Organizing Institute South and West IAF (EIN 811555941) - 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

2015

Legal Domicile

Principal Officer

Joe Rubio

Phone

5124596551

Tax Period

2024-01-01 to 2024-12-31

Organizing Institute South and West IAF, founded in 2015, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.1M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Net assets of $11.5M represent 44 months of operating reserves.

Mission

The Organizing Institute exists to strengthen organizing and develop organizers in the South & West region of Industrial Areas Foundation.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,080,896

Program Service Revenue $540,640

Investment Income $479,758

Other Revenue $0

TOTAL REVENUE $3,101,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,119,930

Fundraising Expenses $55,673

Program Expenses $2,935,019

Other Expenses $2,280,138

TOTAL EXPENSES $3,400,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,101,294	$3,740,147	-0.2%
Expenses	$3,400,068	$2,884,344	+0.2%
Net Income	$-298,774	$855,803	-1.3%

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

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

$729,768

Total Directors

$578,212

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joe Rubio	Exec Director	40.00	Officer Director	$175,700	$72,941	$248,641
Paul Turner	Secretary	40.00	Officer Director	$192,000	$35,053	$227,053
Ernesto Cortes	Co-Director	30.00	Officer	$138,270	$13,286	$151,556
Carlota Garcia	Data Strat & Comm	40.00		$98,150	$28,336	$126,486
Patricia Tenorio	Asst to Director	40.00		$112,035	$12,558	$124,593
Ramon Gonzalez	Data Analyst	40.00		$75,000	$40,554	$115,554
Elizabeth Valdez	Vice President	20.00	Officer Director	$99,612	$2,906	$102,518
Sally Boekholt	President	2.00	Officer Director	$0	$0	$0
John Ogletree	Treasurer	1.00	Officer Director	$0	$0	$0
Miles Brandon	Director	1.00	Director	$0	$0	$0
Edgar Cage	Director	1.00	Director	$0	$0	$0
Anna Eng	Director	1.00	Director	$0	$0	$0
Elizabeth Hall	Director	1.00	Director	$0	$0	$0
Robert Hoo	Director	1.00	Director	$0	$0	$0
Sonia Rodriguez	Director	1.00	Director	$0	$0	$0
Marilyn Winokur	Director	1.00	Director	$0	$0	$0

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	$3,101,294	$3,400,068	$11,505,256	$-298,774
2023	$3,740,147	$2,884,344	$7,877,564	$855,803
2022	$2,304,671	$2,490,942	$7,062,855	$-186,271
2021	$7,584,379	$1,334,908	$7,219,565	$6,249,471
2020	$1,755,953	$1,209,439	$973,596	$546,514
2019	$975,486	$850,761	$419,739	$124,725
2018	$805,789	$524,752	$295,014	$281,037

Organizing Institute South and West IAF