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California · Nonprofit

INSTITUTE OF HEARTMATH

INSTITUTE OF HEARTMATH (California) receives grants from 27 organizations whose IRS filings report $2,459,725 to it, the largest being TRANSFORMATION TRUST INC ($1,944,050). 11 of them have funded it in more than one year.

$4.1M
Revenue FY2024
27
Funders on record
$2.5M
Grants received
$2.2M
Net assets
11/27 repeat funderspeak grant-dependency 19%

Against its field

INSTITUTE OF HEARTMATH runs a healthier operating margin than half of the 8,110 health nonprofits its size.

Operating margin6% · above the median
Months of reserve2.7mo · below the median
Revenue growth (annualized)5% · below the median

this organization peer median middle 50% of peers· 8,110 health nonprofits $1M–$10M, FY2024

Three funders worth looking at

Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.

See all 12 prospects and why each one surfaced →
01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($3.0M) Expenses 100 ($2.4M) Net assets 100 ($2.5M)2018 Revenue 85 ($2.5M) Expenses 108 ($2.6M) Net assets 98 ($2.4M)2019 Revenue 86 ($2.6M) Expenses 111 ($2.6M) Net assets 94 ($2.3M)2020 Revenue 113 ($3.3M) Expenses 120 ($2.9M) Net assets 112 ($2.8M)2021 Revenue 120 ($3.5M) Expenses 148 ($3.5M) Net assets 119 ($3.0M)2022 Revenue 113 ($3.3M) Expenses 157 ($3.7M) Net assets 102 ($2.6M)2023 Revenue 99 ($2.9M) Expenses 149 ($3.6M) Net assets 77 ($1.9M)2024 Revenue 137 ($4.1M) Expenses 159 ($3.8M) Net assets 87 ($2.2M)
'17'18'19'20'21'22'23'24
Revenue (137)Expenses (159)Net assets (87)Peer revenue range

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 7% · 2022 15%. Grants only. Government contracts and fees sit inside program revenue.

37% of INSTITUTE OF HEARTMATH’s revenue is contributions — about as donation-reliant as the typical peer (51% for the typical peer).

This organization
Typical peer · 8,590 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

$571k
’17
−$59k
’18
−$91k
’19
$462k
’20
$6k
’21
−$414k
’22
−$632k
’23
$251k
’24
2.7
months of
reserve
02Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 9 funders, grant income fell $457k → $429k.

Funder
'17
'18
'19
'20
'21
'22
'23
'24*
'25*
total
The Boot Campaign Incunclassified
$32k
Walter Reed Society Incunclassified
$21k
Community Venturesunclassified
$10k
funders
2
3
3
6
10
10
9
10
5

5 of 27 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 4% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of INSTITUTE OF HEARTMATH’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

INSTITUTE OF HEARTMATH leans on a few funders — its largest provides 79% of grant income and the top three 89%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

79%
largest funder
89%
top three
~2
effective funders

Largest funder’s share by year: 2017 100% · 2018 76% · 2019 99% · 2020 67% · 2021 89% · 2022 32% · 2023 91% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

56% of INSTITUTE OF HEARTMATH's funders are still giving 3 years after their first grant; 41% give in more than one year at all.

first grant+1y+2y+3y+4y+5y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

INSTITUTE OF HEARTMATH draws 99% of its grant income from funders outside California, across 16 states in all.

WA
MI
NY
NV
WY
IN
OH
CA
CO
MD
DE
NM
NC
GA
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $96k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field

Funders to approach

Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first. Your 27 funders put you under-funded among the 400 organizations that share them.

From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.

Organizations like INSTITUTE OF HEARTMATH

Nonprofits whose mission and program text most resemble this one, by semantic similarity over the universe of US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Heartfulness Institute78%Institute of Mentalphysics Joshua Tree Retreat Center77%Iac-International Academy of Consciousness Inc76%Headington Institute76%Compassion Institute Inc75%Institute for Frontier Science75%Institute of Noetic Sciences75%Group Relations International75%

Nationally

Houston Galveston Institute Inc80%Healthy Minds Innovations Inc79%Heartfulness Institute78%Institute for Applied Meditation Inc78%International Institute for Global Leadership Inc77%Institute of Mentalphysics Joshua Tree Retreat Center77%Heart to Heart International Inc77%Heart Missionary Training Institute77%
04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

83% of spending goes to programs.

Program 83%Management 13%Fundraising 4%

Governance

5
board members
60%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

69%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for INSTITUTE OF HEARTMATH: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds INSTITUTE OF HEARTMATH?
INSTITUTE OF HEARTMATH (California) receives grants from 27 organizations whose IRS filings report $2,459,725 to it, the largest being TRANSFORMATION TRUST INC ($1,944,050). 11 of them have funded it in more than one year.
How many funders does INSTITUTE OF HEARTMATH have?
IRS filings report 27 organizations giving $2,459,725 in grants to INSTITUTE OF HEARTMATH, 11 of which have funded it in more than one year.
Who is the largest funder of INSTITUTE OF HEARTMATH?
TRANSFORMATION TRUST INC is the largest funder on record, with $1,944,050 in grants. The full list of funders is on this page.
How can an organization like INSTITUTE OF HEARTMATH find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 27funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported August 27, 2026. What this page cannot tell you · view filing