Nonprofit screen
Screen a listInstitute of Heartmath
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$4.1Mrevenue
FY2024 · +14% in 3 yrs25staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin6.2%
Months of reserve2.7mo
Revenue growth (annualized)+4.6%
Middle half of peersMedianInstitute of Heartmath
Where the money goes FY2024 · $3.8M spent
Programs$3.2M83%Management and general$476k13%Fundraising$167k4%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$414k in FY2022 and −$632k in FY2023. Cash covers 2.7 months, under the peer median of 3.4.
990 Part I and balance sheetIn its favor
None found in the filings.
28funders
$265ka year, last 3 years
88%from its largest funder
Funder’17’18’19’20’21’22’23Transformation Trust IncOn and off$456k$108k$425k$301k$6k$392kJohn E Fetzer Memorial Trust FundStopped after FY2021$210k$5k–ELDRED FOUNDATION INC co CAROLYN S ELDREDOn and off$20kCe Johnson FoundationNew in FY2023$10kCommunity VenturesOn and off$10kMay and Samuel Rudin Family Foundation IncOn and off$10kDonor-advised giftsDonors not disclosed$5k$362$8k$378$21313 other fundersUp to $10k a year each$1k$1k$1k$2k$12k$15k$26k
FundedThrough a donor-advised fundStopped