Civic Intelligence

Holos Institute

990EZ • Fiscal year 2023 • EIN 94-3139210

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

25th percentile

-13%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$29,550

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-50%

Faster asset growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-28%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$21,105

Flat from 2023

Net Assets

$21,105

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$163,148

Flat from 2023

Expenses

Flat

$184,006

Flat from 2023

Net Income

Flat

-$20,858

Flat from 2023

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: $21,105Net Assets 2023: $21,1052023Assets 2023: $21,105Liabilities 2023: $02023Assets 2024: $10,356Net Assets 2024: $10,3562024

Highlighted filing

2023

Assets$21,105
Liabilities-
Net Assets$21,105

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 2023: $163,148Expenses 2023: $184,006Net Income 2023: -$20,8582023Revenue 2024: $115,459Expenses 2024: $126,208Net Income 2024: -$10,7492024

Highlighted filing

2023

Revenue$163,148
Expenses$184,006
Net Income-$20,858
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$163,148
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 2023) to help them deal with addiction, anger and other emotional and psychological issues.-$182,517
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan Edl SteinExecutive DirectorFT$29,550-$29,550
Dale ShweppeCFO-$0--
Craig ChalquistDirector-$0--
Janis PhelpsSecretary-$0--
Inge DeanDirector-$0--
Karen PalamosDirector-$0--
Ron FoutsDirector-$0--
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
2024-11-15
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.1003

Information Technology $3858

Other Expenses.1012

Insurance $1497

Other Expenses.1

Public Events Expenses $27387

Other Expenses.2

Supervision $7680

Other Expenses.3

Payroll Service $1956

Other Expenses.4

Refunds $797

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $631 Accounts Payable and Accrued Expenses - Ending $0

Raw XML Appendix180 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum09163372048
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 439
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lagunitas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094938
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042594
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041963
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021105
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041963
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jan Edl Stein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dale Shweppe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Craig Chalquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Janis Phelps
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Inge Dean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Karen Palamos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ron Fouts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043175
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Psychotherapy Services
IRS990EZ/ProgramServiceRevenueAmt0162924
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide low-cost psychotherapy, educational programs and referral services (for approximately 140 people during the tax year 2023) to help them deal with addiction, anger and other emotional and psychological issues.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0182517
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0139342
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0631
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0184006
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IRS990EZ/TotalRevenueAmt0163148
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0Holosinstitute.net
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0224
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt078
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031893
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02340
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0162924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0227062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0304412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0381117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0310963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01386478
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02340
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02340
IRS990ScheduleA/InvestmentIncomeCYPct00.00160
IRS990ScheduleA/InvestmentIncomePYPct00.00750
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99840
IRS990ScheduleA/PublicSupportPY509Pct00.99250
IRS990ScheduleA/PublicSupportTotal509Amt01418371
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0163148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0227140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0334502
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0381347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0312234
IRS990ScheduleA/Total509Grp/TotalAmt01418371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0163148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0227140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0334502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0381347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0314574
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01420711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $3858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Public Events Expenses $27387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supervision $7680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Payroll Service $1956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Refunds $797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $631 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Edl Stein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holos Institute
ReturnHeader/Filer/BusinessNameControlTxt0HOLO
ReturnHeader/Filer/EIN0943139210
ReturnHeader/Filer/PhoneNum04158620594
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 439
ReturnHeader/Filer/USAddress/CityNm0Lagunitas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094938
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680358342
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/ReturnTs02024-11-15T12:09:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.63$1.84$0.21
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