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← STRATEGIC ORGANIZING CENTER

Form 990 for tax year 2023

Filed by STRATEGIC ORGANIZING CENTER.

Totals

Total revenue
$9,059,788
Total expenses
$7,855,441
Contributions and grants received
$1,694,000
Grants paid
$30,000
Program service revenue
$5,232,000
Investment income
$112,992
Other revenue
$2,020,796
Total assets, end of year
$7,395,980
Total liabilities, end of year
$1,021,799
Net assets or fund balances, end of year
$6,374,181
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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

    $1,694,000

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $5,232,000 · related or exempt $5,232,000

  • 3 · Investment income

    total $76,482 · excluded $76,482

  • 6a · Gross rents

    real property $24,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $24,000

  • 6d · Net rental income or loss

    total $24,000 · excluded $24,000

  • 7a · Gross sales of assets other than inventory

    securities $321,607

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

    securities $285,097

  • 7c · Gain or loss

    securities $36,510

  • 7d · Net gain or loss

    total $36,510 · excluded $36,510

  • 11a · Other revenue: REIMBURSED EXPENSES

    total $1,996,796 · related or exempt $1,996,796

  • 11e · Other revenue, total

    $1,996,796

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,000

  • 5 · Compensation of officers, directors and key employees

    total $266,399

  • 7 · Other salaries and wages

    total $2,450,705

  • 8 · Pension plan contributions

    total $239,807

  • 9 · Other employee benefits

    total $482,857

  • 10 · Payroll taxes

    total $437,328

  • 11b · Fees: legal

    total $958,594

  • 11c · Fees: accounting

    total $27,344

  • 11g · Fees: other

    total $985,952

  • 12 · Advertising and promotion

    total $291,722

  • 13 · Office expenses

    total $310,775

  • 16 · Occupancy

    total $571,708

  • 17 · Travel

    total $122,556

  • 19 · Conferences, conventions and meetings

    total $22,842

  • 22 · Depreciation, depletion and amortization

    total $30,480

  • 24a · Other expenses: PERSONNEL COSTS REIMBUR

    total $231,635

  • 24b · Other expenses: ORGANIZING CAMPAIGN EXP

    total $200,004

  • 24c · Other expenses: PUBLICATIONS / SUBSCRIP

    total $183,830

  • 24d · Other expenses: MEMBER DUES

    total $10,200

  • 24e · All other expenses

    total $703

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,381,342 · end of year $4,936,743

  • 4 · Accounts receivable

    beginning of year $3,213 · end of year $1,734,362

  • 9 · Prepaid expenses and deferred charges

    beginning of year $37,303 · end of year $65,145

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

    $764,345

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

    $758,258

  • 10c · Land, buildings and equipment, net

    beginning of year $33,566 · end of year $6,087

  • 12 · Investments: other securities

    beginning of year $260,051 · end of year $402,172

  • 15 · Other assets

    beginning of year $792,240 · end of year $251,471

  • 17 · Accounts payable and accrued expenses

    beginning of year $501,645 · end of year $760,431

  • 25 · Other liabilities

    beginning of year $849,896 · end of year $261,368

  • 27 · Net assets without donor restrictions

    beginning of year $5,156,174 · end of year $6,374,181

Mission and programs · 2023

Mission

THE STRATEGIC ORGANIZING CENTER IS A CAMPAIGN ORGANIZATION WORKING WITH UNIONS, ALLIES AND FRONTLINE WORKERS TO DEVELOP STRATEGIES AND IMPLEMENT TACTICS ON TRANSFORMATIONAL CAMPAIGNS THAT CONFRONT CORPORATE POWER. THE SOC ACTS IN COALITION SUPPORTING MANY OF THE LARGEST ORGANIZING INITIATIVES BEING CONDUCTED IN THE LABOR MOVEMENT TODAY.

  • ORGANIZING ASSISTANCE TO AFFILIATED LABOR ORGANIZATIONS

  • CAMPAIGNS TO SUPPORT WORKERS RIGHTS AND INTERESTS

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mary Kay Henry

    CHAIR

    Total calculated
    $0
    Hours/week
    10
  • Chris Shelton

    SECRETARY TREASURER - RETIRED JULY 2023

    Total calculated
    $0
    Hours/week
    10
  • Claude Cummings

    SECRETARY TREASURER - EFFECTIVE DECEMBER 2023

    Total calculated
    $0
    Hours/week
    2
  • Teresa Romero

    OFFICER

    Total calculated
    $0
    Hours/week
    2
  • Michael Zucker

    EXECUTIVE DIRECTOR

    Total calculated
    $266,399
    From this org
    $210,393
    From related orgs
    $0
    Other
    $56,006
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,393
    Bonus
    $0
    Other
    $0
    Deferred
    $25,247
    Nontaxable benefits
    $30,759
    Filer's total
    $266,399
  • Tejal Patel

    DIRECTOR OF INVESTMENT GROUP

    Total calculated
    $160,111
    From this org
    $131,237
    From related orgs
    $0
    Other
    $28,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,237
    Bonus
    $0
    Other
    $0
    Deferred
    $15,748
    Nontaxable benefits
    $13,126
    Filer's total
    $160,111
  • Joan Moriarty

    DIR. OF STRATEGIC RESEARCH

    Total calculated
    $185,823
    From this org
    $138,683
    From related orgs
    $0
    Other
    $47,140
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,683
    Bonus
    $0
    Other
    $0
    Deferred
    $16,642
    Nontaxable benefits
    $30,498
    Filer's total
    $185,823
  • George Faraday

    ASSISTANT GENERAL COUNSEL

    Total calculated
    $183,102
    From this org
    $136,147
    From related orgs
    $0
    Other
    $46,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,147
    Bonus
    $0
    Other
    $0
    Deferred
    $16,338
    Nontaxable benefits
    $30,617
    Filer's total
    $183,102
  • Marka Peterson

    LEGAL DIR AND ASSOC GEN CO

    Total calculated
    $179,095
    From this org
    $133,036
    From related orgs
    $0
    Other
    $46,059
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,036
    Bonus
    $0
    Other
    $0
    Deferred
    $15,964
    Nontaxable benefits
    $30,095
    Filer's total
    $179,095

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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

  • DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION

    $25,000

    PROGRAM SUPPORT

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.

  • CHANGE TO WIN POLITICAL EDUCATION ACCOUNT

    527 · POLITICAL EDUCATION · DC

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433199349313483

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