HEARTLAND INSTITUTE

Freedom Rising

Arlington Heights, IL   |  www.heartland.org

Mission

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.

Ruling year info

1984

President

Mr. James M. Taylor

Main address

3939 N Wilke Rd

Arlington Heights, IL 60004 USA

Show more contact info

EIN

36-3309812

NTEE code info

Research Institutes and/or Public Policy Analysis (B05)

Research Institutes and/or Public Policy Analysis (P05)

Research Institutes and/or Public Policy Analysis (W05)

IRS filing requirement

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

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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

The Heartland Institute works tirelessly to address many problems that America is faced with in the modern age through free-market means. Primarily, we focus on five major policy areas: Environment & Climate, Stopping Socialism, Education Opportunities, Budget & Tax, and Healthcare Reform.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Programs Overview

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.

Population(s) Served
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Educational Contacts with Elected Officials

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Number of contacts made by Heartland Institute staff with elected officials. Contact is defined by face-to-face meetings, phone calls, emails, personal mail, & testimonials.

Number of public events held to further mission

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

The Heartland Institute hosts a number of monthly events as well as national and international events in destinations such as New York City, Madrid, Paris, and beyond.

Number of affiliates speaking at conferences

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

The Heartland Institute has approximately 500 academics and professional economists who serve as Policy Advisors, 33 senior fellows.

Number of volunteers

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

The Heartland Institute currently has three volunteers that devotes free time to advancing the cause of liberty.

Number of programs documented

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

The Heartland Institute produces five policy centers that conducts original research in the areas of Climate & Energy, Education Opportunities, Healthcare Reform, Budget & Tax, & Stopping Socialism.

Number of testimonies offered

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Number of testimonies conducted by Heartland experts before state and federal legislators.

Number of policy guidelines or proposals developed

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of overall donors

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Number of individuals who have made a donation to Heartland in a given year.

Number of website pageviews

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Heartland hosts more than a dozen websites delivering news, commentary, videos, podcasts, memes, and more to advance free markets and individual liberty.

Number of new website visitors

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Heartland hosts more than a dozen websites delivering news,commentary, videos, podcasts,memes, and more to advance free markets and individual liberty.

Number of Facebook followers

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Heartland’s social media presence is robust. Our Facebook page has more than 100,000 fans and Heartland’s posts are engaged some five million times a year.

Total dollars received in contributions

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Total Heartland budget for a given year.

Number of donations made by board members

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Programs Overview

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Number of donations made by sitting board members.

Number of press articles published

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Number of printed publications published by The Heartland Institute.

Total number of organization members

This metric is no longer tracked.
Totals By Year
Type of Metric

Other - describing something else

Direction of Success

Increasing

Context Notes

Number of full time staff positions in a given year.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The Heartland Institute is a nonprofit educational organization whose mission since 1984 has been to discover, develop, and promote free-market solutions to social and economic problems. Heartland is dedicated to protecting the liberty of individuals and promoting more economic opportunity for all Americans. Heartland believes this is best accomplished by advocating for a smaller, less-intrusive federal government, and moving policy-making to more-accountable state and local governments.

The Heartland Institute's main strategy for accomplishing its foundational mission is to educate legislators and the public about free-market principles and the virtues of smaller government and greater liberty.

Heartland focuses primarily on educating state elected officials through the production and distribution of monthly newspapers covering key domestic policy areas from a free-market perspective. The newspapers cover health care, education, budgets and taxes, and environment and energy. They present free-market solutions that have been implemented successfully in several states and new ideas to increase individual liberty, responsible governance, and economic vitality. No other national free-market advocacy group identifies state and local officials as its primary audience.

Heartland also produces a steady stream of podcasts, blog posts, videos, op-eds, letters to the editor, policy studies, and other communications to educate elected officials, the public, and the media about the principles of free-market capitalism.

Our effective education strategy consists of overcoming “rational ignorance," creating our own publications, using new media to target younger audiences, recognizing and overcoming media bias, creating compelling narratives, encouraging political engagement, and overcoming the public's persuasive ignorance of economics.

Core assets: Heartland has a full-time staff of 39 people who produce and manage the organization's educational materials and outreach to elected officials, the public, the press, and allies in the free-market movement. Heartland also leverages the knowledge of some 500 policy advisors, who help produce, review, and promote the organization's educational products.

Original research: Every year, Heartland produces books, Policy Studies, Policy Briefs, Research & Commentary collections, and booklets on subjects such as public pension reform; taxes on Internet sales, wireless telephones, and tobacco products; entitlement reform at the federal and state levels; energy policy; increased parental choice in public education; health care reform, and many other important issues.

Communications: We gain exposure for our ideas through the mainstream media by writing and submitting news releases, op-eds, letters to the editor, and feature stories; and we go around the mainstream media by using online communication, generating almost 2.4 million page views on our 12 websites and blogs in 2019. Our Facebook page registered more than 100,000 fans and more than 3 million YouTube views in 2019.

Digital and online projects: Heartland generated more than 2.4 million page views on its Web sites and blogs in 2019. Its Facebook page has more than 100,000 fans, and its posts advocating free markets and individual liberty reach more than 13.6 million people each week. The “Heartland Daily Podcast" is listened to or downloaded some 80,000 times every month.

Government relations: We work directly with national and state elected officials to educate them about market-based alternatives. Our government relations staff made 949,379 contacts with government officials, including 2,636 face-to-face contacts. Virtually all these contacts are educational; we almost never engage in lobbying. Additionally, Heartland boasts 226 Legislative Forum Members (LFM) or state and national legislators who pay dues to receive priority access to analysis, testimony, and research necessary to achieve their legislative goals. Legislative members also get exclusive benefits not available to other legislators.

In 2019, Heartland produced and distributed 335 policy documents, including 274 Research & Commentaries, Policy Tip Sheets and FAQ’s, and 35 written testimonies.

We contacted elected officials nearly one million times in 2019. Of those one million contacts, 9,091 were personal contacts, and of those, more than 2,636 were face-to-face. Virtually all of these contacts were educational and nonpartisan. Time and expenditures devoted to lobbying are de minimis and in strict accordance with our 501(c)(3) status.

Heartland affiliated experts testified in 18 states a total of 11 times last year. This included 11 times on education issues, nine times on budget and tax issues, eight times on energy and environment issues, and once on health care issues.

In 2019 Heartland appeared in print, online, TV, and radio media 4,849 times, including 1,173 times in printed publications reaching a paid circulation of 185 million people. We hosted 12 websites generating 2.4 million page views, our podcasts were downloaded 5 million times, and our YouTube videos were viewed 2.6 million times. We have more than 101,000 Facebook fans, over 30,000 YouTube subscribers, & 59,000 twitter followers.

Financials

HEARTLAND INSTITUTE
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

HEARTLAND INSTITUTE

Board of directors
as of 6/9/2021
SOURCE: Self-reported by organization
Board chair

Mr. Joe Morris

No Affiliation

Term: 2020 -

Robert Buford

Planned Realty Group Inc.

Paul Fisher

McGuire Woods LLC

William Armistead

Century Strategies

David Singer

Arthur Margulis

No Affiliation

James Johnston

Steven Milloy

Noah Robinson

Donna Rook

Hillary Till

Premia Capital Management LLC

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    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
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes