2025-04-14T09:04:55-05:00 2024-06-30 463330935 AVENSON HAMANN CPAS LLP 7421 BURNET ROAD 522 AUSTIN TX 78757 990 2023-07-01 471196006 HEALTHY MINDS INNOVATIONS INC HEAL 6084924184 625 WEST WASHINGTON AVENUE MADISON WI 53703 STEPHEN ARNOLD CHAIRMAN OF THE BOARD 6084924184 2025-04-12 1 1 CATHERINE AVENSON P01259734 5126939131 2023 2025-03-06 01:10:19Z STEPHEN ARNOLD 625 WEST WASHINGTON AVENUE MADISON WI 53703 4612344 0 X HMINNOVATIONS.ORG X 2014 WI TRANSLATING SCIENCE INTO TOOLS TO CULTIVATE AND MEASURE WELL-BEING, WITH A VISION TO MAKE PLANET EARTH A KINDER, WISER, AND MORE COMPASSIONATE PLACE TO LIVE. 11 10 25 10 0 0 3664764 1341111 1321577 3232044 996 38706 4197 483 4991534 4612344 0 0 0 0 2782204 2332238 0 0 89492 2272758 1571200 5054962 3903438 -63428 708906 3240416 3868306 875141 794125 2365275 3074181 X TRANSLATING SCIENCE INTO TOOLS TO CULTIVATE WELLBEING. 0 0 314035 258046 HEALTHY MINDS@WORK IS AN INNOVATIVE PROGRAM THAT TEACHES INDIVIDUAL SKILLS THAT FOSTER AN ORGANIZATIONAL CULTURE OF ENGAGEMENT AND SUCCESS, SUPPORTING EMPLOYEES AND LEADERS IN ADDRESSING THE UNIQUE CHALLENGES FACING NEXT-STAGE ENTERPRISES. DURING THE 2024 FY, HMI BEGAN USING A NEW SERVICES MODEL TO REPLACE THE MOBILE APP BASED ENTERPRISE PRODUCT. WE ENGAGED WITH SEVERAL LARGE ORGANIZATIONS TO DO ETHNOGRAPHIC WELLBEING RESEARCH, DELIVERED TRAINING COURSES AND SUPPORTED RESEARCH STUDIES. IN ADDITION, WE DEVELOPED A NEW INTERVENTION FOR EDUCATIONAL USE AND PILOTED THAT IN A UNIVERSITY CAMPUS SETTING, SEEING AN 8% INCREASE IN STUDENT WELLBEING MEASURES. 2126795 2953529 THE HEALTHY MINDS PROGRAM OFFERS CUSTOM CONTENT AND CONSULTING TO CORPORATE, EDUCATIONAL, AND RESEARCH CLIENTS THROUGH MOBILE MEASURES OF WELL-BEING, A SUITE OF TOOLS IMPLEMENTED ON A MOBILE DEVICE THAT MEASURE THE FOUR KEY CONSTITUENTS OF WELL-BEING, BASED ON A COMPREHENSIVE NEUROSCIENTIFICALLY GROUNDED FRAMEWORK: AWARENESS, CONNECTION, INSIGHT, AND PURPOSE. THE HEALTHY MINDS PROGRAM APP IS ALSO AVAILABLE FREELY WORLDWIDE TO INDIVIDUALS TO TEACH AND MEASURE THE SKILLS OF MENTAL WELL-BEING. DURING FY 2024 WE INCREASED THE NUMBER OF ACTIVE MONTHLY USERS BY 29% TO AN AVERAGE OF 39,906 PEOPLE. 410000 HMI LAUNCHED THE HEALTHY MINDS RESEARCH PLATFORM, A MOBILE-FRIENDLY WEB PLATFORM THAT DELIVERS PERSONALIZED ACTIVITIES AND VALIDATED MEASURES TAILORED TO AN INDIVIDUAL'S NEEDS. THE PLATFORM IS DESIGNED TO INTAKE RICH DATASETS - INCLUDING FACIAL EXPRESSION, VOCAL UTTERANCES, AND GEOGRAPHICAL LOCATION - TO DELIVER THE RIGHT INTERVENTION TO THE RIGHT PERSON AT THE RIGHT TIME. THIS NEW WEB-BASED PLATFORM CAN BE USED FOR CONDUCTING RESEARCH, TEACHING AND MEASURING SKILLS OF WELL-BEING, AND IS DESIGNED TO BE MORE FLEXIBLE AND ACCESSIBLE TO MORE PEOPLE. THE PLATFORM ALSO ALLOWS FOR EASIER TAILORING OF SERVICES AND CAN BE SET UP TO PROVIDE A PERSONALIZED EXPERIENCE, DESIGNED TO INCREASE ENGAGEMENT AND IMPACT. IN ADDITION, THE PLATFORM IS SIMPLER AND MORE EFFICIENT TO MAINTAIN. 47027 THE LOKA INITIATIVE CONTRIBUTES TO WELL-BEING BY SUPPORTING FAITH-LED ENVIRONMENTAL EFFORTS LOCALLY AND AROUND THE WORLD. A NEW ONLINE COURSE CALLED "PSYCHOLOGY OF DEEP RESILIENCE; ADDRESSING ECOANXIETY AND CLIMATE DISTRESS FOR INDIVIDUAL, SOCIAL AND ECOLOGICAL WELL-BEING" LAUNCHED IN SUMMER 2024 THROUGH THE ONLINE LEARNING PLATFORM EDX. THE 4-PART PROGRAM IS DESIGNED TO HELP PARTICIPANTS MEET ENVIRONMENTAL AND CLIMATE CRISES WITH COURAGE, DETERMINATION AND A FIERCE RECLAMATION OF COMMUNAL JOY. THE COURSE IS AVAILABLE ON A ROLLING BASIS, IN 70+ COUNTRIES. TO DATE OVER 1K PEOPLE HAVE REGISTERED FOR THE COURSE. LOKA ALSO LAUNCHED A FILM PROJECT IN PARTNERSHIP WITH BRAVEBIRD, A LOCAL, INDIGENOUS, FEMALE-OWNED FILM COMPANY AND A TEAM OF NATIVE AND INDIGENOUS LEADERS. THE FILM FOCUSES ON INDIGENOUS WISDOM AND TRADITIONAL ECOLOGICAL KNOWLEDGE IN WISCONSIN. 735 20469 SPEAKING ENGAGEMENTS ENGAGE A CRITICAL MASS OF PEOPLE WHO EMBRACE PRACTICES THAT CULTIVATE WELL-BEING AND INSPIRE A GLOBAL SHIFT TOWARD A KINDER, MORE COMPASSIONATE WORLD. 47762 20469 2898592 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA WI X THE ORGANIZATION 6084924184 625 WEST WASHINGTON AVENUE MADISON WI 53703 STEPHEN ARNOLD CHAIRMAN OF THE BOARD 10.00 X X 0 0 0 RICHARD DAVIDSON VICE CHAIR 4.00 X X 0 0 0 GREG LYNCH SECRETARY AND TREASURER 4.00 X X 0 0 0 LISETTE COOPER DIRECTOR 2.00 X 0 0 0 TONI SIKES DIRECTOR 2.00 X 0 0 0 DAVID LUBAR DIRECTOR 2.00 X 0 0 0 JULIAN THAYER DIRECTOR 2.00 X 0 0 0 GOLBIE KAMAREI DIRECTOR 2.00 X 0 0 0 GREGG FERGUS DIRECTOR 2.00 X 0 0 0 SHOBHINA CHHEDA DIRECTOR 2.00 X 0 0 0 NEAL RAJDEV DIRECTOR 10.00 X 26125 0 0 ANDREW BURROUGHS CHIEF EXPERIENCE OFFICER 40.00 X 148100 0 31350 DAVID ELDERBROCK CHIEF TECHNOLOGY OFFICER 40.00 X 162696 0 20919 RAQUEL TATAR CHIEF SCIENCE & OPERATIONS OFFICER 40.00 X 123652 0 26862 CHRISTINA GLAVAS CHIEF EXECUTIVE OFFICER 40.00 X 175000 0 0 NICOLE FITE CHIEF OF STAFF 40.00 X 135452 0 13124 GEORGE XAVIER DATA ENGINEER 40.00 X 121625 0 8311 MICHAEL GORDON DIRECTOR OF STRATEGIC INITIATIVES 40.00 X 108353 0 16168 1001003 0 116734 7 0 1 0 UNIVERSITY OF WISCONSIN - MADISON 625 W WASHINGTON AVE MADISON WI 53703 RESEARCH 351539 YETI CFI 1740 44TH ST SW SUITE 5 177 WYOMING MI 49519 TECHNOLOGY SERVICES 270000 WEIZMANN INSTITUTE OF SCIENCE HERZEL 234 POB 26 REHOVOT IS 7610001 RESEARCH 103950 3 1341111 1341111 PROGRAM SERVICE FEES 900099 3211575 3211575 SPEAKING EVENTS 900099 20469 20469 3232044 38706 38706 94 94 OTHER INCOME 900099 389 389 389 4612344 3232044 0 39189 X 866300 630643 235657 1180417 844541 273841 62035 5967 4661 1306 139381 117256 18554 3571 140173 111717 22541 5915 50137 50137 118120 118120 1097325 1068117 29208 11339 11339 26622 26622 33722 736 29199 3787 1510 1226 284 3383 3383 32470 32470 SUPPLIES 191220 106341 72464 12415 WORKERS COMPENSATION 5352 4519 654 179 3903438 2898592 915354 89492 974008 2717124 41556 337186 86594 144439 300328 242879 295499 125846 16915 16774 3525 141 1538906 300691 3240416 3868306 274990 537711 600151 256414 875141 794125 X 2224569 2980502 140706 93679 2365275 3074181 3240416 3868306 708906 0 X 0 1 X 1 0 X 4710655 2915864 3023424 3664764 1341111 15655818 4710655 2915864 3023424 3664764 1341111 15655818 3078863 12576955 456 227 276 1070 38800 40829 4123 389 4512 15701159 6711762 0.80100 0.81290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16915 16774 141 141 BENEFICIAL INTEREST IN ASSETS HELD BY UW FOUNDATION 300691 300691 X 4612344 0 4612344 0 4612344 3903438 0 3903438 0 3903438 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 DAVID ELDERBROCK CHIEF TECHNOLOGY OFFICER 162696 0 0 0 0 0 6718 0 14201 0 183615 0 0 0 ANDREW BURROUGHS CHIEF EXPERIENCE OFFICER 148100 0 0 0 0 0 6264 0 25086 0 179450 0 0 0 CHRISTINA GLAVAS CHIEF EXECUTIVE OFFICER 175000 0 0 0 0 0 0 0 0 0 175000 0 0 0 RAQUEL TATAR CHIEF SCIENCE & OPERATIONS OFFICER 123652 0 0 0 0 0 5430 0 21432 0 150514 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE OPERATIONAL TEAM AND CHAIRMAN OF THE BOARD PRIOR TO FILING WITH THE IRS. ALL BOARD MEMBERS ARE PROVIDED ACCESS TO THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF THE YEAR, BOARD MEMBERS ARE REQUIRED TO SIGN A WRITTEN STATEMENT THAT THEY REVIEWED THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY. IF A CONFLICT IS DEEMED TO OCCUR AT ANY TIME DURING THE YEAR, THE INTERESTED PERSON SHALL NOT PARTICIPATE IN ANY DISCUSSION OR VOTE REGARDING THE TRANSACTION, AND SHALL NOT BE PRESENT IN THE MEETING ROOM FOR ANY PART OF THE DISCUSSION OR VOTE RELATED TO THE TRANSACTION OR AGREEMENT. IF A CONFLICT OF INTEREST OCCURS, BOARD MINUTES WILL DESCRIBE THE DISCUSSIONS RELATED TO THE TRANSACTION OR ARRANGEMENT, AND WHO WAS PRESENT FOR SUCH DISCUSSIONS. FORM 990, PART VI, SECTION B, LINE 15 HMI HAS CONTRACTED WITH AN INDEPENDENT CONSULTANT TO CONDUCT A MARKET ANALYSIS WHEN SALARY ADJUSTMENTS ARE CONTEMPLATED. THE DATA IS REVIEWED BY A SUBSET OF BOARD MEMBERS TO INFORM EXECUTIVE COMPENSATION AND BY THE CEO TO INFORM MANAGEMENT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,068,117. MANAGEMENT AND GENERAL EXPENSES 29,208. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,097,325.