INSTITUTE OF HEARTMATH

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

BRIAN KABAKER

Phone

8313388500

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE OF HEARTMATH, founded in 1991, is a community nonprofit in the Mental Health sector that reported $2.9M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $3.6M exceeded revenue, resulting in a 22% operating deficit.

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 Service Accomplishments

Program 1

Expenses: $1,891,415 Revenue: $1,695,007

EDUCATION: HMI'S TRAINING AND EDUCATION PROGRAMS, TOOLS AND TECHNOLOGIES HELP CHILDREN, PARENTS, NON-PROFIT CONSTITUENTS, INDIVIDUALS, TEENS, FIRST RESPONDERS, VETERANS, MILITARY PERSONAL AND...

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.

Program 2

Expenses: $924,933

RESEARCH: THE RESEARCH CENTER CONDUCTS BASIC RESEARCH INTO PSYCHOPHYSIOLOGY, NEUROCARDIOLOGY AND BIOPHYSICS, AND OUTCOME STUDIES IN CLINICAL, WORKPLACE, EDUCATIONAL AND FIRST RESPONDER SETTINGS...

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.

Program 3

Expenses: $137,169

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $904,802

Program Service Revenue $1,228,811

Investment Income $1,395

Other Revenue $791,761

TOTAL REVENUE $2,926,769

Expense Breakdown

Grants Paid $23,337

Salaries & Benefits $1,700,096

Fundraising Expenses $162,354

Program Expenses $2,953,517

Other Expenses $1,834,889

TOTAL EXPENSES $3,558,322

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,926,769	$3,335,142	-0.1%
Expenses	$3,558,322	$3,748,728	-0.1%
Net Income	$-631,553	$-413,586	+0.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$44,173

Total Directors

$106,982

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN KABAKER	CFO/BOARD ME	40.00	Director	$62,400	$409	$62,809
KATHERINE FLORIANO	BOARD CHAIR	40.00	Officer Director	$43,848	$325	$44,173
DAN BISHOP	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANA GOVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA KOONTZ	BOARD MEMBER	1.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$2,926,769	$3,558,322	$2,957,097	$-631,553
2022	$3,335,142	$3,748,728	$3,651,127	$-413,586
2021	$3,546,181	$3,540,285	$4,073,535	$5,896
2020	$3,335,573	$2,873,420	$4,356,862	$462,153
2019	$2,556,309	$2,647,768	$3,673,685	$-91,459
2018	$2,517,646	$2,576,961	$3,746,070	$-59,315