Holding Institute Inc

Nonprofit profile at a glance

EIN
740687050
IRS 990 coverage
2019–2023
Forms available
Form 990 2023
Location
Laredo, TX, USA
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Adult, Continuing Education

Reported finances

Revenue
$1,355,188
Expenses
$1,629,606
Assets
$299,582
Liabilities
$82,713

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

8 people listed

People named in this filing

  • ANA MARIA PULIDO SALDIVAR (DIRECTOR)
  • ALVARO GUZMAN (DIRECTOR)
  • Peter Aguilar (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2023

The Holding Institure, Inc. - Community Center responds to the needs of women, children, and families to encourage health and wellness, to empower education, to improve community and to invite discipleship. Bi-lingual and Bi-cultural courses in beginning, intermediate and conversation English and computer literacy. These activites have been curtailed due to the current pandemic. The organizaion also operates a food bank program that provides emergency food. The food bank program is primarily for people that have no resources left at the end of the month before obtaining government food stamp assistance in partnership with the Laredo Regional Food Bank. The organization also provides shelter for persons needing shelter, clothing, and food assistance due to emergencies and other hardships.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 100
  • Accountability: 58
  • Sustainability: 20
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 97.3%; rating input score 97
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 0 of 7 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -20.2%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 0.18; rating input score 8; 8th percentile among comparable filings
  • Liabilities to assets ratio: 0.28; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 34.9% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 24.3% per year; rating input score 100; 88th percentile among comparable filings
  • Asset growth: -8.4% per year; rating input score 0; 4th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 97.3% of spending went to programs
  • Governance: 9 of 9 board members independent · 0 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $1.6M in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 24 of 24 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2019 to 2023
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 6 of 6 not reported.
  • High — Sustainability: Operating margin scored 10/100.
  • High — Sustainability: Total-asset coverage ratio scored 8/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.