Civic Intelligence

Holos Institute

990 • Fiscal year 2017 • EIN 94-3139210

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 26, 2018

Organization ProfileHolosinstitute.net
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

88th percentile

0.40x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

52nd percentile

4.1%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$18,590

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

178%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$8,656

Up $5,546 (+178%) from 2016

Net Assets

Up

$5,230

Up $9,947 (+211%) from 2016

Liabilities

Down

$3,426

Down $4,401 (-56%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin52nd percentile

Revenue

Up

$240,847

Up $64,889 (+37%) from 2016

Expenses

Up

$230,900

Up $61,331 (+36%) from 2016

Net Income

Up

$9,947

Up $3,558 (+56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2017

Assets$8,656
Liabilities$3,426
Net Assets$5,230
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

2017

Revenue$240,847
Expenses$230,900
Net Income$9,947
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 26, 2018
Return Version
2017v2.2
Gross Receipts
$240,847
Mission and Program Overview

Mission

Psychotherapy Services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,110$6,656▲ $5,546
Prepaid Expenses and Deferred Charges$2,000$2,000→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,110$8,656▲ $5,546
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$7,827$3,426▼ $4,401
Total Liabilities$7,827$3,426▼ $4,401
Net Assets / Fund Balance
Unrestricted Net Assets$-4,717$5,230▲ $9,947
Total Net Assets Fund Balance$-4,717$5,230▲ $9,947
Total Liabilities and Net Assets / Fund Balance$3,110$8,656▲ $5,546
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jan Edl SteinExecutive DirectorFT$18,590$18,590

Board Members and Trustees

NameTitle
Craig ChalquistDirector
Inge DeanDirector
Karen PalomosDirector
Ron FoutsDirector
Sophia ReindersDirector
Cathy ColemanCFO
Janis PhelpsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$435
Program Service Revenue
$238,233
Investment Income
$0
Other Revenue
$2,179
All Other Contributions
$435
Change in Net Assets
$9,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,125
Salaries, Compensation, and Employee Benefits$104,775
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$74,727--$74,727
Occupancy$66,044--$66,044
Current Officers, Directors, Trustees, and Key Employees$4,280$14,310-$18,590
Payroll Taxes$11,458--$11,458
Advertising$3,610--$3,610
All Other Expenses$845$1,164-$2,009
Fees for Services Accounting-$1,817-$1,817
Information Technology$1,709--$1,709
Insurance$1,481--$1,481
Other Expenses$1,496$1,295-$1,295
Office Expenses$1,218--$1,218
Total Functional Expenses$212,314$18,586$0$230,900
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“All tax returns are reviewed prior to being submitted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

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
2018-11-26
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Just Taxes
Address
6327 Fairmount Ave, El Cerrito, CA 94530
Preparer
John R Stephenson EA
Phone
5105288299
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038393
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02179
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02420
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014460
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012540
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022455
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt054054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0238233
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0166678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0165989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0145979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0129666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0846545
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02179
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02420
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014460
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012540
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022455
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054054
IRS990ScheduleA/InvestmentIncomeCYPct00.05760
IRS990ScheduleA/InvestmentIncomePYPct00.05610
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94240
IRS990ScheduleA/PublicSupportPY509Pct00.94390
IRS990ScheduleA/PublicSupportTotal509Amt0884938
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0238668
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0173538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0178602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0158916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0135214
IRS990ScheduleA/Total509Grp/TotalAmt0884938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0240847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0175958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0193062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0171456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0157669
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0938992
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All tax returns are reviewed prior to being submitted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03110
IRS990/TotalAssetsEOYAmt08656
IRS990/TotalAssetsGrp/BOYAmt03110
IRS990/TotalAssetsGrp/EOYAmt08656
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0435
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018586
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0212314
IRS990/TotalFunctionalExpensesGrp/TotalAmt0230900
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07827
IRS990/TotalLiabilitiesEOYAmt03426
IRS990/TotalLiabilitiesGrp/BOYAmt07827
IRS990/TotalLiabilitiesGrp/EOYAmt03426
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-4717
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05230
IRS990/TotalProgramServiceExpensesAmt0212314
IRS990/TotalProgramServiceRevenueAmt0238233
IRS990/TotalReportableCompFromOrgAmt018590
IRS990/TotalRevenueGrp/ExclusionAmt02179
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0238233
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0240847
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03110
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08656
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-4717
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05230
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0Holosinstitute.net
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Edl Stein

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,656
Liabilities
$3,426
Net assets
$5,230
Revenue
$240,847
Expenses
$230,900
Net income
$9,947
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
2017Detailed filing. Detailed filing data is available for this year.$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