Nonprofit · EIN 46-4361938
HEARTWELL INSTITUTE INC
Tax-exempt · WORCESTER, MA 01613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $151,932 | $179,971 | -$28,039 | $39,856 | $9,628 | $30,228 |
| December 31, 2023 | 990-EZ | $183,025 | $291,574 | -$108,549 | $61,930 | $3,663 | $58,267 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $132,650
- Program service revenue
- $15,198
- Investment income
- $29
- Other revenue
- $4,055
Expenses
- Grants and similar amounts paid
- $250
- Compensation of officers, directors and key employees
- $70,577
- Salaries, compensation and benefits (total)
- $107,715
- Professional fees and payments to contractors
- $34,656
- Occupancy
- $19,140
- Printing, publications and postage
- $516
- Other expenses
- $17,694
- Program services (functional)
- $57,287
Balance sheet and other
- Total assets, start of year
- $61,930
- Total assets, end of year
- $39,856
- Total liabilities, end of year
- $9,628
- Net assets, end of year
- $30,228
- Cash, savings and investments
- $31,752
- Land and buildings
- $4,104
- Gross receipts
- $151,932
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN BUCHHOLZ | EXECUTIVE DIRECTOR | 40 | $60,577 | $0 |
| ZAYDA VALLEJO | FORMER EXECUTIVE DIRECTOR | 40 | $10,000 | $92 |
| ROBERT LENHARDT | FORMER TREASURER | 2 | $0 | $0 |
| ESTELA MCDONOUGH | FORMER DIRECTOR | 2 | $0 | $0 |
| ADRIANA VACCARO | PRESIDENT | 2 | $0 | $0 |
| JACK MARONEY | TREASURER | 2 | $0 | $0 |
| IRENE HERNANDEZ | SECRETARY/CLERK | 2 | $0 | $0 |
| JUDITH OCKENE | BOARD MEMBER | 1 | $0 | $0 |
| VICKI BRIGGS | BOARD MEMBER | 1 | $0 | $0 |
| TOYIN AKINBULI | BOARD MEMBER | 1 | $0 | $0 |
| MARK LEARY | BOARD MEMBER | 1 | $0 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZAYDA VALLEJO | PRESIDENT | 40 | $64,834 |
| ROBERT LENHARDT | TREASURER | 2 | $0 |
| ESTELA MCDONOUGH | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4 E CENTRAL ST UNIT 2220, WORCESTER, MA 01613-4452
- In care of
- % ZAYDA VALLEJO
- Signed the 990-EZ
- SUSAN BUCHHOLZ, EXECUTIVE DIRECTOR
- Phone
- (508) 963-6460
- Website
- WWW.HEARTWELLINSTITUTE.ORG
- Return prepared by
- NON PROFIT CAPITAL MANAGEMENT LLC
Mission
ORGANIZATION THAT OFFERS YOGA, MEDITATION, STUDY GROUPS IN ORDER TO PROMOTE MINDFUL PRACTICE FOR LIFE, SPACE RENTAL FOR WELLNESS PROGRAMS.
Program accomplishments
- ORGANIZATION THAT OFFERS YOGA, MEDITATION, STUDY GROUPS IN ORDER TO PROMOTE MINDFUL PRACTICE FOR LIFE, SPACE RENTAL FOR WELLNESS PROGRAMS.Expenses $57,287
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 46-4361938
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $39,856
- Income (IRS master file)
- $151,932
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $151,932 | $179,971 | $39,856 | IRS |
| 990-EZ | December 2023 | $183,025 | $291,574 | $61,930 | XML |
| 990 | December 2022 | $254,260 | $322,938 | $200,183 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4361938).
Questions about HEARTWELL INSTITUTE INC
- What is the EIN of HEARTWELL INSTITUTE INC?
- The employer identification number (EIN) of HEARTWELL INSTITUTE INC is 46-4361938.
- Is HEARTWELL INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to HEARTWELL INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTWELL INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEARTWELL INSTITUTE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTWELL INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of HEARTWELL INSTITUTE INC?
- The 990-EZ for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $60,577 (SUSAN BUCHHOLZ, EXECUTIVE DIRECTOR).
- How much revenue does HEARTWELL INSTITUTE INC have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $151,932, expenses of $179,971 and total assets of $39,856 at year end.
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