2023-10-20T12:24:07-05:00 2022-12-31 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2022-01-01 954023617 INSTITUTE OF HEARTMATH INST 8313388500 PO BOX 1463 BOULDER CREEK CA 95006 BRIAN KABAKER CFO 8313388500 2023-10-18 1 BRIAN KABAKER 999009999 1 MATTHEW PETROSKI P00853132 4082006400 2023-10-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEARTMATH INSTITUTE BRIAN KABAKER PO BOX 1463 BOULDER CREEK CA 95006 3949677 0 X WWW.HEARTMATH.ORG X 1991 CA TO HELP PEOPLE AROUND THE WORLD ESTABLISH HEART-BASED LIVING AND GLOBAL COHERENCE. 5 3 28 11 0 0 1233987 1225622 1624635 1430330 2272 4718 685287 674472 3546181 3335142 29114 38710 0 0 1664014 1765360 0 0 221654 1847157 1944658 3540285 3748728 5896 -413586 4073535 3651127 1109764 1101077 2963771 2550050 X THE INSTITUTE OF HEARTMATH'S MISSION IS TO HELP PEOPLE CONNECT WITH THE INTELLIGENCE AND GUIDANCE OF THEIR OWN HEARTS TO HELP ESTABLISH PERSONAL AND GLOBAL COHERENCE. THIS IS ACCOMPLISHED BY RESEARCHING HEART INTELLIGENCE, STRESS REDUCTION, RESILIENCE [SEE SCH O]AND EMOTIONAL MANAGEMENT AS WELL AS EXPLORING HOW WE ARE ALL GLOBALLY INTERCONNECTED AT A DEEP, FUNDAMENTAL LEVEL VIA ELECTROMAGNETIC FIELDS AND BIOFIELDS. THE RESEARCH FINDINGS ARE APPLIED TO DEVELOPING SCIENTIFICALLY TESTED, PRACTICAL AND EASY TO USE TOOLS, TECHNIQUES AND TECHNOLOGIES TO REDUCE STRESS, REBALANCE AND REJUVENATE AND LEARN HOW TO SELF REGULATE EMOTIONS FOR OPTIMAL CLARITY, LEARNING, PERFORMANCE, INTUITION, COMMUNICATION, SOCIAL INTERACTION AND TEAMWORK. 0 0 1936856 37888 1549347 EDUCATIONHMI'S TRAINING AND EDUCATION PROGRAMS, TOOLS AND TECHNOLOGIES HELP CHILDREN, PARENTS, NON-PROFIT CONSTITUENTS, INDIVIDUALS, TEENS, FIRST RESPONDERS, VETERANS, MILITARY PERSONAL AND FAMILIES LEARN HOW TO SELF-REGULATE EMOTIONS, INCREASE RESILIENCE, EMOTIONAL INTELLIGENCE AND REDUCE STRESS. HIGHLIGHTS OF 2022 (SEE SCHEDULE O):1. IN RESPONSE TO THE UKRAINIAN WAR AND REFUGEE CRISIS, HEARTMATH PROVIDED THE TRAUMA EDUCATION FOR HUMANITARIAN AND EMERGENCY RESPONDERS MINI-COURSE FOR FREE AND HAD IT TRANSLATED INTO UKRAINIAN, RUSSIAN AND POLISH. WE ALSO CREATED A FREE GUIDE FOR HEARTMATH TRAINERS ON HOW AND WHEN TO USE THE TOOLS AND TECHNOLOGY TAUGHT IN THE COURSE, WITH TRAUMATIZED INDIVIDUALS. THIS GUIDE WAS MADE AVAILABLE FOR FREE TO ALL HEARTMATH TRAINERS IN THE EVENT THAT THEY WISHED TO ASSIST PEOPLE AFFECTED BY MAN-MADE OR NATURAL DISASTERS.2. THE U.S. CENTER FOR DISEASE CONTROL AWARDED A 3-YEAR GRANT TO NORC AT THE UNIVERSITY OF CHICAGO, THE UNIVERSITY OF TEXAS GALVESTON MEDICAL BRANCH AND HEARTMATH INSTITUTE IN 2019, TO CONDUCT A 30 SCHOOL INTERVENTION OF APPROXIMATELY 2,000 SEVENTH GRADE STUDENTS. DUE TO THE PANDEMIC WORK ON THE PROJECT WAS SUSPENDED IN 2020. WHEN THE PROJECT RESUMED IN LATE 2021, SCHOOLS WERE STRUGGLING AND OPERATIONS HAD DRASTICALLY CHANGED WITH CLOSURES AND STUDENTS ATTENDING REMOTELY, SO THE PROJECT HAD TO BE COMPLETELY REVISED TO ANOTHER SCHOOL DISTRICT WORKING WITH 9 SCHOOLS, 450 NINTH-GRADE STUDENTS AND TRAINING13 TEACHERS WITH 2 TEACHERS TRAINED AS TRAINERS TO CONDUCT ONGOING TRAINING AFTER THE PROJECT WAS COMPLETED IN 2022. RESULTS INDICATED THAT LOWER ACADEMIC ACHIEVEMENT STUDENTS RECEIVING THE TRAINING, SCORED SIGNIFICANTLY HIGHER FOR RESILIENCE AND SELF-COMPASSION AND LOWER ON SYMPTOMS OF DEPRESSION THAN THEIR PEERS WHO DIDN'T RECEIVE THE TRAINING. TEACHERS THAT WERE TRAINED ALSO REPORTED INCREASED RESILIENCE AND COPING SKILLS.3. HEARTMATH INSTITUTE CONTINUED ALL TRAININGS ONLINE FOR CERTIFIED TRAINERS, MENTORS, COACHES AND CLINICIANS, AND CERTIFIED 232 TRAINERS AND MENTORS IN 2022. THESE TRAININGS ARE DELIVERED TO NONPROFITS, GOVERNMENT SERVICE AGENCIES, EDUCATORS, COUNSELORS, TEACHERS, ADMINISTRATORS, SCHOOL STAFF, HEALTH PROFESSIONALS, VETERANS, FIRST RESPONDERS AND OTHER SERVICE PROVIDERS TO TEACH OR INCORPORATE HEARTMATH TECHNIQUES INTO THEIR EXISTING TRAINING PROGRAMS. MENTORS AND COACHES PROVIDE ONE ON ONE TRAINING AND SUPPORT FOR INDIVIDUALS. 4. WORK CONTINUED ON A NEW PROGRAM FOR CHILDREN AGES 7-10 CALLED WISEHEART, AN INTERACTIVE ONLINE PROGRAM FOR SOCIAL-EMOTIONAL LEARNING FOCUSING ON VITAL LIFE COMPETENCIES SUCH AS, EMOTIONAL SELF-REGULATION, SOCIAL SKILLS, MINDFULNESS AND THE GROWTH MINDSET TO ENHANCE LEARNER'S WELL-BEING, ACADEMIC AND SOCIAL ENGAGEMENT AND RESILIENCE.5. THE RESILIENT HEART, A TRAUMA-SENSITIVE HEARTMATH COURSE AND CERTIFICATION VIDEO PROGRAM DEVELOPED TO EXTEND TRAUMA-INFORMED CARE, WAS PROVIDED TO OVER 2,300 HEALTHCARE PROFESSIONALS, COUNSELORS AND THERAPISTS IN 2022.6. 404 PEOPLE ENROLLED IN THE NEW STRESS AND WELL-BEING ASSESSMENT CERTIFICATION TRAINING THAT TRAINERS CAN OFFER AS A STAND-ALONE SERVICE OR AS AN ASSESSMENT COMPONENT ADDED TO THEIR EXISTING TRAININGS, TO ASSIST IN PROCESS AND/OR VERIFY RESULTS.7. PRESENTED IN 5 EDUCATION ONLINE VIRTUAL CONFERENCES, CREATED A NUMBER OF NEW ONLINE VIDEOS FOR EDUCATORS, INCLUDING 3 ON DIFFERENT EDUCATION APPLICATIONS FOR THE EMWAVE PRO TECHNOLOGY AND SEVERAL NEW AND UPDATED PRODUCTS IN 2022.8. NUMBER OF MEMBERS: 4,538 9. ADDED MORE NEW FREE ONLINE AND SOCIAL MEDIA RESOURCES, AS WELL AS NEW WEBINARS, VIDEOS AND BLOG ARTICLES ON THE WEB SITE. 10. IN RESPONSE TO THE GLOBAL NEED, HEARTMATH CONTINUED PROVIDING THE NEW HEARTMATH EXPERIENCE VIDEO TRAINING FOR FREE. THIS INTERACTIVE PROGRAM FOSTERS EMOTIONAL BALANCE, MENTAL CLARITY AND MORE SUSTAINED RESILIENCE TO MITIGATE STRESS AND ANXIETY. HEARTMATH ALSO CONTINUED PROVIDING THE HEARTSMARTS ADVENTURE ONLINE LEARNING PROGRAM FOR PRE-K, KINDERGARTEN AND FIRST GRADE SCHOOL STUDENTS FOR FREE, TO HELP YOUTH WITH EMOTIONAL MANAGEMENT AND RESILIENCE. 11. THE HEARTMATH EDUCATION PROJECT FUNDED TO PROVIDE HEART-FOCUSED TOOLS AND PROGRAMS TO PUBLIC- AND PRIVATE-SCHOOL REGULAR CLASSROOMS AND SPECIAL EDUCATION AND GIFTED PROGRAMS. IN 2022, 22 SPONSORSHIPS WERE AWARDED TO TEACHERS, COUNSELORS, PSYCHOLOGISTS, ADMINISTRATORS AND OTHERS INVOLVED IN EDUCATING CHILDREN. 12. THE DONOR SUPPORTED HEARTMATH FOR COMMUNITIES PROJECT ASSISTS COMMUNITIES BY PROVIDING SPONSORSHIPS FOR FIRST RESPONDERS, RESCUE, POLICE AND FIREFIGHTERS, LOCAL SERVICE AND NONPROFIT ORGANIZATIONS, SENIOR CARE FACILITIES, SOCIAL-SERVICE AGENCIES AND DISASTER AND TRAUMA VICTIMS. 11 SPONSORSHIPS WERE AWARDED IN 2022.13. THE MILITARY SERVICE APPRECIATION INITIATIVE WAS CREATED TO GIVE BACK TO THOSE WHO'VE GIVEN SO MUCH BY AWARDING SCHOLARSHIPS FOR HEARTMATH SERVICES, PROGRAMS AND MATERIALS TO ASSIST VETERANS. PRIOR AWARDEES CONTINUED SERVING VETERANS AND MILITARY FAMILIES THROUGHOUT THE YEAR AND 9 MORE SPONSORSHIPS WERE AWARDED IN 2022. HMI CONTINUES TO PROVIDE FREE H.E.A.R.T. (HEARTMATH EDUCATION AND RESILIENCE TRAINING) DOWNLOADS ONLINE FOR MILITARY PERSONNEL, VETERANS AND THEIR FAMILIES.14. THE NUMEROUS EDUCATIONAL, NONPROFIT AND OTHER SERVICE INSTITUTIONS AROUND THE WORLD THAT IMPLEMENTED HEARTMATH TECHNOLOGY AND PROGRAMS OVER THE YEAR ARE TOO MANY TO NAME HERE. 988432 821 155587 RESEARCHTHE RESEARCH CENTER CONDUCTS BASIC RESEARCH INTO PSYCHOPHYSIOLOGY, NEUROCARDIOLOGY AND BIOPHYSICS, AND OUTCOME STUDIES IN CLINICAL, WORKPLACE, EDUCATIONAL AND FIRST RESPONDER SETTINGS, FREQUENTLY IN COLLABORATION WITH UNIVERSITIES, RESEARCH CENTERS AND HEALTH-CARE-SYSTEM PARTNERS. RESEARCH INTERESTS ALSO INCLUDE THE ELECTROPHYSIOLOGY OF INTUITION AND EXPLORING HOW WE ARE ALL GLOBALLY INTERCONNECTED AT A DEEP, FUNDAMENTAL LEVEL VIA ELECTROMAGNETIC FIELDS AND BIO-FIELDS. FOLLOWING ARE SOME ACCOMPLISHMENTS IN 2022 (SEE SCHEDULE O):1. COMPLETED PHASE 2 OF THE GLOBAL TREE MONITORING NETWORK, CREATED TO COLLECT ELECTRICAL POTENTIAL DATA FROM MULTIPLE TYPES OF TREES IN DIFFERENT LOCATIONS AROUND THE WORLD TO RESEARCH THEIR CONNECTION TO OTHER TREES AND LIFE FORMS. THIS PHASE OF THE PROJECT IS REFINING THE HARDWARE AND SOFTWARE FOR TRANSMITTING THE DATA TO A PUBLIC WEBSITE. IN 2022, WE ASSEMBLED 64 MORE COMPLETE TREE MONITORING SYSTEMS INCLUDING GUIDES FOR A TOTAL OF 75 SO FAR. 42 OF THOSE WERE INSTALLED BY VOLUNTEERING CITIZEN SCIENTISTS AROUND THE WORLD. DATA COLLECTION BEGAN AND RESULTS CAN BE VIEWED ON THE WEBSITE HTTPS://TREERHYTHMS.NET/. 2. CONTINUED THE GLOBAL CONSCIOUSNESS 2.0 PROJECT. THIS PROJECT ORIGINATED FROM THE GLOBAL CONSCIOUSNESS PROJECT THAT WAS CREATED IN THE PRINCETON ENGINEERING ANOMALIES RESEARCH LAB AT PRINCETON UNIVERSITY IN 1998 AND DIRECTED BY ROGER NELSON. THAT PROJECT COLLECTED CONTINUOUS DATA FROM RANDOM NUMBER GENERATORS LOCATED IN OVER 60 SITES AROUND THE WORLD AND SYNCHRONIZED THE DATA TO DETECT ANOMALOUS DEVIATIONS ASSOCIATED WITH GLOBAL EVENTS WHEN THERE IS WIDESPREAD PARTICIPATION OR REACTION TO THE EVENT. THE NEW 2.0 PROJECT IS ENTIRELY RE-DESIGNED INCLUDING HARDWARE, TO TAKE THE ORIGINAL PROJECT TO THE NEXT LEVEL. IN 2022, THE DESIGN OF NEW RANDOM NUMBER GENERATOR (RNG) UNITS, CONSTRUCTION AND TESTING OF 10 UNITS WAS COMPLETED AND GROUNDWORK LAID FOR THE GCP 2.0 WEBSITE FOR PUBLIC INFORMATION AND ENGAGEMENT WITH THE PROJECT. PRODUCTION OF THE RNG UNITS WILL COMMENCE IN 2023.3. DEVELOPING A NEW PSYCHOMETRIC SURVEY FOR TEAM COHERENCE AND PERSONAL ASSESSMENT. SIMILAR TO OUR EXISTING PERSONAL AND ORGANIZATIONAL QUALITY ASSESSMENT TOOL, THIS TOOL IS SPECIFICALLY DESIGNED FOR LONG-TERM TEAMWORK. EVALUATION OF THE PERFORMANCE OF THIS NEW ASSESSMENT WILL BEGIN IN 2023.4. BEGAN A NEW STUDY ON HEART-BRAIN INTERACTION FOCUSING ON HOW A HEART-COHERENT STATE MAY AFFECT INFORMATION PROCESSING IN THE BRAIN, SPECIFICALLY EXPLORING SELF-TALK AND HOW POSITIVE AND NEGATIVE INNER DIALOGUE AFFECT THE HEARTS NEURAL TRAFFIC TO THE BRAIN. 5. THE HMI RESEARCH TEAM PROVIDED 24 HOUR HRV AUTONOMIC ASSESSMENT REPORTS AND 'PERSONAL AND ORGANIZATIONAL QUALITY ASSESSMENT' SURVEY FORMS FOR ORGANIZATIONS AND INDEPENDENT RESEARCHERS. IN ADDITION, THE TEAM PROVIDED STATISTICAL ANALYSIS SERVICES, PRE AND POST PSYCHOMETRIC SURVEY REPORTS AND EXTENSIVE CONSULTING, ANALYSIS AND PROJECT WORK FOR INDEPENDENT RESEARCHERS AND ORGANIZATIONS DOING WORK RELATED TO HMI'S MISSION.6. PRESENTED IN 8 NATIONAL AND INTERNATIONAL ONLINE CONFERENCES AND EVENTS AND 2 ONLINE COURSES IN 2022,7. PUBLISHED TWO STUDIES IN 2022. "CORRELATION BETWEEN ST ELEVATION MYOCARDIAL INFARCTION, NON ST ELEVATION MYOCARDIAL INFARCTION AND THE LOCAL EARTH'S MAGNETIC FIELD CHANGES" BY GIEDR VANAGAIT, GABRIEL JAKUKAIT, GRETA IUBRYT, MANTAS LANDAUSKAS, ALFONSAS VAINORAS, ROLLIN MCCRATY, AND GEDIMINAS JARUEVIIUS. THE STUDY EXAMINED 1,667 PATIENTS ADMITTED TO A HOSPITAL IN LITHUANIA TO LOOK AT HOW CHANGES IN THE EARTH'S MAGNETIC FIELD RELATE TO HEART ATTACKS OF DIFFERENT TYPES. THE FINDINGS SUPPORT PREVIOUS RESEARCH THAT HAS SUGGESTED A LINK BETWEEN CHANGES IN THE EARTH'S MAGNETIC FIELD AND HEART-RELATED EVENTS. "FOLLOWING THE RHYTHM OF THE HEART: HEARTMATH INSTITUTE'S PATH TO HRV BIOFEEDBACK", ROLLIN MCCRATY. SPRINGER SCIENCE+BUSINESS MEDIA, LLC, PART OF SPRINGER NATURE, 2022. THE AUTHOR AND THEIR COLLEAGUES HAVE CONDUCTED EXTENSIVE RESEARCH ON HEART RATE VARIABILITY (HRV) AND HRV COHERENCE BIOFEEDBACK. THEIR FINDINGS INDICATE THAT HRV FEEDBACK HAS THE POTENTIAL TO ENHANCE SELF-REGULATION,8. SO MANY INDEPENDENT RESEARCH STUDIES WERE PUBLISHED IN 2022 WHICH EXPANDED ON OR FURTHER SUPPORTED THAT IT'S NOT POSSIBLE TO LIST THEM ALL HERE. 9. THE RESEARCH FUND, ESTABLISHED IN 2012 TO EXPAND, DISSEMINATE AND CARRY OUT HEARTMATH RESEARCH, SUPPORTS ONGOING RESEARCH, COLLABORATIONS WITH UNIVERSITIES AND OTHER RESEARCHERS AROUND THE WORLD, SCIENTIFIC STUDIES AND RESULTING PUBLICATIONS. IN ADDITION TO ONGOING STUDIES, THE RESEARCH TEAM PRODUCED NEW VIDEOS, WEBINARS, ONLINE PRESENTATIONS, ARTICLES AND PAPERS.10. THE GLOBAL COHERENCE APP, A GRANT FUNDED MOBILE APP LAUNCHED IN 2020 THAT ALLOWS PEOPLE TO CONNECT IN A WORLDWIDE NETWORK FOCUSED ON GENERATING GLOBAL HEART COHERENCE, CURRENTLY HAS OVER 85,000 USERS WORLDWIDE. COMPLETED DEVELOPMENT AND LAUNCHED A CAMERA-SENSOR THAT ALLOWS USERS TO MEASURE THEIR INDIVIDUAL COHERENCE LEVELS USING THEIR MOBILE PHONE. 186858 118943 GLOBAL COHERENCE INITIATIVETHE GLOBAL COHERENCE INITIATIVE (GCI) IS A SCIENCE-BASED HMI PROJECT DESIGNED TO HELP INDIVIDUALS AND GROUPS WORK TOGETHER IN SYNCHRONICITY AND STRATEGICALLY TO INCREASE THE IMPACT OF THEIR INDIVIDUAL EFFORTS TO CREATE POSITIVE CHANGE ON A GLOBAL LEVEL. TO DATE, SIX GLOBAL COHERENCE MONITORING SYSTEM SENSOR SITES HAVE BEEN INSTALLED AROUND THE WORLD TO GATHER GEO-MAGNETIC DATA FOR ONGOING STUDY OF THE RELATIONSHIP BETWEEN HUMANITY AND THE PLANETARY MAGNETIC FIELDS AND THE EFFECTS AND POTENTIAL INTERACTIVITY OF THAT RELATIONSHIP. ACCOMPLISHMENTS IN 2022 WERE (SEE SCHEDULE O):1. GCMS STAFF AND VOLUNTEERS CONTINUED TO MAINTAIN, REPAIR AND COLLECTED CONTINUOUS DATA FROM GLOBAL COHERENCE MONITORING SYSTEM SENSOR SITES IN THE UNITED STATES, SAUDI ARABIA, CANADA, NEW ZEALAND, LITHUANIA AND SOUTH AFRICA. THE LIVE DATA FEEDS FROM THESE SITES CAN BE VIEWED ONLINE. 2. PRESENTED IN THREE VIRTUAL EVENTS AND CONFERENCES AND PROVIDED 5 SPONSORSHIPS.3. PROVIDED FREE INFORMATION INCLUDING ONLINE VIDEOS, WEBINARS, TRAINING AND RESOURCES ON WEBSITE AND FACEBOOK, TWITTER AND YOUTUBE.4. HOSTED THE TENTH ANNUAL GLOBAL COHERENCE EVENT AGAIN IN MARCH 2022 AS A VIRTUAL EVENT WITH ABOUT 800 PEOPLE REGISTERED.5. HOSTED 12 GCI CARE FOCUSES IN THE GLOBAL COHERENCE APP UNITING VISITORS FROM AROUND THE GLOBE IN SYNCHRONOUS HEART COHERENCE SESSIONS. 3112146 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 27 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LYNN LIPPOLD 8313388719 PO BOX 1463 BOULDER CREEK CA 95006 BRIAN KABAKER CFO & BOARD MEMBER 40.00 X X 62400 0 391 KATHERINE FLORIANO VP PLANNED GIFTS & BOARD CHAIRMAN 40.00 X X 43496 0 331 DIANA GOVAN BOARD MEMBER 1.00 X 0 0 0 DONNA KOONTZ BOARD MEMBER 1.50 X 0 0 0 JEDDAH MALI BOARD MEMBER 1.00 X 0 0 0 ROLLIN MCCRATY VICE PRESIDENT/DIR. OF RES 40.00 X 95160 0 503 SARA CHILDRE PRESIDENT/CEO 40.00 X 70096 0 503 NACHUM PLONKA PRINCIPAL DATA SCIENTIST 40.00 X 174995 0 3551 446147 0 5279 1 0 1 0 0 146257 499868 579497 1225622 EDUCATION PROGRAMS 611600 1167438 1167438 RESEARCH SERVICES 541700 262892 262892 1430330 4718 4718 144749 144749 178800 42624 136176 136176 136176 965458 571911 393547 393547 3335142 1823877 0 285643 X 35941 35941 1233 1233 1536 1536 272809 156733 99668 16408 1321720 1062983 165415 93322 27537 21384 1596 4557 143294 107950 27296 8048 339 339 29663 29663 853498 834831 5010 13657 47030 46720 310 52572 21160 13993 17419 236450 193355 14191 28904 235709 194284 37001 4424 5926 5918 8 4182 3785 397 179 179 239716 231906 1114 6696 18194 16079 819 1296 MAINTENANCE 78750 74272 2459 2019 BANK & MERCHANT CHARGES 66683 51159 563 14961 LICENSES & FEES 40985 19628 13894 7463 SUPPLIES 24071 20496 1907 1668 10711 10614 97 3748728 3112146 414928 221654 X 1520522 857427 135920 65991 499868 181284 108714 25368 101226 3311766 1943839 1482606 1367927 393334 393334 334501 256640 4073535 3651127 246996 300286 66946 45984 5000 5000 790822 749807 1109764 1101077 X 2078144 2132862 885627 417188 2963771 2550050 4073535 3651127 -413586 -135 0 X 0 1 X 1 0 X 683553 545878 1167769 1233987 1225622 4856809 683553 545878 1167769 1233987 1225622 4856809 1089438 3767371 187376 225468 250660 348974 328267 1340745 1126 391 158406 45091 205014 6402568 12540953 0.58840 0.50040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3748728 3748728 337436 84359 0 0 282388 293671 327014 337436 1240509 1860764 70597 73418 81754 84359 310128 465192 SCHEDULE C, PART II-A DURING 2022, THERE WERE NO LOBBYING ACTIVITIES CONDUCTED. 191645 191645 1591057 1022679 568378 790888 618995 171893 738176 302165 436011 1367927 DONATED SHARES IN QUANTUM INTECH 393334 F 393334 X 3377631 -135 -135 3377766 -42624 -42624 3335142 3791352 42624 42624 3748728 0 3748728 PART X, LINE 2: UNCERTAINTY IN INCOME TAXES - THE ORGANIZATION FOLLOWS THE GUIDANCE OF ACCOUNTING STANDARDS CODIFICATION (ASC) 740, ACCOUNTING FOR INCOME TAXES, RELATED TO UNCERTAIN INCOME TAXES, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT. IT HAS BEEN DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -42,624. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 42,624. X 0 0 0 0 0 0 0 0 0 NACHUM PLONKA PRINCIPAL DATA SCIENTIST 174995 0 0 0 0 0 0 0 3551 0 178546 0 0 0 ROLLIN MCCRATY OFFICER TO HELP CASH FLOW X 85000 5000 0 1 1 5000 HEARTMATH LLC (HMLLC) QI IS PARENT COMPANY OF HMLLC 255971 HMLLC PAID HMI FOR SERVICESDOC CHILDRE, CEO OF QUANTUM INTECH (QI) & PRESIDENT OF IHM ARE MARRIED. 0 HEARTMATH LLC (HMLLC) QI IS PARENT COMPANY OF HMLLC 141543 HMLLC PAID HMI ROYALTIESDOC CHILDRE, CEO OF QUANTUM INTECH (QI) & PRESIDENT OF IHM ARE MARRIED. 0 HEARTMATH LLC (HMLLC) QI IS PARENT COMPANY OF HMLLC 204479 HMLLC PAID HMI FOR PRODUCTS & COMMISSIONSDOC CHILDRE, CEO OF QUANTUM INTECH (QI) & PRESIDENT OF IHM ARE MARRIED. 0 HEARTMATH LLC (HMLLC) QI IS PARENT COMPANY OF HMLLC 557677 HMI PAID HMLLC FOR COGS & FREIGHT (COST OF GOODS)DOC CHILDRE, CEO OF QUANTUM INTECH (QI) & PRESIDENT OF IHM ARE MARRIED. 0 HEARTMATH LLC (HMLLC) QI IS PARENT COMPANY OF HMLLC 100717 HMI PAID HMLLC FOR SERVICES & PRODUCTSDOC CHILDRE, CEO OF QUANTUM INTECH (QI) & PRESIDENT OF IHM ARE MARRIED. 0 JOSH MCCRATY SON OF VP, DIRECTOR 27645 EMPLOYMENT 0 FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FINAL DRAFT ARE EMAILED TO BOARD OF DIRECTORS FOR REVIEW BEFORE THE 990 IS APPROVED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORM IS SENT ANNUALLY TO OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. COMPLIANCE OFFICER SERVES ON THE BOARD AND ISSUES ARE EXAMINED FOR POTENTIAL CONFLICT OF INTEREST. BOARD MEMBERS ARE RECUSED FROM DISCUSSION AND VOTE ON ANY AND ALL ISSUES THAT HAVE OR MAY POTENTIALLY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA IS ASSEMBLED FOR BOARD BY NON-INVOLVED STAFF (MORE THAN ONE SOURCE FOR EACH POSITION - SAME SOURCES FOR ALL POSITIONS - REVIEWED FROM COPIES OF DOCUMENTS FROM SOURCES NOT COMPILED REPORTS). WHEN THE BOARD DECIDES THERE IS TO BE A CHANGE IN SALARIES/WAGES, THE BOARD REVIEWS THE COMPARABILITY DATA FOR OFFICERS, MANAGEMENT AND KEY EMPLOYEE STAFF AND DELIBERATES AND DECIDES ON THE COMPENSATION. THE BOARD ALSO ISSUES GUIDELINES TO MANAGERS FOR COMPENSATION CHANGES TO BE APPLIED UNIVERSALLY FOR NON-MANAGEMENT STAFF. MANAGEMENT STAFF THAT SERVE ON THE BOARD ARE RECUSED FROM REVIEWS, DISCUSSION AND VOTING PERTAINING TO THEMSELVES. PROCESS IS RECORDED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IF REQUESTER WILL NOT OR CAN NOT SUPPLY AN EMAIL ADDRESS WHERE THE DOCUMENTS CAN BE DELIVERED, THEN ADVANCE PAYMENT OF A COPY FEE OF $.20 USD PER PAGE IS REQUIRED PLUS ACTUAL POSTAGE AND VALID POSTAL ADDRESS(IF MAILING THE DOCUMENTS). INDIVIDUALS MAY VIEW THE DOCUMENTS ONSITE DURING OFFICE HOURS BARRING UNUSUAL CIRCUMSTANCES. REQUESTS ARE FULFILLED WITHIN 2 WEEKS OF RECEIPT OF THE REQUEST OR PAYMENT OF REQUIRED FEES(IF APPLICABLE), AND THE INFORMATION REQUIRED TO FULFILL THE REQUEST. ADDITIONAL CHARGES AND/OR TIME MAY BE ADDED FOR REQUESTS FOR NON-STANDARD DOCUMENTS THAT INCUR ADDITIONAL RETRIEVAL COSTS FOR THE ORGANIZATION. FORM 990, PART IX, LINE 11G INDEPENDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 834,831. MANAGEMENT AND GENERAL EXPENSES 5,010. FUNDRAISING EXPENSES 13,657. TOTAL EXPENSES 853,498.