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HEARTLAND INSTITUTE Organization Name provided in the GuideStar Exchange* as of 06/16/2014: HEARTLAND INSTITUTE

Organization Name as listed in the IRS Business Master File as of 09/08/2014: HEARTLAND INSTITUTE

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Chicago, IL
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GuideStar Summary

&1002;                GuideStar Exchange Committed to transparency ?
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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2013, 2012, and 2011 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit and Charting Impact Report are available
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Basic Organization Information

HEARTLAND INSTITUTE Organization Name provided in the GuideStar Exchange* as of 06/16/2014: HEARTLAND INSTITUTE

Organization Name as listed in the IRS Business Master File as of 09/08/2014: HEARTLAND INSTITUTE

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Physical Address: Chicago, IL 60606 
EIN: 36-3309812
Web URL: www.heartland.org 
Blog URL: www.somewhatreasonable.com 
Video URL(s): Understanding the Heartland Institute
NTEE Category: B Educational Institutions
B05 Research Institutes and/or Public Policy Analysis
P Human Services
P05 Research Institutes and/or Public Policy Analysis
W Public, Society Benefit
W05 Research Institutes and/or Public Policy Analysis
Ruling Year: 1984 
How This Organization Is Funded: The Heartland Institute is supported by approximately 1,700 individuals, corporations, and foundations. No corporate donor contributes more than 5 percent of Heartland's annual budget.


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Mission Statement

The Heartland Institute is a national nonprofit organization founded in 1984 and devoted to research and education. Its mission is to discover, develop, and promote free-market solutions to social and economic problems. Such solutions include parental choice in education, market-based approaches to environmental protection, privatization of public services, and deregulation in areas where property rights and markets do a better job than government bureaucracies.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

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Annual Revenue & Expenses (GuideStar Exchange,
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June 2014)

Fiscal Year Starting: January 1, 2011
Fiscal Year Ending: December 31, 2011

Total Revenue $4,687,462
Total Expenses $5,318,708

Revenue & Expenses (GuideStar Exchange,
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June 2014)

Fiscal Year Starting: January 1, 2011
Fiscal Year Ending: December 31, 2011

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership (GuideStar Exchange,
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June 2014)

Mr. Joseph L. Bast

Profile:

Joseph Bast is president and CEO of The Heartland Institute, a 29-year-old national nonprofit research center located in Chicago, Illinois. According to a recent telephone survey, among state elected officials The Heartland Institute is among the nation’s best-known and most highly regarded “think tanks.” Bast is the author or editor of 21 books, including Rebuilding America’s Schools (1990), Why We Spend Too Much on Health Care (1992) Eco-Sanity: A Common-Sense Guide to Environmentalism (1994) Education & Capitalism (2003), Climate Change Reconsidered (2009), and The Patriot’s Toolbox (2010, rev. ed. 2011). His writing has appeared in the Phi Delta Kappan, Economics of Education Review, Wall Street Journal, Investor’s Business Daily, The Cato Journal, USA Today, and many of the country’s largest-circulation newspapers. Bast is publisher of six monthly newspapers sent to every national and state elected official and 8,400 county and municipal officials. Those publications are titled School Reform News, Environment & Climate News, Health Care News, Budget & Tax News, FIRE Policy News, and IT&T News. Bast has been recognized many times for his contributions to public policy research and debate, including being named one of “The 88 to Watch in 1988” by the Chicago Tribune and being awarded the 1994 Roe Award from the State Policy Network, the 1996 Sir Antony Fisher International Memorial Award, the 1998 Eagle Award from Eagle Forum, and the 2004 Champion of Liberty Award from the Libertarian National Committee. He was commissioned a Kentucky Colonel by Gov. Paul E. Patton in 1996, elected a member of the Philadelphia Society in 2002, and elected to the board of directors of the American Conservative Union in 2007. Prior to being hired as The Heartland Institute’s first employee in 1984, Bast was coeditor of the bimonthly magazine Nomos, and

Leadership Statement:

The Heartland Institute is a national nonprofit research and education organization devoted to changing the world with ideas. We discover, develop, and promote free-market solutions to social and economic problems.   The Heartland Institute plays an essential role in the national (and increasingly in the international) movement for limited government and personal liberty. We are the pipeline between the freedom movement's leading writers and thinkers and the nation's 50 state legislatures. The states are key battlegrounds for the advance of freedom.   You may also know us from our work exposing the shoddy science and missing economics behind the global warming delusion. We also have been a leader in advancing school choice, opposing implementation of Obamacare, and defeating efforts to tax and regulate the Internet.   We need your support to continue making the world a better place.

Board Chair (GuideStar Exchange,
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June 2014)

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Board Co-Chair

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Board of Directors (GuideStar Exchange,
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June 2014)

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Board Leadership Practices (GuideStar Exchange,
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June 2014)
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GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Yes
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Yes
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Yes
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Yes
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Yes

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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People information was last updated by the nonprofit in June 2014

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Programs

Program: Programs Overview (GuideStar Exchange,
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June 2014)

Budget:
$6,425,416
Category:
General Code
Population Served:
General Public/Unspecified

Program Description:

The Heartland Institute publishes four national monthly newspapers covering free-market ideas in school reform, environmental protection, health care finance, and tax and budget matters. Heartland also publishes three policy newsletters, addressing the digital economy; lawsuit abuse; and public policy from a free-market multicultural perspective. It also publishes a members' newsletter. Heartland has a substantial presence on the Internet (http://www.heartland.org), including PolicyBot -- the Internet's largest collection of free-market public policy research. Eight Heartland Senior Fellows travel the country giving speeches to audiences of all sizes. Heartland also publishes occasional books and policy studies and hosts seminars and other events.

Program Long-Term Success:

Launched Budget & Tax News, our fourth monthly policy newspaper, and IT Update, a newsletter on the digital economy.

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

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Impact Summary from the Nonprofit Additional Information
A Charting Impact Report consists of an organization’s responses to the five questions. Helping validate this self-reported data are three reviews. Once an organization has used the online interface to complete its report, its responses will produce a document with a unique URL that will be shared on this website, on your GuideStar profile, on the reports of charities participating in BBB Wise Giving Alliance evaluations, and – in the future – with other websites and information sources about nonprofits. We encourage organizations to use this URL to share their report on their own website and through their own media channels. Participants will receive guidance about promoting their Charting Impact Report, along with other benefits, once they publish their report.

Among the many free-market "think tanks" in the United States, three things make The Heartland Institute unique: 1.  Our primary audiences are the nation's 8,300 state and national elected officials and approximately 8,400 local government officials. Heartland is the only free-market organization that sends publications regularly to every national, state, and most local elected officials in the nation. 2.  We produce five monthly public policy newspapers featuring the latest news and commentary on school reform, environmental regulation, health care reform, budget and tax issues, and finance, insurance, and real estate (FIRE) policy issues. Seventy-nine percent of state elected officials (according to a 2011 telephone survey) reported they read at least one Heartland publication. Nearly half of state elected officials say a Heartland publication influenced their opinions or led to a change in public policy. 3.  We effectively market the work of other think tanks and advocacy groups by featuring their writers and spokespersons in our publications and new releases, as speakers at our events, and in our speakers bureau, and including their publications in PolicyBot, a database and search engine located on Heartland's Web site. The Heartland Institute does more to promote the work of other free-market think tanks than any other think tank in the U.S. It is part of our mission to do this.
For more in-depth information about this organization's impact, view their Charting Impact Report.
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