Holos Institute

EIN: 943139210 501(c)(3) Mental Health

Lagunitas, CA

Total Revenue
$227,140
Total Expenses
$219,792
Total Assets
$42,594
Net Assets
$41,963
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
CA
Phone
4158620594
Tax Period
2022-01-01 to 2022-12-31

Holos Institute, founded in 1991, is a small nonprofit in the Mental Health sector that reported $227K in total revenue in fiscal year 2022. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $220K left a modest 3% surplus.

Mission

Psychotherapy Services

Program Service Accomplishments

Program 1
Expenses: $207,048

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $78
Program Service Revenue $227,062
Investment Income $0
Other Revenue $0
TOTAL REVENUE $227,140

Expense Breakdown

Grants Paid $0
Salaries & Benefits $182,485
Fundraising Expenses $0
Program Expenses $207,048
Other Expenses $37,307
TOTAL EXPENSES $219,792

Year-over-Year Comparison

2022 2021 Change
Revenue $227,140 $334,502 -0.3%
Expenses $219,792 $351,412 -0.4%
Net Income $7,348 $-16,910 -1.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$32,640
Total Directors
7
$32,640
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jan Edl Stein Executive Dir. 40.00
Officer Director
$32,640 $0 $32,640
Dale Shweppe CFO 0.00
Officer Director
$0 $0 $0
Craig Chalquist Director 0.00
Director
$0 $0 $0
Janis Phelps Secretary 0.00
Officer Director
$0 $0 $0
Inge Dean Director 0.00
Director
$0 $0 $0
Karen Palamos Director 0.00
Director
$0 $0 $0
Ron Fouts Director 0.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2022 $227,140 $219,792 $42,594 $7,348
2021 $334,502 $351,412 $34,615 $-16,910
2020 $381,347 $360,464 $81,525 $20,883
2019 $314,574 $289,988 $32,623 $24,586
2018 $293,201 $292,064 $8,037 $1,137
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