Nonprofit · EIN 23-7233306
OMEGA INSTITUTE FOR HOLISTIC STUDIES INC
Tax-exempt · RHINEBECK, NY 12572
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $20,768,585 | $20,645,994 | $122,591 | $27,462,324 | $11,714,523 | $15,747,801 |
| December 31, 2024 | 990 | $22,499,465 | $19,232,956 | $3,266,509 | $27,869,258 | $12,244,048 | $15,625,210 |
| December 31, 2023 | 990 | $16,514,349 | $18,021,216 | -$1,506,867 | $26,368,804 | $14,010,103 | $12,358,701 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,391,200
- Program service revenue
- $15,126,082
- Investment income
- $48,636
- Net gain from sales of assets
- -$17,944
- Other revenue
- $202,667
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $642,569
- Other salaries and wages
- $6,304,617
- Salaries, compensation and benefits (total)
- $8,281,654
- Professional fundraising fees
- $0
- Legal fees
- $29,702
- Accounting fees
- $51,678
- Occupancy
- $1,083,453
- Depreciation
- $1,865,767
- Program services (functional)
- $18,410,701
- Management and general (functional)
- $1,790,000
- Fundraising (functional)
- $445,293
Balance sheet and other
- Total assets, start of year
- $27,869,258
- Total assets, end of year
- $27,462,324
- Total liabilities, end of year
- $11,714,523
- Net assets, end of year
- $15,747,801
- Land, buildings and equipment
- $22,434,571
- Net assets without donor restrictions
- $11,350,855
- Net assets with donor restrictions
- $4,396,946
- Gross receipts
- $20,786,529
- Employees
- 322
- Volunteers
- 25
- Year formed
- 1971
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARLA GOLDSTEIN | PRESIDENT & Officer | 40 | $269,921 | $19,082 |
| ROBERT C BACKUS | CEO EMERITUS Key employee | 40 | $177,771 | $8,687 |
| RACQUEL JOSEPH | CDCO Officer | 40 | $160,000 | $0 |
| JENNIFER ADLER | COMPTROLLER Highest-paid employee | 40 | $127,104 | $21,294 |
| HOLLY VANLEUVAN | CAMPUS OPS. Highest-paid employee | 40 | $135,471 | $8,687 |
| KATHLEEN LAUCIUS | CREATIVE DIR Highest-paid employee | 40 | $125,271 | $8,687 |
| DEBORAH DAILEY | CULTURE DIRE Highest-paid employee | 40 | $124,091 | $8,687 |
| ELIZABETH LESSER | SENIOR ADVIS Former | 20 | $125,000 | $0 |
| CHRISSA SANTORO | COMM DIRECTO Highest-paid employee | 40 | $108,405 | $8,687 |
| MANUELA ROOSEVELT | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| DEVI BROWN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| PATTY GOODWIN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ARTEMIO GUERRA | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| NEONU JEWELL | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JAMIA WILSON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE MACKRELL | BOARD MEMBER Trustee or director | 5 | $0 |
| AJAY RELAN | BOARD MEMBER Trustee or director | 5 | $0 |
| REBECCA TADIKONDA | BOARD MEMBER Trustee or director | 5 | $0 |
| BETH COMSTOCK | BOARD MEMBER Trustee or director | 5 | $0 |
| SHERYL LAMB | RESIGNED 5/3 Trustee or director, Officer | – | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARLA GOLDSTEIN | PRESIDENT & Officer | 40 | $254,960 | $19,457 |
| ROBERT C BACKUS | CEO EMERITUS Key employee | 40 | $178,034 | $7,636 |
| JENNIFER ADLER | COMPTROLLER Officer | 40 | $134,960 | $19,457 |
| RACQUEL JOSEPH | CDCO Officer | 40 | $150,000 | $0 |
| HOLLY VANLEUVAN | CAMPUS OPS. Highest-paid employee | 40 | $133,034 | $7,636 |
| MARI CAROL DONAHOE | PROGRAM DIRE Highest-paid employee | 40 | $133,034 | $7,636 |
| KATHLEEN LAUCIUS | CREATIVE DIR Highest-paid employee | 40 | $123,034 | $7,636 |
| DEBORAH DAILEY | CULTURE DIRE Highest-paid employee | 40 | $121,854 | $7,636 |
| CHRISSA SANTORO | COMM DIRECTO Highest-paid employee | 40 | $108,139 | $7,636 |
| ELIZABETH LESSER | SENIOR ADVIS Former | 20 | $105,000 | $0 |
| MANUELA ROOSEVELT | CHAIR/TREASU Trustee or director, Officer | 5 | $0 | $0 |
| SHERYL LAMB | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| DEVI BROWN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| PATTY GOODWIN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ARTEMIO GUERRA | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| NEONU JEWELL | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JAMIA WILSON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| LESLIE MACKRELL | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| AJAY RELAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| REBECCA TADIKONDA | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| BETH COMSTOCK | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| TOBIAS ESCH | RESIGNED 5/1 Trustee or director | 5 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARLA GOLDSTEIN | PRESIDENT & Officer | 40 | $232,123 | $23,459 |
| ROBERT C BACKUS | CEO EMERITUS Key employee | 40 | $236,067 | $8,157 |
| JENNIFER ADLER | CFO Officer | 40 | $133,960 | $23,459 |
| JOEL LEVITAN | SR. BUSINESS Highest-paid employee | 40 | $129,079 | $16,365 |
| MARI CAROL DONAHOE | PROGRAM DIRE Highest-paid employee | 40 | $132,903 | $8,157 |
| HOLLY VANLEUVAN | CAMPUS OPS. Highest-paid employee | 40 | $132,903 | $8,157 |
| MICHAEL CRAFT | BUSINESS STR Highest-paid employee | 40 | $132,430 | $8,157 |
| CALI ALPERT | DIGITAL MEDI Highest-paid employee | 40 | $127,053 | $8,157 |
| RACQUEL JOSEPH | CDCO Officer | 40 | $120,000 | $0 |
| ELIZABETH LESSER | SENIOR ADVIS Former | 20 | $75,000 | $0 |
| MANUELA ROOSEVELT | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| KATHERINE COLLINS | RESIGNED 5/1 Trustee or director, Officer | 5 | $0 | $0 |
| SHERYL LAMB | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| BRUCE SHEARER | RESIGNED 2/2 Trustee or director | 5 | $0 | $0 |
| PATTY GOODWIN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JAMIA WILSON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| NEONU JEWELL | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| TOBIAS ESCH | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ARTEMIO GUERRA | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| DEVI BROWN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 150 LAKE DR, RHINEBECK, NY 12572-3252
- Principal officer (990 for 2025)
- MARCOS STAFNE, 150 LAKE DRIVE, RHINEBECK, NY 12572
- Signed the 990
- MARCOS STAFNE, CHIEF BUS OFFICER
- Phone
- (845) 266-4444
- Website
- WWW.EOMEGA.ORG
- Return prepared by
- UHY INC
Mission
THROUGH INNOVATIVE EDUCATIONAL EXPERIENCES THAT AWAKEN THE BEST IN THE HUMAN SPIRIT, OMEGA PROVIDES HOPE AND HEALING FOR INDIVIDUALS AND SOCIETY.
Program accomplishments
- PROVIDING INNOVATIVE EDUCATIONAL EXPERIENCES TO INDIVIDUALS IN ORDER TO FOSTER HOPE AND HEALING.Expenses $18,410,701 · revenue $15,126,082
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7233306
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B400)
- Assets (IRS master file)
- $27,462,324
- Income (IRS master file)
- $20,786,529
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $20,768,585 | $20,645,994 | $27,462,324 | XML |
| 990 | December 2024 | $22,499,465 | $19,232,956 | $27,869,258 | XML |
| 990 | December 2023 | $16,514,349 | $18,021,216 | $26,368,804 | XML |
| 990 | December 2022 | $14,633,806 | $16,382,769 | $27,352,924 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7233306).
Questions about OMEGA INSTITUTE FOR HOLISTIC STUDIES INC
- What is the EIN of OMEGA INSTITUTE FOR HOLISTIC STUDIES INC?
- The employer identification number (EIN) of OMEGA INSTITUTE FOR HOLISTIC STUDIES INC is 23-7233306.
- Is OMEGA INSTITUTE FOR HOLISTIC STUDIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to OMEGA INSTITUTE FOR HOLISTIC STUDIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OMEGA INSTITUTE FOR HOLISTIC STUDIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OMEGA INSTITUTE FOR HOLISTIC STUDIES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OMEGA INSTITUTE FOR HOLISTIC STUDIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OMEGA INSTITUTE FOR HOLISTIC STUDIES INC?
- The 990 for the year ended December 31, 2025 names MARCOS STAFNE.
- Who are the officers and directors of OMEGA INSTITUTE FOR HOLISTIC STUDIES INC?
- The 990 for the year ended December 31, 2025 lists 20 people; 9 received compensation from the organization, the highest $269,921 (CARLA GOLDSTEIN, PRESIDENT &).
- How much revenue does OMEGA INSTITUTE FOR HOLISTIC STUDIES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $20,768,585, expenses of $20,645,994 and total assets of $27,462,324 at year end.
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