THE HOLDSWORTH CENTER (EIN 814254457) - 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

2016

Legal Domicile

Principal Officer

DR LINDSAY WHORTON

Phone

7379467001

Tax Period

2024-06-01 to 2025-05-31

THE HOLDSWORTH CENTER, founded in 2016, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $40.2M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $34.4M left a modest 15% surplus.

Mission

THE ORGANIZATION WAS ESTABLISHED TO IMPACT, OVER TIME, THE QUALITY OF PRE-K-12 PUBLIC EDUCATION FOR ALL TEXAS STUDENTS BY SUPPORTING AND DEVELOPING EDUCATIONAL LEADERS. WE STRIVE TO DELIVER LEARNING EXPERIENCES THAT SPAN ALL AREAS OF A SCHOOL LEADER'S DEVELOPMENT. AT OUR CAMPUS ON LAKE AUSTIN, WE PROVIDE LEARNING EXPERIENCES FOR DISTRICT LEADERS, CAMPUS LEADERS, AND THEIR TEAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $34,603,404

Program Service Revenue $690,552

Investment Income $2,089,146

Other Revenue $2,840,511

TOTAL REVENUE $40,223,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,476,686

Fundraising Expenses $1,148,257

Program Expenses $27,301,413

Other Expenses $21,894,792

TOTAL EXPENSES $34,371,478

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,223,613	$33,195,395	+0.2%
Expenses	$34,371,478	$33,517,744	+0.0%
Net Income	$5,852,135	$-322,349	-19.2%

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

$1,742,252

Total Directors

$955,741

Key Employees

$426,180

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR SHARI ALBRIGHT	DIRECTOR	1.00	Director	$0	$24,240	$484,560
DR LINDSAY WHORTON	PRESIDENT/DIRECTOR	40.00	Officer Director	$403,372	$67,809	$471,181
ELISA VILLANUEVA BEARD	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES CLINES	DIRECTOR (THRU 1/13/25)	1.00	Director	$0	$0	$0
BRUCE ESTERLINE	DIRECTOR	1.00	Director	$0	$0	$0
DR ROBERT M GATES	DIRECTOR	1.00	Director	$0	$0	$0
WALLACE B JEFFERSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT S KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE MENDOZA	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN MOIR	DIRECTOR	1.00	Director	$0	$0	$0
ARMANDO PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
DR NOLAN PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
JIM POSTL	DIRECTOR	1.00	Director	$0	$0	$0
J PUCKETT	DIRECTOR	1.00	Director	$0	$0	$0
DR RUTH SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
ANN STERN	DIRECTOR	1.00	Director	$0	$0	$0
DR MARTA TIENDA	DIRECTOR	1.00	Director	$0	$0	$0
GUILLERMO TREVINO	DIRECTOR	1.00	Director	$0	$0	$0
PAULINE DOW	VICE PRESIDENT/CPO (THRU 4/25/25)	40.00	Officer	$282,040	$23,969	$306,009
KELLI GREEN	TREASURER & CFO	40.00	Officer	$235,224	$46,445	$281,669
MARINA LIN	SECRETARY & COO	40.00	Officer	$222,075	$33,138	$255,213
KATHERINE JARON	MANAGING DIRECTOR	40.00	Officer	$200,736	$22,294	$223,030
BRYAN RUBIO	SECRETARY (THRU 8/9/24) & CDO	40.00	Officer	$196,633	$8,517	$205,150
RACHEL GALLARDO	MANAGING DIRECTOR	40.00	Key Emp	$170,592	$43,142	$213,734
SHARON FOLEY	MANAGING DIRECTOR	40.00	Key Emp	$165,248	$47,198	$212,446
JASON SIERRA	SENIOR DIRECTOR	40.00	Highest	$181,963	$43,060	$225,023
GERARDO RIOS DIRECTOR	OF INFORMATION TECHNOLOGY	40.00	Highest	$168,744	$35,186	$203,930
JOSE CAVAZOS	SUPERINTENDENT IN RESIDENCE	40.00	Highest	$185,281	$11,167	$196,448
NAMRITA CHAWLA	MANAGING DIRECTOR	40.00	Highest	$163,955	$32,382	$196,337
ALESHIA ANDERSON	DIRECTOR HUMAN RESOURCES	40.00	Highest	$168,272	$15,611	$183,883

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
2025	$40,223,613	$34,371,478	$215,285,701	$5,852,135
2024	$33,195,395	$33,517,744	$207,343,825	$-322,349
2023	$35,633,581	$34,952,492	$206,727,937	$681,089
2022	$23,861,868	$28,424,784	$206,118,634	$-4,562,916
2021	$57,519,526	$16,491,933	$216,918,457	$41,027,593
2020	$76,635,148	$13,581,124	$176,003,344	$63,054,024
2019	$95,758,572	$10,917,909	$104,021,804	$84,840,663
2018	$15,078,873	$8,347,111	$15,208,385	$6,731,762

THE HOLDSWORTH CENTER