STRATEGIC ORGANIZING CENTER (EIN 203688367) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

MARY KAY HENRY

Phone

2027210660

Tax Period

2023-01-01 to 2023-12-31

STRATEGIC ORGANIZING CENTER, founded in 2005, is a community nonprofit in the Employment sector that reported $9.1M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $7.9M left a modest 13% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,694,000

Program Service Revenue $5,232,000

Investment Income $112,992

Other Revenue $2,020,796

TOTAL REVENUE $9,059,788

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $3,877,096

Fundraising Expenses $0

Other Expenses $3,948,345

TOTAL EXPENSES $7,855,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,059,788	$6,358,023	+0.4%
Expenses	$7,855,441	$6,477,083	+0.2%
Net Income	$1,204,347	$-119,060	-11.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$266,399

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY KAY HENRY	CHAIR	10.00	Officer Director	$0	$0	$0
CHRIS SHELTON	SECRETARY TREASURER - RETIRED JULY 2023	10.00	Officer Director	$0	$0	$0
CLAUDE CUMMINGS	SECRETARY TREASURER - EFFECTIVE DECEMBER 2023	2.00	Officer Director	$0	$0	$0
TERESA ROMERO	OFFICER	2.00	Officer Director	$0	$0	$0
MICHAEL ZUCKER	EXECUTIVE DIRECTOR	40.00	Officer	$210,393	$56,006	$266,399
TEJAL PATEL	DIRECTOR OF INVESTMENT GROUP	40.00	Highest	$131,237	$28,874	$160,111
JOAN MORIARTY	DIR. OF STRATEGIC RESEARCH	40.00	Highest	$138,683	$47,140	$185,823
GEORGE FARADAY	ASSISTANT GENERAL COUNSEL	40.00	Highest	$136,147	$46,955	$183,102
MARKA PETERSON	LEGAL DIR AND ASSOC GEN CO	40.00	Highest	$133,036	$46,059	$179,095

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$9,059,788	$7,855,441	$7,395,980	$1,204,347
2022	$6,358,023	$6,477,083	$6,507,172	$-119,060
2021	$7,491,143	$6,598,948	$5,906,368	$892,195
2020	$7,853,251	$6,913,182	$5,018,545	$940,069
2019	$7,821,442	$6,833,373	$4,043,804	$988,069
2018	$7,990,401	$7,994,726	$3,588,967	$-4,325

STRATEGIC ORGANIZING CENTER