THE HOLDSWORTH CENTER

EIN: 814254457 501(c)(3) Philanthropy & Grantmaking

AUSTIN, TX

Total Revenue
$40,223,613
Total Expenses
$34,371,478
Total Assets
$215,285,701
Net Assets
$212,927,527
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
TX
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.

Program Service Accomplishments

Program 1
Expenses: $27,301,413 Revenue: $690,552

THE HOLDSWORTH PARTNERSHIP IS A MULTI-YEAR INVESTMENT DESIGNED TO HELP SCHOOL DISTRICTS GROW A STRONG BENCH OF OUTSTANDING LEADERS AT ALL LEVELS - WITH A FOCUS ON SITTING AND ASPIRING PRINCIPALS. THE...

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THE HOLDSWORTH PARTNERSHIP IS A MULTI-YEAR INVESTMENT DESIGNED TO HELP SCHOOL DISTRICTS GROW A STRONG BENCH OF OUTSTANDING LEADERS AT ALL LEVELS - WITH A FOCUS ON SITTING AND ASPIRING PRINCIPALS. THE PARTNERSHIP BEGINS WITH THE DISTRICT LEADERSHIP PROGRAM. SUPERINTENDENTS AND THEIR TEAM EMBARK ON A TWO-YEAR JOURNEY THAT INCLUDES LEARNING SESSIONS WITH SOME OF THE NATION'S TOP LEADERSHIP EXPERTS, INTENSIVE LEADERSHIP TRAINING FROM THE ORGANIZATION'S EXPERT PROGRAM TEAM, AND STUDY OF HIGH-PERFORMING ORGANIZATIONS IN AND OUTSIDE THE EDUCATION SECTOR. EXECUTIVE COACHING IS INTEGRAL TO REINFORCE ON-THE-JOB APPLICATION OF LEARNING AND TO SUPPORT CRUCIAL ISSUES IMPACTING THEIR DISTRICT. A CORNERSTONE OF THE ORGANIZATION'S MODEL, ITS DISTRICT SUPPORT TEAM EMBEDS IN PARTNER DISTRICTS THROUGHOUT THE PARTNERSHIP, WORKING TOGETHER WITH CENTRAL OFFICE LEADERS TO STRENGTHEN THEIR PRINCIPAL PIPELINE. IN YEAR TWO OF THE PARTNERSHIP, THE CAMPUS LEADERSHIP PROGRAM BEGINS. COHORTS OF SCHOOL PRINCIPALS AND THEIR TEAMS TAKE A TWO-YEAR LEARNING JOURNEY SIMILAR TO DISTRICT LEADERS. PRINCIPALS ALSO RECEIVE EXECUTIVE COACHING TO HELP THEM SET AND REACH LEADERSHIP DEVELOPMENT GOALS. CAMPUS TEAMS ALSO TACKLE A SIGNIFICANT CHALLENGE TIED TO SCHOOL CULTURE AND STUDENT OUTCOMES. ROLLED OUT IN FOUR PHASES, THE PROGRAM AIMS TO SERVE APPROXIMATELY 50% OF CAMPUSES IN EACH PARTNER DISTRICT OVER THE COURSE OF THE PARTNERSHIP. THE HOLDSWORTH LEADERSHIP COLLABORATIVE IS AN 18-MONTH PROGRAM DESIGNED TO HELP DISTRICT LEADERS BUILD A STRONG BENCH OF ASPIRING PRINCIPALS WHO ARE READY TO STEP INTO SCHOOL LEADERSHIP POSITIONS WHEN THEY ARISE. A TEAM OF THREE, THE SUPERINTENDENT AND TWO DISTRICT LEADERS, WORK WITH HOLDSWORTH STAFF TO DEFINE WHAT GREAT LEADERSHIP LOOKS LIKE IN THEIR DISTRICT AND TO DESIGN SYSTEMS AND STRUCTURES TO SUSTAIN THEIR SCHOOL LEADERSHIP PIPELINE. THE SUPERINTENDENT LEADERSHIP PROGRAM IS AN 18-MONTH PROGRAM THAT SUPPORTS SUPERINTENDENTS AS THEY NAVIGATE UNPRECEDENTED CHALLENGES WHILE SERVING IN A ROLE THAT IMPACTS EDUCATIONAL QUALITY FOR SCORES OF TEXAS STUDENTS. THE PROGRAM PROVIDES DEVELOPMENT IN THE MOST CHALLENGING, HIGH-STAKES AND HIGH-LEVERAGE ASPECTS OF THE SUPERINTENDENT'S JOB, AS WELL AS SUPPORT FROM A NETWORK OF PEERS AND EXECUTIVE COACHING FROM HOLDSWORTH'S SUPERINTENDENTS-IN-RESIDENCE. THE ASPIRING SUPERINTENDENT ACCELERATOR IS A YEARLONG PROGRAM FOR ASPIRING SUPERINTENDENTS DESIGNED TO HELP THEM MASTER THE SKILLS NEEDED TO BE AN EXCEPTIONAL SUPERINTENDENT FROM DAY ONE. ASPIRING SUPERINTENDENT INSIGHTS IS A TWO-DAY EXPERIENCE DESIGNED TO GIVE LEADERS INSIGHT INTO THE SUPERINTENDENT ROLE AND THEIR OWN STRENGTHS AND AREAS OF GROWTH AS THEY CONSIDER PURSUING THE POSITION. THE TEXAS SCHOOL BOARD INSTITUTE IS A THREE-DAY INSTITUTE THAT OFFERS LEADERSHIP TRAINING TO SUPERINTENDENTS AND THEIR NEWLY ELECTED TRUSTEES.THE HOLDSWORTH CENTER'S CAMPUS ON LAKE AUSTIN SERVES AS A PERMANENT HOME FOR PUBLIC SCHOOL EDUCATORS TO DEVELOP AS LEADERS, A PLACE THEY WILL RETURN TO TIME AND AGAIN TO GROW, LEARN, COLLABORATE, REFLECT AND GATHER INSPIRATION TO TAKE BACK TO THEIR DISTRICTS.

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Trantor Score

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

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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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Governance

Voting Members
17
Independent Members
15
Employees
91
Volunteers
17

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
6
$1,742,252
Total Directors
18
$955,741
Key Employees
2
$426,180
Highest Compensated
5
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
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