Civic Intelligence

Iamheart Inc.

990 • Fiscal year 2018 • EIN 81-2101269

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 15, 2019

Organization Profileappliedmeditation.org
PO Box 86149Tucson, AZ 85754

(520) 299-2170

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.70x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.12x

Higher debt load relative to revenue than 56% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

33rd percentile

-2.1%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$81,602

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

3rd percentile

-38%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

31%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$170,105

Down $104,696 (-38%) from 2017

Net Assets

Down

$50,359

Down $86,901 (-63%) from 2017

Liabilities

Down

$119,746

Down $17,795 (-13%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin33rd percentile

Revenue

Up

$960,192

Up $229,746 (+31%) from 2017

Expenses

Up

$980,452

Up $267,611 (+38%) from 2017

Net Income

Down

-$20,260

Down $37,865 (-215%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2017: $274,801Liabilities 2017: $137,541Net Assets 2017: $137,2602017Assets 2018: $170,105Liabilities 2018: $119,746Net Assets 2018: $50,3592018Assets 2019: $256,536Liabilities 2019: $139,350Net Assets 2019: $117,1862019Assets 2021: $440,342Liabilities 2021: $155,002Net Assets 2021: $285,3402021Assets 2022: $385,184Liabilities 2022: $223,936Net Assets 2022: $161,2482022Assets 2023: $300,191Liabilities 2023: $134,358Net Assets 2023: $165,8332023Assets 2024: $245,749Liabilities 2024: $118,555Net Assets 2024: $127,1942024

Highlighted filing

2018

Assets$170,105
Liabilities$119,746
Net Assets$50,359
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $730,446Expenses 2017: $712,841Net Income 2017: $17,6052017Revenue 2018: $960,192Expenses 2018: $980,452Net Income 2018: -$20,2602018Revenue 2019: $1,024,417Expenses 2019: $973,274Net Income 2019: $51,1432019Revenue 2021: $924,954Expenses 2021: $922,505Net Income 2021: $2,4492021Revenue 2022: $870,948Expenses 2022: $995,040Net Income 2022: -$124,0922022Revenue 2023: $978,290Expenses 2023: $973,705Net Income 2023: $4,5852023Revenue 2024: $867,495Expenses 2024: $906,134Net Income 2024: -$38,6392024

Highlighted filing

2018

Revenue$960,192
Expenses$980,452
Net Income-$20,260
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 15, 2019
Return Version
2017v2.2
Gross Receipts
$1,694,572
Mission and Program Overview

Mission

Iam is a spiritual school building the culture of the heart

Iam heart is a spiritual school building the culture of the heart.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$124,665$106,654▼ $18,011
Cash and Non-Interest-Bearing Accounts$110,346$28,645▼ $81,701
Inventories for Sale or Use$17,920$17,920→ $0
Accounts Receivable$9,556$7,835▼ $1,721
Prepaid Expenses and Deferred Charges$10,120$6,857▼ $3,263
Land, Buildings, and Equipment, Net$2,194$2,194→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$274,801$170,105▼ $104,696
Other Assets Total-$0-
Liabilities
Deferred Revenue$99,952$95,937▼ $4,015
Accounts Payable and Accrued Expenses$37,589$23,191▼ $14,398
Other Liabilities-$618-
Total Liabilities$137,541$119,746▼ $17,795
Net Assets / Fund Balance
Unrestricted Net Assets$137,260$50,359▼ $86,901
Total Net Assets Fund Balance$137,260$50,359▼ $86,901
Total Liabilities and Net Assets / Fund Balance$274,801$170,105▼ $104,696

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,194$3,423-
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susanna BairPresidentFT$81,602$81,602
Puran BairVice PresidentFT$50,937$50,937

Board Members and Trustees

NameTitle
Brenda ChurchDirector
DEE O'NEILLDirector
John HappleDirector
John KroekerDirector
Linda TurnerDirector
Steven WinnDirector
Susan ShawnSecretary
Jack CarpenterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$86,445
Program Service Revenue
$864,248
Investment Income
$9,499
Other Revenue
$0
All Other Contributions
$86,445
Change in Net Assets
$-20,260
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$665,475
Salaries, Compensation, and Employee Benefits$314,977
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$158,107$3,735-$161,842
Other Salaries and Wages$110,829$47,498-$158,327
All Other Expenses$120,799$26,711-$147,510
Current Officers, Directors, Trustees, and Key Employees$92,777$39,762-$132,539
Other Expenses$48,075--$48,075
Occupancy$19,039$8,160-$27,199
Insurance$18,975$8,132-$27,107
Payroll Taxes$16,878$7,233-$24,111
Fees for Services Accounting-$9,875-$9,875
Advertising$4,753--$4,753
Office Expenses$2,222$953-$3,175
Conferences and Meetings-$1,669-$1,669
Fees for Services Legal-$661-$661
Total Functional Expenses$826,063$154,389$0$980,452
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Tuition$618
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Reviewed by board at board meeting”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board reviews conflicts of interest policy on an annaul bases”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Iam Heart
EIN
81-2101269
Phone
5202992170
Address
PO BOX 86149, TUCSON, AZ 85754

Signing Officer

Name
Susanna Bair
Title
President
Signed
2019-01-15
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
0
Employees
11
Volunteers
3

Preparer

Firm
Mickey Casanova & Sack
Address
1735 - 28th Street, Bakersfield, CA 93301
Preparer
Silver D Sack CPA
Phone
6613259451
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“BANK & CREDIT CARD PROCESSING: Column (A) - Total = $21296; Column (B) - Program Services = $21296; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“COMPUTER: Column (A) - Total = $8764; Column (B) - Program Services = $0; Column (C) - Management & General = $8764; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“DUES & SUBSCRIPTIONS: Column (A) - Total = $1216; Column (B) - Program Services = $0; Column (C) - Management & General = $1216; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“EMPLOYEE RECRUITMENT: Column (A) - Total = $150; Column (B) - Program Services = $0; Column (C) - Management & General = $150; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“FUNDRAISING EXPENSES: Column (A) - Total = $1997; Column (B) - Program Services = $1997; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“GROUP RETREAT EXPENSES: Column (A) - Total = $13614; Column (B) - Program Services = $13614; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MARKETING: Column (A) - Total = $17590; Column (B) - Program Services = $17590; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“OFFICE EQUIPMENT: Column (A) - Total = $4785; Column (B) - Program Services = $0; Column (C) - Management & General = $4785; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $1804; Column (B) - Program Services = $1804; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Printing and Publications: Column (A) - Total = $2535; Column (B) - Program Services = $2535; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PRIVATE RETREAT: Column (A) - Total = $6517; Column (B) - Program Services = $6517; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PRODUCT EXPENSES: Column (A) - Total = $4144; Column (B) - Program Services = $4144; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PROFESSIONAL EXPENSES: Column (A) - Total = $24674; Column (B) - Program Services = $24674; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PROGRAM EXPENSE: Column (A) - Total = $1707; Column (B) - Program Services = $1707; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“RETREAT GUIDE PAY: Column (A) - Total = $13350; Column (B) - Program Services = $13350; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TELEPHONE: Column (A) - Total = $6530; Column (B) - Program Services = $4571; Column (C) - Management & General = $1959; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“VIDEO EQUIPMENT: Column (A) - Total = $9837; Column (B) - Program Services = $0; Column (C) - Management & General = $9837; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“WEBCOURSE EXPENSE: Column (A) - Total = $7000; Column (B) - Program Services = $7000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfered to institute for applied meditation inc. = -$66641”

Transfered of Assets

“Transfered to institute for applied meditation inc 501(3)non-profit.federal tin: 22-3061758”

Raw XML AppendixShowing 400 of 497 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt037589
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023191
IRS990/AccountsReceivableGrp/BOYAmt09556
IRS990/AccountsReceivableGrp/EOYAmt07835
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0IAM HEART IS A SPIRITUAL SCHOOL BUILDING THE CULTURE OF THE HEART.
IRS990/AdvertisingGrp/ProgramServicesAmt04753
IRS990/AdvertisingGrp/TotalAmt04753
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt086445
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt026711
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0120799
IRS990/AllOtherExpensesGrp/TotalAmt0147510
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JACK CARPENTER
IRS990/BooksInCareOfDetail/PhoneNum06614720293
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06911 CANALETTO AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093306
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0110346
IRS990/CashNonInterestBearingGrp/EOYAmt028645
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt039762
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt092777
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0132539
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01669
IRS990/ConferencesMeetingsGrp/TotalAmt01669
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt086445
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09499
IRS990/CYOtherExpensesAmt0665475
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0864248
IRS990/CYRevenuesLessExpensesAmt0-20260
IRS990/CYSalariesCompEmpBnftPaidAmt0314977
IRS990/CYTotalExpensesAmt0980452
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0960192
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt099952
IRS990/DeferredRevenueGrp/EOYAmt095937
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0CONDUCTED RESEARCH AND SPONSORED CONFERENCES, WORKSHOPS AND LESSONS ON MEDITATION TECHNIQUES AND DISTRIBUTED EDUCATIONAL MATERIAL ON THE SUBJECT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0826063
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09875
IRS990/FeesForServicesAccountingGrp/TotalAmt09875
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0661
IRS990/FeesForServicesLegalGrp/TotalAmt0661
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt920.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVEN WINN
IRS990/Form990PartVIISectionAGrp/PersonNm1BRENDA CHURCH
IRS990/Form990PartVIISectionAGrp/PersonNm2DEE O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN KROEKER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN HAPPLE
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSANNA BAIR
IRS990/Form990PartVIISectionAGrp/PersonNm7PURAN BAIR
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN SHAWN
IRS990/Form990PartVIISectionAGrp/PersonNm9JACK CARPENTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt681602
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt750937
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt09428
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0743808
IRS990/GrossReceiptsAmt01694572
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt08132
IRS990/InsuranceGrp/ProgramServicesAmt018975
IRS990/InsuranceGrp/TotalAmt027107
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt017920
IRS990/InventoriesForSaleOrUseGrp/EOYAmt017920
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt071
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt071
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0124665
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0106654
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03423
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02194
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02194
IRS990/LandBldgEquipCostOrOtherBssAmt05617
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0734380
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0IAM HEART IS A SPIRITUAL SCHOOL BUILDING THE CULTURE OF THE HEART.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0137260
IRS990/NetAssetsOrFundBalancesEOYAmt050359
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt09428
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09428
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt08160
IRS990/OccupancyGrp/ProgramServicesAmt019039
IRS990/OccupancyGrp/TotalAmt027199
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0953
IRS990/OfficeExpensesGrp/ProgramServicesAmt02222
IRS990/OfficeExpensesGrp/TotalAmt03175
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-66641
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SEMINAR & UNIVERSITY EXPENSES
IRS990/OtherExpensesGrp/Desc1MENTOR PAY
IRS990/OtherExpensesGrp/Desc2CONTRACTORS
IRS990/OtherExpensesGrp/Desc3TEACHER PAY
IRS990/OtherExpensesGrp/ProgramServicesAmt095526
IRS990/OtherExpensesGrp/ProgramServicesAmt189410
IRS990/OtherExpensesGrp/ProgramServicesAmt248673
IRS990/OtherExpensesGrp/ProgramServicesAmt348075
IRS990/OtherExpensesGrp/TotalAmt095526
IRS990/OtherExpensesGrp/TotalAmt189410
IRS990/OtherExpensesGrp/TotalAmt248673
IRS990/OtherExpensesGrp/TotalAmt348075
IRS990/OtherLiabilitiesGrp/EOYAmt0618
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt047498
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0110829
IRS990/OtherSalariesAndWagesGrp/TotalAmt0158327
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07233
IRS990/PayrollTaxesGrp/ProgramServicesAmt016878
IRS990/PayrollTaxesGrp/TotalAmt024111
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010120
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06857
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/BusinessCd4611600
IRS990/ProgramServiceRevenueGrp/Desc0GP & PRIVATE RETREAT INC
IRS990/ProgramServiceRevenueGrp/Desc1IAM UNIVERSITY INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MENTORING INCOME
IRS990/ProgramServiceRevenueGrp/Desc3RETREAT GUIDE TRAINING
IRS990/ProgramServiceRevenueGrp/Desc4SPIRITUAL LEADERSHIP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0143849
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1279102
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2166185
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt324902
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4198652
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0143849
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1279102
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2166185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt324902
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4198652
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt095908
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0418500
IRS990/PYProgramServiceRevenueAmt0634538
IRS990/PYRevenuesLessExpensesAmt017605
IRS990/PYSalariesCompEmpBnftPaidAmt0294341
IRS990/PYTotalExpensesAmt0712841
IRS990/PYTotalRevenueAmt0730446
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-20260
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0864248
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt086445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt095908
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0182353
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0864248
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0634538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01498786
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01681139
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0950693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0730446
IRS990ScheduleA/Total509Grp/TotalAmt01681139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0950693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0730446
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01681139
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02194
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03423
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt05617
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0618
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID TUITION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02194
IRS990ScheduleD/TotalLiabilityAmt0618
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY BOARD AT BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS CONFLICTS OF INTEREST POLICY ON AN ANNAUL BASES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK & CREDIT CARD PROCESSING: Column (A) - Total = $21296; Column (B) - Program Services = $21296; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPUTER: Column (A) - Total = $8764; Column (B) - Program Services = $0; Column (C) - Management & General = $8764; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & SUBSCRIPTIONS: Column (A) - Total = $1216; Column (B) - Program Services = $0; Column (C) - Management & General = $1216; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EMPLOYEE RECRUITMENT: Column (A) - Total = $150; Column (B) - Program Services = $0; Column (C) - Management & General = $150; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FUNDRAISING EXPENSES: Column (A) - Total = $1997; Column (B) - Program Services = $1997; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GROUP RETREAT EXPENSES: Column (A) - Total = $13614; Column (B) - Program Services = $13614; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MARKETING: Column (A) - Total = $17590; Column (B) - Program Services = $17590; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OFFICE EQUIPMENT: Column (A) - Total = $4785; Column (B) - Program Services = $0; Column (C) - Management & General = $4785; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Postage and Shipping: Column (A) - Total = $1804; Column (B) - Program Services = $1804; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Printing and Publications: Column (A) - Total = $2535; Column (B) - Program Services = $2535; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PRIVATE RETREAT: Column (A) - Total = $6517; Column (B) - Program Services = $6517; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PRODUCT EXPENSES: Column (A) - Total = $4144; Column (B) - Program Services = $4144; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PROFESSIONAL EXPENSES: Column (A) - Total = $24674; Column (B) - Program Services = $24674; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PROGRAM EXPENSE: Column (A) - Total = $1707; Column (B) - Program Services = $1707; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17RETREAT GUIDE PAY: Column (A) - Total = $13350; Column (B) - Program Services = $13350; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TELEPHONE: Column (A) - Total = $6530; Column (B) - Program Services = $4571; Column (C) - Management & General = $1959; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19VIDEO EQUIPMENT: Column (A) - Total = $9837; Column (B) - Program Services = $0; Column (C) - Management & General = $9837; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20WEBCOURSE EXPENSE: Column (A) - Total = $7000; Column (B) - Program Services = $7000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21TRANSFERED TO INSTITUTE FOR APPLIED MEDITATION INC. = -$66641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22TRANSFERED TO INSTITUTE FOR APPLIED MEDITATION INC 501(3)NON-PROFIT.FEDERAL TIN: 22-3061758
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,105
Liabilities
$119,746
Net assets
$50,359
Revenue
$960,192
Expenses
$980,452
Net income
-$20,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.12$0.13$0.87$0.91$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.13$0.17$0.98$0.97$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.22$0.16$0.87$1.00$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.16$0.29$0.92$0.92$0.00
2019Summary only. Only limited summary data is available for this year.$0.26$0.14$0.12$1.02$0.97$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.12$0.05$0.96$0.98$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.14$0.14$0.73$0.71$0.02