Heartfulness Institute

What it reported doing in 2024

Heartfulness relaxation and meditation programs were offered as part of corporate wellness programs. Various wellness events and conscious living workshops at heartfulness centers, schools, and community centers as well as in yoga centers with similar purpose of promoting wellness. Oracle, blue cross blue shield, dominion energy, citibank, amazon, google, and microsoft are some of the organizations that availed of our program. Events were also held virtually on social media platforms. Digital classes, digital journals, and video subscriptions are offered online.over 250 corporations nationwide availed of these free webinars and introductory sessions. Additionally sessions were conducted for schools and community centers also via webinars for stress relief and relaxation. Organize and engage volunteers, local communities and spiritual/educational/religious leaders, consulate general of india and local mayors/representatives to come on a common platform and have a gsm event like the global summit that was conducted in kanha, hyderabad. Have it organized at all major cities with hfn centersbuild a operating training and system based process to enable the newly appointed functionaries and office bearers to be able to share data, conduct orientation and enable the activities at remote centers as well as major cities.initiate a search process to procure a property with a plan to build a center to conduct activities in the us and serve as the hq for retreats and programs indicated in the bylaws.start identifying schools, colleges and universities to collaborate and eventually become part of the initiatives under the "education" services of hi as indicated in the bylaws.continue to monitor and engage with university of manchester for the research project initiated in q4 of 2023 and university of san diego in 2022 to be concluded and results published.fund and organize a youth event "unwind" at fremont to bring together all youth from the institute and the community for an engaging and learning opportunity.

Financial Efficiency

• Mission deployment rate: 57%; rating input score 57
• Program expense ratio: 87.2%; rating input score 87
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 5 of 7 controls in place; rating input score 71
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Fail
  • Document-retention policy: Fail
  • CEO compensation review process: NotApplicable
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 36.6%; rating input score 88; 88th percentile among comparable filings
• Total-asset coverage ratio: 4.1; rating input score 81; 81st percentile among comparable filings
• Liabilities to assets ratio: 0.01; rating input score 70; 70th percentile among comparable filings
• Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

• Program expense growth: 25.5% per year; rating input score 100; 87th percentile among comparable filings
• Revenue growth: 13.7% per year; rating input score 100; 76th percentile among comparable filings
• Asset growth: 23.1% per year; rating input score 100; 85th percentile among comparable filings