL

PURPOSE: PROVIDE FUNDING TO THE INTERNATIONAL INSTITUTE FOR PSYCHOSOCIAL DEVELOPMENT

$35,400
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 11 grants that Institute Of Heartmath has recieved totaling $323,773.

Awarding OrganizationAmount
Transformation Trust Inc

Indianapolis, IN

PURPOSE: THE GROUP COHERENCE MOBILE PLATFORM PROJECT

$301,250
Community Ventures

Fremont, CA

PURPOSE: TO SUPPORT ANNUAL RETREAT.

$10,000
The Homestead Foundation Inc

Atlanta, GA

PURPOSE: GENERAL OPERATING

$10,000
Brandenburg Family Foundation

San Jose, CA

PURPOSE: SUPPORT PROGRAMS THAT ARE STEADFAST IN OUR COMMITMENT TO PROVIDE SOLUTIONS FOR ACTIVATING THE HEART OF HUMANITY

$500
The H And R Peters Family Foundation

Sunnyvale, CA

PURPOSE: SUPPORT OF OTHER CHARITABLE ORGANIZATIONS

$500
I Am Inc

Littleton, CO

PURPOSE: TO SUPPORT THE CHARITIES GENERAL PURPOSE.

$500
View Grant Recipient Profile

Peer Organizations

Organization NameAssets
Alma Family Services
Monterey Park, CA
$20,653,083
Interim Inc
Monterey, CA
$19,921,118
Westcoast Childrens Clinic
Oakland, CA
$20,313,896
Crossroads Inc
Phoenix, AZ
$30,046,591
Clare Matrix
Santa Monica, CA
$18,967,997
Serenity Lane
Coburg, OR
$17,333,048
Columbia Community Mental Health
St Helens, OR
$20,332,936
Centennial Mental Health Center Incorporated
Sterling, CO
$20,771,781
Colorado West Inc
Grand Junction, CO
$15,441,222
Heritage Schools Inc
Provo, UT
$18,749,522
Cascade Community Healthcare
Centralia, WA
$19,395,957
Guidance Center
Long Beach, CA
$17,765,246

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