Nonprofit · EIN 95-4023617
INSTITUTE OF HEARTMATH
Tax-exempt · BOULDER CREEK, CA 95006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,050,702 | $3,799,753 | $250,949 | $3,251,943 | $1,068,830 | $2,183,113 |
| December 31, 2023 | 990 | $2,926,769 | $3,558,322 | -$631,553 | $2,957,097 | $1,035,796 | $1,921,301 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,481,522
- Membership dues
- $121,560
- Program service revenue
- $1,831,322
- Investment income
- -$314
- Royalties
- $188,547
- Net rental income
- $133,455
- Net gain from sales of assets
- -$1,148
- Net income from sales of inventory
- $416,170
- Other revenue
- $738,172
Expenses
- Grants and similar amounts paid
- $45,083
- Compensation of officers, directors and key employees
- $106,416
- Other salaries and wages
- $1,421,540
- Salaries, compensation and benefits (total)
- $1,687,138
- Professional fundraising fees
- $0
- Legal fees
- $81,038
- Accounting fees
- $19,025
- Occupancy
- $216,934
- Travel
- $15,834
- Depreciation
- $218,590
- Program services (functional)
- $3,155,964
- Management and general (functional)
- $476,406
- Fundraising (functional)
- $167,383
Balance sheet and other
- Total assets, start of year
- $2,957,097
- Total assets, end of year
- $3,251,943
- Total liabilities, end of year
- $1,068,830
- Net assets, end of year
- $2,183,113
- Land, buildings and equipment
- $1,202,852
- Publicly traded securities
- $297,742
- Net assets without donor restrictions
- $1,890,795
- Net assets with donor restrictions
- $292,318
- Gross receipts
- $4,605,111
- Employees
- 25
- Volunteers
- 10
- Year formed
- 1991
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN KABAKER | CFO/BOARD ME Trustee or director | 40 | $62,400 | $418 |
| KATHERINE FLORIANO | BOARD CHAIR Trustee or director, Officer | 40 | $43,680 | $282 |
| DAN BISHOP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DIANA GOVAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DONNA KOONTZ | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN KABAKER | CFO/BOARD ME Trustee or director | 40 | $62,400 | $409 |
| KATHERINE FLORIANO | BOARD CHAIR Trustee or director, Officer | 40 | $43,848 | $325 |
| DAN BISHOP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DIANA GOVAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DONNA KOONTZ | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 14700 W PARK AVE, BOULDER CREEK, CA 95006-9673
- Principal officer (990 for 2024)
- BRIAN KABAKER, PO BOX 1463, BOULDER CREEK, CA 95006
- Signed the 990
- BRIAN KABAKER, CFO/BOARD MEMBER
- Phone
- (831) 338-8500
- Website
- WWW.HEARTMATH.ORG
- Return prepared by
- ALTRUIC ADVISORS CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4023617 or by the name INSTITUTE OF HEARTMATH.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO HELP PEOPLE CONNECT WITH THE INTELLIGENCE AND GUIDANCE OF THEIR OWN HEARTS TO HELP ESTABLISH PERSONAL AND GLOBAL COHERENCE. THIS IS ACCOMPLISHED BY RESEARCHING HEART INTELLIGENCE, STRESS REDUCTION, RESILIENCE AND EMOTIONAL MANAGEMENT AS WELL AS EXPLORING HOW WE ARE ALL GLOBALLY INTERCONNECTED AT A DEEP, FUNDAMENTAL LEVEL VIA ELECTROMAGNETIC FIELDS AND BIOFIELDS. THE RESEARCH FINDINGS ARE APPLIED TO DEVELOPING SCIENTIFICALLY TESTED, PRACTICAL AND EASY TO USE TOOLS, TECHNIQUES AND TECHNOLOGIES TO REDUCE STRESS, REBALANCE AND REJUVENATE AND LEARN HOW TO SELF REGULATE EMOTIONS FOR OPTIMAL CLARITY. LEARNING, PERFORMANCE, INTUITION, COMMUNICATION, SOCIAL INTERACTION, AND TEAMWORK.
Program accomplishments
- EDUCATION: HMI'S TRAINING AND EDUCATION PROGRAMS, TOOLS AND TECHNOLOGIES HELP CHILDREN, PARENTS, NON-PROFIT CONSTITUENTS, INDIVIDUALS, TEENS, FIRST RESPONDERS, VETERANS, MILITARY PERSONAL AND FAMILIES LEARN HOW TO SELF-REGULATE EMOTIONS, INCREASE RESILIENCE AND EMOTIONAL INTELLIGENCE, AND REDUCE STRESS.Expenses $1,947,107 · grants $45,083 · revenue $2,247,492
- RESEARCH: THE RESEARCH CENTER CONDUCTS BASIC RESEARCH INTO PSYCHOPHYSIOLOGY, NEUROCARDIOLOGY AND BIOPHYSICS, AND OUTCOME STUDIES IN CLINICAL, WORKPLACE, EDUCATIONAL AND FIRST RESPONDER SETTINGS, FREQUENTLY IN COLLABORATION WITH UNIVERSITIES, RESEARCH CENTERS AND HEALTH-CARE-SYSTEM PARTNERS. RESEARCH INTERESTS ALSO INCLUDE THE ELECTROPHYSIOLOGY OF INTUITION AND EXPLORING HOW WE ARE ALL GLOBALLY INTERCONNECTED AT A DEEP, FUNDAMENTAL LEVEL VIA ELECTROMAGNETIC FIELDS AND BIO-FIELDS.Expenses $787,767
- GLOBAL COHERENCE INITIATIVE: THE GLOBAL COHERENCE INITIATIVE (GCI) IS A SCIENCE-BASED HMI PROJECT DESIGNED TO HELP INDIVIDUALS AND GROUPS WORK TOGETHER IN SYNCHRONICITY AND STRATEGICALLY TO INCREASE THE IMPACT OF THEIR EFFORTS TO CREATE POSITIVE CHANGE ON A GLOBAL LEVEL. TO DATE, SIX GLOBAL COHERENCE MONITORING SYSTEM SENSOR SITES HAVE BEEN INSTALLED AROUND THE WORLD TO GATHER GEO-MAGNETIC DATA FOR ONGOING STUDY OF THE RELATIONSHIP BETWEEN HUMANITY AND THE PLANETARY MAGNETIC FIELDS AND THE EFFECTS AND POTENTIAL INTERACTIVITY OF THAT RELATIONSHIP.Expenses $421,090
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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-4023617
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F71Z)
- Assets (IRS master file)
- $3,251,943
- Income (IRS master file)
- $4,605,111
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,050,702 | $3,799,753 | $3,251,943 | IRS |
| 990 | December 2023 | $2,926,769 | $3,558,322 | $2,957,097 | XML |
| 990 | December 2022 | $3,335,142 | $3,748,728 | $3,651,127 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 95-4023617).
Questions about INSTITUTE OF HEARTMATH
- What is the EIN of INSTITUTE OF HEARTMATH?
- The employer identification number (EIN) of INSTITUTE OF HEARTMATH is 95-4023617.
- Is INSTITUTE OF HEARTMATH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to INSTITUTE OF HEARTMATH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE OF HEARTMATH 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 INSTITUTE OF HEARTMATH 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 INSTITUTE OF HEARTMATH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INSTITUTE OF HEARTMATH?
- The 990 for the year ended December 31, 2024 names BRIAN KABAKER.
- Who are the officers and directors of INSTITUTE OF HEARTMATH?
- The 990 for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $62,400 (BRIAN KABAKER, CFO/BOARD ME).
- How much revenue does INSTITUTE OF HEARTMATH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,050,702, expenses of $3,799,753 and total assets of $3,251,943 at year end.
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All nonprofits in BOULDER CREEK · California · Mental health and crisis intervention