Charity Navigator - Rating for Institute of Heartmath

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501(c)(3) organization

Donations are tax-deductible

www.heartmath.org

PO BOX 1463
Boulder Creek CA 95006-1463

Boulder Creek CA | IRS ruling year: 1992 | EIN: 95-4023617

TO HELP PEOPLE AROUND THE WORLD ESTABLISH HEART-BASED LIVING AND GLOBAL COHERENCE.

Rating Information

Great

This charity's score is 100%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.

This overall score is calculated from multiple beacon scores: 85% Accountability & Finance, 10% Leadership & Adaptability, 5% Culture & Community. Learn more about our criteria and methodology.

Beacon Weights

Historical Ratings

Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Accountability & Finance score for Institute of Heartmath is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.

Rating Report

Impact & Results
Accountability & Finance
Culture & Community
Leadership & Adaptability

Impact & ResultsAccountability & FinanceCulture & CommunityLeadership & Adaptability

Accountability & Finance

Institute of Heartmath has earned a 100% for the Accountability & Finance beacon. See the metrics below for more information.

This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.

This Accountability & Finance score represents IRS Form 990 data up until FY 2019, which is the most recent Form 990 currently available to us.

Learn more

Accountability and Transparency

Full Credit

Partial Credit

No Credit

Not Applicable

Board Composition - 3/5 - 25/25 pts

Independent Audit or Financial Review - Audited - 20/20 pts

Total Revenue Amount	Expectation to Receive Credit
$1 million or higher	Expected to complete an audit
$500,000 - $1 million	Expected to complete an audit, review, or compilation
Less than $500,000	No expectation (removed from scoring methodology)

Conflict of Interest Policy - Listed - 3/3 pts

Board Meeting Minutes - Documented - 3/3 pts

Document Retention and Destruction - Listed - 3/3 pts

Whistleblower Policy - Listed - 3/3 pts

Website - Listed - 3/3 pts

Financial Metrics

Full Credit

Partial Credit

No Credit

Not Applicable

Liabilities to Assets Ratio - 36.07% - 15/15 pts

Liabilities to Assets Ratio	Amount of Credit Received
Less than 50%	Full Credit
50% - 59.9%	Partial Credit
60% or more	No Credit

Program Expense Ratio - 83.41% - 25/25 pts

Program Expense Percentage	Amount of Credit Received
70% or higher	Full Credit
60% - 69.9%	Partial Credit
50% - 59.9%	Zero Points for Program Expense Score
Below 50%	Zero Points for Both Program Expense AND Liabilities to Assets Scores

Unscored Information

Total Revenue and Expenses - Data Available

Salary of Key Persons - Data Available

IRS Published Data (Business Master File) - Data Available

Data Sources (IRS Forms 990) - Data Available

Pandemic Response - Data Available

Equity Practices (1/7)
	We review compensation data across the organization (and by staff levels) to identify disparities by race.
	We ask team members to identify racial disparities in their programs and/or portfolios.
	We analyze disaggregated data and root causes of race disparities that impact the organization/'s programs, portfolios, and the populations served.
	We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
	We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
	We disaggregate data by demographics, including race, in every policy and program measured
	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.

Equity Policies and Procedures (1/7)
	We use a vetting process to identify vendors and partners that share our commitment to race equity.
	We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
	We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
	We have community representation at the board level, either on the board itself or through a community advisory board.
	We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
	We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
	We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.

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Institute of Heartmath