HOLDING INSTITUTE INC (EIN 740687050) - Form 990 Financial Analysis & Trantor Score

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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

1977

Legal Domicile

Principal Officer

JAIME ARIZPE

Tax Period

2023-09-01 to 2024-08-31

HOLDING INSTITUTE INC, founded in 1977, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Expenses of $1.6M exceeded revenue, resulting in a 20% operating deficit.

Mission

The Holding Institute, Inc. - Community Center responds to the needs or women, children, and families to encourage health and wellness, to empower education, to improve community, and to invite discripleship.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,355,188

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,355,188

Expense Breakdown

Grants Paid $0

Salaries & Benefits $397,753

Fundraising Expenses $0

Program Expenses $1,585,868

Other Expenses $1,231,853

TOTAL EXPENSES $1,629,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,355,188	$1,329,415	+0.0%
Expenses	$1,629,606	$1,703,946	0.0%
Net Income	$-274,418	$-374,531	-0.3%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANA MARIA PULIDO SALDIVAR	DIRECTOR	10.00	Director	$0	$0	$0
ALVARO GUZMAN	DIRECTOR	10.00	Director	$0	$0	$0
Peter Aguilar	DIRECTOR	10.00	Director	$0	$0	$0
THOMAS KOWALSKI	DIRECTOR	10.00	Director	$0	$0	$0
JANE DETTLING	DIRECTOR	10.00	Director	$0	$0	$0
JAIME ARIZPE	CHAIRPERSON	10.00	Officer Director	$0	$0	$0
ESTELA G MIRANDA	SECERTARY	10.00	Officer Director	$0	$0	$0
ALBERT SALINAS	TREASURER	15.00	Officer Director	$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	$1,355,188	$1,629,606	$299,582	$-274,418
2023	$1,329,415	$1,703,946	$577,335	$-374,531
2020	$416,188	$204,245	$525,531	$211,943

HOLDING INSTITUTE INC