2024-11-14T15:20:09-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 203688367 STRATEGIC ORGANIZING CENTER STRA 2027210660 1707 L ST NW 350 WASHINGTON DC 20036 MICHAEL R ZUCKER EXECUTIVE DIRECTOR 2027210660 2024-11-15 1 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 2024-11-14 2023 2024-10-15 13:58:12Z X MARY KAY HENRY 1707 L ST NW 350 WASHINGTON DC 20036 9344885 0 X WWW.THESOC.ORG X 2005 DC 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. 3 3 30 0 0 0 672000 1694000 5479454 5232000 61813 112992 144756 2020796 6358023 9059788 30000 30000 0 0 3763422 3877096 0 0 0 2683661 3948345 6477083 7855441 -119060 1204347 6507715 7395980 1351541 1021799 5156174 6374181 X 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. 0 0 ORGANIZING ASSISTANCE TO AFFILIATED LABOR ORGANIZATIONS CAMPAIGNS TO SUPPORT WORKERS RIGHTS AND INTERESTS 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 36 0 1 30 1 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X STRATEGIC ORGANIZING CENTER 2027210660 1707 L STREET NW SUITE 350 WASHINGTON DC 20036 MARY KAY HENRY CHAIR 10.00 X X 0 0 0 CHRIS SHELTON SECRETARY TREASURER - RETIRED JULY 2023 10.00 X X 0 0 0 CLAUDE CUMMINGS SECRETARY TREASURER - EFFECTIVE DECEMBER 2023 2.00 X X 0 0 0 TERESA ROMERO OFFICER 2.00 X X 0 0 0 MICHAEL ZUCKER EXECUTIVE DIRECTOR 40.00 X 210393 0 56006 TEJAL PATEL DIRECTOR OF INVESTMENT GROUP 40.00 X 131237 0 28874 JOAN MORIARTY DIR. OF STRATEGIC RESEARCH 40.00 X 138683 0 47140 GEORGE FARADAY ASSISTANT GENERAL COUNSEL 40.00 X 136147 0 46955 MARKA PETERSON LEGAL DIR AND ASSOC GEN CO 40.00 X 133036 0 46059 749496 0 225034 8 0 1 0 SCHULTE ROTH AND ZABEL LLP 919 THIRD AVENUE NEW YORK NY 10022 LEGAL SERVICES 598879 BERLIN ROSEN LTD 750 17TH ST NW WASHINGTON DC 20006 COMMUNICATIONS 263312 LONGACRE SQUARE PARTNERS 44 W 37TH STREET NEW YORK NY 10018 CONSULTANT 250000 PERCUSSION STRATEGIC LLC PO BOX 80684 SEATTLE WA 98108 CONSULTING/DIGITAL ADVERTISING 209300 TROVE COLABORATIVE LLC 200 W 128TH ST KANSAS CITY MO 64145 RECRUITING 114600 5 1694000 1694000 MEMBERSHIP DUES 900099 5232000 5232000 5232000 76482 76482 24000 0 24000 24000 24000 321607 285097 36510 36510 36510 REIMBURSED EXPENSES 900099 1996796 1996796 1996796 9059788 7228796 0 136992 X 30000 266399 2450705 239807 482857 437328 958594 27344 985952 291722 310775 571708 122556 22842 30480 PERSONNEL COSTS REIMBUR 231635 ORGANIZING CAMPAIGN EXP 200004 PUBLICATIONS / SUBSCRIP 183830 MEMBER DUES 10200 703 7855441 5381342 4936743 3213 1734362 37303 65145 764345 758258 33566 6087 260051 402172 792240 251471 6507715 7395980 501645 760431 849896 261368 1351541 1021799 X 5156174 6374181 5156174 6374181 6507715 7395980 1204347 13660 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 653654 653654 0 10588 10588 0 100103 94016 6087 6087 INVESTMENTS 402172 F 402172 OPERATING LEASE LIABILITY 261368 261368 X PART X, LINE 2: SOC FOLLOWS AUTHORITATIVE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SOC PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION WHERE A RETURN IS FILED. 0 DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1850 M STREET NW WASHINGTON DC 20036 134220019 25000 0 PROGRAM SUPPORT 0 0 0 MICHAEL ZUCKER EXECUTIVE DIRECTOR 210393 0 0 0 0 0 25247 0 30759 0 266399 0 0 0 JOAN MORIARTY DIR. OF STRATEGIC RESEARCH 138683 0 0 0 0 0 16642 0 30498 0 185823 0 0 0 GEORGE FARADAY ASSISTANT GENERAL COUNSEL 136147 0 0 0 0 0 16338 0 30617 0 183102 0 0 0 MARKA PETERSON LEGAL DIR AND ASSOC GEN CO 133036 0 0 0 0 0 15964 0 30095 0 179095 0 0 0 TEJAL PATEL DIRECTOR OF INVESTMENT GROUP 131237 0 0 0 0 0 15748 0 13126 0 160111 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PROVIDED TO THE LEADERSHIP COMMITTEE FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SENT TO ALL STAFF ANNUALLY AND ALL CONTRACTS AND AGREEMENTS ARE REVIEWED TO ENSURE COMPLIANCE FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE STRATEGIC ORGANIZING CENTER WILL MAIL, FAX OR EMAIL THE REQUESTED PUBLIC DOCUMENTS FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 985,952. CHANGE TO WIN POLITICAL EDUCATION ACCOUNT 1900 L STREET WASHINGTON DC 20036 205357801 POLITICAL EDUCATION DC 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0