Nonprofit · EIN 81-1555941
ORGANIZERS INSTITUTE SOUTH AND WEST IAF
Tax-exempt · AUSTIN, TX 78753
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,101,294 | $3,400,068 | -$298,774 | $11,505,256 | $11,319 | $11,493,937 |
| December 31, 2023 | 990 | $3,740,147 | $2,884,344 | $855,803 | $7,877,564 | $6,237 | $7,871,327 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,080,896
- Program service revenue
- $540,640
- Investment income
- $479,758
- Net gain from sales of assets
- $131,604
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $425,445
- Other salaries and wages
- $453,494
- Salaries, compensation and benefits (total)
- $1,119,930
- Professional fundraising fees
- $0
- Legal fees
- $28,662
- Accounting fees
- $26,550
- Occupancy
- $84,238
- Travel
- $65,845
- Program services (functional)
- $2,935,019
- Management and general (functional)
- $409,376
- Fundraising (functional)
- $55,673
Balance sheet and other
- Total assets, start of year
- $7,877,564
- Total assets, end of year
- $11,505,256
- Total liabilities, end of year
- $11,319
- Net assets, end of year
- $11,493,937
- Land, buildings and equipment
- $21,476
- Publicly traded securities
- $8,503,756
- Net assets without donor restrictions
- $10,051,287
- Net assets with donor restrictions
- $1,442,650
- Gross receipts
- $9,019,690
- Employees
- 10
- Volunteers
- 9
- Year formed
- 2015
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joe Rubio | Exec Director Trustee or director, Officer | 40 | $175,700 | $72,941 |
| Paul Turner | Secretary Trustee or director, Officer | 40 | $192,000 | $35,053 |
| Ernesto Cortes | Co-Director Officer | 30 | $138,270 | $13,286 |
| Carlota Garcia | Data Strat & Comm | 40 | $98,150 | $28,336 |
| Patricia Tenorio | Asst to Director | 40 | $112,035 | $12,558 |
| Ramon Gonzalez | Data Analyst | 40 | $75,000 | $40,554 |
| Elizabeth Valdez | Vice President Trustee or director, Officer | 20 | $99,612 | $2,906 |
| Sally Boekholt | President Trustee or director, Officer | 2 | $0 | $0 |
| John Ogletree | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Miles Brandon | Director Trustee or director | 1 | $0 | $0 |
| Edgar Cage | Director Trustee or director | 1 | $0 | $0 |
| Anna Eng | Director Trustee or director | 1 | $0 | $0 |
| Elizabeth Hall | Director Trustee or director | 1 | $0 | $0 |
| Robert Hoo | Director Trustee or director | 1 | $0 | $0 |
| Sonia Rodriguez | Director Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marilyn Winokur | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joe Rubio | Exec Director Officer | 40 | $171,360 | $69,685 |
| Patricia Tenorio | Asst to Director | 40 | $112,035 | $5,246 |
| Carlota Garcia | Data Strat & Comm | 40 | $103,270 | $812 |
| Elizabeth Valdez | President Trustee or director, Officer | 1 | $0 | $0 |
| Paul Turner | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Anna Eng | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Robert Hoo | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Broderick Bagert | Director Trustee or director | 1 | $0 | $0 |
| Pearl Ceasar | Director Trustee or director | 1 | $0 | $0 |
| Doug Greco | Director Trustee or director | 1 | $0 | $0 |
| Elizabeth Hall | Director Trustee or director | 1 | $0 | $0 |
| Surya Kalra | Director Trustee or director | 1 | $0 | $0 |
| Josephine Lopez-Paul | Director Trustee or director | 1 | $0 | $0 |
| Tim McManus | Director Trustee or director | 1 | $0 | $0 |
| Jorge Montiel | Director Trustee or director | 1 | $0 | $0 |
| Walker Moore | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 704 E WONSLEY DR STE 200, AUSTIN, TX 78753-6502
- In care of
- % PAUL TURNER
- Mailing address (990-N for 2017)
- 1106 CLAYTON LN STE 120W, AUSTIN TX 78723
- Principal officer (990 for 2024)
- Joe Rubio, 704 E Wonsley Dr 200, Austin, TX 78753
- Principal officer (990-N for 2017)
- PAUL TURNER, 1106 CLAYTON LN STE 120W, AUSTIN TX 78723
- Signed the 990
- Joe Rubio, Executive Director
- Phone
- (512) 459-6551
- Website
- www.organizersinstitute.com
- Return prepared by
- Dunagan Jack LLP
Mission
The Organizing Institute exists to strengthen organizing and develop organizers in the South & West region of Industrial Areas Foundation.
Program accomplishments
- The Organizing Institute seeks to:1) Direct the recruitment, supervision and placement of organizers in our region.2) Guide the professional development of organizers.3) Cultivate more meaningful professional relationships among organizers and organizations in our region.5) Give strategic direction and support to start-up strategies and sponsoring committees.6) Sponsor organizer tryouts.Expenses $2,935,019 · revenue $540,640
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-1555941
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A23)
- Assets (IRS master file)
- $11,505,256
- Income (IRS master file)
- $9,019,690
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,101,294 | $3,400,068 | $11,505,256 | XML |
| 990 | December 2023 | $3,740,147 | $2,884,344 | $7,877,564 | XML |
| 990 | December 2022 | $2,304,671 | $2,490,942 | $7,062,855 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2017 Officer: PAUL TURNER | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-1555941).
Questions about ORGANIZERS INSTITUTE SOUTH AND WEST IAF
- What is the EIN of ORGANIZERS INSTITUTE SOUTH AND WEST IAF?
- The employer identification number (EIN) of ORGANIZERS INSTITUTE SOUTH AND WEST IAF is 81-1555941.
- Is ORGANIZERS INSTITUTE SOUTH AND WEST IAF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to ORGANIZERS INSTITUTE SOUTH AND WEST IAF tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORGANIZERS INSTITUTE SOUTH AND WEST IAF file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORGANIZERS INSTITUTE SOUTH AND WEST IAF due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORGANIZERS INSTITUTE SOUTH AND WEST IAF last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ORGANIZERS INSTITUTE SOUTH AND WEST IAF?
- The 990 for the year ended December 31, 2024 names Joe Rubio.
- Who are the officers and directors of ORGANIZERS INSTITUTE SOUTH AND WEST IAF?
- The 990 for the year ended December 31, 2024 lists 16 people; 7 received compensation from the organization, the highest $175,700 (Joe Rubio, Exec Director).
- How much revenue does ORGANIZERS INSTITUTE SOUTH AND WEST IAF have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,101,294, expenses of $3,400,068 and total assets of $11,505,256 at year end.
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