HOLDSWORTH CENTER: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOLDSWORTH CENTER (EIN 81-4254457)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-03-04
- IRS object ID
- 202540639349301109
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-04T08:36:29-06:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814254457 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOLDSWORTH CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLD | BusinessNameControlTxt |
| Phone | 7379467001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4907 RR 2222 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLI GREEN | PersonNm |
| Person Title | TREASURER & CFO | PersonTitleTxt |
| Phone | 7379467001 | PhoneNum |
| Signature | 2025-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTI NARVAIZ | PreparerPersonNm |
| PTIN | P01516153 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2025-02-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR LINDSAY WHORTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4907 RR 2222 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,010,704 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://HOLDSWORTHCENTER.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 88 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $1,917,599 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,080,589 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,262,065 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $543,448 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,422,980 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,462,335 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,130,012 | PYOtherRevenueAmt |
| CY Other Revenue | $1,927,547 | CYOtherRevenueAmt |
| PY Total Revenue | $35,633,581 | PYTotalRevenueAmt |
| CY Total Revenue | $33,195,395 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,181,819 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,112,796 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,094,269 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,770,673 | PYOtherExpensesAmt |
| CY Other Expenses | $21,404,948 | CYOtherExpensesAmt |
| PY Total Expenses | $34,952,492 | PYTotalExpensesAmt |
| CY Total Expenses | $33,517,744 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $681,089 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$322,349 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $206,727,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,343,825 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,757,234 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,850,973 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $200,970,703 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $204,492,852 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,626,417 | ExpenseAmt |
| Revenue | $553,396 | RevenueAmt |
| Desc | 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 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. | Desc |
| Total Program Service Expenses | $26,626,417 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 88 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLI GREEN CFO | PersonNm |
| Phone | 7379467001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4907 RR 2222 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DR SHARI ALBRIGHT | |||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $472,932 | $29,586 | |||
| DR LINDSAY WHORTON | |||||||||
| PRESIDENT/DIRECTOR | 40.00 | 0.00 | Yes (X) | $383,264 | $0 | $71,944 | Yes (X) | ||
| ELISA VILLANUEVA BEARD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE ESTERLINE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT M GATES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WALLACE B JEFFERSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE MENDOZA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN MOIR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARMANDO PEREZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR NOLAN PEREZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM POSTL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR RUTH SIMMONS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN STERN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GUILLERMO TREVINO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARTA TIENDA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES CLINES | |||||||||
| DIRECTOR | 8.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT S KAPLAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULINE DOW | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $271,636 | $0 | $27,292 | Yes (X) | |||
| BRYAN RUBIO | |||||||||
| SECRETARY & DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $186,376 | $0 | $8,144 | Yes (X) | |||
| KELLI GREEN | |||||||||
| TREASURER & CFO | 40.00 | 0.00 | $224,761 | $0 | $56,283 | Yes (X) | |||
| MARINA LIN | |||||||||
| MANAGING DIRECTOR | 40.00 | $204,699 | $0 | $30,048 | Yes (X) | ||||
| RACHEL GALLARDO | |||||||||
| MANAGING DIRECTOR | 40.00 | $160,677 | $0 | $52,342 | Yes (X) | ||||
| SHARON FOLEY | |||||||||
| MANAGING DIRECTOR | 40.00 | $166,796 | $0 | $52,028 | Yes (X) | ||||
| GERARDO RIOS | |||||||||
| DIRECTOR OF INFORMATION TE | 40.00 | $163,419 | $0 | $41,576 | Yes (X) | ||||
| ALESHIA ANDERSON | |||||||||
| DIRECTOR HUMAN RESOURCES | 40.00 | $162,182 | $0 | $18,293 | Yes (X) | ||||
| JASON SIERRA | |||||||||
| MANAGING DIRECTOR | 40.00 | $175,774 | $0 | $51,127 | Yes (X) | ||||
| KATHERINE JARON | |||||||||
| MANAGING DIRECTOR | 40.00 | $195,707 | $0 | $22,588 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,295,291 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $472,932 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $461,251 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DPR CONSTRUCTION | |||||
| 310 COMAL STREET BUILDING A SUITE | AUSTIN | TX | 78702 | CONSTRUCTION/ARCHITECTURE | $3,784,546 |
| FLIK HOSPITALITY | |||||
| 2 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | CAMPUS OPERATIONS | $3,374,593 |
| GAIN INNOVATION LLC | |||||
| 1320 ARROW POINT DR SUITE 501 TW | CEDAR PARK | TX | 78613 | NETWORK SERVICES | $1,156,847 |
| HCBECK LTD | |||||
| 1601 ELM STREET STE 2800 | DALLAS | TX | 75201 | CONSTRUCTION/ARCHITECTURE | $1,085,527 |
| ALLIED UNIVERSAL | |||||
| 161 WASHINGTON ST STE 600 | CONSHOHOCKEN | PA | 19428 | SECURITY | $1,022,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $29,262,065 | AllOtherContributionsAmt |
| Noncash Contributions | $68,804 | NoncashContributionsAmt |
| Total Contributions | $29,262,065 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $543,448 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $543,448 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $543,448 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,381,829 | TotalRevenueColumnAmt |
| Exclusion | $1,381,829 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,566,643 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,486,137 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,506 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,506 | TotalRevenueColumnAmt |
| Exclusion | $80,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,246,771 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $329,172 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,917,599 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,917,599 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,948 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,948 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,195,395 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $553,396 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,917,599 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,462,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,696,831 | TotalAmt |
| Program Services | $467,832 | ProgramServicesAmt |
| Management And General | $1,026,187 | ManagementAndGeneralAmt |
| Fundraising | $202,812 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,852 | TotalAmt |
| Program Services | $95,987 | ProgramServicesAmt |
| Management And General | $39,218 | ManagementAndGeneralAmt |
| Fundraising | $9,647 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,906,457 | TotalAmt |
| Program Services | $5,695,683 | ProgramServicesAmt |
| Management And General | $1,894,340 | ManagementAndGeneralAmt |
| Fundraising | $316,434 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,553 | TotalAmt |
| Program Services | $169,473 | ProgramServicesAmt |
| Management And General | $52,510 | ManagementAndGeneralAmt |
| Fundraising | $7,570 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,413,053 | TotalAmt |
| Program Services | $909,996 | ProgramServicesAmt |
| Management And General | $424,027 | ManagementAndGeneralAmt |
| Fundraising | $79,030 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,050 | TotalAmt |
| Program Services | $467,314 | ProgramServicesAmt |
| Management And General | $215,682 | ManagementAndGeneralAmt |
| Fundraising | $39,054 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,191 | TotalAmt |
| Management And General | $253,191 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,435 | TotalAmt |
| Management And General | $66,435 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,963 | TotalAmt |
| Management And General | $130,963 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,687,089 | TotalAmt |
| Program Services | $10,235,180 | ProgramServicesAmt |
| Management And General | $377,482 | ManagementAndGeneralAmt |
| Fundraising | $74,427 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,320 | TotalAmt |
| Management And General | $170,995 | ManagementAndGeneralAmt |
| Fundraising | $325 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,232 | TotalAmt |
| Program Services | $162,805 | ProgramServicesAmt |
| Management And General | $68,718 | ManagementAndGeneralAmt |
| Fundraising | $86,709 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,511,212 | TotalAmt |
| Program Services | $1,005,368 | ProgramServicesAmt |
| Management And General | $401,242 | ManagementAndGeneralAmt |
| Fundraising | $104,602 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,747 | TotalAmt |
| Program Services | $566,903 | ProgramServicesAmt |
| Management And General | $13,475 | ManagementAndGeneralAmt |
| Fundraising | $3,369 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,777 | TotalAmt |
| Program Services | $612,761 | ProgramServicesAmt |
| Management And General | $118,260 | ManagementAndGeneralAmt |
| Fundraising | $86,756 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,590 | TotalAmt |
| Program Services | $3,417 | ProgramServicesAmt |
| Management And General | $27,868 | ManagementAndGeneralAmt |
| Fundraising | $2,305 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,802,609 | TotalAmt |
| Program Services | $5,635,171 | ProgramServicesAmt |
| Management And General | $133,950 | ManagementAndGeneralAmt |
| Fundraising | $33,488 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,356 | TotalAmt |
| Program Services | $86,874 | ProgramServicesAmt |
| Management And General | $7,803 | ManagementAndGeneralAmt |
| Fundraising | $1,679 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HVAC RECONSTRUCTION | Desc |
| Total | $287,600 | TotalAmt |
| Management And General | $287,600 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,827 | TotalAmt |
| Program Services | $511,653 | ProgramServicesAmt |
| Management And General | $87,112 | ManagementAndGeneralAmt |
| Fundraising | $46,062 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,517,744 | TotalAmt |
| Program Services | $26,626,417 | ProgramServicesAmt |
| Management And General | $5,797,058 | ManagementAndGeneralAmt |
| Fundraising | $1,094,269 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,327 | BOYAmt |
| EOY | $150,679 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,551,807 | BOYAmt |
| EOY | $5,195,571 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,819 | BOYAmt |
| EOY | $91,985 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $681,204 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $949,060 | BOYAmt |
| EOY | $1,631,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $180,095,006 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,932,538 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,815,158 | BOYAmt |
| EOY | $161,162,468 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,442,858 | BOYAmt |
| EOY | $38,358,345 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,908 | BOYAmt |
| EOY | $72,535 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,727,937 | BOYAmt |
| EOY | $207,343,825 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,908,742 | BOYAmt |
| EOY | $1,451,851 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,928,170 | BOYAmt |
| EOY | $635,130 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,322 | BOYAmt |
| EOY | $763,992 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,757,234 | BOYAmt |
| EOY | $2,850,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,970,703 | BOYAmt |
| EOY | $204,492,852 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,970,703 | BOYAmt |
| EOY | $204,492,852 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,727,937 | BOYAmt |
| EOY | $207,343,825 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$322,349 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,844,498 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,727,181 | OtherCostOrOtherBasisAmt |
| Book Value | $49,727,181 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,050,980 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,836,675 | DepreciationAmt |
| Book Value | $88,214,305 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,560,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,930,941 | DepreciationAmt |
| Book Value | $6,629,383 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,756,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,164,922 | DepreciationAmt |
| Book Value | $16,591,599 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $161,162,468 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTINGENT CONTRACT TERMINATION LIABILITY | $691,457 |
| DEFERRED COMPENSATION LIABILITY | $72,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $763,992 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,238,102 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,844,498 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $329,172 | OtherRevenueAmt |
| Revenue Not Reported | $4,173,670 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,064,432 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $130,963 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $130,963 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,195,395 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,715,953 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $329,172 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $329,172 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,386,781 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $130,963 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $130,963 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,517,744 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE IRC). THE ORGANIZATION FOLLOWS THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES RECOGNITION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT OF ANY TAX POSITIONS TAKEN AND THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS. ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY. FOR THE YEARS ENDED MAY 31, 2024 AND 2023, THE ORGANIZATION DID NOT RECOGNIZE ANY INTEREST OR PENALTIES IN THE FINANCIAL STATEMENTS. TAX YEARS 2021 THROUGH 2023 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT, AND THESE PERIODS HAVE NOT BEEN EXTENDED BEYOND THE APPLICABLE STATUTE OF LIMITATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 329,172. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 329,172. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SCH E PART II |
| SCHEDULE E, PART I, QUESTION 3 | THE HOLDSWORTH CENTER WORKS WITH SCHOOL DISTRICTS ACROSS TEXAS. ATTENDANCE AT THE CENTER IS LIMITED TO TEXAS PUBLIC SCHOOL DISTRICTS SELECTED PURSUANT TO A FORMAL SELECTION PROCESS. INDIVIDUAL STUDENTS OF THE CENTER ARE IDENTIFIED, IN CONCERT WITH DISTRICT LEADERSHIP, ON A NONDISCRIMINATORY BASIS. THE CENTER'S GOAL WITH EACH COHORT OF DISTRICTS IS TO REPRESENT THE DIVERSITY OF TEXAS. THE CENTER SEEKS DISTRICTS WHO EMBODY A GROWTH MINDSET, LEADERSHIP STABILITY, A COMMITMENT TO LEADERSHIP AND EXECUTION EXCELLENCE. INFORMATION ON THE CENTER'S NONDISCRIMINATION POLICY IS PUBLISHED ON THE CENTER'S WEBSITE IN ADDITION TO MATERIALS PROVIDED TO ALL DISTRICTS THAT APPLY TO THE CENTER. THE CENTER WILL ALSO MAINTAIN RECORDS ABOUT ITS NONDISCRIMINATION POLICY IN ACCORDANCE WITH REV. PROC. 75-50, INCLUDING RECORDS ABOUT THE RACIAL COMPOSITION OF THE STUDENTS, FACULTY AND ADMINISTRATIVE STAFF AS WELL AS RECORDS ABOUT FINANCIAL AWARDS, COPIES OF BROCHURES AND ADMISSION MATERIALS USED TO SOLICIT CONTRIBUTIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR SHARI ALBRIGHT | ||||||||||||||
| DIRECTOR | $0 | $469,764 | $0 | $0 | $0 | $3,168 | $0 | $13,000 | $0 | $16,586 | $0 | $502,518 | $0 | $0 |
| DR LINDSAY WHORTON | ||||||||||||||
| PRESIDENT/DIRECTOR | $382,900 | $0 | $0 | $0 | $364 | $0 | $46,250 | $0 | $25,694 | $0 | $455,208 | $0 | $0 | $0 |
| PAULINE DOW | ||||||||||||||
| VICE PRESIDENT | $269,885 | $0 | $0 | $0 | $1,751 | $0 | $10,600 | $0 | $16,692 | $0 | $298,928 | $0 | $0 | $0 |
| KELLI GREEN | ||||||||||||||
| TREASURER & CFO | $224,537 | $0 | $0 | $0 | $224 | $0 | $9,385 | $0 | $46,898 | $0 | $281,044 | $0 | $0 | $0 |
| MARINA LIN | ||||||||||||||
| MANAGING DIRECTOR | $204,508 | $0 | $0 | $0 | $191 | $0 | $7,593 | $0 | $22,455 | $0 | $234,747 | $0 | $0 | $0 |
| JASON SIERRA | ||||||||||||||
| MANAGING DIRECTOR | $175,608 | $0 | $0 | $0 | $166 | $0 | $7,562 | $0 | $43,565 | $0 | $226,901 | $0 | $0 | $0 |
| SHARON FOLEY | ||||||||||||||
| MANAGING DIRECTOR | $166,580 | $0 | $0 | $0 | $216 | $0 | $7,053 | $0 | $44,975 | $0 | $218,824 | $0 | $0 | $0 |
| KATHERINE JARON | ||||||||||||||
| MANAGING DIRECTOR | $195,533 | $0 | $0 | $0 | $174 | $0 | $7,300 | $0 | $15,288 | $0 | $218,295 | $0 | $0 | $0 |
| RACHEL GALLARDO | ||||||||||||||
| MANAGING DIRECTOR | $160,547 | $0 | $0 | $0 | $130 | $0 | $6,897 | $0 | $45,445 | $0 | $213,019 | $0 | $0 | $0 |
| GERARDO RIOS | ||||||||||||||
| DIRECTOR OF INFORMATION TE | $162,480 | $0 | $0 | $0 | $939 | $0 | $6,819 | $0 | $34,757 | $0 | $204,995 | $0 | $0 | $0 |
| BRYAN RUBIO | ||||||||||||||
| SECRETARY & DIRECTOR OF DEVELOPMENT | $186,133 | $0 | $0 | $0 | $243 | $0 | $7,455 | $0 | $689 | $0 | $194,520 | $0 | $0 | $0 |
| ALESHIA ANDERSON | ||||||||||||||
| DIRECTOR HUMAN RESOURCES | $162,042 | $0 | $0 | $0 | $140 | $0 | $0 | $0 | $18,293 | $0 | $180,475 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FAIR WINDS MANAGEMENT | |||
| SEE SCH L PART V | $144,851 | FAIR WNDS MANAGEMENT, LLC PROVIDES MANAGEMENT SERVICES TO THE FILING ORGANIZATION. | 0 |
| H-E-B | |||
| SEE SCH L PART V | $84,243 | THE HOLDSWORTH CENTER RENTS THE CAMPUS TO H-E-B. | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (B) CHARLES H. CLINES, DIRECTOR, OWNS MORE THAN 35% OF FAIR WINDS MANAGEMENT. |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (B) A SUBSTANTIAL CONTRIBUTOR, OWNS MORE THAN 35% OF H-E-B. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CAMPUS EXP | 1 | $59,104 | FMV |
| Yes (X) | OTHER | 1 | $9,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPORTED REPRESENTS THE NUMBER OF DONATIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CHARLES BUTT FOUNDATION IS A MEMBER OF THE HOLDSWORTH CENTER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS HAVE THE RIGHT TO APPOINT 2 DIRECTORS TO THE BOARD OF DIRECTORS. THE MEMBER(S) MUST ALSO CONSENT TO THE ELECTION OF ANY INDIVIDUAL TO THE BOARD OF DIRECTORS. IN ADDITION, THE MEMBER(S) MUST CONSENT TO THE FOLLOWING ACTIONS OF THE BOARD OF DIRECTORS: -DISSOLVE, MERGE OR CONSOLIDATION THE CORPORATION -SELL OR TRANSFER SUBSTANTIALLY ALL THE ASSETS OF THE CORPORATION -ELECT ANY PERSON TO THE BOARD OF DIRECTORS -APPOINT A PRESIDENT OR CHIEF EXECUTIVE OFFICER -AMEND THE CORPORATION'S CERTIFICATE OF FORMATION -AMEND THE CORPORATION'S BYLAWS |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE THE ABOVE EXPLANATION FOR LINE 7A. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. A COMPLETE COPY OF FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ACCORDANCE WITH THE CONFLICTS OF INTEREST POLICY, EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS MUST ANNUALLY SIGN A STATEMENT AFFIRMING THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ AND UNDERSTOOD THE POLICY, AND AGREE TO COMPLY WITH THE POLICY. PERIODIC REVIEWS ARE CONDUCTED AND INCLUDE, AT A MINIMUM, WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. THE REVIEW ALSO INCLUDES WHETHER PARTNERSHIPS, JOINT VENTURES AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES, AND ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN EXCESS BENEFIT TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATION MATTERS ARE REVIEWED BY THE PERSONNEL COMMITTEE AND BOARD OF DIRECTORS. COMPENSATION OF THE SENIOR EXECUTIVE POSITIONS IS BASED ON FORMAL COMPENSATION REVIEWS WITH AN OUTSIDE PARTY. COMPENSATION FOR OTHER MANAGEMENT MEMBERS IS BASED ON COMPARABLE SALARY INFORMATION OBTAINED FROM PUBLIC SOURCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE IN THE ORGANIZATION'S OFFICE TO ANYONE WHO REQUESTS TO SEE THEM. |
| FORM 990, PART IX, LINE 11G | CAMPUS OPERATIONS (ROOMS, F&B, CONFERENCE): PROGRAM SERVICE EXPENSES 4,021,291. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,021,291. CAMPUS OPERATIONS (HOSPITALITY ADMIN): PROGRAM SERVICE EXPENSES 1,161,609. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,161,609. CAMPUS OPERATIONS (SECURITY): PROGRAM SERVICE EXPENSES 1,008,187. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,008,187. CAMPUS OPERATIONS (GROUND AND MAINTENANCE): PROGRAM SERVICE EXPENSES 1,058,259. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,058,259. CAMPUS OPERATIONS (OTHER): PROGRAM SERVICE EXPENSES 6,191. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,191. CAMPUS OPERATIONS (MARKETING): PROGRAM SERVICE EXPENSES 320,210. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 320,210. FACULTY AND FACILITATION: PROGRAM SERVICE EXPENSES 1,449,073. MANAGEMENT AND GENERAL EXPENSES 23,800. FUNDRAISING EXPENSES 5,115. TOTAL EXPENSES 1,477,988. COACHING: PROGRAM SERVICE EXPENSES 1,056,810. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,056,810. OTHER: PROGRAM SERVICE EXPENSES 153,550. MANAGEMENT AND GENERAL EXPENSES 353,682. FUNDRAISING EXPENSES 69,312. TOTAL EXPENSES 576,544. |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES BUTT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90389 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316674532 | EIN |
| Primary Activities | GRANT MAKING | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |