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Institute Of Heartmath

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: Mental Health, Crisis Intervention / Mental Health Disorders (F71Z) (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$2.93M (2023)

Expenses
$3.56M (2023)

Total Assets
$2.96M (2023)

Total Liabilities
$1.04M (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,926,769
Expenses
$3,558,322
Net Income
-$631,553
Net Assets
$1,921,301
Notable Sources of Revenue Percent of Total Revenue
Contributions $904,802
30.9%
Program Services $1,228,811
42.0%
Investment Income $1,395
0.0%
Bond Proceeds $0
Royalties $197,253
6.7%
Rental Property Income $128,312
4.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $466,196
15.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $106,080
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,432,800
40.3%
Assets/Debt
Total Assets $2,957,097
Total Liabilities $1,035,796
Net Assets $1,921,301
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brian Kabaker (Cfo/Board Me) $62,400 $0 $409
Katherine Floriano (Board Chair) $43,848 $0 $325
Dan Bishop (Board Member) $0 $0 $0
Diana Govan (Board Member) $0 $0 $0
Donna Koontz (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,335,142
Expenses
$3,748,728
Net Income
-$413,586
Net Assets
$2,550,050
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,225,622
36.7%
Program Services $1,430,330
42.9%
Investment Income $4,718
0.1%
Bond Proceeds $0
Royalties $144,749
4.3%
Rental Property Income $136,176
4.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $393,547
11.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $272,809
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,321,720
35.3%
Assets/Debt
Total Assets $3,651,127
Total Liabilities $1,101,077
Net Assets $2,550,050
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Nachum Plonka (Principal Data Scientist) $174,995 $0 $3,551
Rollin Mccraty (Vice President/Dir. Of Res) $95,160 $0 $503
Sara Childre (President/Ceo) $70,096 $0 $503
Brian Kabaker (Cfo & Board Member) $62,400 $0 $391
Katherine Floriano (Vp Planned Gifts & Board Chairman) $43,496 $0 $331
Diana Govan (Board Member) $0 $0 $0
Donna Koontz (Board Member) $0 $0 $0
Jeddah Mali (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,546,181
Expenses
$3,540,285
Net Income
$5,896
Net Assets
$2,963,771
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,233,987
34.8%
Program Services $1,624,635
45.8%
Investment Income $2,272
0.1%
Bond Proceeds $0
Royalties $167,902
4.7%
Rental Property Income $138,421
3.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $333,873
9.4%
Other Revenue $45,091
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $250,046
7.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,258,218
35.5%
Assets/Debt
Total Assets $4,073,535
Total Liabilities $1,109,764
Net Assets $2,963,771
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rollin Mccraty (Vice President/Dir. Of Res) $95,648 $0 $479
Sara Childre (President/Ceo) $70,096 $0 $479
Brian Kabaker (Cfo & Board Member) $62,720 $0 $365
Katherine Floriano (Chairman/Vp Of Planned Gif) $41,760 $0 $315
Diana Govan (Board Member) $0 $0 $0
Donna Koontz (Board Member) $0 $0 $0
Jeddah Mali (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,335,573
Expenses
$2,873,420
Net Income
$462,153
Net Assets
$2,810,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,167,769
35.0%
Program Services $1,403,759
42.1%
Investment Income $2,641
0.1%
Bond Proceeds $0
Royalties $72,563
2.2%
Rental Property Income $140,000
4.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $390,435
11.7%
Other Revenue $158,406
4.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $273,235
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,019,307
35.5%
Assets/Debt
Total Assets $4,356,862
Total Liabilities $1,546,213
Net Assets $2,810,649
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rollin Mccraty (Vice President/Dir. Of Res) $95,892 $0 $458
Sara Childre (President/Ceo) $69,617 $0 $458
Brian Kabaker (Cfo & Board Member) $62,880 $0 $410
Katherine Floriano (Chairman/Vp Of Planned Gif) $41,740 $0 $302
Donna Koontz (Board Member) $0 $0 $0
Diana Govan (Board Member) $0 $0 $0
Jeddah Mali (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,556,309
Expenses
$2,647,768
Net Income
-$91,459
Net Assets
$2,348,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $545,878
21.4%
Program Services $1,227,438
48.0%
Investment Income $3,287
0.1%
Bond Proceeds $0
Royalties $123,631
4.8%
Rental Property Income $71,345
2.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $584,339
22.9%
Other Revenue $391
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $268,080
10.1%
Professional Fundraising Fees $0
Other Salaries and Wages $846,219
32.0%
Assets/Debt
Total Assets $3,673,685
Total Liabilities $1,325,189
Net Assets $2,348,496
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rollin Mccraty (Vice President/Dir. Of Research) $95,094 $0 $3,022
Brian Kabaker (Cfo) $62,400 $0 $458
Sara Childre (President/Ceo) $58,594 $0 $458
Sandra Royall (Secretary/Graphic Artist (Left 4/19)) $37,934 $0 $310
Katherine Floriano (Chairman/Vp Of Planned Gifts) $37,622 $0 $302
Claire Shafe (Board Member (Left 4/19)) $0 $0 $0
Donna Koontz (Board Member) $0 $0 $0
Diana Govan (Board Member) $0 $0 $0
Jeddah Mali (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,517,646
Expenses
$2,576,961
Net Income
-$59,315
Net Assets
$2,439,840
Notable Sources of Revenue Percent of Total Revenue
Contributions $683,553
27.2%
Program Services $1,166,435
46.3%
Investment Income $4,051
0.2%
Bond Proceeds $0
Royalties $87,175
3.5%
Rental Property Income $70,033
2.8%
Net Fundraising $0
Sales of Assets $510
0.0%
Net Inventory Sales $504,763
20.0%
Other Revenue $1,126
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $294,155
11.4%
Professional Fundraising Fees $0
Other Salaries and Wages $703,992
27.3%
Assets/Debt
Total Assets $3,746,070
Total Liabilities $1,306,230
Net Assets $2,439,840
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rollin Mccraty (Vice President/Dir. Of Research) $93,600 $0 $3,312
Brian Kabaker (Cfo) $62,400 $0 $693
Sara Childre (President/Ceo) $58,589 $0 $693
Sandra Royall (Secretary/Graphic Artist) $37,930 $0 $391
Katherine Floriano (Chairman/Vp Of Planned Gifts) $36,188 $0 $359
Claire Shafe (Board Member) $0 $0 $0
Donna Koontz (Board Member) $0 $0 $0
Diana Govan (Board Member) $0 $0 $0
Jeddah Mali (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,958,520
Expenses
$2,387,280
Net Income
$571,240
Net Assets
$2,499,127
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,082,985
36.6%
Program Services $1,140,496
38.5%
Investment Income $11,646
0.4%
Bond Proceeds $0
Royalties $54,646
1.8%
Rental Property Income $70,822
2.4%
Net Fundraising $0
Sales of Assets $35,027
1.2%
Net Inventory Sales $562,898
19.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $290,354
12.2%
Professional Fundraising Fees $0
Other Salaries and Wages $555,177
23.3%
Assets/Debt
Total Assets $3,776,722
Total Liabilities $1,277,595
Net Assets $2,499,127
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rollin Mccraty (Vice President, Dir Rsch) $93,540 $0 $435
Brian Kabaker (Cfo & Board Member) $62,200 $0 $435
Sara Childre (President/Ceo) $58,585 $0 $435
Sandra Royall (Secretary/Graphic Artist) $37,901 $0 $375
Katherine Floriano (Dir. Planned Gifts/Chairma) $36,072 $0 $375
Claire Shafe (Board Member) $0 $0 $0
Donna Koontz (Board Member) $0 $0 $0
Diana Govan (Board Member) $0 $0 $0
Jeddah Mali (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,658,260
Expenses
$2,067,060
Net Income
$591,200
Net Assets
$1,927,896
Notable Sources of Revenue Percent of Total Revenue
Contributions $400,021
15.0%
Program Services $877,172
33.0%
Investment Income $7,242
0.3%
Bond Proceeds $0
Royalties $130,680
4.9%
Rental Property Income $70,775
2.7%
Net Fundraising $0
Sales of Assets $665,900
25.1%
Net Inventory Sales $506,470
19.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $276,222
13.4%
Professional Fundraising Fees $0
Other Salaries and Wages $514,087
24.9%
Assets/Debt
Total Assets $3,163,383
Total Liabilities $1,235,487
Net Assets $1,927,896
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rollin Mc Craty (Vice President, Dir Rsch) $93,600 $0 $424
Sara Childre (President/Ceo) $58,585 $0 $424
Brian Kabaker (Cfo & Board Member) $57,600 $0 $424
S Andra Royall (Secretary/Graphic Artist) $37,901 $0 $364
Katherin E Floriano (Dir. Planned Gifts/Chairma) $31,104 $0 $364
Toni Roberts (Board Member) $0 $0 $0
Claire Shafe (Board Member) $0 $0 $0
Donna Koontz (Board Member) $0 $0 $0
Jeddah Mali (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,574,607
Expenses
$2,162,695
Net Income
$411,912
Net Assets
$1,385,779
Notable Sources of Revenue Percent of Total Revenue
Contributions $978,083
38.0%
Program Services $807,987
31.4%
Investment Income $2,381
0.1%
Bond Proceeds $0
Royalties $172,700
6.7%
Rental Property Income $68,564
2.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $544,892
21.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $278,627
12.9%
Professional Fundraising Fees $0
Other Salaries and Wages $498,841
23.1%
Assets/Debt
Total Assets $2,953,330
Total Liabilities $1,567,551
Net Assets $1,385,779
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rollin Mc Craty (Vice President, Dir Rsch) $93,600 $0 $5,055
Brian Kabaker (Cfo & Board Member) $57,600 $0 $407
Sara Childre (President/Ceo) $44,125 $0 $5,055
S Andra Royall (Secretary/Graphic Artist) $35,530 $0 $349
Katherin E Floriano (Dir. Planned Gifts/Chairman) $31,104 $0 $349
Toni Roberts (Board Member) $0 $0 $0
Claire Shafe (Board Member) $0 $0 $0
Donna Koontz (Board Member) $0 $0 $0
Jeddah Mali (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,123,079
Expenses
$1,855,568
Net Income
$267,511
Net Assets
$973,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $563,059
26.5%
Program Services $802,722
37.8%
Investment Income $691
0.0%
Bond Proceeds $0
Royalties $171,415
8.1%
Rental Property Income $69,709
3.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $515,483
24.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $211,552
11.4%
Professional Fundraising Fees $0
Other Salaries and Wages $439,578
23.7%
Assets/Debt
Total Assets $2,552,207
Total Liabilities $1,578,340
Net Assets $973,867
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rollin Mccraty (Vice President, Dir Resear) $67,260 $0 $5,903
Brian Kabaker (Cfo & Board Member) $39,680 $0 $391
Sara Childre (President/Ceo) $32,400 $0 $7,244
Katherine Floriano (Exe. Dir/ Chairman) $25,974 $0 $2,239
Sandra Royall (Secretary/Graphic Artist) $23,382 $0 $2,898
Toni Roberts (Board Member) $0 $0 $0
Claire Shafe (Board Member) $0 $0 $0
Donna Koontz (Board Member) $0 $0 $0
Jeddah Mali (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,690,423
Expenses
$1,893,296
Net Income
-$202,873
Net Assets
$706,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $235,498
13.9%
Program Services $641,250
37.9%
Investment Income $1,517
0.1%
Bond Proceeds $0
Royalties $316,767
18.7%
Rental Property Income $69,547
4.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $425,844
25.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $175,816
9.3%
Professional Fundraising Fees $0
Other Salaries and Wages $491,424
26.0%
Assets/Debt
Total Assets $2,127,141
Total Liabilities $1,420,785
Net Assets $706,356
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rollin Mccraty (Vice President, Dir Resear) $56,160 $0 $5,396
Brian Kabaker (Cfo & Board Member) $30,720 $0 $388
Sara Childre (President/Ceo) $28,800 $0 $6,813
Katherine Floriano (Exe. Dir/ Chairman) $18,374 $0 $4,098
Sandra Royall (Secretary/Graphic Artist) $18,182 $0 $6,884
Hobart Johnson To June 2013 (Board Member) $0 $0 $0
Toni Roberts (Board Member) $0 $0 $0
Claire Shafe (Board Member) $0 $0 $0
Donna Koontz (Board Member) $0 $0 $0
Jeddah Mali From Aug 2013 (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,911,202
Expenses
$1,823,949
Net Income
$87,253
Net Assets
$909,229
Notable Sources of Revenue Percent of Total Revenue
Contributions $281,669
14.7%
Program Services $758,606
39.7%
Investment Income $1,448
0.1%
Bond Proceeds $0
Royalties $305,254
16.0%
Rental Property Income $61,852
3.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $502,373
26.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $161,863
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $454,686
24.9%
Assets/Debt
Total Assets $2,216,139
Total Liabilities $1,306,910
Net Assets $909,229

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,874,530
Expenses
$1,721,960
Net Income
$152,570
Net Assets
$821,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $444,832
23.7%
Program Services $475,904
25.4%
Investment Income $1,744
0.1%
Bond Proceeds $0
Royalties $303,470
16.2%
Rental Property Income $64,742
3.5%
Net Fundraising $0
Sales of Assets $4,300
0.2%
Net Inventory Sales $579,538
30.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $178,939
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $433,540
25.2%
Assets/Debt
Total Assets $2,170,204
Total Liabilities $1,348,228
Net Assets $821,976

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.

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Types of Nonprofits

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