Form 990 for tax year 2025
Filed by OMEGA INSTITUTE FOR HOLISTIC STUDIES INC.
Totals
- Total revenue
- $20,768,585
- Total expenses
- $20,645,994
- Contributions and grants received
- $5,391,200
- Grants paid
- $0
- Program service revenue
- $15,126,082
- Investment income
- $48,636
- Other revenue
- $202,667
- Total assets, end of year
- $27,462,324
- Total liabilities, end of year
- $11,714,523
- Net assets or fund balances, end of year
- $15,747,801
- Program services expenses (Part IX)
- $18,410,701
- Management and general expenses
- $1,790,000
- Fundraising expenses
- $445,293
- Program service expenses (Part III)
- $18,410,701
Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$5,391,200
-
1g · Noncash contributions included above
$62,227
-
2a · Program service revenue: HOUSING INCOME
total $7,656,295 · related or exempt $7,656,295
-
2b · Program service revenue: PROGRAM INCOME
total $5,229,316 · related or exempt $5,229,316
-
2c · Program service revenue: BOOKSTORE REVENUE
total $776,463 · related or exempt $776,463
-
2d · Program service revenue: WELLNESS CENTER REVENUE
total $554,416 · related or exempt $554,416
-
2e · Program service revenue: CAFE REVENUE
total $349,090 · related or exempt $349,090
-
2f · All other program service revenue
total $560,502 · related or exempt $560,502
-
3 · Investment income
total $66,580 · excluded $66,580
-
7b · Less cost or other basis and sales expenses
other assets $17,944
-
7c · Gain or loss
other assets -$17,944
-
7d · Net gain or loss
total -$17,944 · related or exempt -$17,944
-
11a · Other revenue: RECOVERY OF GUEST CREDITS
total $121,391 · related or exempt $121,391
-
11b · Other revenue: MISCELLANEOUS INCOME
total $81,276 · related or exempt $81,276
-
11e · Other revenue, total
$202,667
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $642,569 · management and general $642,569
-
7 · Other salaries and wages
total $6,304,617 · program services $6,006,923 · management and general $78,275 · fundraising $219,419
-
9 · Other employee benefits
total $608,755 · program services $489,362 · management and general $101,518 · fundraising $17,875
-
10 · Payroll taxes
total $725,713 · program services $630,010 · management and general $72,690 · fundraising $23,013
-
11a · Fees: management
total $183,513 · management and general $183,513
-
11b · Fees: legal
total $29,702 · management and general $29,702
-
11c · Fees: accounting
total $51,678 · management and general $51,678
-
11g · Fees: other
total $3,413,777 · program services $3,413,777
-
12 · Advertising and promotion
total $1,058,245 · program services $1,058,245
-
13 · Office expenses
total $159,691 · program services $120,796 · management and general $31,926 · fundraising $6,969
-
14 · Information technology
total $171,624 · program services $148,747 · management and general $14,296 · fundraising $8,581
-
16 · Occupancy
total $1,083,453 · program services $1,083,453
-
20 · Interest
total $404,127 · program services $11,135 · management and general $392,350 · fundraising $642
-
22 · Depreciation, depletion and amortization
total $1,865,767 · program services $1,617,061 · management and general $155,418 · fundraising $93,288
-
23 · Insurance
total $432,952 · program services $375,239 · management and general $36,065 · fundraising $21,648
-
24a · Other expenses: GUEST MEALS AND HOUSING
total $1,677,462 · program services $1,677,462
-
24b · Other expenses: OTHER GUEST EXPENSES
total $645,637 · program services $645,637
-
24c · Other expenses: BOOKSTORE COST OF SALES
total $444,491 · program services $444,491
-
24d · Other expenses: WELLNESS CENTER SALE COST
total $350,437 · program services $350,437
-
24e · All other expenses
total $391,784 · program services $337,926 · fundraising $53,858
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,521 · end of year $453
-
2 · Savings and temporary cash investments
beginning of year $1,153,753 · end of year $429,510
-
3 · Pledges and grants receivable
beginning of year $3,087,510 · end of year $4,052,930
-
4 · Accounts receivable
end of year $6,169
-
8 · Inventories for sale or use
beginning of year $148,189 · end of year $160,448
-
9 · Prepaid expenses and deferred charges
beginning of year $341,586 · end of year $378,243
-
10a · Land, buildings and equipment: cost or other basis
$46,663,459
-
10b · Land, buildings and equipment: accumulated depreciation
$24,228,888
-
10c · Land, buildings and equipment, net
beginning of year $23,136,699 · end of year $22,434,571
-
17 · Accounts payable and accrued expenses
beginning of year $302,630 · end of year $510,493
-
19 · Deferred revenue
beginning of year $2,295,079 · end of year $2,215,133
-
23 · Secured mortgages and notes payable
beginning of year $9,646,339 · end of year $8,988,897
-
27 · Net assets without donor restrictions
beginning of year $12,155,482 · end of year $11,350,855
-
28 · Net assets with donor restrictions
beginning of year $3,469,728 · end of year $4,396,946
Mission and programs · 2025
Mission
THROUGH INNOVATIVE EDUCATIONAL EXPERIENCES THAT AWAKEN THE BEST IN THE HUMAN SPIRIT, OMEGA PROVIDES HOPE AND HEALING FOR INDIVIDUALS AND SOCIETY.
-
PROVIDING INNOVATIVE EDUCATIONAL EXPERIENCES TO INDIVIDUALS IN ORDER TO FOSTER HOPE AND HEALING.
Expenses $18,410,701 · Revenue $15,126,082
As filed on the 2025 return.
Listed in Part VII
-
Carla GoldsteinCARLA GOLDSTEIN
PRESIDENT &
- Total calculated
- $289,003
- From this org
- $269,921
- From related orgs
- $0
- Other
- $19,082
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $239,921
- Bonus
- $30,000
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $19,082
- Filer's total
- $289,003
-
Racquel JosephRACQUEL JOSEPH
CDCO
- Total calculated
- $160,000
- From this org
- $160,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $160,000
-
Robert C BackusROBERT C BACKUS
CEO EMERITUS
- Total calculated
- $186,458
- From this org
- $177,771
- From related orgs
- $0
- Other
- $8,687
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,771
- Bonus
- $30,000
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $8,687
- Filer's total
- $186,458
-
Jennifer AdlerJENNIFER ADLER
COMPTROLLER
- Total calculated
- $148,398
- From this org
- $127,104
- From related orgs
- $0
- Other
- $21,294
- Hours/week
- 40
-
Holly VanleuvanHOLLY VANLEUVAN
CAMPUS OPS.
- Total calculated
- $144,158
- From this org
- $135,471
- From related orgs
- $0
- Other
- $8,687
- Hours/week
- 40
-
Kathleen LauciusKATHLEEN LAUCIUS
CREATIVE DIR
- Total calculated
- $133,958
- From this org
- $125,271
- From related orgs
- $0
- Other
- $8,687
- Hours/week
- 40
-
Deborah DaileyDEBORAH DAILEY
CULTURE DIRE
- Total calculated
- $132,778
- From this org
- $124,091
- From related orgs
- $0
- Other
- $8,687
- Hours/week
- 40
-
Chrissa SantoroCHRISSA SANTORO
COMM DIRECTO
- Total calculated
- $117,092
- From this org
- $108,405
- From related orgs
- $0
- Other
- $8,687
- Hours/week
- 40
-
Elizabeth LesserELIZABETH LESSER
SENIOR ADVIS
- Total calculated
- $125,000
- From this org
- $125,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
Schedule J breakdown matched by us
- Base
- $125,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $125,000
-
Manuela RooseveltMANUELA ROOSEVELT
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Devi BrownDEVI BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Patty GoodwinPATTY GOODWIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Artemio GuerraARTEMIO GUERRA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Neonu JewellNEONU JEWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jamia WilsonJAMIA WILSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Leslie MackrellLESLIE MACKRELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Ajay RelanAJAY RELAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Rebecca TadikondaREBECCA TADIKONDA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Beth ComstockBETH COMSTOCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Sheryl LambSHERYL LAMB
RESIGNED 5/3
- Total calculated
- $0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
WISDOM AT WORK LLC
INACTIVE · NY
Directly controlled by OMEGA INST
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 3 September 2026
- IRS schema version
- 2025v4.0
- Source object
- 202612659349300516
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