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Heartland Institute

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Public, Society Benefit — Multipurpose and Other / Government and Public Administration (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$3.85M (2022)

Expenses
$4.31M (2022)

Total Assets
$1.39M (2022)

Total Liabilities
$272k (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,852,132
Expenses
$4,309,935
Net Income
-$457,803
Net Assets
$1,117,288
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,822,898
99.2%
Program Services $19,024
0.5%
Investment Income $24
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,186
0.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $863,554
20.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,201,775
27.9%
Assets/Debt
Total Assets $1,389,619
Total Liabilities $272,331
Net Assets $1,117,288
Compensation
Key Employees and Officers Compensation Related Other
James Taylor (President) $331,563 $0 $0
Jim Lakely (Vice President) $188,386 $0 $0
Justin Haskins (Director Of Socialism Research Center) $118,658 $0 $0
Samuel Karnick (Director Of Publications) $116,186 $0 $0
David Hoyt (Executive Director Of Deve) $108,761 $0 $0
William Armistead (Director) $0 $0 $0
Robert Buford (Director) $0 $0 $0
Jere Fabick (Vice Chairman) $0 $0 $0
Joseph Morris (Chairman) $0 $0 $0
Paul Fisher (Director) $0 $0 $0
David Singer (Director) $0 $0 $0
Noah Robinson (Director) $0 $0 $0
Steve Milloy (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,106,509
Expenses
$4,159,416
Net Income
-$52,907
Net Assets
$1,557,521
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,054,969
98.7%
Program Services $51,540
1.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $696,214
16.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,031,701
24.8%
Assets/Debt
Total Assets $1,778,407
Total Liabilities $220,886
Net Assets $1,557,521
Compensation
Key Employees and Officers Compensation Related Other
James Taylor (President) $300,467 $0 $0
Jim Lakely (Vice President) $178,649 $0 $0
Samuel Karnick (Director Of Publications) $112,543 $0 $0
David Hoyt (Executive Director Of Deve) $110,267 $0 $0
Justin Haskins (Director) $110,115 $0 $0
Donna Rook (Secretary) $0 $0 $0
William Armistead (Director) $0 $0 $0
Robert Buford (Director) $0 $0 $0
Jere Fabick (Vice Chairman) $0 $0 $0
Joseph Morris (Chairman) $0 $0 $0
James Johnston (Former Treasurer) $0 $0 $0
Paul Fisher (Director) $0 $0 $0
David Singer (Director) $0 $0 $0
Noah Johnston (Director) $0 $0 $0
Steve Milloy (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,779,901
Expenses
$3,593,087
Net Income
$186,814
Net Assets
$1,610,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,748,445
99.2%
Program Services $7,928
0.2%
Investment Income $23,528
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $421,398
11.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,303,879
36.3%
Assets/Debt
Total Assets $1,769,776
Total Liabilities $159,348
Net Assets $1,610,428
Compensation
Key Employees and Officers Compensation Related Other
Jim Lakely (Vice President) $132,097 $0 $0
Samuel Karnick (Director Of Publications) $110,626 $0 $0
James Taylor (President) $80,847 $0 $0
Donna Rook (Secretary) $0 $0 $0
William Armistead (Director) $0 $0 $0
Robert Buford (Director) $0 $0 $0
Jere Fabick (Vice Chairman) $0 $0 $0
James Johnston (Treasurer) $0 $0 $0
Paul Fisher (Director) $0 $0 $0
David Singer (Director) $0 $0 $0
Noah Robinson (Director) $0 $0 $0
Joseph Morris (Chairman) $0 $0 $0
Steve Milloy (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,561,986
Expenses
$5,529,763
Net Income
-$967,777
Net Assets
$1,423,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,550,549
99.7%
Program Services $58,070
1.3%
Investment Income $15,659
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$62,292
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $559,893
10.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,711,483
31.0%
Assets/Debt
Total Assets $1,599,689
Total Liabilities $176,075
Net Assets $1,423,614

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,848,674
Expenses
$4,998,562
Net Income
$850,112
Net Assets
$2,391,391
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,732,718
98.0%
Program Services $39,591
0.7%
Investment Income $5,772
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $70,593
1.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $586,719
11.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,605,745
32.1%
Assets/Debt
Total Assets $2,499,341
Total Liabilities $107,950
Net Assets $2,391,391

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,994,969
Expenses
$5,471,048
Net Income
$523,921
Net Assets
$1,541,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,901,021
98.4%
Program Services $93,163
1.6%
Investment Income $461
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $324
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,079,397
38.0%
Assets/Debt
Total Assets $2,295,434
Total Liabilities $754,156
Net Assets $1,541,278

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,480,656
Expenses
$5,524,414
Net Income
-$43,758
Net Assets
$1,017,357
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,350,800
97.6%
Program Services $47,978
0.9%
Investment Income $1,288
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $74,151
1.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,439
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,988,505
36.0%
Assets/Debt
Total Assets $1,762,166
Total Liabilities $744,809
Net Assets $1,017,357

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,398,175
Expenses
$5,770,366
Net Income
-$1,372,191
Net Assets
$1,061,115
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,570,630
> 100%
Program Services $54,561
1.2%
Investment Income $2,360
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$224,173
Sales of Assets -$14,340
Net Inventory Sales $0
Other Revenue $9,137
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,637,912
28.4%
Assets/Debt
Total Assets $1,799,732
Total Liabilities $738,617
Net Assets $1,061,115

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,738,428
Expenses
$4,393,358
Net Income
$2,345,070
Net Assets
$2,433,306
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,890,995
> 100%
Program Services $68,467
1.0%
Investment Income $947
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$221,981
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,297,070
29.5%
Assets/Debt
Total Assets $2,985,124
Total Liabilities $551,818
Net Assets $2,433,306

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,783,310
Expenses
$4,422,355
Net Income
$360,955
Net Assets
$88,236
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,805,449
> 100%
Program Services $41,367
0.9%
Investment Income $2,932
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$69,088
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,650
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,406,420
31.8%
Assets/Debt
Total Assets $697,671
Total Liabilities $609,435
Net Assets $88,236

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,329,115
Expenses
$5,444,312
Net Income
-$115,197
Net Assets
-$272,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,202,679
97.6%
Program Services $70,245
1.3%
Investment Income $6,997
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $46,694
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,500
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,870,038
34.3%
Assets/Debt
Total Assets $482,571
Total Liabilities $755,290
Net Assets -$272,719

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,573,631
Expenses
$5,204,877
Net Income
-$631,246
Net Assets
-$157,522
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,524,164
98.9%
Program Services $90,822
2.0%
Investment Income $1,681
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$39,597
Sales of Assets -$11,555
Net Inventory Sales $0
Other Revenue $8,116
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,766,976
33.9%
Assets/Debt
Total Assets $330,493
Total Liabilities $488,015
Net Assets -$157,522

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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