Civic Intelligence

Holos Institute

990 • Fiscal year 2018 • EIN 94-3139210

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 01, 2019

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

85th percentile

0.25x

Higher debt load relative to assets than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

43rd percentile

0.4%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$26,950

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-7.2%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$8,037

Down $619 (-7.2%) from 2017

Net Assets

Up

$6,056

Up $826 (+16%) from 2017

Liabilities

Down

$1,981

Down $1,445 (-42%) from 2017

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin43rd percentile

Revenue

Up

$293,201

Up $52,354 (+22%) from 2017

Expenses

Up

$292,064

Up $61,164 (+26%) from 2017

Net Income

Down

$1,137

Down $8,810 (-89%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2018

Assets$8,037
Liabilities$1,981
Net Assets$6,056
Open 2018 Filing

Operations Trend

Revenue Growth74th 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

2018

Revenue$293,201
Expenses$292,064
Net Income$1,137
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$293,201
Mission and Program Overview

Mission

Psychotherapy Services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,656$6,037▼ $619
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$8,656$8,037▼ $619
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,426$1,981▼ $1,445
Total Liabilities$3,426$1,981▼ $1,445
Net Assets / Fund Balance
Unrestricted Net Assets$5,230$6,056▲ $826
Total Net Assets Fund Balance$5,230$6,056▲ $826
Total Liabilities and Net Assets / Fund Balance$8,656$8,037▼ $619
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jan Edl SteinExecutive DirectorFT$26,950$26,950

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
$186
Program Service Revenue
$283,739
Investment Income
$0
Other Revenue
$9,276
All Other Contributions
$186
Change in Net Assets
$1,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$181,412
Salaries, Compensation, and Employee Benefits$110,652
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$75,211--$75,211
Occupancy$62,723--$62,723
Current Officers, Directors, Trustees, and Key Employees-$26,950-$26,950
Payroll Taxes$8,491--$8,491
Advertising$3,614--$3,614
Fees for Services Accounting-$3,224-$3,224
Office Expenses$1,406--$1,406
All Other Expenses$761$222-$983
Other Expenses$600$1,636-$600
Travel$4--$4
Total Functional Expenses$260,032$32,032$0$292,064
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
2019-11-01
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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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033031
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09276
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02179
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02420
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014460
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012540
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt040875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0283739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0238233
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0166678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0165989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0145979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01000618
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09276
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02179
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02420
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014460
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012540
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt040875
IRS990ScheduleA/InvestmentIncomeCYPct00.03800
IRS990ScheduleA/InvestmentIncomePYPct00.05760
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96200
IRS990ScheduleA/PublicSupportPY509Pct00.94240
IRS990ScheduleA/PublicSupportTotal509Amt01033649
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0283925
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0238668
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0173538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0178602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0158916
IRS990ScheduleA/Total509Grp/TotalAmt01033649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0293201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0240847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0175958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0193062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0171456
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01074524
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08656
IRS990/TotalAssetsEOYAmt08037
IRS990/TotalAssetsGrp/BOYAmt08656
IRS990/TotalAssetsGrp/EOYAmt08037
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0186
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032032
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0260032
IRS990/TotalFunctionalExpensesGrp/TotalAmt0292064
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03426
IRS990/TotalLiabilitiesEOYAmt01981
IRS990/TotalLiabilitiesGrp/BOYAmt03426
IRS990/TotalLiabilitiesGrp/EOYAmt01981
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05230
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06056
IRS990/TotalProgramServiceExpensesAmt0260032
IRS990/TotalProgramServiceRevenueAmt0283739
IRS990/TotalReportableCompFromOrgAmt026950
IRS990/TotalRevenueGrp/ExclusionAmt09276
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0283739
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0293201
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08656
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08037
IRS990/TravelGrp/ProgramServicesAmt04
IRS990/TravelGrp/TotalAmt04
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05230
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06056
IRS990/USAddress/AddressLine1Txt0312 Third Avenue
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094118
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,037
Liabilities
$1,981
Net assets
$6,056
Revenue
$293,201
Expenses
$292,064
Net income
$1,137
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
2018Detailed filing. Detailed filing data is available for this year.$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