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Research and Public Policy : Social and Public Policy Research

The Heartland Institute

Discovering, developing, and promoting free-market solutions to social and economic problems.

three stars

84.49

3939 North Wilke Road Arlington Heights, IL 60004
tel: (312) 377-4000   Web Site
EIN: 36-3309812

Board Leadership
Herbert Walberg
Chairman

CEO
Joseph Bast
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 84.49 three stars
  Financial 78.44 two stars
  Accountability & Transparency 96.00 four stars
This rating was published 12/01/2016 and includes data from FY2015, the most recent 990 received at that time.

The Heartland Institute is a national, non-partisan research and education organization founded in Chicago in 1984. Heartland's mission is to discover and promote free-market solutions to social and economic problems. Such solutions include parental choice in education, choice and personal responsibility in health care, 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. The Heartland Institute produces six monthly publications on budget and tax issues, environment and climate, health care reform, information technology and telecommunications, school reform, and finance, insurance, and real estate.

The Heartland Institute is a national, non-partisan research and education organization founded in Chicago in 1984. Heartland's mission is to discover and promote free-market solutions to social and economic problems. Such solutions include parental choice in education, choice and personal responsibility in health care, 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. The Heartland Institute produces six monthly publications on budget and tax issues, environment and climate, health care reform, information technology and telecommunications, school reform, and finance, insurance, and real estate.

Financial

two stars

78.44

Accountability & Transparency

four stars

96.00

This rating was published 12/01/2016 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
80.6%
  Administrative Expenses 10.3%
  Fundraising Expenses 8.9%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 0.21
  Program Expenses Growth 4.7%
  Liabilities to Assets 41.0%
All data for Financial Performance Metrics calculations was provided by The Heartland Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Heartland Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Heartland Institute (IL) 84.49 three stars
Produce for Better Health Foundation (DE) 88.46 three stars
Institute for Women's Policy Research (DC) 92.02 four stars
The Independent Institute (CA) 95.63 four stars
National Consumers League (DC) 88.41 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,570,630
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $4,570,630
   Program Service Revenue $54,561
Total Primary Revenue $4,625,191
   Other Revenue $-227,016
TOTAL REVENUE $4,398,175
   
EXPENSES  
   Program Expenses $4,815,796
   Administrative Expenses $506,481
   Fundraising Expenses $448,089
TOTAL FUNCTIONAL EXPENSES $5,770,366
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,372,191
   
Net Assets $1,061,115

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Public Relations $2,013,875 41.8%
Publications $1,965,775 40.8%
Governmental Relations $836,146 17.4%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 12/01/2016 84.49 three stars
2014-12 06/01/2016 83.82 three stars
 
CN 2.0
2014-12 12/01/2015 86.72 three stars
2013-12 12/01/2014 74.75 two stars
2012-12 11/01/2013 72.20 two stars
2011-12 11/06/2012 70.40 two stars
2010-12 12/23/2011 82.79 three stars
2009-12 09/20/2011 87.25 three stars
 
CN 1.0
2009-12 02/01/2011 89.99 three stars
2008-12 04/01/2010 91.05 four stars
2007-12 12/17/2008 88.74 three stars
2006-12 02/01/2008 88.91 three stars
2005-12 12/15/2006 95.94 four stars
2004-12 01/01/2006 86.93 three stars
2003-12 09/01/2005 82.01 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 36-3309812
Name in IRS Master File HEARTLAND INSTITUTE
NTEE Code W20
NTEE Classification Government and Public Administration
NTEE Type Public, Society Benefit - Multipurpose and Other
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (149) Other instruction and training
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1984
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$184,559 3.19% Joseph L. Bast President
Other Salaries of Note
$106,383 1.84% Diane Bast Executive Editor

Highly Rated

Charity Name & State Overall Score Overall Rating
The Heartland Institute (IL) 84.49 three stars
Tanenbaum Center for Interreligious Understanding (NY) 85.21 three stars
The Philanthropy Roundtable (DC) 92.22 four stars
American Enterprise Institute for Public Policy Research (DC) 92.16 four stars
Tobin Project (MA) 89.78 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The Heartland Institute
3939 North Wilke Road
Arlington Heights, IL 60004
tel: (312) 377-4000
fax: (312) 275-7942
EIN: 36-3309812

Visit Web Site

Board Leadership

Herbert Walberg
Chairman

CEO

Joseph Bast
President, CEO

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