Civic Intelligence

Holos Institute

990 • Fiscal year 2020 • EIN 94-3139210

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 09, 2021

Organization ProfileHolosinstitute.net
PO Box 439Lagunitas, CA 94938

(415) 862-0594

Siviq Scores

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

Liabilities / Assets

85th percentile

0.37x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.08x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

51st percentile

5.5%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$26,690

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

150%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Flat

$81,525

Flat from 2020

Net Assets

Flat

$51,525

Flat from 2020

Liabilities

Flat

$30,000

Flat from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin51st percentile

Revenue

Flat

$381,347

Flat from 2020

Expenses

Flat

$360,464

Flat from 2020

Net Income

Flat

$20,883

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st 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 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

2020

Assets$81,525
Liabilities$30,000
Net Assets$51,525
Open 2020 Filing

Operations Trend

Revenue Growth80th 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 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

2020

Revenue$381,347
Expenses$360,464
Net Income$20,883
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 9, 2021
Return Version
2020v4.0
Gross Receipts
$381,347
Mission and Program Overview

Mission

Psychotherapy Services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,623$81,525▲ $50,902
Prepaid Expenses and Deferred Charges$2,000$0▼ $2,000
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$32,623$81,525▲ $48,902
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,981$30,000▲ $28,019
Total Liabilities$1,981$30,000▲ $28,019
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$30,642$51,525▲ $20,883
Total Net Assets Fund Balance$30,642$51,525▲ $20,883
Total Liabilities and Net Assets / Fund Balance$32,623$81,525▲ $48,902
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jan Edl SteinExecutive DirectorFT$26,690$26,690

Board Members and Trustees

NameTitle
Craig ChalquistDirector
Inge DeanDirector
Karen PalamosDirector
Ron FoutsDirector
Dale ShweppeCFO
Janis PhelpsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$230
Program Service Revenue
$381,117
Investment Income
$0
Other Revenue
$0
All Other Contributions
$230
Change in Net Assets
$20,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$243,879
Other Expenses$116,585
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$198,461--$198,461
Occupancy$34,167--$34,167
Current Officers, Directors, Trustees, and Key Employees-$26,690-$26,690
Fees for Services Legal$21,379--$21,379
Payroll Taxes$18,728--$18,728
Fees for Services Accounting-$2,491-$2,491
Information Technology$1,900--$1,900
Fees for Services Management$1,830--$1,830
Other Expenses$3,210$1,578-$1,578
All Other Expenses$1,319--$1,319
Insurance$1,279--$1,279
Advertising$807--$807
Office Expenses$416--$416
Total Functional Expenses$329,705$30,759$0$360,464
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
4158620594
Address
PO Box 439, Lagunitas, CA 94938

Signing Officer

Name
Jan Edl Stein
Title
Executive Director
Signed
2021-09-09
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
7
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/Total509Grp/CurrentTaxYearMinus3YearsAmt0238668
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0173538
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0240847
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Edl Stein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-09
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Just Taxes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06327 Fairmount Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cerrito
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,525
Liabilities
$30,000
Net assets
$51,525
Revenue
$381,347
Expenses
$360,464
Net income
$20,883
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
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.30$0.52$3.81$3.60$0.21
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