Form 990 for tax year 2024
Filed by ORGANIZERS INSTITUTE SOUTH AND WEST IAF.
Totals
- Total revenue
- $3,101,294
- Total expenses
- $3,400,068
- Contributions and grants received
- $2,080,896
- Grants paid
- $0
- Program service revenue
- $540,640
- Investment income
- $479,758
- Other revenue
- $0
- Total assets, end of year
- $11,505,256
- Total liabilities, end of year
- $11,319
- Net assets or fund balances, end of year
- $11,493,937
- Program services expenses (Part IX)
- $2,935,019
- Management and general expenses
- $409,376
- Fundraising expenses
- $55,673
- Program service expenses (Part III)
- $2,935,019
Program services were 86.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Joe Rubio
Exec Director
- Total calculated
- $248,641
- From this org
- $175,700
- From related orgs
- $0
- Other
- $72,941
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,700
- Bonus
- not reported
- Other
- not reported
- Deferred
- $35,140
- Nontaxable benefits
- $37,801
- Filer's total
- $248,641
-
Paul Turner
Secretary
- Total calculated
- $227,053
- From this org
- $192,000
- From related orgs
- $0
- Other
- $35,053
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $192,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $35,053
- Filer's total
- $227,053
-
Ernesto Cortes
Co-Director
- Total calculated
- $151,556
- From this org
- $138,270
- From related orgs
- $0
- Other
- $13,286
- Hours/week
- 30
Schedule J breakdown matched by us
- Base
- $138,270
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $13,286
- Filer's total
- $151,556
-
Carlota Garcia
Data Strat & Comm
- Total calculated
- $126,486
- From this org
- $98,150
- From related orgs
- $0
- Other
- $28,336
- Hours/week
- 40
-
Patricia Tenorio
Asst to Director
- Total calculated
- $124,593
- From this org
- $112,035
- From related orgs
- $0
- Other
- $12,558
- Hours/week
- 40
-
Ramon Gonzalez
Data Analyst
- Total calculated
- $115,554
- From this org
- $75,000
- From related orgs
- $0
- Other
- $40,554
- Hours/week
- 40
-
Elizabeth Valdez
Vice President
- Total calculated
- $102,518
- From this org
- $99,612
- From related orgs
- $0
- Other
- $2,906
- Hours/week
- 20
-
Sally Boekholt
President
- Total calculated
- $0
- Hours/week
- 2
-
John Ogletree
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Miles Brandon
Director
- Total calculated
- $0
- Hours/week
- 1
-
Edgar Cage
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anna Eng
Director
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Hall
Director
- Total calculated
- $0
- Hours/week
- 1
-
Robert Hoo
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sonia Rodriguez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn Winokur
Director
- Total calculated
- $0
- Hours/week
- 1
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 · 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
The filer's explanations (Part III)
- Part II, Compensation from Unrelated Organizations
- Joe Rubio, the Institute's Executive Director, is an employee of Industrial AreasFoundation (IAF).
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.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503179349303145
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