OMEGA INSTITUTE FOR HOLISTIC STUDIES INC Charity Report

Public IRS 990 nonprofit record

OMEGA INSTITUTE FOR HOLISTIC STUDIES INC

EIN 23-7233306 · Education (B400)

What they do

THROUGH INNOVATIVE EDUCATIONAL EXPERIENCES THAT AWAKEN THE BEST IN THE HUMAN SPIRIT, OMEGA PROVIDES HOPE and HEALING for INDIVIDUALS and SOCIETY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

74.51%of revenue went to mission work87.2% of expenses · Program services

2.11%of revenue went to fundraising2.5% of expenses

$85.48spent for every $100 of revenueRevenue covered expenses this year.

8.86%of revenue went to management and office costs10.4% of expenses

$1.45in assets for every $1 spent this yearSome assets cannot be spent right away.

37.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $274,417 for CARLA GOLDSTEIN (PRESIDENT &). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$22,499,465

Mission workProgram services$16,763,66074.51% of revenue87.2% of expenses

ManagementOffice and general costs$1,993,7158.86% of revenue10.4% of expenses

FundraisingAsking for donations$475,5812.11% of revenue2.5% of expenses

Revenue left after expensesReported annual surplus$3,266,50914.52% of revenueShown in gray on the chart

Total expenses$19,232,95685.48% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 87.2% mission · 10.4% management · 2.5% fundraisingTotal expenses: 85.48% of revenue

2023Expense mix: 84.9% mission · 12.0% management · 3.1% fundraisingTotal expenses: 109.12% of revenue

2022Expense mix: 85.4% mission · 11.7% management · 2.9% fundraisingTotal expenses: 111.95% of revenue

2021Expense mix: 81.3% mission · 15.3% management · 3.4% fundraisingTotal expenses: 113.23% of revenue

2020Expense mix: 74.6% mission · 17.2% management · 8.2% fundraisingTotal expenses: 152.29% of revenue

2019Expense mix: 86.5% mission · 9.7% management · 3.8% fundraisingTotal expenses: 88.02% of revenue

2018Expense mix: 87.0% mission · 9.2% management · 3.9% fundraisingTotal expenses: 91.80% of revenue

2017Expense mix: 78.2% mission · 18.1% management · 3.7% fundraisingTotal expenses: 96.72% of revenue

Money in and money out

Revenue$22,499,465

Expenses$19,232,956

Annual surplus $3,266,509 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$16,763,660 · 87.2% of expenses

Management and office costs$1,993,715 · 10.4% of expenses

Fundraising$475,581 · 2.5% of expenses

See all reported dollar amounts

Revenue$22,499,465

Expenses$19,232,956

Assets$27,869,258

Income$22,595,902

Contributions$8,440,821

Mission work (program services)$16,763,660

Fundraising$475,581

Management and general$1,993,715

Accounting fees$33,000

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

CARLA GOLDSTEINPRESIDENT & · 40 hrs/week $274,417Base $254,960 · Other $19,457

ROBERT C BACKUSCEO EMERITUS · 40 hrs/week $185,670Base $178,034 · Other $7,636

JENNIFER ADLERCOMPTROLLER · 40 hrs/week $154,417Base $134,960 · Other $19,457

RACQUEL JOSEPHCDCO · 40 hrs/week $150,000

HOLLY VANLEUVANCAMPUS OPS. · 40 hrs/week $140,670Base $133,034 · Other $7,636

MARI CAROL DONAHOEPROGRAM DIRE · 40 hrs/week $140,670Base $133,034 · Other $7,636

KATHLEEN LAUCIUSCREATIVE DIR · 40 hrs/week $130,670Base $123,034 · Other $7,636

DEBORAH DAILEYCULTURE DIRE · 40 hrs/week $129,490Base $121,854 · Other $7,636

CHRISSA SANTOROCOMM DIRECTO · 40 hrs/week $115,775Base $108,139 · Other $7,636

ELIZABETH LESSERSENIOR ADVIS · 20 hrs/week $105,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

CARLA GOLDSTEINPRESIDENT &

ROBERT C BACKUSCEO EMERITUS

JENNIFER ADLERCOMPTROLLER

RACQUEL JOSEPHCDCO

HOLLY VANLEUVANCAMPUS OPS.

MARI CAROL DONAHOEPROGRAM DIRE

KATHLEEN LAUCIUSCREATIVE DIR

DEBORAH DAILEYCULTURE DIRE

CHRISSA SANTOROCOMM DIRECTO

ELIZABETH LESSERSENIOR ADVIS

TOBIAS ESCHRESIGNED 5/1

AJAY RELANBOARD MEMBER

SHERYL LAMBSECRETARY

REBECCA TADIKONDABOARD MEMBER

PATTY GOODWINBOARD MEMBER

NEONU JEWELLBOARD MEMBER

MANUELA ROOSEVELTCHAIR/TREASU

LESLIE MACKRELLBOARD MEMBER

JAMIA WILSONBOARD MEMBER

DEVI BROWNBOARD MEMBER

BETH COMSTOCKBOARD MEMBER

ARTEMIO GUERRABOARD MEMBER

About this charity

Recognized since: January 1972
Location: 150 LAKE DR, RHINEBECK, NY 12572-3252
County: Dutchess
In care of: CARLA GOLDSTEIN
Primary officer: CARLA GOLDSTEIN, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Phone(845) 266-4444

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: RBT CPAS LLP
NTEE classification: Education (B400)