Civic Intelligence

Holos Institute

990EZ • Fiscal year 2015 • EIN 94-3139210

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

312 Third AvenueSan Francisco, CA 94118

(415) 750-0478

Siviq Scores

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

Liabilities / Assets

99th percentile

6.09x

Higher debt load relative to assets than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

37th percentile

-1.2%

Higher net margin than 37% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$23,368

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

4th percentile

-75%

Faster asset growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,181

Down $6,582 (-75%) from 2014

Net Assets

Down

-$11,106

Down $2,336 (-27%) from 2014

Liabilities

Down

$13,287

Down $4,246 (-24%) from 2014

Revenue

Up

$193,062

Up $21,606 (+13%) from 2014

Expenses

Up

$195,398

Up $31,392 (+19%) from 2014

Net Income

Down

-$2,336

Down $9,786 (-131%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2011: $1,568Liabilities 2011: $26,097Net Assets 2011: -$24,5292011Assets 2012: $1,830Liabilities 2012: $22,357Net Assets 2012: -$20,5272012Assets 2013: $2,172Liabilities 2013: $17,670Net Assets 2013: -$15,4982013Assets 2014: $8,763Liabilities 2014: $17,533Net Assets 2014: -$8,7702014Assets 2015: $2,181Liabilities 2015: $13,287Net Assets 2015: -$11,1062015Assets 2016: $3,110Liabilities 2016: $7,827Net Assets 2016: -$4,7172016Assets 2017: $8,656Liabilities 2017: $3,426Net Assets 2017: $5,2302017Assets 2018: $8,037Liabilities 2018: $1,981Net Assets 2018: $6,0562018Assets 2019: $32,623Liabilities 2019: $1,981Net Assets 2019: $30,6422019Assets 2020: $81,525Liabilities 2020: $30,000Net Assets 2020: $51,5252020Assets 2021: $34,615Liabilities 2021: $0Net Assets 2021: $34,6152021Assets 2022: $42,594Liabilities 2022: $631Net Assets 2022: $41,9632022Assets 2023: $21,105Liabilities 2023: $02023Assets 2024: $10,356Net Assets 2024: $10,3562024

Highlighted filing

2015

Assets$2,181
Liabilities$13,287
Net Assets-$11,106

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $235,246Expenses 2011: $235,366Net Income 2011: -$1202011Revenue 2012: $289,598Expenses 2012: $285,596Net Income 2012: $4,0022012Revenue 2013: $157,669Expenses 2013: $152,640Net Income 2013: $5,0292013Revenue 2014: $171,456Expenses 2014: $164,006Net Income 2014: $7,4502014Revenue 2015: $193,062Expenses 2015: $195,398Net Income 2015: -$2,3362015Revenue 2016: $175,958Expenses 2016: $169,569Net Income 2016: $6,3892016Revenue 2017: $240,847Expenses 2017: $230,900Net Income 2017: $9,9472017Revenue 2018: $293,201Expenses 2018: $292,064Net Income 2018: $1,1372018Revenue 2019: $314,574Expenses 2019: $289,988Net Income 2019: $24,5862019Revenue 2020: $381,347Expenses 2020: $360,464Net Income 2020: $20,8832020Revenue 2021: $334,502Expenses 2021: $351,412Net Income 2021: -$16,9102021Revenue 2022: $227,140Expenses 2022: $219,792Net Income 2022: $7,3482022Revenue 2023: $163,148Expenses 2023: $184,006Net Income 2023: -$20,8582023Revenue 2024: $115,459Expenses 2024: $126,208Net Income 2024: -$10,7492024

Highlighted filing

2015

Revenue$193,062
Expenses$195,398
Net Income-$2,336
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.0
Gross Receipts
$193,062
Mission and Program Overview

Mission

Psychotherapy Services

Program Services

DescriptionGrantsExpenses
To provide low-cost psychotherapy, educational programs and referral services (for approximately 140 people during the tax year 2015) to help them deal with addiction, anger and other emotional and psychological issues.$164,881-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan Edl SteinExecutive DirectorFT$23,368-$23,368
Cathy ColemanCFO-$0--
Craig ChalquistDirector-$0--
Janis PhelpsDirector-$0--
Inge DeanDirector-$0--
Karen PalomosDirector-$0--
Sophia ReindersDirector-$0--
Filing and Contact Details

Filer

Filer Name
Holos Institute
EIN
94-3139210
Phone
4157500478
Address
312 Third Avenue, San Francisco, CA 94118

Signing Officer

Name
Jan Edl Stein
Title
Executive Director
Signed
2016-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Just Taxes
Address
6327 Fairmount Ave, El Cerrito, CA 94530
Preparer
John R Stephenson EA
Phone
5105288299
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $2154

Other Expenses.1002

Office Expenses $721

Other Expenses.1003

Information Technology $400

Other Expenses.1012

Insurance $2611

Other Expenses.1

Supervision $22740

Other Expenses.2

Public Events Expenses $3425

Other Expenses.3

Bank Charges $3141

Other Expenses.4

Payroll Service $1282

Other Expenses.5

Training $1200

Other Expenses.6

Workshop/Retreat Exp $1160

Other Expenses.7

Meetings $638

Other Expenses.9

Fees & Licenses $163

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $2000 Prepaid Expenses and Deferred Charges - Ending $2000

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $17533 Accounts Payable and Accrued Expenses - Ending $13287

Raw XML Appendix205 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jan Edl Stein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Coleman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Craig Chalquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Janis Phelps
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Inge Dean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Karen Palomos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sophia Reinders
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt039635
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Psychotherapy Services
IRS990EZ/PrintingPublicationsPostageAmt0369
IRS990EZ/ProgramServiceRevenueAmt0165989
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0164881
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010990
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046774
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0944489
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014460
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012540
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022455
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03415
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt052870
IRS990ScheduleA/InvestmentIncomeCYPct00.05060
IRS990ScheduleA/InvestmentIncomePYPct00.03580
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94940
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0283285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0235246
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0286700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0235246
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01044133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supervision $22740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Public Events Expenses $3425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges $3141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payroll Service $1282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Training $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Workshop/Retreat Exp $1160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Meetings $638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Fees & Licenses $163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Prepaid Expenses and Deferred Charges - Beginning $2000 Prepaid Expenses and Deferred Charges - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable and Accrued Expenses - Beginning $17533 Accounts Payable and Accrued Expenses - Ending $13287
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1001
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Edl Stein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holos Institute
ReturnHeader/Filer/BusinessNameControlTxt0HOLO
ReturnHeader/Filer/EIN0943139210
ReturnHeader/Filer/PhoneNum04157500478
ReturnHeader/Filer/USAddress/AddressLine1Txt0312 Third Avenue
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Just Taxes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06327 Fairmount Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cerrito
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094530
ReturnHeader/PreparerPersonGrp/PhoneNum05105288299
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John R Stephenson EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-15T11:14:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.10$1.15$1.26$0.11
2023Summary only. Only limited summary data is available for this year.$0.21$0.00$1.63$1.84$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.01$0.42$2.27$2.20$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$3.35$3.51$0.17
2020Summary only. Only limited summary data is available for this year.$0.82$0.30$0.52$3.81$3.60$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.02$0.31$3.15$2.90$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.02$0.06$2.93$2.92$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.03$0.05$2.41$2.31$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.08$0.05$1.76$1.70$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.13$0.11$1.93$1.95$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.18$0.09$1.71$1.64$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.18$0.15$1.58$1.53$0.05
2012Summary only. Only limited summary data is available for this year.$0.02$0.22$0.21$2.90$2.86$0.04
2011Summary only. Only limited summary data is available for this year.$0.02$0.26$0.25$2.35$2.35$0.00