2025-11-11T14:31:11-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 203688367 STRATEGIC ORGANIZING CENTER STRA 2027210660 1707 L ST NW 350 WASHINGTON DC 20036 EMILY K STEWART EXECUTIVE DIRECTOR 2027210660 2025-11-11 1 0 SCOTT E HALLBERG CPA P01081188 2023319880 2024 2025-03-06 01:10:19Z APRIL VERRETT 1707 L ST NW 350 WASHINGTON DC 20036 10203730 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. 3 3 38 0 0 0 1694000 2000000 5232000 5232000 112992 86641 2020796 2885089 9059788 10203730 30000 25000 0 0 3877096 4254357 0 0 0 3948345 4885803 7855441 9165160 1204347 1038570 7395980 8969535 1021799 1460016 6374181 7509519 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. 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 1 1 1 0 1 0 0 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 28 0 1 38 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 - RET. MAY 2024 10.00 X X 0 0 0 APRIL VERRETT CHAIR - EFF. MAY 2024 10.00 X X 0 0 0 CLAUDE CUMMINGS SECRETARY TREASURER 2.00 X X 0 0 0 TERESA ROMERO OFFICER 2.00 X X 0 0 0 MICHAEL ZUCKER EXECUTIVE DIRECTOR 40.00 X 218636 0 60067 TEJAL PATEL DIRECTOR OF INVESTMENT GRO 40.00 X 143051 0 31845 JOAN MORIARTY DIR. OF STRATEGIC RESEARCH 40.00 X 145914 0 51306 MARKA PETERSON ASSOC GEN COUNSEL & LEGAL DIR 40.00 X 140941 0 50413 MONICA PALACIOS OPERATIONS DIRECTOR 40.00 X 135985 0 50109 DAVID ROSENBLATT DEP DIR OF STRATEGIC RESEARCH AND CAMPAIGNS 40.00 X 132258 0 50362 916785 0 294102 10 0 1 0 SCHULTE ROTH AND ZABEL LLP 919 THIRD AVENUE NEW YORK NY 10022 LEGAL SERVICES 945312 LONGACRE SQUARE PARTNERS 44 W 37TH STREET NEW YORK NY 10018 CONSULTANT 752229 OKAPI PARTNERS LLC 1212 6TH AVE NEW YORK NY 10036 CONSULTING 523601 BORADRIDGE ICS INC 51 MERCEDES WAY BRENTWOOD NY 11717 CONSULTANT 364194 PAUL WEISS RIFKIND WHARTON & GARRISON 2001 K ST NW WASHINGTON DC 20006 LEGAL SERVICES 306507 9 2000000 2000000 MEMBERSHIP DUES 900099 5232000 5232000 5232000 86641 86641 OTHER REVENUE 900099 2885089 2885089 2885089 10203730 8117089 0 86641 X 25000 278703 2845731 281359 579127 269437 947470 50376 1746749 627116 354898 441716 144830 48209 18087 ORGANIZING CAMPAIGN EXP 200000 SUBSCRIPTIONS/PUBLICATI 151794 PERSONNEL COSTS REIMBUR 130842 MEMBER DUES 15400 8316 9165160 4936743 6898070 1734362 291193 65145 103881 245553 112103 6087 133450 402172 502581 251471 1040360 7395980 8969535 760431 381895 261368 1078121 1021799 1460016 X 6374181 7509519 6374181 7509519 7395980 8969535 1038570 96768 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 31886 1859 30027 113564 11391 102173 100103 98853 1250 133450 INVESTMENTS 502581 F 502581 RIGHT OF USE ASSET - OPERATING LEASE 1040360 1040360 OPERATING LEASE LIABILITY 1078121 1078121 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, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 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 1 0 0 0 MICHAEL ZUCKER EXECUTIVE DIRECTOR 218636 0 0 0 0 0 26236 0 33831 0 278703 0 0 0 JOAN MORIARTY DIR. OF STRATEGIC RESEARCH 145914 0 0 0 0 0 17750 0 33556 0 197220 0 0 0 MARKA PETERSON ASSOC GEN COUNSEL & LEGAL DIR 140941 0 0 0 0 0 17297 0 33116 0 191354 0 0 0 MONICA PALACIOS OPERATIONS DIRECTOR 135985 0 0 0 0 0 16666 0 33443 0 186094 0 0 0 DAVID ROSENBLATT DEP DIR OF STRATEGIC RESEARCH AND CA 132258 0 0 0 0 0 16855 0 33507 0 182620 0 0 0 TEJAL PATEL DIRECTOR OF INVESTMENT GRO 143051 0 0 0 0 0 17297 0 14548 0 174896 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 1,746,749. 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