Holos Institute
Nonprofit profile at a glance
- EIN
- 943139210
- IRS 990-EZ coverage
- 2013–2024
- Forms available
- Form 990 2022, Form 990-EZ 2024
- Location
- Lagunitas, CA, USA
- Phone
- 4158620594
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Mental Health Treatment F31 Psychiatric, Mental Health Hospital
Reported finances
- Revenue
- $115,459
- Expenses
- $126,208
- Assets
- $10,356
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
People named in this filing
- Jan Edl Stein (Executive Dir.)
- Dale Shweppe (CFO)
- Craig Chalquist (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Psychotherapy Services
What it reported doing in 2024
To provide low-cost psychotherapy, educational programs and referral services (for approximately 140 people during the tax year 2024) to help them deal with addiction, anger and other emotional and psychological issues.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 97
- Transparency & Controls: 82
- Sustainability: 12
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 93%; rating input score 93
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -9.3%; rating input score 16; 16th percentile among comparable filings
- Total-asset coverage ratio: 0.08; rating input score 10; 10th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 21.1%; rating input score 16; 16th percentile among comparable filings
Growth
- Program expense growth: 0.4% per year; rating input score 100; 31st percentile among comparable filings
- Revenue growth: 1.4% per year; rating input score 100; 28th percentile among comparable filings
- Asset growth: 14.5% per year; rating input score 100; 72nd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 93% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $117K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 6 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 16/100.
- High — Sustainability: Total-asset coverage ratio scored 10/100.
- High — Sustainability: Officer compensation ratio scored 16/100.