HOLT COUNSELING CENTER

EIN: 510428848 501(c)(3) Mental Health

LODI, CA

Total Revenue
$503,449
Total Expenses
$499,488
Total Assets
$13,961
Net Assets
$13,961
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
CA
Principal Officer
BONNIE TWEEDY
Phone
2093662273
Tax Period
2024-01-01 to 2024-12-31

HOLT COUNSELING CENTER, founded in 2003, is a small nonprofit in the Mental Health sector that reported $503K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

PROVIDE LOW COST COUNSELING - SEE ATTACHED SCHEDULE O

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $503,449
Investment Income $0
Other Revenue $0
TOTAL REVENUE $503,449

Expense Breakdown

Grants Paid $0
Salaries & Benefits $368,320
Fundraising Expenses $0
Program Expenses $499,488
Other Expenses $131,168
TOTAL EXPENSES $499,488

Year-over-Year Comparison

2024 2023 Change
Revenue $503,449 $429,670 +0.2%
Expenses $499,488 $394,174 +0.3%
Net Income $3,961 $35,496 -0.9%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
N/A
Employees
14
Volunteers
6

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
1
$24,000
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DIANA HOLT DIRECTOR 12.00
Director
$24,000 $0 $24,000
BONNIE TWEEDY SECRETARY 40.00
Highest
$53,500 $0 $53,500
ROBERTA SHERE OFFICER 0.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $503,449 $499,488 $13,961 $3,961
2023 $429,670 $394,174 $10,000 $35,496
2022 $397,082 $388,616 $10,000 $8,466
2021 $317,390 $305,178 $10,000 $12,212
2020 $282,994 $266,043 $10,000 $16,951
2020 $282,994 $103,584 No data $179,410
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