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Nonprofiteer
← HOLDSWORTH CENTER

Form 990 for tax year 2024

Filed by HOLDSWORTH CENTER.

Totals

Total revenue
$40,223,613
Total expenses
$34,371,478
Contributions and grants received
$34,603,404
Grants paid
$0
Program service revenue
$690,552
Investment income
$2,089,146
Other revenue
$2,840,511
Total assets, end of year
$215,285,701
Total liabilities, end of year
$2,358,174
Net assets or fund balances, end of year
$212,927,527
Program services expenses (Part IX)
$27,301,413
Management and general expenses
$5,921,808
Fundraising expenses
$1,148,257
Program service expenses (Part III)
$27,301,413

Program services were 79.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $34,603,404

  • 1g · Noncash contributions included above

    $13,384,874

  • 2a · Program service revenue: PROGRAM SERVICES

    total $690,552 · related or exempt $690,552

  • 3 · Investment income

    total $1,658,726 · excluded $1,658,726

  • 7a · Gross sales of assets other than inventory

    securities $15,650,236

  • 7b · Less cost or other basis and sales expenses

    securities $15,219,816

  • 7c · Gain or loss

    securities $430,420

  • 7d · Net gain or loss

    total $430,420 · excluded $430,420

  • 10a · Gross sales of inventory

    $3,312,907

  • 10b · Cost of goods sold

    $483,010

  • 10c · Net income from sales of inventory

    total $2,829,897 · unrelated business $2,829,897

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $10,614 · related or exempt $10,614

  • 11e · Other revenue, total

    $10,614

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,148,769 · program services $1,245,763 · management and general $585,098 · fundraising $317,908

  • 6 · Compensation of disqualified persons

    total $15,145 · program services $9,876 · management and general $4,279 · fundraising $990

  • 7 · Other salaries and wages

    total $8,253,034 · program services $5,590,221 · management and general $2,291,271 · fundraising $371,542

  • 8 · Pension plan contributions

    total $247,020 · program services $160,334 · management and general $79,981 · fundraising $6,705

  • 9 · Other employee benefits

    total $1,024,311 · program services $613,572 · management and general $355,803 · fundraising $54,936

  • 10 · Payroll taxes

    total $788,407 · program services $500,076 · management and general $244,852 · fundraising $43,479

  • 11b · Fees: legal

    total $372,125 · program services $3,450 · management and general $368,675

  • 11c · Fees: accounting

    total $68,704 · management and general $68,704

  • 11f · Fees: investment management

    total $141,726 · management and general $141,726

  • 11g · Fees: other

    total $10,896,807 · program services $10,434,698 · management and general $389,158 · fundraising $72,951

  • 12 · Advertising and promotion

    total $88,224 · management and general $88,224

  • 13 · Office expenses

    total $295,638 · program services $153,193 · management and general $95,406 · fundraising $47,039

  • 14 · Information technology

    total $1,513,837 · program services $987,152 · management and general $427,684 · fundraising $99,001

  • 16 · Occupancy

    total $521,563 · program services $505,907 · management and general $12,713 · fundraising $2,943

  • 17 · Travel

    total $1,026,950 · program services $866,577 · management and general $126,042 · fundraising $34,331

  • 19 · Conferences, conventions and meetings

    total $25,042 · program services $3,161 · management and general $21,881

  • 22 · Depreciation, depletion and amortization

    total $5,525,721 · program services $5,359,853 · management and general $134,690 · fundraising $31,178

  • 23 · Insurance

    total $93,737 · program services $82,533 · management and general $9,917 · fundraising $1,287

  • 24a · Other expenses: HVAC RECONSTRUCTION

    total $397,933 · management and general $397,933

  • 24e · All other expenses

    total $926,785 · program services $785,047 · management and general $77,771 · fundraising $63,967

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $150,679 · end of year $4,502

  • 2 · Savings and temporary cash investments

    beginning of year $5,195,571 · end of year $9,321,311

  • 3 · Pledges and grants receivable

    beginning of year $91,985 · end of year $1,034,425

  • 4 · Accounts receivable

    beginning of year $681,204 · end of year $530,478

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,631,038 · end of year $1,465,833

  • 10a · Land, buildings and equipment: cost or other basis

    $180,095,006

  • 10b · Land, buildings and equipment: accumulated depreciation

    $24,458,259

  • 10c · Land, buildings and equipment, net

    beginning of year $161,162,468 · end of year $155,636,747

  • 11 · Investments: publicly traded securities

    beginning of year $38,358,345 · end of year $47,170,405

  • 15 · Other assets

    beginning of year $72,535 · end of year $122,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,451,851 · end of year $745,176

  • 19 · Deferred revenue

    beginning of year $635,130 · end of year $810,484

  • 25 · Other liabilities

    beginning of year $763,992 · end of year $802,514

  • 27 · Net assets without donor restrictions

    beginning of year $204,492,852 · end of year $210,901,590

  • 28 · Net assets with donor restrictions

    end of year $2,025,937

Mission and programs · 2024

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $27,301,413 · Revenue $690,552

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DR SHARI ALBRIGHT

    DIRECTOR

    Total calculated
    $484,560
    From this org
    $0
    From related orgs
    $460,320
    Other
    $24,240
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $457,569 related
    Bonus
    $0
    Other
    $0 + $2,751 related
    Deferred
    $0 + $9,750 related
    Nontaxable benefits
    $0 + $14,490 related
    Filer's total
    $0 + $484,560 related

  • DR LINDSAY WHORTON

    PRESIDENT/DIRECTOR

    Total calculated
    $471,181
    From this org
    $403,372
    From related orgs
    $0
    Other
    $67,809
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,108
    Bonus
    $0
    Other
    $264
    Deferred
    $46,500
    Nontaxable benefits
    $21,309
    Filer's total
    $471,181

  • ELISA VILLANUEVA BEARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES CLINES

    DIRECTOR (THRU 1/13/25)

    Total calculated
    $0
    Hours/week
    1

  • BRUCE ESTERLINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR ROBERT M GATES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WALLACE B JEFFERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT S KAPLAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELAINE MENDOZA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELLEN MOIR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ARMANDO PEREZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR NOLAN PEREZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM POSTL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J PUCKETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR RUTH SIMMONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANN STERN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR MARTA TIENDA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GUILLERMO TREVINO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAULINE DOW

    VICE PRESIDENT/CPO (THRU 4/25/25)

    Total calculated
    $306,009
    From this org
    $282,040
    From related orgs
    $0
    Other
    $23,969
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,560
    Bonus
    $0
    Other
    $1,480
    Deferred
    $10,234
    Nontaxable benefits
    $13,735
    Filer's total
    $306,009

  • KELLI GREEN

    TREASURER & CFO

    Total calculated
    $281,669
    From this org
    $235,224
    From related orgs
    $0
    Other
    $46,445
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,920
    Bonus
    $0
    Other
    $304
    Deferred
    $9,861
    Nontaxable benefits
    $36,584
    Filer's total
    $281,669

  • MARINA LIN

    SECRETARY & COO

    Total calculated
    $255,213
    From this org
    $222,075
    From related orgs
    $0
    Other
    $33,138
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,889
    Bonus
    $0
    Other
    $186
    Deferred
    $8,388
    Nontaxable benefits
    $24,750
    Filer's total
    $255,213

  • KATHERINE JARON

    MANAGING DIRECTOR

    Total calculated
    $223,030
    From this org
    $200,736
    From related orgs
    $0
    Other
    $22,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,557
    Bonus
    $0
    Other
    $179
    Deferred
    $8,163
    Nontaxable benefits
    $14,131
    Filer's total
    $223,030

  • BRYAN RUBIO

    SECRETARY (THRU 8/9/24) & CDO

    Total calculated
    $205,150
    From this org
    $196,633
    From related orgs
    $0
    Other
    $8,517
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,371
    Bonus
    $0
    Other
    $262
    Deferred
    $7,865
    Nontaxable benefits
    $652
    Filer's total
    $205,150

  • RACHEL GALLARDO

    MANAGING DIRECTOR

    Total calculated
    $213,734
    From this org
    $170,592
    From related orgs
    $0
    Other
    $43,142
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,437
    Bonus
    $0
    Other
    $155
    Deferred
    $7,240
    Nontaxable benefits
    $35,902
    Filer's total
    $213,734

  • SHARON FOLEY

    MANAGING DIRECTOR

    Total calculated
    $212,446
    From this org
    $165,248
    From related orgs
    $0
    Other
    $47,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,029
    Bonus
    $0
    Other
    $219
    Deferred
    $7,049
    Nontaxable benefits
    $40,149
    Filer's total
    $212,446

  • JASON SIERRA

    SENIOR DIRECTOR

    Total calculated
    $225,023
    From this org
    $181,963
    From related orgs
    $0
    Other
    $43,060
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,792
    Bonus
    $0
    Other
    $171
    Deferred
    $7,746
    Nontaxable benefits
    $35,314
    Filer's total
    $225,023

  • GERARDO RIOS DIRECTOR

    OF INFORMATION TECHNOLOGY

    Total calculated
    $203,930
    From this org
    $168,744
    From related orgs
    $0
    Other
    $35,186
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,769
    Bonus
    $0
    Other
    $975
    Deferred
    $7,009
    Nontaxable benefits
    $28,177
    Filer's total
    $203,930

  • JOSE CAVAZOS

    SUPERINTENDENT IN RESIDENCE

    Total calculated
    $196,448
    From this org
    $185,281
    From related orgs
    $0
    Other
    $11,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,579
    Bonus
    $0
    Other
    $702
    Deferred
    $7,531
    Nontaxable benefits
    $3,636
    Filer's total
    $196,448

  • NAMRITA CHAWLA

    MANAGING DIRECTOR

    Total calculated
    $196,337
    From this org
    $163,955
    From related orgs
    $0
    Other
    $32,382
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,792
    Bonus
    $0
    Other
    $163
    Deferred
    $6,815
    Nontaxable benefits
    $25,567
    Filer's total
    $196,337

  • ALESHIA ANDERSON

    DIRECTOR HUMAN RESOURCES

    Total calculated
    $183,883
    From this org
    $168,272
    From related orgs
    $0
    Other
    $15,611
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,052
    Bonus
    $0
    Other
    $220
    Deferred
    $0
    Nontaxable benefits
    $15,611
    Filer's total
    $183,883

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
19 February 2026
IRS schema version
2024v5.5
Source object
202620559349300932

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