Institute of HeartMath
Institute of HeartMath
EIN: 95-4023617
as of September 2024
as of September 09, 2024
Mission
The mission of the HeartMath Institute is to help people bring their physical, mental and emotional systems into balanced alignment with their heart's intuitive guidance. This unfolds the path for becoming heart-empowered individuals who choose the way of love, which they demonstrate through compassionate care for the well-being of themselves, others and Planet Earth.
Ruling year
1992
President/CEO
Ms. Sara Childre
Executive Vice President/Director of Research
Mr. Rollin McCraty
Main address
PO Box 1463 14700 West Park Ave
Boulder Creek, CA 95006 USA
EIN
95-4023617
Science
Business and industry
Population served
Adults
Veterans
NTEE code
Fund Raising and/or Fund Distribution (U12)
Fund Raising and/or Fund Distribution (Y12)
IRS subsection
501(c)(3) Public Charity
IRS filing requirement
This organization is required to file an IRS Form 990 or 990-EZ.
Tax forms
Communication
Programs and results
Reports and documents
Download annual reportsWhat we aim to solve
HeartMath Institute is committed to helping activate the heart of humanity. We believe that when we align and connect our hearts and minds and connect with others, we awaken the higher mental, emotional and spiritual capacities that frequently lie dormant. HMI aspires to always conduct our operations with passion, compassion and a heartfelt desire to transform lives. This is in keeping with our desire to help usher in an era of ever-expanding heart intelligence.
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Research Programs
IHM Research provides assessment services for doctors, cardiologists and other professional groups. Among these services are the short- and long-term autonomic assessment reports that are based on heart-rate-variability analysis. IHM also provides a number of services, including psychometric assessment, for research and organizational assessment.
Ongoing research is conducted on heart-brain interactions; heart-rate variability; emotional physiology; and positive emotion-focused interventions to improve health, performance and quality of life in individuals in a wide variety of educational and organizational contexts, including among military populations and through collaborations with numerous universities and health-care systems in clinical research.
Education Programs
IHM's current goal is to develop, validate and distribute
curricula for children and teens. IHM currently seeks funds for development of
school-based social-cognitive programs, including parenting skills, teacher
resiliency and curricula for grades K-12, to increase emotional stability,
reduce violence and improve academic performance. Special emphasis will be
placed on character education, special education needs, literacy and
test-taking.
IHM provides psychometric assessment forms and services for
individual and organizational assessment. A book in progress for health-care
practitioners, primary-care physicians, nurses, mental health practitioners and
medical students will provide IHM's research perspective and the scientific
basis of HeartMath’s emotional self-management techniques and clinical
applications of its interventions.
Ongoing research is conducted on heart-brain interactions,
heart-rate variability, emotional physiology, positive emotion-focused
interventions to improve health and quality of life in individuals with a
variety of clinical disorders, and how employee self-management affects
personal and organizational quality.
The Global Coherence Initiative
The Global Coherence Initiative is a science-based
initiative to unite millions of people in heart-focused care and intention to
shift global consciousness from instability and discord to balance, cooperation
and enduring peace.
HeartMath’s research has identified a
psychophysiological state called heart coherence that empowers people to
release stress and incoherence at any time and connect with a deeper
intelligence and awareness. This psychophysiological state quickly improves
cognitive performance, focus and effectiveness, self-responsibility and social
cohesion. HeartMath’s mission is to validate these scientifically documented
results on a global level by enabling millions of people to connect with the
power and guidance of their own hearts, to facilitate a global shift in
consciousness from incoherence and discord to balance, cooperation and enduring
peace. This has led to the establishment of the Global Coherence Initiative
(GCI).
GCI is building a Global Coherence Monitoring
System (GCMS) to determine the effects of collective incoherence (negative
emotional energy) and collective coherence (positive emotional energy) on the
earth’s geomagnetic field and rhythms occurring in the ionosphere. The GCMS
involves a network of 12 sensor sites placed strategically around the planet.
Each site will include an ultrasensitive magnetic field detector that measures
the activity occurring in the ionosphere, a random number generator (RNG) and a
geomagnetic static field detector.
Data acquired from these detectors will be
correlated with data from the National Oceanic and Atmospheric Administration to
provide a picture of the energetics of the earth. GCMS design and development
is a collaborative effort of the Institute of HeartMath, astrophysicist Dr.
Elizabeth Rauscher, Dr. Dean Radin of the Institute of Noetic Sciences, Dr.
Roger Nelson of the Global Consciousness Project (started at Princeton
University), chronobiologist Dr. Franz Halberg of the University of Minnesota
and other scientists and engineers on the GCI Scientific Advisory Board.
Military Service Appreciation Initiative
The HeartMath Military Service Appreciation Initiative provides resources to veterans and their families. Also provides training programs and technology to military
troops, giving them solid solutions for lessening mental, emotional and
physical suffering and making it easier for them to transition back into
society. Health-care providers receive training and technology so they can pass
these skills and resources on to the men and women who need care, including
those who recently served in combat and noncombat zones as well as those who
are currently deployed.
After receiving many requests from military
and veterans facilities asking for HeartMath’s stress-management and
emotion-regulation programs and technology, we created the HeartMath Military Service Appreciation Fund.
HeartMath Education Project
We are committed to researching children’s emotional behavior and stress, which experts say is increasing at an alarming rate. Using that research, HeartMath developed practical tools and programs that give parents, teachers and other educators the skills they need to help children re-engage in life.
The HeartMath tools, classroom learning programs, and technology make the educational experience more successful and rewarding for students and teachers.
Where we work
Our results
How does this organization measure their results? It's a hard question but an important one.
Number of Monthly Donors
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults, Children and youth
Type of Metric
Output - describing our activities and reach
Direction of Success
Holding steady
Number of New Subscribers
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults
Type of Metric
Output - describing our activities and reach
Direction of Success
Holding steady
Goals & Strategy
Learn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
We are committed to helping activate the heart of humanity.
HeartMath Institute's focus for 30 years has been researching the intelligence and capabilities of the human heart and the interconnectivity between humans and the Earth's energetic systems.
Our research has helped us to develop reliable, scientifically based tools and programs to help people bridge the connection between their hearts and minds, and deepen their connection with the hearts of others.
Our HeartMath Certified Trainers and Coach/Mentors are working closely with children, teens, school administrators, psychologists, non-profit organizations, first responder agencies, veterans/families, and active military personnel.
The goal is to teach people how to self-regulate emotions, increase emotional intelligence, and reduce stress.
What are the organization's key strategies for making this happen?
Key strategies are:
1. To conduct research that broadens the understanding of the interconnection between people, animals, and the planet as well as the importance of social and global coherence.
2. Continue to disseminate HeartMath tools and technologies in educational, non-profit and service institutions around the world.
3. Provide free resources to help people expand their heart connections and reduce stress.
What are the organization's capabilities for doing this?
Our strengths:
1. We are passionate and dedicated people, steadfast in our commitment to provide solutions for activating the heart of humanity.
2. HeartMath Institute scientists continue to validate through independent and cooperative research projects the importance of emotional balance and resilience, and mental, emotional and physical health.
3. Our Scientific Advisory Board is comprised of a group of prestigious and internationally recognized leaders in physics, biophysics, astrophysics, education, mathematics, engineering, cardiology, biofeedback, and psychology, among other disciplines.
4. HeartMath's education specialists have vast knowledge and experience in social and emotional learning. The team is known as leaders in the development of stress management and education solutions for children and adults.
Our supportive and growing network:
1. HeartMath certified trainers and coach/mentors working in various areas such as education, veteran organizations, law enforcement, and healthcare.
2. A strong scientific community that stretches internationally.
3. Numerous educational, non-profit and other service institutes around the world have implemented HeartMath technology and programs.
Who we collaborate with:
We collaborate with NASA/Ames researchers, major universities, school districts around the world, research centers, healthcare system partners, and renowned scholars.
Future Resources:
We rely on grants, private donations, and program and product sales.
What have they accomplished so far and what's next?
Research Division Accomplishments:
1. Over the past 20 years, HMI research team has made important scientific contributions related to stress, the power of positive emotions, heart-brain interactions, as well the emerging fields of intuition and human energetics.
2. A recently published study, Long-Term Study of HRV Responses to Changes in Solar & Geomagnetic Environment, whose researchers included HeartMath Institute's Rollin McCraty and Mike Atkinson, was published in the February 2018 edition of Scientific Reports, one of the journals published by Nature magazine.
3. Created “The Heart's Intuitive Intelligence: A Path to Personal, Social and Global Coherence", that to date has received over 1 million views.
4. HMI's ongoing studies show Earth and solar magnetic field environments affect human heart rhythms, nervous system functioning, and behavior. HeartMath scientists are examining the ways in which all living things are interconnected through bio-field interactions and the exchange of information between our personal and global magnetic field environments.
5. The institute's research has over 7,500 citations on Google Scholar and has been published in more than 300 papers, with an outstanding h-index of 43.
In Progress:
1. A Global Tree Monitoring Network to gain a deeper understanding of how people and trees are connected and to collect data on whether and how trees respond to human emotions.
3. Training programs for building social coherence and harmony for families and communities.
4. Installation of another Global Coherence Monitoring System to assist with tracking the mutual influence of human emotions and planetary rhythms and other activity.
Education Division Accomplishments:
1. Over 3,000 schools are utilizing HeartMath techniques and technology to help students with self-regulation skills.
2. Developed Smart Brain Wise Heart for junior and high school students, an interactive scientifically-validated e-learning program.
3. Developed online Sunshine Secret for 3-7 year-olds. A science-based program (Bonze OMNI Award 2017), that teaches children to recognize, express and self-regulate their emotions and behavior.
4. Created an online version of H.E.A.R.T. Program (HeartMath Education and Resilience Training) for veterans.
5. Sponsorships (mini-grants) to teachers, schools, veterans, and police departments.
6. Developed and released HeartSmarts Adventure, a new classroom e-learning program designed for pre-kindergarten, kindergarten, and grade schools students.
Haven't Accomplished Yet:
1. Funding for HeartMath educational website for children and teens.
2. Increased marketing efforts to ensure sales of products, training and e-learning programs.
How we listen
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals
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Which of the following feedback practices does your organization routinely carry out?
We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded
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What challenges does the organization face when collecting feedback?
We don't have any major challenges to collecting feedback
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2022 info
0.94
Months of cash in 2022 info
3.2
Fringe rate in 2022 info
11%
Funding sources info
Assets & liabilities info
Financial data
Institute of HeartMath
Balance sheetFiscal Year: Jan 01 - Dec 31
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jan 01 - Dec 31
This snapshot of Institute of HeartMath’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
Created in partnership with
Business model indicators
| Profitability info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Unrestricted surplus (deficit) before depreciation | $445,845 | $190,486 | $243,140 | $406,786 | $294,434 |
| As % of expenses | 18.1% | 7.5% | 9.0% | 12.3% | 8.4% |
| Unrestricted surplus (deficit) after depreciation | $336,356 | $82,406 | $77,043 | $184,853 | $54,718 |
| As % of expenses | 13.1% | 3.1% | 2.7% | 5.2% | 1.5% |
| Revenue composition info | |||||
|---|---|---|---|---|---|
| Total revenue (unrestricted & restricted) | $2,517,646 | $2,556,309 | $3,335,573 | $3,546,181 | $3,335,142 |
| Total revenue, % change over prior year | -14.9% | 1.5% | 30.5% | 6.3% | -6.0% |
| Program services revenue | 46.3% | 48.0% | 42.1% | 45.8% | 42.9% |
| Membership dues | 4.5% | 4.6% | 4.3% | 4.2% | 4.4% |
| Investment income | 0.2% | 0.1% | 0.1% | 0.1% | 0.1% |
| Government grants | 0.0% | 0.0% | 0.0% | 6.8% | 15.0% |
| All other grants and contributions | 22.7% | 16.7% | 30.7% | 23.8% | 17.4% |
| Other revenue | 26.4% | 30.5% | 22.8% | 19.3% | 20.2% |
| Expense composition info | |||||
|---|---|---|---|---|---|
| Total expenses before depreciation | $2,467,472 | $2,539,688 | $2,707,323 | $3,318,352 | $3,509,012 |
| Total expenses, % change over prior year | 7.8% | 2.9% | 6.6% | 22.6% | 5.7% |
| Personnel | 44.3% | 48.1% | 52.6% | 50.1% | 50.3% |
| Professional fees | 23.5% | 21.6% | 22.2% | 24.0% | 25.2% |
| Occupancy | 4.2% | 4.8% | 4.6% | 5.6% | 6.7% |
| Interest | 0.0% | 0.0% | 0.1% | 0.0% | 0.0% |
| Pass-through | 4.8% | 1.8% | 0.7% | 0.9% | 1.1% |
| All other expenses | 23.2% | 23.6% | 19.8% | 19.4% | 16.7% |
| Full cost components (estimated) info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Total expenses (after depreciation) | $2,576,961 | $2,647,768 | $2,873,420 | $3,540,285 | $3,748,728 |
| One month of savings | $205,623 | $211,641 | $225,610 | $276,529 | $292,418 |
| Debt principal payment | $31,806 | $33,449 | $36,617 | $39,120 | $41,015 |
| Fixed asset additions | $404,703 | $268,883 | $0 | $449,424 | $0 |
| Total full costs (estimated) | $3,219,093 | $3,161,741 | $3,135,647 | $4,305,358 | $4,082,161 |
Capital structure indicators
| Liquidity info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Months of cash | 7.5 | 6.9 | 9.0 | 6.0 | 3.2 |
| Months of cash and investments | 8.7 | 8.0 | 10.1 | 7.4 | 4.5 |
| Months of estimated liquid unrestricted net assets | 5.3 | 4.6 | 6.5 | 5.0 | 5.2 |
| Balance sheet composition info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Cash | $1,537,934 | $1,449,958 | $2,025,038 | $1,656,442 | $923,418 |
| Investments | $245,417 | $245,417 | $245,417 | $393,334 | $393,334 |
| Receivables | $374,118 | $252,960 | $336,336 | $181,284 | $608,582 |
| Gross land, buildings, equipment (LBE) | $3,096,986 | $3,365,818 | $2,998,099 | $3,310,996 | $3,311,766 |
| Accumulated depreciation (as a % of LBE) | 50.0% | 49.2% | 58.1% | 55.2% | 58.7% |
| Liabilities (as a % of assets) | 34.9% | 36.1% | 35.5% | 27.2% | 30.2% |
| Unrestricted net assets | $1,733,842 | $1,816,248 | $1,893,291 | $2,078,144 | $2,132,862 |
| Temporarily restricted net assets | $705,998 | N/A | N/A | N/A | N/A |
| Permanently restricted net assets | $0 | N/A | N/A | N/A | N/A |
| Total restricted net assets | $705,998 | $532,248 | $917,358 | $885,627 | $417,188 |
| Total net assets | $2,439,840 | $2,348,496 | $2,810,649 | $2,963,771 | $2,550,050 |
Key data checks
| Key data checks info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
President/CEO
Ms. Sara Childre
Ms. Childre learned the value of self-management, organization and
service at an early age as the daughter of a Marine Corps general. She
earned a degree in psychology at East Carolina University. Her interest
in the field of human development led to several long-term research
projects with HeartMath® founder Doc Childre, a leading authority on
optimizing human performance. Since 1991, Ms. Childre has helped
oversee and develop HeartMath seminars, educational products and
scientific programs. She was appointed vice president and CFO of the
institute in 1992 and president and CEO in 1998.
Executive Vice President/Director of Research
Rollin McCraty
Rollin McCraty, PhD has been with HMI since its inception in 1991. He worked with founder Doc Childre to formulate the organization's research goals and create its Scientific Advisory Board. McCraty is a Fellow of the American Institute of Stress, holds memberships with the International Neurocardiology Network, American Autonomic Society, Pavlovian Society and Association for Applied Psychophysiology and Biofeedback and is an adjunct professor at Claremont Graduate University. He and his research team regularly participate in collaborative studies with other U.S. and international scientific, medical and educational institutions. McCraty is an internationally recognized authority on heart-rate variability, heart-rhythm coherence and the effects of positive and negative emotions on human psychophysiology. He is widely published in those and other research areas.
Number of employees
Source: IRS Form 990
Institute of HeartMath
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
Institute of HeartMath
Highest paid employeesSOURCE: IRS Form 990
Compensation data
Institute of HeartMath
Board of directorsas of 01/18/2024
Board of directors data
Ms. Katherine Floriano
Institute of HeartMath
Term: 2009 - 2022
Brian Kabaker
Institute of HeartMath
Donna Koontz
No Affiliation
Diana Govan
No Affiliation
Katherine Floriano
Institute of HeartMath
Dan Bishop
No Affiliation
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
The organization's co-leader identifies as:
Race & ethnicity
No data
Gender identity
No data
Transgender Identity
No data
Sexual orientation
No data
Disability
No data
Equity strategies
Last updated: 05/27/2022GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more
- We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
- We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
Contractors
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