2025-12-22T12:36:54-06:00 2025-06-30 954611603 HENSIEK & CARON CPA'S 650 SIERRA MADRE VILLA 303 PASADENA CA 91107 990 2024-07-01 954839511 HEADINGTON INSTITUTE HEAD 6262299336 PO BOX 90966 PASADENA CA 91109 LEAH PORTER BOARD CHAIR 6262299336 2025-12-16 1 1 BARRY B HENSIEK P00163798 6267929988 2024 2025-03-06 01:10:19Z LEAH PORTER PO BOX 90966 PASADENA CA 91109 1388686 0 X WWW.HEADINGTON-INSTITUTE.ORG X 2001 CA TO SHAPE THE FUTURE OF SUSTAINABLE WORK BY RELENTLESSLY DELIVERING HIGH-QUALITY, EVIDENCE-BASED MENTAL HEALTH SOLUTIONS TO ORGANIZATIONS AND THEIR STAFF OPERATING IN HIGH-STRESS SETTINGS WORLDWIDE. WE DO THIS BY RESEARCHING, ASSESSING, DEVELOPING, AND DELIVERING PRODUCTS AND SERVICES THAT ARE TRAUMA-INFORMED TO SUPPORT ORGANIZATIONS AND THEIR STAFF WORLDWIDE. 9 9 9 9 0 0 1128198 1034154 411227 354325 13792 207 0 0 1553217 1388686 121000 0 0 0 946034 843002 0 0 163308 437981 461901 1505015 1304903 48202 83783 1104555 1162590 127582 101834 976973 1060756 X TO SHAPE THE FUTURE OF SUSTAINABLE WORK BY RELENTLESSLY DELIVERING HIGH-QUALITY, EVIDENCE-BASED MENTAL HEALTH SOLUTIONS TO ORGANIZATIONS AND THEIR STAFF OPERATING IN HIGH-STRESS SETTINGS WORLDWIDE. WE DO THIS BY RESEARCHING, ASSESSING, DEVELOPING, AND DELIVERING PRODUCTS AND SERVICES THAT ARE TRAUMA-INFORMED TO SUPPORT ORGANIZATIONS AND THEIR STAFF WORLDWIDE. 0 0 212152 124780 COUNSELING: COUNSELING SERVICES AND INDIVIDUAL ASSESSMENTS WERE PROVIDED ACROSS GREAT DISTANCES DAILY VIA ZOOM, SKYPE, AND SECURE TELEHEALTH PLATFORMS TO THOSE WORKING IN REMOTE AND HIGH-RISK LOCATIONS TO PROVIDE CONFIDENTIAL SUPPORT SESSIONS. THESE SERVICES HELPED STAFF PREPARE FOR HIGH STRESS ASSIGNMENTS, SUPPORT THEM DURING THEIR ASSIGNMENTS, AND ASSIST THEIR RE-ENTRY UPON RETURN. 231206 200545 TRAINING: TRAINING SERVICES WERE RENDERED TO STAFF IN HIGH-RISK AND HIGH-STRESS ENVIRONMENTS ACROSS THE GLOBE TO FACILITATE INTERACTIVE AND INFORMATIVE DISCUSSIONS ON TOPICS PERTAINING TO ALL FACETS OF PSYCHOSOCIAL WELLBEING. THROUGH BOTH VIRTUAL AND IN-PERSON GROUP TRAINING, TEAMS LEARNED HOW TO IMPROVE COMMUNICATION AND CONFLICT RESOLUTION IN CROSS-CULTURAL ENVIRONMENTS, COPE WITH SLEEP DYSREGULATION, MAINTAIN MEANINGFUL RELATIONSHIPS, MANAGE STRESS IN HIGH-RISK ENVIRONMENTS, AND MORE. 130464 24400 ASSESSMENTS:OUR ASSESSMENTS ADDRESS THE UNIQUE PERSONAL FACTORS THAT SUPPORT BRAIN HEALTH, RESILIENCE, PERSONAL WELLBEING AND THRIVING. AS PART OF THE ASSESSMENT, STAFF WHO COMPLETE THIS THOROUGH PROCESS RECEIVE FEEDBACK ON THEIR RESULTS AND RECOMMENDATIONS ON HOW TO PROCEED. 342911 4600 ONLINE RESOURCES, RESEARCH AND OTHER PROGRAMS 342911 4600 916733 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 6262299336 PO BOX 90966 PASADENA CA 91109 X LEAH PORTER BOARD CHAIRMAN 2.00 X X 0 0 0 SHARON WURTZEL VICE CHAIR 2.00 X X 0 0 0 MICHELLE BANKS SECRETARY 2.00 X X 0 0 0 JOCK EBNER BOARD MEMBER 2.00 X 0 0 0 PAM FOGG TREASURER 2.00 X X 0 0 0 MIA HAUGEN BOARD MEMBER 2.00 X 0 0 0 T CHRISTOPHER MARTIN BOARD MEMBER 2.00 X 0 0 0 LUANN YOCKY BOARD MEMBER 2.00 X 0 0 0 JOAN RIBOLI BOARD MEMBER 2.00 X 0 0 0 SCOTT GROVER DIRECTOR OF CLINICAL SERVI 40.00 X 147571 0 45827 DIANE FLANNERY EXECUTIVE DIRECTOR 40.00 X 221680 0 29294 369251 0 75121 4 0 1 0 0 1034154 1034154 PROGRAM SERVICE FEES 900099 354325 354325 354325 207 207 1388686 354325 0 207 X 328558 271155 34442 22961 339961 241835 77899 20227 42571 31363 8053 3155 85079 66737 13995 4347 46833 35092 8562 3179 7573 7573 14200 14200 302262 184256 20681 97325 6419 3672 2747 8747 6927 1820 38992 29895 5838 3259 2900 556 2344 30994 24750 1956 4288 10921 10921 12463 4664 7799 PROGRAM COST 17430 17430 BAD DEBTS 9000 9000 1304903 916733 224862 163308 686248 858276 147814 146123 94886 122044 107526 22794 30816 125237 115210 20947 10027 9822 9822 1104555 1162590 127582 101834 127582 101834 X 811121 894904 165852 165852 976973 1060756 1104555 1162590 83783 0 X 0 0 0 X 1060769 1066819 1061795 1128198 1034154 5351735 215964 313220 363352 411227 354325 1658088 1276733 1380039 1425147 1539425 1388479 7009823 530000 686000 518000 461000 464500 2659500 0 530000 686000 518000 461000 464500 2659500 4350323 2612 813 6991 59 207 10682 2612 813 6991 59 207 10682 1279345 1380852 1432138 1539484 1388686 7020505 0.61970 0.59400 0.00150 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125237 115210 10027 10027 1 PART I, LINE 2: TWO OF THE MEMBERS OF THE HEADINGTON INSTITUTE FOUNDATION (HIF) BOARD ARE ALSO MEMBERS OF THE HEADINGTON INSTITUTE (HI) BOARD. THE CHAIR OF HIF PERIODICALLY PROVIDES A COPY OF THE BROKERAGE STATEMENT TO THE HI BOARD. 1 X X X 0 0 0 0 0 0 0 0 0 DIANE FLANNERY EXECUTIVE DIRECTOR 221680 0 0 0 0 0 18000 0 11294 0 250974 0 0 0 SCOTT GROVER DIRECTOR OF CLINICAL SERVI 147571 0 0 0 0 0 12561 0 33266 0 193398 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY A BOARD SUBCOMMITTEE. EACH YEAR THEY REVIEW THE CNM AND APA SALARY SURVEYS BEFORE MAKING A RECOMMENDATION TO THE ENTIRE BOARD IN EXECUTIVE SESSION, WITH ED NOT PRESENT, AND A SALARY IS DETERMINED ANNUALLY BY A VOTE. OTHER SALARIES ALSO BASED ON MERIT (WITH ANNUAL COST OF LIVING INCREASES OF 3% OR BELOW) ALSO REFERENCING CNM REPORTS FOR SALARY RANGES BASED ON EXPERIENCE AND LEVEL OF RESPONSIBILITY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN WILL BE SENT TO THE BOARD FOR REVIEW, BEFORE IT IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C AT VARIOUS BOARD MEETINGS DURING THE YEAR, THE BOARD QUESTIONS WHETHER ANY NEW CONFLICTS HAVE ARISEN SINCE LAST QUESTIONED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY A BOARD SUBCOMMITTEE. EACH YEAR THEY REVIEW THE CNM AND APA SALARY SURVEYS BEFORE MAKING A RECOMMENDATION TO THE ENTIRE BOARD IN EXECUTIVE SESSION, WITH ED NOT PRESENT, AND SALARY IS DETERMINED ANNUALLY BY A VOTE. OTHER SALARIES ALSO BASED ON MERIT (WITH ANNUAL COST OF LIVING INCREASES OF 3% OR BELOW) ALSO REFERENCING CNM REPORTS FOR SALARY RANGES BASED ON EXPERIENCE AND LEVEL OF RESPONSIBILITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST ON THE ORGANIZATION WEBSITE. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,615. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,615. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 184,256. MANAGEMENT AND GENERAL EXPENSES 5,066. FUNDRAISING EXPENSES 97,325. TOTAL EXPENSES 286,647. HEADINGTON INSTITUTE FOUNDATION PO BOX 265 SOUTH PASADENA CA 91031 853700221 RASING FUNDS FOR HEADINGTON INSTITUTE CA 501(C)(3) 509(A)(3) TYPE 1 HEADINGTON INSTITUTE 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HEADINGTON INSTITUTE FOUNDATION B 350000 FMV