2025-11-10T14:44:06-06:00 2024-12-31 463330935 AVENSON HAMANN CPAS LLP 7421 BURNET ROAD 522 AUSTIN TX 78757 990 2024-07-01 471196006 HEALTHY MINDS INNOVATIONS INC HEAL 6084924184 625 WEST WASHINGTON AVENUE MADISON WI 53703 STEPHEN ARNOLD CHAIRMAN OF THE BOARD 6084924184 2025-11-10 1 1 CATHERINE AVENSON P01259734 5126939131 2024 2025-03-06 01:10:19Z HUMIN INC STEPHEN ARNOLD 625 WEST WASHINGTON AVENUE MADISON WI 53703 1768062 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. 10 9 22 9 0 0 1341111 764523 3232044 958842 38706 44697 483 0 4612344 1768062 0 0 0 0 2332238 1356842 0 0 64899 1571200 450260 3903438 1807102 708906 -39040 3868306 3987277 794125 952136 3074181 3035141 X TRANSLATING SCIENCE INTO TOOLS TO CULTIVATE WELLBEING. 0 0 468830 252251 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 JULY - DECEMBER 2024, HMI TRANSITIONED TO A NEW SERVICES MODEL TO REPLACE THE MOBILE APP-BASED ENTERPRISE PRODUCT. OUR NEW MODEL, WELLBEING SCIENCE SERVICES (WBSS), SEEKS TO APPLY THE SCIENCE AND PRACTICE OF WELLBEING TO PROBLEMS AND CHALLENGES ON A CASE-BY-CASE BASIS. THIS ALIGNS WELL WITH OUR ORGANIZATIONAL SCALE AND SKILLS AND ALLOWS US TO CREATE LARGE-SCALE IMPACT THROUGH A SMALL NUMBER OF DEEPER PARTNERSHIPS AND COLLABORATIONS.REVENUES IN THIS PERIOD WERE GENERATED FROM EXPIRING HEALTHY MINDS @WORK CONTRACTS AND FROM THE NEW SERVICES MODEL. WE DEVELOPED A TRAINING COURSE FOR THE EDUCATION MARKET THAT DELIVERS SKILL TRAINING IN VIDEO, AUDIO AND TEXT MEDIA. WE EXPANDED OUR INTERVENTION FOR HIGHER EDUCATIONAL STUDENT USE DEPLOYING IT MORE WIDELY IN UNIVERSITY CAMPUS SETTINGS IN THE US AND MEXICO, SEEING AN 8% INCREASE IN STUDENT WELLBEING MEASURES. IN ADDITION TO SPEAKING ENGAGEMENTS, WE ALSO LAUNCHED A PROJECT TO ASSESS THE WELLBEING OF GUESTS BEFORE AND AFTER A STAY AT A WELLBEING SPA TO DEEPEN THE UNDERSTANDING OF THE IMPACT OF VARIOUS TYPES OF INTERVENTIONS OVER TIME. 585551 629780 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 THIS PERIOD, HMI ALSO MAINTAINED 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. 147258 12013 THE HEALTHY MINDS DIRECT-TO-CONSUMER (D2C) PROGRAM BRINGS THE SCIENCE OF EMOTIONAL WELL-BEING DIRECTLY TO INDIVIDUALS THROUGH ACCESSIBLE, RESEARCH-BASED DIGITAL EXPERIENCES. A CENTRAL PART OF THIS EFFORT IS THE EMOTIONAL STYLES QUIZ (ESQ), A FREE ONLINE TOOL THAT INTRODUCES PEOPLE TO THEIR UNIQUE "EMOTIONAL STYLE" ACROSS SIX DIMENSIONS OF WELL-BEING: RESILIENCE, OUTLOOK, SOCIAL INTUITION, SELF-AWARENESS, SENSITIVITY TO CONTEXT, AND ATTENTION. SINCE ITS INITIAL LAUNCH, MORE THAN 24,000 PEOPLE HAVE TAKEN THE QUIZ TO BETTER UNDERSTAND THEIR EMOTIONAL STRENGTHS AND AREAS FOR GROWTH.IN 2024, HEALTHY MINDS INNOVATIONS (HMI) CONDUCTED EXTENSIVE USER RESEARCH AND TESTING TO IMPROVE THE ESQ EXPERIENCE, FOCUSING ON CLEARER QUESTION DESIGN, AN INVITING WELCOME EXPERIENCE, MORE MEANINGFUL RESULTS VISUALIZATIONS, AND SMOOTHER TECHNICAL PERFORMANCE. THE UPCOMING DECEMBER 2025 RELEASE WILL FEATURE A FULLY REBRANDED USER INTERFACE, EXPANDED PERSONALIZATION, AND SEAMLESS INTEGRATION WITH THE NEW HEALTHY MINDS WEBSITE. THE REDESIGNED ESQ WILL CONTINUE TO BE OFFERED FREE OF CHARGE AS A KEY ENTRY POINT TO THE HEALTHY MINDS ECOSYSTEM, HELPING TO EXPAND ACCESS TO WELL-BEING SCIENCE FOR AUDIENCES WORLDWIDE.IN ADDITION TO THE QUIZ, HMI ALSO LAUNCHED A NEW ONLINE COURSE FOR MANAGERS, TRUST STARTS WITH YOU: THE SKILL OF SELF-AWARENESS, WHICH INTRODUCES SELF-AWARENESS AS A CORE LEADERSHIP SKILL FOR BUILDING TRUST AND FOSTERING TEAM WELL-BEING. GROUNDED IN THE ACIP FRAMEWORK (AWARENESS, CONNECTION, INSIGHT, AND PURPOSE), THE COURSE TEACHES MANAGERS HOW TO STAY GROUNDED AND RESPOND SKILLFULLY UNDER PRESSURE THROUGH A SHORT, SCIENCE-BASED CURRICULUM INCLUDING A TEACHING VIDEO, GUIDED PRACTICE, AND EVERYDAY STRATEGIES. TOGETHER, THESE OFFERINGS EXTEND HMI'S MISSION TO TRANSLATE THE SCIENCE OF WELL-BEING INTO SCALABLE, EVIDENCE-BASED TOOLS THAT EMPOWER INDIVIDUALS AND LEADERS TO CULTIVATE HEALTHIER MINDS AND COMMUNITIES. 19113 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. 56 64798 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. 19169 64798 1220808 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 1 0 0 0 0 0 0 0 0 0 0 1 20 0 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 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 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 56594 0 0 ANDREW BURROUGHS CHIEF EXPERIENCE OFFICER 40.00 X 179994 0 33735 DAVID ELDERBROCK CHIEF TECHNOLOGY OFFICER 40.00 X 194338 0 22488 RAQUEL TATAR CHIEF SCIENCE & OPERATIONS 40.00 X 208158 0 9442 CHRISTINA GLAVAS CHIEF EXECUTIVE OFFICER 40.00 X 262689 0 0 NICOLE FITE CHIEF OF STAFF 40.00 X 152141 0 13846 GEORGE XAVIER DATA ENGINEER 40.00 X 123145 0 26442 MICHAEL GORDON DIRECTOR OF STRATEGIC INIT 40.00 X 124819 0 16393 1301878 0 122346 7 0 1 0 UNIVERSITY OF WISCONSIN - MADISON 625 W WASHINGTON AVE MADISON WI 53703 RESEARCH 244593 1 764523 764523 PROGRAM SERVICE FEES 900099 894044 894044 SPEAKING EVENTS 900099 64798 64798 958842 44697 44697 1768062 958842 0 44697 519877 359877 160000 652923 505978 108105 38840 22021 16235 4432 1354 88961 69794 17204 1963 73060 59488 10657 2915 17422 17422 76145 76145 172035 149137 10371 12527 7509 7509 1587 1587 12000 12000 31471 56 31259 156 196 196 13348 13348 SUPPLIES 118547 52734 58669 7144 1807102 1220808 521395 64899 2717124 2633081 337186 144439 213124 242879 84180 125846 77122 19631 16960 141 2671 300691 977099 3868306 3987277 537711 122816 256414 829320 794125 952136 X 2980502 2960575 93679 74566 3074181 3035141 3868306 3987277 -39040 0 X 0 1 X 1 0 X 2915864 3023424 3664764 1341111 764523 11709686 2915864 3023424 3664764 1341111 764523 11709686 2603105 9106581 227 276 1070 38800 44697 85070 4123 389 4512 11799268 7670604 0.77180 0.80100 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED FROM A JUNE 30 YEAR-END TO A CALENDAR YEAR IN 2024. 2024 IS A SHORT YEAR FROM JULY - DECEMBER 2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19631 16960 2671 2671 BENEFICIAL INTEREST IN ASSETS HELD BY UW FOUNDATION 977099 977099 X 1768062 0 1768062 0 1768062 1807102 0 1807102 0 1807102 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 DECEMBER 31, 2024, 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 CHRISTINA GLAVAS CHIEF EXECUTIVE OFFICER 262689 0 0 0 0 0 0 0 0 0 262689 0 0 0 RAQUEL TATAR CHIEF SCIENCE & OPERATIONS 208158 0 0 0 0 0 8400 0 1042 0 217600 0 0 0 DAVID ELDERBROCK CHIEF TECHNOLOGY OFFICER 194338 0 0 0 0 0 8000 0 14488 0 216826 0 0 0 ANDREW BURROUGHS CHIEF EXPERIENCE OFFICER 179994 0 0 0 0 0 7600 0 26135 0 213729 0 0 0 NICOLE FITE CHIEF OF STAFF 152141 0 0 0 0 0 6200 0 7646 0 165987 0 0 0 SHEELA RAJDEV FAMILY MEMBER OF BOARD MEMBER 26258 WAGES PAID TO BUSINESS MANAGER 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.