Holos Institute
- Assets
- $34.6k
- Revenue
- $334.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Lagunitas, CA
- Founding
- 07/1991
- Data as of
- 12/2021
- EIN
- 94-3139210
Organization Overview
Holos Institute is located in Lagunitas, CA. The organization was established in 1991. According to its NTEE Classification (F30) the organization is classified as: Mental Health Treatment, under the broad grouping of Mental Health & Crisis Intervention and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Holos Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Holos Institute generated $334.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.2% each year. All expenses for the organization totaled $351.4k during the year ending 12/2021. While expenses have increased by 8.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PSYCHOTHERAPY SERVICES
Describe the Organization's Program Activity:
Part 3 - Line 4a
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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jan Edl Stein Executive Dir. | OfficerTrustee | 40 | $46,090 |
Dale Shweppe CFO | OfficerTrustee | 0 | $0 |
Janis Phelps Secretary | OfficerTrustee | 0 | $0 |
Craig Chalquist Director | Trustee | 0 | $0 |
Karen Palamos Director | Trustee | 0 | $0 |
Ron Fouts Director | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $30,090 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $30,090 |
| Total Program Service Revenue | $304,412 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $334,502 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $46,090 |
| Compensation of current officers, directors, key employees. | $13,827 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $208,558 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $27,360 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $697 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $835 |
| Advertising and promotion | $0 |
| Office expenses | $3,473 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $792 |
| All other expenses | $54 |
| Total functional expenses | $351,412 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $34,615 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $34,615 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $34,615 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $34,615 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Holos Institute has recieved totaling $64.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $64 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mental Health Systems Inc San Diego, CA | $26,073,589 | $95,186,380 |
Southwest Behavioral Health Services Inc Phoenix, AZ | $56,180,272 | $104,144,579 |
Cascadia Behavioral Healthcare Inc Portland, OR | $67,090,354 | $81,176,418 |
Pacific Clinics Arcadia, CA | $0 | $71,212,671 |
Momentum For Health San Jose, CA | $53,278,490 | $60,943,064 |
Turning Point Of Central California Inc Visalia, CA | $19,002,541 | $58,261,901 |
John Muir Behavioral Health Walnut Creek, CA | $23,329,930 | $48,328,936 |
Anka Behavioral Health Inc Concord, CA | $8,897,009 | $46,688,782 |
Lifeworks Nw Portland, OR | $92,908,796 | $53,219,937 |
Kings View Fresno, CA | $16,012,853 | $37,467,192 |
Cope Community Services Inc Tucson, AZ | $56,139,591 | $33,426,931 |
Lifeways Inc Ontario, OR | $24,742,781 | $27,121,389 |