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.
Form
990
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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Rollin Mccraty Vice President/dir. Of Res | Officer | 40 | $95,648 |
Sara Childre President/ceo | Officer | 40 | $70,096 |
Brian Kabaker CFO & Board Member | OfficerTrustee | 40 | $62,720 |
Katherine Floriano Chairman/vp Of Planned Gif | OfficerTrustee | 40 | $41,760 |
Jeddah Mali Board Member | Trustee | 1 | $0 |
Diana Govan Board Member | Trustee | 1 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Heartmath Llc Training & Fulfillment Services | 12/30/18 | $104,952 |
Myriad Mobile Llc It Development | 12/30/18 | $300,000 |
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 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $22,832 |
Grants and other assistance to domestic individuals. | $5,510 |
Grants and other assistance to Foreign Orgs/Individuals | $772 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $250,046 |
Compensation of current officers, directors, key employees. | $89,835 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $1,258,218 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $40,592 |
Payroll taxes | $115,158 |
Fees for services: Management | $0 |
Fees for services: Legal | $5,116 |
Fees for services: Accounting | $29,400 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $761,511 |
Advertising and promotion | $19,637 |
Office expenses | $97,477 |
Information technology | $205,796 |
Royalties | $0 |
Occupancy | $186,080 |
Travel | $5,245 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $231 |
Payments to affiliates | $4,663 |
Depreciation, depletion, and amortization | $221,933 |
Insurance | $18,322 |
All other expenses | $11,167 |
Total functional expenses | $3,540,285 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $1,520,522 |
Savings and temporary cash investments | $135,920 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $181,284 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $25,368 |
Net Land, buildings, and equipment | $1,482,606 |
Investments—publicly traded securities | $0 |
Investments—other securities | $393,334 |
Investments—program-related | $0 |
Intangible assets | $334,501 |
Other assets | $0 |
Total assets | $4,073,535 |
Accounts payable and accrued expenses | $246,996 |
Grants payable | $0 |
Deferred revenue | $66,946 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $5,000 |
Secured mortgages and notes payable | $790,822 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $1,109,764 |
Net assets without donor restrictions | $2,078,144 |
Net assets with donor restrictions | $885,627 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $4,073,535 |
Over the last fiscal year, Institute Of Heartmath has awarded $98,400 in support to 2 organizations.
Grant Recipient | Amount |
---|---|
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 |
Over the last fiscal year, we have identified 11 grants that Institute Of Heartmath has recieved totaling $323,773.
Awarding Organization | Amount |
---|---|
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 |
Organization Name | Assets | Revenue |
---|---|---|
Alma Family Services Monterey Park, CA | $8,516,677 | $20,653,083 |
Interim Inc Monterey, CA | $33,060,331 | $19,921,118 |
Westcoast Childrens Clinic Oakland, CA | $12,003,025 | $20,313,896 |
Crossroads Inc Phoenix, AZ | $41,720,132 | $30,046,591 |
Clare Matrix Santa Monica, CA | $13,774,241 | $18,967,997 |
Serenity Lane Coburg, OR | $7,482,725 | $17,333,048 |
Columbia Community Mental Health St Helens, OR | $20,729,070 | $20,332,936 |
Centennial Mental Health Center Incorporated Sterling, CO | $23,779,964 | $20,771,781 |
Colorado West Inc Grand Junction, CO | $14,072,864 | $15,441,222 |
Heritage Schools Inc Provo, UT | $3,381,237 | $18,749,522 |
Cascade Community Healthcare Centralia, WA | $17,152,141 | $19,395,957 |
Guidance Center Long Beach, CA | $6,081,820 | $17,765,246 |